How to Grow Your Sales By Being More Customer-Centric
By Scott Steer • February 19, 2021Companies with a customer-centric approach are 60% more profitable. Implement these strategies to retain customers and grow sales.
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Recent Articles
Companies with a customer-centric approach are 60% more profitable. Implement these strategies to retain customers and grow sales.
Tesla is Not a Car Company: Evaluating a Market Pioneer
By Jonathan Friedland • February 18, 2021Tesla isn’t just electric cars. It’s also a market pioneer in sustainable energy. But does that mean investing in it is a guaranteed win?
5 Rules for Building a Solid Family Office Structure
By Michael Katz • February 16, 2021A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations.
This Air Force Strategy Can Help You Make Better, Faster Business Decisions
By David Spitulnik • February 12, 2021The OODA loop is a decision-making tool used often by the military, but did you know it’s also useful for making business decisions quickly?
Revisiting the Three Circle Model of Family Business to Strengthen Governance Structures
By Bruce Werner • February 10, 2021It’s been 40 years since Gersick introduced the Three Circle Model for Family Business. How can you assess governance maturity in each circle?
Is Investing In Peer-to-Peer Lending the Right Move for Your Portfolio?
By Jeff Ball • February 9, 2021Heard of peer-to-peer lending? Accessible to retail investors, it can provide high returns and allow you to give back to small business.
Families in Business: Mapping Out Your Family Vision with a Business GPS System
By Stephanie Olexa • February 5, 2021Bypass U-turns with this “GPS system” that aligns family vision and helps find the fastest path to meeting your family’s business objectives.
Top 5 Areas in Tech Impacted By the Biden Administration and What It Means for Investors
By Ilya Lipovich • February 4, 2021As the Biden administration decides whether to continue or repeal Trump-era policies, investors must prepare for the effects on Big Tech.
What is a Vetrepreneur? How Small Businesses Can Change the Game for Vets and Military Spouses
By Mercedes Holmen • February 3, 2021Veteran-owned businesses can improve the lives of military families and boost an economy in recession. Here’s how to start (or support) one.
Psychology of a Private Company Board Part 2: Family-Owned Businesses
By Jeremy Waitzman • January 28, 2021The board of directors for a family-owned business has a duty to the company's owners, but family dynamics often complicate its direction.
This Lawsuit Goes to 11: Fraud Claims and the Economic Loss Rule
By Adam Hirsch • January 26, 2021Remember the $400 million “This is Spinal Tap” lawsuit? It just settled. Here’s what it teaches about fraud claims and the economic loss rule.
6 Considerations for Business Owners When Hiring an Investment Banker
By Bruce Werner • January 25, 2021When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers.
How Strong is Your Business Succession Plan?
By Lee Eisenstaedt • January 22, 2021When building your business succession plan, commitment to organizational depth and strength are key. Avoid making these common mistakes.
Green Investing and Green Living: Good for Your Lifespan, Good for Your Wallet
By The Financial Poise Editors • January 21, 2021Looking to go green? A plant-based diet and sustainable investing can improve your health, better the planet and bolster your portfolio.
3 Ways Investing in Hedge Funds Can Boost Portfolio Performance Based on Financial Goals
By Joe Burns • January 20, 2021Top tips from a hedge fund investor for investors seeking portfolio diversification or capital preservation.
The New Normal and the Importance of Trade Credit
By Gary Mendell • January 15, 2021The demand for trade credit insurance won’t go back to pre-COVID norms. Learn the importance of trade credit for your customers and business.
Psychology of a Private Company Board in Fund-Owned Businesses
By Jeremy Waitzman • January 14, 2021The board of directors has a fiduciary duty to the interests of the company and owners, so how does it handle fund-owned businesses?
Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not
By Reed Murphy • January 13, 2021Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.
Smart Giving Gives Back: The Surprising Benefits of Family Philanthropy
By Caren Yanis • January 7, 2021Philanthropy is important to many wealthy families, but many don't have a structured plan. Learn how to give back with organized philanthropy.
Why International Startups are Attracting U.S. Venture Capitalists
By David Teten • January 6, 2021International startups are attracting more venture capital each year, suggesting an opportunity for U.S. venture capitalists to invest abroad.
Could Owning Operational Real Estate be Your Ideal Investment?
