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Weekend Reading For Financial Planners (Dec 24-25)

Nerd's Eye View

Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’ We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients (..)

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#FA Success Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez

Nerd's Eye View

And be certain to listen to the end, where Sarah-Catherine shares how, as a founder, she has learned to get comfortable simply leaning into her instincts, even when she can't fully back up a decision with numbers, finding her own compass for determining what will best for her clients and the company at large, how Sarah-Catherine's determination to (..)

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5 Financial Tips All Business Owners Should Know

MazumaBusinessAccounting

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.

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How To Start A Side Hustle In 10 Steps

Clever Girl Finance

Create a solid business plan for your side hustle If you’re in the process of starting a side hustle and do not have a business plan, you need to create one now. A business plan is essentially your roadmap for your side hustle to achieve your goals for a small business.

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7 Steps For How To Start A Side Hustle

Clever Girl Finance

Plus, we have some fantastic side hustle business ideas for you too! Create a good business plan for your side hustle If you’re in the process of starting a side hustle and do not have a business plan, you need to create one now. You can’t achieve success without a plan! Where is your competition located?

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How To Successfully Plan For The Year

Clever Girl Finance

Once you know when you’re going to plan, the next step is finding the right tools for your year planning. The number one tool in making a plan for the year is a calendar. This can be creating a weekly exercise routine, budgeting weekly, or spending time with friends and family once a week.

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How Does Credit Work? Here’s What You Need To Know

Clever Girl Finance

You’re assigned a credit score, a number typically between 300 to around 850. into your budget. There are a number of myths going around about how credit works, including: Myth: Holding a credit card balance is good for your credit Wrong! A good credit score is deemed as 700 and above. Also, consider automating your payments.