– Blog Managing Your Financial Firm2021-07-21T10:52:46-04:00

Managing your financial firm is easier than ever with easy-to-implement mindset, management, and marketing strategies to help your business thrive — even in these disruptive times.

Learn how to use your best offline strategies and add online tools that give you an edge — and help you assist more ideal clients.

Managing Your Financial Firm Blog Articles

6January 2021

New Tax Form For Business Owners (and others)

By |January 6th, 2021|Categories: 2. Management|

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

9June 2020

Entrepreneur Magazine: Track your “lessons learned”

By |June 9th, 2020|Categories: Leadership|

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

3May 2020

Growing vs. Scaling an Advisory Business

By |May 3rd, 2020|Categories: 2. Management|

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

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