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All Articles by The Financial Poise Editors

The Financial Poise Editors

About The Financial Poise Editors

Financial Poise helps trusted advisors (accountants, attorneys, business brokers, consultants, financial advisors, investment bankers, etc.) by providing a meritocracy-based platform on which to demonstrate their thought leadership.

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a woman shops at a second hand shop, embodying budgeting tips an frugal living

5 Frugal Living Tips for Tightening Your Budget

These 5 costly mistakes may be keeping you from frugal living. Get budgeting tips from the house to the gas station that will help you save.

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Two men consider a problem, representing the dynamics of the investor relationship and communicating with investors

3 Ways Startup CEOs Can Develop a Better Investor Relationship

Investors play a large role in company success. Develop your investor relationship with more transparent and proactive communication using these 3 tips.

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Employee Development

Employee Development: How to Invest in People and Boost Your ROI

Employee development and training is crucial to avoid turnover and the costs of onboarding new employees. Learn how to retain your talent.

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group of people sit with laptops at a conference table, representing a better marketing team in action

6 Tips for Building a Better Marketing Team

To get the most from your marketing team or consultants, you must act as a leader. Follow these tips to get a better marketing team & reach your objectives.

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man talks on telephone, symbolizing behavioral finance biases

Understanding Behavioral Finance and Your Financial Advisor’s Biases

Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments?

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Business School

I Went for an MBA at 43. You Might Want to Think Twice.`

After years of teaching higher education, a lecturer works to get his MBA. What he learns may change your mind about getting the degree.

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The hands of multiple generations hold a piggy bank, speaking to the importance of family legacy preservation.

6 Ways to Make Your Family Legacy (and Wealth) Bulletproof

Your family legacy depends on managing family wealth and relationships in a way that fulfills a common mission. Six tips on creating your family’s purpose.

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Scrabble tiles spell out ROI on top of a calculator.

Crash Course: The Rundown on ROI

What is ROI? How do you calculate it? How should it get used? This quick lesson lays it all out for investors and entrepreneurs.

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Timeshare vacation rental

4 Reasons Timeshares Are a Scam

Timeshare ownership is a popular way to vacation each year, but beware: purchasers don’t get the benefits of a true real estate investment.

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A couple bonds over the piggy bank representing joint finances.

Money Basics Series #5: Joint Finances

Love is great and all, but frank conversations about joint finances pay dividends in terms of both relationship stability and money.

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