Financial Advisors

News and Articles About Financial Advisors

What a CFO Taught My Startup About Projections
Finance

What a CFO Taught My Startup About Projections

From hockey-stick growth to flat lines, projections can run the gamut. For our series The Grind, the founder of S.W. Basics offers up advice about how she handled these, at times, elusive forecasts.
Adina Grigore
What's Your Financial Personality?
Finance

What's Your Financial Personality?

Being aware of your 'money personality' may help you make better choices for your business.
Catherine Clifford
How to Build a Financial Advisor Team
Finance

How to Build a Financial Advisor Team

Being chief cook and bottle washer isn't always the best solution for your bottom line. Here's how to find folks who can help.
J.D. Roth