Business Accounting
Don’t Sell Your Business Without These 4 Core Advisors — One Saved My Client $1.8 Million
The right team of advisors can make or break your business sale — here's what most owners overlook.
Financial Advisors
Business Accounting
Here’s Why You Might Want to Sell Your Life Insurance Policy for Cash
By Bill Schantz
Marketing
Why a Proper Digital Marketing Strategy Is a Financial Advisor’s Secret Weapon
With the new era of digital marketing in full swing, financial advisors have a choice to be represented and advertise online. Digital marketing is a financial advisor's friend, not foe, and here's why.
Business Accounting
I Was Making up to $20,000 a Month at 13 Years Old — Then I Made This Grave Mistake.
There are five essential financial people you need in your business (and life overall). You might not need them right now, but trust me — you'll need to consider all five down the road.
Business Accounting
Is Your Financial Advisor Right For You? Here’s A Simple Test To See If It’s Time To Move On.
Does the financial advisor lease or own their car? The answer is very important.
By Gene Marks
Business Accounting
The Pandemic May Change the Way Financial Advisors Operate Forever
It's ushered in the necessity of a more human touch.
Business News
Paul Krugman Warns of Fiscal Time Bomb If Relief Is Insufficient
The Nobel Prize-winning economist says we will likely need a stimulus bill as large as $4 or $5 trillion.
Marketing
How to Improve Your Financial Advisory Firm’s Marketing
To get in front of more qualified prospects, follow these three steps.
Business Accounting
9 Finance Personality Types — Which Is Yours?
Determining your investment style is key to connecting with your financial advisor.
Building a Business
6 Proven Ways Financial Advisors Can Grow Their Businesses
Zero in on the right client base, provide value, and reap the benefits.
Business News
What Women Breadwinners Need to Know About Wealth
The bottom line for female breadwinners is understanding that the right financial knowledge and support can put you in a position to create wealth and take control of the future you want.
By Ellevate
Business Accounting
8 Considerations When Choosing Your Financial Adviser
The quality of the advice you receive on matters of money, investing and taxes will determine what results you have for all the work you do.
By R.L. Adams
Business Accounting
Instead of Panicking, Deal With Your Student Loans Like a CFO Would
These financial planning, analysis and forecasting tactics will help you eliminate student debt early and avoid paying unnecessary interest.
Business Accounting
5 Tips for Finding the Tax Advisor Who Will Save You Millions
Death and taxes remain certainties but there is a lot you can do to live longer and pay less.
Business Accounting
The Benefits of Buying a ‘Boring’ Businesses Instead of Seeking the Next Big Thing
Boring businesses are stable and profitable, but could use some new marketing strategies to tap into additional growth.
Business Accounting
Get Real About Your Business and Avoid Reality-Show-Makeover Syndrome
Work with a trusted advisor to develop a strategic forecast, and you won't need 15 minutes of fame to rescue your business.
Human Resources
5 Ways to Draw More Women Into the Financial Services Industry
The earlier we encourage young women, the more opportunity there is to attract future talent.
Business Accounting
6 Podcasts That Will Make You Richer in 2016
Dave Ramsey. Pat Flynn. Joshua Sheats. Get to know these guys online. They have some good advice for you.
Thought Leaders
The Principles One Man Used to Innovate Financial Services
Elliot Weissbluth started HighTower to put clients before products. And he did it in the middle of a recession.
By Tracy Byrnes
Building a Business
The Essential Small Business Resource Is Already Working for You
If you only see your accountant once a year for taxes, you are missing out. Nobody has more potential to be your trusted financial advisor.
Business Accounting
For This Financial Services Upstart, the Dark Days of 2008 Were Golden
Elliot Weissbluth started his wealth management firm at a time of serious turmoil for the financial-services industry, proving crisis can be a fertile breeding ground for innovation and opportunity.
By Laura Entis
Building a Business
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.
Building a Business
What’s Your Financial Personality?
Being aware of your 'money personality' may help you make better choices for your business.
Building a Business
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.
By J.D. Roth