Nerd's Eye View

OCTOBER 24, 2023

Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome to the 356th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sarah-Catherine Gutierrez.

Financial Advisor 246

Financial Advisor Financial Planning Planning Fee Only 246

Nerd's Eye View

OCTOBER 14, 2024

Many employee advisors gravitate toward service-oriented roles; this preference often stems from their initial motivation for entering the profession – wanting to help clients or perform the more analytical aspects of investing and financial planning. Rarely do they enter the field to be in a sales or marketing role.

Strategic Planning 246

Strategic Planning Sales Clients Planning 246

Nerd's Eye View

DECEMBER 6, 2023

Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.

Investing 246

Investing Investments Retirement Planning Financial Advising 246

MazumaBusinessAccounting

JULY 15, 2021

That’s why I wanted to put together these tips to help you stay on top of your finances while growing a successful business. 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? Tax Planning.

Business Planning 105

Business Planning Taxes Planning Retirement 105

Nerd's Eye View

OCTOBER 4, 2022

What's unique about Ramit, though, is how he literally wrote the book (and subsequently launched an online educational platform and brand) on how consumers can not just learn more about their finances but change their financial behaviors, without focusing on a budget or setting retirement savings goals, and instead helping them focus their money more (..)

Clients 246

Clients Financial Advisor Education Retirement 246

XY Planning Network

JUNE 5, 2023

We rounded up some of XYPN's best resources for advisors who want to launch their own financial planning firms. From tackling compliance to creating a business plan and everything in between, this roundup of resources will set you up for firm launch success.

Financial Advisor 92

Financial Advisor Compliance Financial Planning Business Planning 92

Clever Girl Finance

AUGUST 2, 2023

As exciting as starting a side hustle may seem, you must have a solid plan to fully reap the benefits. Then, create your side hustle time management plan. 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.

Business Planning 111

Business Planning Planning Food Budgeting 111

Clever Girl Finance

DECEMBER 11, 2022

Making a plan for the year can be your secret weapon for success. Year planning allows you to set goals and be more prepared for the upcoming year. In this article, you'll learn how to plan your year by reflecting on the past and setting mini-goals. But before you break out that calendar, here are some pre-planning steps.

Planning 59

Planning Taxes Budgeting Business Planning 59

oXYGen Financial

AUGUST 18, 2023

You're responsible for every decision, from selecting printer paper to creating a budget and business plan, as well as securing funding. Due to all of the tasks needed to keep a business profitable, long-term planning may become neglected. [CDATA[ Owning and operating a small company can be demanding.

Retirement Planning 40

Retirement Planning Planning Retirement Budgeting 40

Good Financial Cents

MAY 8, 2023

There are some preliminary goals that should only take you less than a month, like setting up a budget and cutting expenses, but we’ll leave that for another article. Measurable: Save $200 per month in a 529 college savings plan. Example 5: Start a Business Specific: Launch a profitable business in the next 5 years.

Education 102

Education Retirement Business Planning Planning 102

MazumaBusinessAccounting

NOVEMBER 1, 2022

Take some time to gain more insight as to whether or not your business can make an impact within that industry. Understanding your potential market will allow you to better form your business plan. Create a Business Plan A business plan is important because it outlines your overall goals and shows how you plan to achieve them.

Business Planning 52

Business Planning Accounting Startup Taxes 52

MazumaBusinessAccounting

NOVEMBER 2, 2022

Take some time to gain more insight as to whether or not your business can make an impact within that industry. Understanding your potential market will allow you to better form your business plan. Create a Business Plan. When creating your business plan, be sure to consider all aspects of your business.

Business Planning 52

Business Planning Accounting Startup Taxes 52

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

XY Planning Network

JUNE 5, 2023

We rounded up some of XYPN's best resources for advisors who want to launch their own financial planning firms. From tackling compliance to creating a business plan and everything in between, this roundup of resources will set you up for firm launch success.

Financial Advisor 52

Financial Advisor Compliance Financial Planning Business Planning 52

Steve Feinberg

OCTOBER 31, 2022

This isn’t because these businesses don’t understand how important bookkeeping is, but proper record keeping for budgeting, job costing, and tax filing takes time that a busy owner simply might not have. Bookkeeping’s greatest attribute for running a landscaping business comes down to proper budgeting.

