Financial Poise

Business Owners & Executives

Business executives and owners of privately held businesses wear many hats, each of which require different skill-sets. Yet, at the same time, the pressures of running a business often leave little time for the continuing education that can benefit them. Financial Poise provides easily digestible, highly relevant information that business people can use right away to make their businesses better.

From columns and articles to webinars and podcasts, all of Financial Poise’s content is produced so that you don’t need a law degree or be a CPA to fully understand and apply the educational information provided.  Instead, it’s developed specifically for business owners and executives with the intent to be as comprehensive as possible without all of the unnecessary jargon.

Covering such subjects as fraud and litigation as well as bankruptcy and other similar topics, the Financial Poise collection for business executives and owners is meant to be engaging and easy to apply, so that you can get back to doing what’s most important – running your business .

magician's poster, what not to do seeking financial planning advisor

Choosing a Financial Planning Advisor: No Magic Involved

Getting great financial planning advice can feel like magic, but sleight of hand isn’t something you’re looking for in a financial planning advisor. Do your research or you may watch your money disappear.

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Alternative Lenders for Small Businesses

5 Alternative Lending Solutions for Small Business Financing

Think outside the bank. As bank loans become harder to secure, it pays to get creative with small business financing and alternative lending.

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Retiring abroad image of Spain

Retiring Abroad: Does Your Wanderlust Make Financial Sense?

It’s Better When You’re Older, Wiser, and Richer A lot of people contemplate retiring abroad. In college, did you dream of spending a year in Europe? Maybe you hoped to […]

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illustrating a business plan

6 Important Business Plan Mistakes to Avoid

A long or hyperbolic business plan can turn off investors quickly. Eliminate red flags with these six important business plan tips. 

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Invest in Veterans

Veteran-Owned Businesses Make All Kinds of Sense

Veteran-owned businesses can improve the lives of military families and boost an economy in recession. Here’s how to start (or support) one.

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Know Thy Numbers Installment #2 – Accounting Principles in a Nutshell

GAAP rules are accounting principles and concepts that shape how we present financial information. These are the 12 “Commandments” of GAAP accounting.

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financial freedom via FIAs

The ABCs of FIAs (Fixed Index Annuities)

A Conversation with Jim Poolman [Editor’s Note: Jim Poolman is Executive Director of the Indexed Annuity Leadership Council, a coalition of life insurance companies that offer fixed indexed annuities (FIAs). […]

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strategic pricing with latte

Strategic Product Pricing: A Lesson from Pumpkin Spice Latte

The leaves have turned, there’s a chill in the air, and pumpkin spice is back complete with strategic product pricing. Unfortunately for consumers partial to the flavor, it’s more expensive […]

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attract private equity buyers

How to Attract Private Equity Buyers

Private equity buyers have priorities distinct from strategic buyers. Sellers make a private equity transaction more appealing by thinking like a PE buyer.

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why start-ups fail

10 Reasons Start-ups Fail

About 9 of 10 start-ups fail. Do you know why they do? How can entrepreneurs avoid common pitfalls? The more you know, the better your chance of being the 1 […]

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