You may have unclaimed money from a state or the federal government due you. So may your family members, relatives and/or clients True! It never ceases to amaze me which state or government might owe me my own money! The amazing part is that 95% of the time that I've found this money, I'm still
This article first appeared on RIA Biz Did you become an independent financial advisor to manage the nitty-gritty of your entire practice? Or was your real mission to serve clients "the right way" and safeguard their wealth? Way too often, the "busy-ness" of business gets in the way of an advisory firm owner's best intentions
Just an IRS alert: For many years, we used 1099-Misc to report payment to nonemployee compensation (money we paid another individual or company) most often for services they provided above $600. That's changed this year and I am providing some resources to you to learn more. Unfortunatly, the IRS has not changed the process by
Women Financial Advisors… What if you could: Attract more ideal clients to your business with targeted marketing? Uplevel your team and align everyone with your business vision and purpose? Transform your mindset and eliminate the limiting beliefs holding you back? Spend MORE time working with clients and less time hunting for prospects? Join the ranks
I’m sure it’s been as challenging a year for you, as it has been for me. Extremely challenging! Our mindset is everything in life. I've thought much about mindset this year as I do my best to keep positive and moving forward even when I rather just go back to bed and get under the
Improving your local online visibility is a very simple process. You achieve this primarily by filling out a profile for your business on various online directories. Some directories, like Google My Business, will even send you a monthly email to let you know how many times people viewed your profile and clicked to your site. You’ll have extra
Track “lessons learned.” As you grow your business, some ideas will work–and some will fail miserably. Many who came before us failed before they found success. RH Macy failed at 7 stores before he founded Macy’s. Einstein was expelled from school. Edison had more than 1000 failures. What they had in common, at a minimum,
I don't usually mention AVON Products, but today I am. I was an Avon Representative, for almost 2 years, when I was 12 years old! My mom had to sign me up since I was too young to legally complete a contract. But I ended up my best client because I couldn't get enough
When a firm is in startup mode, the owner often has a vision on what they want that business to looks like in the future. It doesn't mean that that vision won't change as time goes on. But there is a vision short and long-term in their heads. Those visions pushes us forwards, even on
Coaching & Coffee Saturday! Virtual Meeting, on StartMeeting Starts: Saturday, May 2, 2020 Reoccurring the First and Third of Each Month New York 11:00 am Vancouver 8:00 am Dehli 8:30 pm IST Sydney 1:00 am AEST, Sunday London 4:00pm BST
