Financial Poise

Articles tagged: Financial Services

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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Family Offices and Managing Private Wealth

5 Rules for Building a Solid Family Office Structure

A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations.

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Banking Relationships Using Poe’s The Raven

Guidelines to Improve Your Company’s Banking Relationship (In the Style of Poe’s ‘The Raven’)

In order to improve your banking relationship and get the most favorable terms from your lender, focus on two things: character and cash flow.

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Hiring an Investment Banker

6 Considerations for Business Owners When Hiring an Investment Banker

When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers.

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Hiring a Corporate Trustee

Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not

Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.

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Using Integrated Financial Systems

The Importance of an Integrated Financial System in Your Business Infrastructure

An integrated financial system allows your business to automate financial processes, keep data current and make better financial decisions.

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a baby boomer woman, representing women and the great wealth transfer

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?

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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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an abstract artwork for an abstract concept: SOC report

That’s SOC, Not SOX: SOC Reports Audit the Safety of Company Data

An SOC report tells business owners, buyers and fiduciary directors if their data is being safely managed by a service organization. Should you request one?

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An RIA/Registered Investment Advisor talks with a client about their fear of private equity investments

Why Your RIA Fears Private Equity Investments

RIAs Lack in Alternative Investment Offerings for Their Clients Registered investment advisors (RIAs) have never been the preferred vehicle for finding alternative investment opportunities, especially private equity. Large private equity funds are not easy to access, nor is private equity always easy to understand.  But clients are becoming curious.  In a 2019 RIA Sentiment Survey […]

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