By Tracy Treger • January 5, 2021Though higher risk than traditional investment real estate, operational real estate could offer a higher return.
Investing in Weight Loss Companies May Bring Big Gains
By The Financial Poise Editors • January 4, 2021New Year resolutions, an epidemic and emerging tech could mean it’s time to start investing in weight loss companies.
How the Matal v. Tam Case Changed Trademark Law As We Know It
By Meghan Nugent • December 30, 2020For decades, the U.S. Patent and Trademark Office (USPTO) rejected potentially offensive trademarks. Then Matal v. Tam changed everything.
The Basics of the Board of Directors – Roles, Structures and Duties
By Jeremy Waitzman • December 29, 2020The role of the board of directors is to represent shareholders. Learn about board of director functions, from small to mature companies.
The Importance of an Integrated Financial System in Your Business Infrastructure
By Ilya Lipovich • December 23, 2020An integrated financial system allows your business to automate financial processes, keep data current and make better financial decisions.
Should You Invest in Comic Books? Top Tips From A Comic Book Investor
By Vincent Zurzolo • December 22, 2020Investing in comic books is more than liking Superman or Thor. Learn how to identify the best comic books to buy for investment.
Investing in Cryptocurrency: Fad, Fraud or Fortune-Maker?
By The Financial Poise Editors • December 18, 2020Thinking about investing in cryptocurrency? First, make sure you understand what it is, how it works and the blockchain technology behind it.
An Easy Way to Make More Money? Get More Value From Your Lawyer-Client Relationship
By Henry Krasnow • December 17, 2020Building value in your lawyer-client relationship requires the right questions and expectations. Don’t just hire a lawyer. Hire a partner.
The Art of Balancing Family Dynamics in Family-Owned Businesses
By Bruce Werner • December 16, 2020It’s vital to balance corporate governance with family dynamics. Family-owned businesses fail when relatives' goals and values don’t align.
Why Investing in Gold Remains a Reliable Choice, Despite Economic Uncertainty
By John Drachman • December 15, 2020Thinking about investing in gold? Adding gold investments to your self-directed IRA can be a smart diversification choice for retirement.
Can Your Organization Survive Through Today’s Accelerating Pace of Change?
By Lee Eisenstaedt • December 11, 2020Exponential growth in technology and market disruptions are putting pressure on companies to accelerate their organizational pace of change.
Going Remote? Here’s How Improving Your Team’s Virtual Presence Drives Business
By Alyssa Gelbard • December 9, 2020As today’s workforce goes remote, client communication now happens from the home. Learn how to polish your company's virtual presence.
90-Second Lesson: How Does a Private Equity Fund Work? Explaining Sponsors, General Partners and Limited Partners
By The Financial Poise Editors • December 7, 2020Private equity funds can be complex. This brief guide explains the key players in PE firms, including general partners vs limited partners.
Forming A Peer Advisory Board To Cope With COVID-19
By David Spitulnik • December 4, 2020The effects of COVID-19 will affect businesses beyond 2020, but creating a peer advisory board now could help your business survive long-term.
Investing in Small Businesses Is Key to Driving Economic Recovery
By John Arensmeyer • December 3, 2020Investing in small businesses is crucial to innovation and economic growth. How can investors ensure entrepreneurs have enough capital?
The B2B Marketing Strategies You Need to Succeed In a Digital Age
By Scott Steer • December 2, 2020Business to business (B2B) marketing and sales must be specialized, but these B2B marketing strategies will help keep you ahead of the curve.
As Leaders Age and the Unexpected Strikes, Developing a Succession Plan is Mission Critical
By Michele Schechter • November 25, 2020The average S&P CEO is 58. Are businesses ready for transition? Developing a succession plan should be on every company's agenda early on.
Reasonable Measures in Cybersecurity: Guidelines for Breach Prevention and Response
By Adam Brouillet • November 24, 2020If your business collects personal data, then implementing cybersecurity best practices can save you from a data breach and lawsuit.
Risk-Reward Trade-Off: What 3 Venture Capital Investment Opportunities Teach Us
By Kenneth Freeman • November 23, 2020Three venture capital investment opportunities prove that VC offers a wide range of risks alongside potential rewards.
6 Twitter Best Practices to Grow Your Engagement
By Tyler Mayoras • November 20, 2020Position yourself as an industry expert by following these six Twitter best practices to boost engagement.
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