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Articles tagged: Advisors
How the Current Economic Climate Could Spur a Different Kind of Recession
Are we entering a recession? In theory, the current climate affords those looking to start a business with opportunities. But risk tolerance and available risk capital (especially with tightening lending standards) plays a role here, too. Read More
Advice for Securing Your First Board Seat
Obtaining a board seat was already difficult but has become more challenging over the years because of how highly competitive it is. Find out what steps you can take to best prepare yourself. Read More
Is It Worth It to Hire an Advisor?—Why Only a Trusted Advisor Will Do
Hiring a trusted advisor is worth the time and money you’ll save doing something you cannot or should not do by yourself. Read More
Seeking a Money Magician? 5 Don’t’s When Selecting a Financial Planning Advisor (and 5 Dos)
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. Read More
An Intermediary to Lead the Process: Investment Banker or Business Broker?
The road to selling a business is winding. The right intermediary will guide you down the right path. Do you need a business broker or an investment banker? Read More
The Complexity of Real Estate Investment Partnerships
Buying property via real estate investment partnerships requires trust and due diligence in the right partner, whether it be family, friends or a professional. Read More
Ramp Up Your Client Base with 3 Simple Lead Generation Tactics
Are you still using outdated lead generation tactics to build your customer base? Use these three steps to identify potential clients and draw them in. Read More
The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth? Read More
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? Read More
In Wake of Tax Reform, Private Placement Life Insurance Has a Rising Role
Trump’s tax reforms eased tax rates on America’s wealthiest, which means opportunities in the private placement life insurance marketplace. Read More