Budgeting 52

Budgeting Accounting Taxes Business Planning 52

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Steve Feinberg

AUGUST 9, 2023

Proper financial management can show you where you stand financially, help you create budgets, and forecast upcoming expenses and income. Simplifying Expense Tracking and Budgeting QuickBooks also simplifies expense tracking and budgeting. Call us to get started!

Budgeting 52

Budgeting Taxes Accounting Advertising 52

Clever Girl Finance

MARCH 24, 2022

As exciting as starting a side hustle may seem, you must have a solid plan to fully reap the benefits. How to figure out the best side hustle business ideas for you Finding the perfect side hustle that helps you make a little extra cash is only half the battle. Plus, we have some fantastic side hustle business ideas for you too!

Business Planning 52

Business Planning Planning Taxes Media 52

SEI

SEPTEMBER 6, 2022

Then appoint someone to lead your cybersecurity program and give them the authority—and budget—to secure the enterprise. A well-executed plan for when a cyberattack occurs can significantly impact financials and reputation. . Helping to identify the intersection of people, process, tools and budget for optimal risk control.

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52

Clever Girl Finance

OCTOBER 27, 2022

When you sit down to set goals for a small business, you’ll naturally start to sort them into high-priority goals vs ones that aren’t as pressing. Small business goals give you a north star to walk towards. As a small business, you probably have a limited budget for staff, so make sure you’re funneling it to the right areas.

Budgeting 59

Budgeting Business Planning Planning Media 59

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Clever Girl Finance

JULY 6, 2023

Travel plann ing If you love to plan things and have a lot of knowledge about great travel deals and flights, you might be interested in being a travel planner or travel agent. You’ll need to start a YouTube channel , do research, market and monetize your channel, and be sure to create interesting videos with good lesson plans.

Clients 105

Clients Media License Advertising 105

Clever Girl Finance

NOVEMBER 1, 2023

There are other things that matter just as much, like saving, investing, and retirement planning. Call your creditors to create payment plans and set up new payment dates. into your budget. Build an emergency fund Your emergency fund is essentially your backup plan in the event the unplanned occurs.

Accounting 96

Accounting Retirement Planning Retirement Planning 96

Trade Brains

SEPTEMBER 21, 2024

The company has a rich history and ambitious plans but now must navigate financial losses and operational disputes. In this article, we unravel the company’s segments, future plans, and financial analysis. The government plans to develop 2 lakh kilometers of national highways and expand airport capacity to 220.

Transportation 52

Transportation Engineering Distribution Planning 52

Midstream Marketing

NOVEMBER 5, 2024

For financial planning, you might target young professionals in New York City. For example, you can work with new advisors who assist with divorce financial planning. Another idea is to focus on the unique needs of small business owners. Another idea is to focus on the unique needs of small business owners.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

Clever Girl Finance

DECEMBER 5, 2022

Try not to let this process overwhelm you; you can launch your new business efficiently with proper planning. It gives the client options based on their budget and needs. Remember to plan for taxes. For example, if you often host parties or plan them for friends, that's event planning and organization.

Media 98

Media Clients Management eCommerce 98

Clever Girl Finance

JUNE 4, 2023

Whether it’s your side hustle or full-time job , you need to ensure you have a business plan in place, so you cover your costs and turn a profit. Of course, it’s the perfect excuse for a budget-friendly vacation. It's a great way for your kids to make money , too, because it's something they can do with you from home.

Sales 98

Sales eCommerce Business Planning Retail 98

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Sell Lesson Plans (for Teachers) 1. Learn How To Make Your First $1K Blogging The first step is to register a domain and select a hosting plan for your blog.

Accounting 105

Accounting Investing Investments Media 105

Clever Girl Finance

JULY 10, 2023

If you didn’t go to college (or plan not to), there are many careers you can pursue. While some businesses expect you to have a college degree, the requirements of each one vary. For instance, this can include everything from making schedules and hiring to creating budgets. In fact, the world is your oyster.

Engineering 40

Engineering Education Communication Medical 40

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 147

Banking Economics Economy Business Planning 147

James Hendries

FEBRUARY 23, 2023

If you already have a client base, at least half of your business risk is gone. SUCCESSION PLANNING FOR BUSINESS OWNERS Hopefully your business will grow to the point where you, the owner, are called upon to undergo a radical transformation and change from being the “doer” to being the manager.

Planning 40

Planning Startup Taxes Clients 40