Advisors Archives

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

Choosing a Financial Planning Advisor: No Magic Involved

November 28, 2022
/ Business Owners & Executives • Personal Finance
/ By Cristina Nolan

Tags: Advisors, Business Planning,

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.

Veteran-Owned Businesses Make All Kinds of Sense

November 17, 2022
/ Business Owners & Executives • Investors
/ By Mercedes Holmen

Tags: Advisors, Investors, Small Business,

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

Using a Travel Agent Costs Nothing but Improves Everything

September 22, 2022
/ Commentary
/ By Mercedes Holmen

Tags: Advisors,

Using a Travel Agent to Plan a Trip is a Necessity Not a Luxury You know taking a vacation is great for your long-term job performance, stress levels, and overall […]

Strategic Planning for a Board Meeting Agenda

Tags: Advisors, Business Leadership, Business Management, Business Planning,

The board of directors is charged with creating an effective board meeting agenda. A board of directors serves a unique function in the business world and behaves differently from most […]

The Impending Recession Could Burn Up Wealth

How the Current Economic Climate Could Spur a Different Kind of Recession

Tags: Advisors, Alternative Assets, Business Planning, Diversification, Employment & Labor Dynamics, Investors, Personal Finance/Investing,

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.

Advice for Securing Your First Board Seat

January 13, 2022
/ Business Owners & Executives
/ By Bruce Werner

Tags: Advisors, Business Leadership, Business Management, Family Business, Fiduciary Duties & Corporate Governance,

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.

Is It Worth It to Hire an Advisor?—Why Only a Trusted Advisor Will Do

Tags: Advisors, Business Leadership, Business Management, Business Planning, Small Business,

Hiring a trusted advisor is worth the time and money you’ll save doing something you cannot or should not do by yourself.

monochrome of two hands shaking, representing business broker or investment banker help with a merger or acquisition

An Intermediary to Lead the Process: Investment Banker or Business Broker?

Tags: Advisors, Business Planning, Business Transition and Exit Planning, Buying a Business, Mergers-Acquisitions-Integrations, Selling Your Business,

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?

The Complexity of Real Estate Investment Partnerships

May 26, 2020
/ Investors
/ By Tracy Treger

Tags: Advisors, Personal Finance/Investing, Real Estate Investing,

Buying property via real estate investment partnerships requires trust and due diligence in the right partner, whether it be family, friends or a professional.

Categories of customers and users arrayed on a colored wheel, representing lead generation tactics to grow your customer base

Ramp Up Your Client Base with 3 Simple Lead Generation Tactics

Tags: Advisors, Sales & Marketing, Start-Ups & Entrepreneurship,

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.

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