Nerd's Eye View

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Emily Rassam.

Financial Advisor 231

Financial Advisor Financial Planning Planning Financial Planner 231

Nerd's Eye View

APRIL 26, 2023

Creating a compliance calendar for a solo RIA can help to systematize and manage compliance tasks, requirements and deadlines.

Compliance 230

Compliance Clients Advertising Accounting 230

Nerd's Eye View

APRIL 26, 2023

Fortunately, the annually recurring nature of ongoing RIA compliance tasks makes it highly conducive to create a compliance calendar for a solo RIA (particularly because they must manage it all themselves) which helps to systematize and manage compliance tasks, requirements, and deadlines by breaking them up into discrete steps to complete incrementally (..)

Compliance 234

Compliance Clients Advertising Accounting 234

MazumaBusinessAccounting

JULY 15, 2021

Plan for Current Business Needs. First, let’s talk about the importance of a business plan. How does an idea develop into a fully functioning business? It takes vision, work, and a good plan. For entrepreneurs, we call this map a business plan. Creating a marketing plan.

Business Planning 105

Business Planning Taxes Planning Retirement 105

Trade Brains

SEPTEMBER 21, 2024

Industry Overview India’s infrastructure sector is experiencing rapid growth, driven by significant government investments and initiatives. trillion in investments by 2025, enhancing roads, airports, and power generation. The government plans to develop 2 lakh kilometers of national highways and expand airport capacity to 220.

Transportation 52

Transportation Engineering Distribution Planning 52

Carson Wealth

JUNE 16, 2023

There are two key ways to gauge the health of your business to arrive at a valuation: Income approach focuses on the cash flow you’re generating Asset approach assesses the business’s worth through its assets Which one you use depends on the type of business you own.

Valuation 52

Valuation Business Planning Planning Consulting 52

The Big Picture

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. My special guest this week is Tom Rampulla.

Financial Advisor 280

Financial Advisor Clients Taxes Investing 280

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking 144

Banking Economics Business Planning Economy 144

Steve Feinberg

NOVEMBER 9, 2021

However, there are several obligations that any prospective business must meet, so it’s important to learn the process to register a business in NH from start to finish. Making a Business Plan. It’s an obvious but tremendously important question when registering a new company: What’s my business going to be?

Taxes 52

Taxes Business Planning License Budgeting 52

Clever Girl Finance

JULY 13, 2022

This can be one of the best small business ideas for women skilled in an instrument. Advertise locally and have students come to you for lessons in piano, violin, guitar, or whatever your specialty is. Use your art skills and graphic design software to make logos, infographics, advertisements, web banners, and more. Food truck.

Food 121

Food Advertising Media Clients 121

Clever Girl Finance

JULY 6, 2023

In fact, many small business owners use the internet to advertise their services and connect with their customers. To start your sewing and alterations business, consider setting up a dedicated sewing space equipped with all the necessary tools and machinery. Build a solid business plan, and don’t over-leverage yourself.

Clients 92

Clients Media License Advertising 92

The Big Picture

JULY 4, 2023

WEINSTEIN: Sometimes like I said in terms of moving a battleship forward it’s just making sure that they have the best investment professionals for their existing strategies. Or you have to create a real partnership or investment committee in order to have the decision making be more a result of everyone versus one person.

Management 144

Management Recruitment Numbers Banking 144

Good Financial Cents

APRIL 19, 2023

The best way to start making passive income in investing in real estate. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. Investing for speculation.

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

MAY 16, 2023

How does a kid from Arizona, from Phoenix, get interested in venture investing, not exactly known as a hotbed of early-stage tech companies. And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise.

Media 284

Media Investing Investments Valuation 284