Financial Poise

Articles tagged: Advisors

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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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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using a travel agent

Using a Travel Agent Costs Nothing but Improves Everything

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 […]

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Strategic Planning for a Board Meeting Agenda

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 […]

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The Impending Recession Could Burn Up Wealth

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.

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advice for securing your first board seat

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.

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Trusted Advisors

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.

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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?

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?

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white house reflected in a lake, representing the complexity of real estate investment partnerships

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.

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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

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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