Auto Added by WPeMatico
We all want to make the eight-figure exit at some point in our careers. But have you considered the role your firm’s culture plays in this journey? You see, company culture has the power to make or break any business. There’s this misunderstanding—especially in the financial world—that we can only achieve greater profitability by cutting […]
Is Your RIA’s Culture Preventing Your Eight-Figure Exit? Read More »
Randa Kriss writes for NerdWallet. Email: rkriss@nerdwallet.com. The article Asset-Based Lending: Overview, Examples, Pros and Cons originally appeared on NerdWallet.
Asset-Based Lending: Overview, Examples, Pros and Cons Read More »
I recently had the honor of being a speaker at the Exit Planning Institute’s (EPI) annual summit. Throughout the event, I got to speak to hundreds of financial advisors. Let me tell you, I love opportunities like this where I can meet face-to-face and have engaging conversations with my readers. But one thing struck me
Predictably Planning Your Eight-Figure Exit Read More »
What do you think of when you hear the term, “ideal client?” Does it conjure images of the billionaire next door who always invites you to join him on exotic hunting trips because he’s so appreciative of the way you’ve handled his accounts? No? Maybe that’s just me. In all seriousness, what does the ideal
7 Reasons Your “Ideal” Client Will Prevent Your 8-Figure Exit Read More »
Olivia Chen writes for NerdWallet. Email: ochen@nerdwallet.com. The article What Is Revenue-Based Financing? originally appeared on NerdWallet.
What Is Revenue-Based Financing? Read More »
The RIA space is a highly competitive one. This is exacerbated by the fact that so many people fail to understand what a financial advisor truly is. Therefore, it’s incumbent upon you to take intentional steps to differentiate yourself from the rest of the pack. In this entry, we’re going to explore how you can
How to Use Competitive Research to Stay Ahead in the RIA Industry Read More »
Randa Kriss writes for NerdWallet. Email: rkriss@nerdwallet.com. The article Business Grants for People Previously Convicted of Felonies originally appeared on NerdWallet.
Business Grants for People Previously Convicted of Felonies Read More »
Gain financial insights through reporting As opposed to having to generate financial reports yourself, accounting software includes built-in reports that automatically pull in data from the relevant accounts. The balance sheet report, for example, focuses on your equity, assets and liabilities accounts. Other key reports include the cash flow statement, which helps you visualize how…
What Is Accounting Software? Definition and Features Read More »
Lisa Anthony writes for NerdWallet. Email: lanthony@nerdwallet.com. The article Best Digital Marketing Software for Small Businesses originally appeared on NerdWallet.
Best Digital Marketing Software for Small Businesses Read More »
Lisa Anthony writes for NerdWallet. Email: lanthony@nerdwallet.com. The article 14 Digital Marketing Tips for Small Businesses originally appeared on NerdWallet.
14 Digital Marketing Tips for Small Businesses Read More »
Lisa Anthony writes for NerdWallet. Email: lanthony@nerdwallet.com. The article What Is B2B Marketing? Strategy, Tactics and Tips originally appeared on NerdWallet.
What Is B2B Marketing? Strategy, Tactics and Tips Read More »
Lisa Anthony writes for NerdWallet. Email: lanthony@nerdwallet.com. The article Guide to Content Marketing for Small Businesses originally appeared on NerdWallet.
Guide to Content Marketing for Small Businesses Read More »
Meredith Wood writes for NerdWallet. Email: meredithw@nerdwallet.com. The article How to Write a Marketing Plan originally appeared on NerdWallet.
How to Write a Marketing Plan Read More »
As a business owner, you’re a rock star. You are a master of your trade, and provide your clients with the best experience they can have. But what about all those other areas of business? Are you the best HR director? Are you a master of developing systems and processes to maximize operational efficiency? Chances
For Your Business’s Sake, Let Your Office Manager Manage YOU! Read More »
Rosalie Murphy writes for NerdWallet. Email: rmurphy@nerdwallet.com. The article What Is E-Commerce? Definition and How It Works originally appeared on NerdWallet.
What Is E-Commerce? Definition and How It Works Read More »
After selling my companies in the spring of 2022, Emilly and I have encountered many changes. As a business owner, selling your business is one of the biggest moments of your life. But it’s also a significant change for your spouse. If you’ve never gone through the process, you might think that closing the deal
If you’re a business owner looking to sell your business, you may be wondering, “Should I use a broker to sell my business?” After all, why pay a commission when you can just find a buyer yourself? While it’s true that you could sell your business on your own, there are several good reasons to
Pros and Cons of Using a Broker to Sell a Business Read More »
Meredith Wood writes for NerdWallet. Email: meredithw@nerdwallet.com. The article What Is Direct-to-Consumer Marketing? originally appeared on NerdWallet.
What Is Direct-to-Consumer Marketing? Read More »
Olivia Chen writes for NerdWallet. Email: ochen@nerdwallet.com. The article How a Tax Extension Can Delay Your Business Loan Application originally appeared on NerdWallet.
How a Tax Extension Can Delay Your Business Loan Application Read More »
In my last entry, I fielded a question from a reader about buying another dental practice in order to leverage growth. In this entry, I want to expand on that idea. So, we’ve dealt with the acquisition side but now, I want to look at the same question through the lens of a merger. What
Merging a Dental Practice: Pros, Cons, & DSOs Read More »
