Financial Poise

Articles tagged: Financial Services

Business Lender Relationship

Managing Your Relationship with Your Business Lender in Times of Crisis

A bump in the road can quickly sour your great relationship with your commercial lender. Here’s how to find help and keep your lender happy.

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Blockchain Cryptocurrency

Eight Reasons Why Blockchain Technology Won’t Be Stopped (And Shouldn’t)

Blockchain technology and cryptocurrencies offer disruptive—but secure—ways of using currency, making payments and documenting contracts.

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Alternative Banking

What the Financial Industry Should Know About Gen Z and Millennial Banking Habits

Millennial banking habits are making financial institutions rethink their strategy, and Gen Z is not far behind in shaping Fintech trends.

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SOFR rate

Introducing SOFR: Benefits and Challenges of the LIBOR Replacement

SOFR is set to fully replace LIBOR by June of 2023. SOFR is a transparent and reliable alternative, but it comes with its own challenges.

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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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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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