Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. My guest on today's podcast is Brenda Hiscock. Read More.

Financial Advice 246

Financial Advice Insurance Financial Advisor Financial Planning 246

FMG

DECEMBER 22, 2022

As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? What have you learned and changed about the way you communicate with clients if there have been changes? Ask some of your clients what is a value add and what is just noise.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Steve Sanduski

AUGUST 4, 2022

Simple math says the CAGR of NET NEW ASSETS (i.e., At that point, they focus on maintaining the business and the business grows through a few referrals (who replace distributions and lost clients) and rising markets over time. For comparison, a passive 60/40 bond portfolio, as mentioned above, grew at a CAGR of 11.9%.

Math 52

Math Portfolio Numbers Distribution 52

Clever Girl Finance

JULY 6, 2023

But there are still plenty of great job ideas you can do even if you’re busy with your kids’ schedules and don’t have a lot of extra time. Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Personal styling Have you always loved fashion?

Clients 84

Clients Media License Advertising 84

Clever Girl Finance

JULY 13, 2022

Note that in some states, starting an interior design business requires that you have specific licensing. It's common to see self-taught professionals in the tech industry, so you can easily find resources to teach yourself web design and start seeking clients. You can also start a dog walking business by using an app or website.

Food 119

Food Advertising Media Clients 119

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 143

Banking Economics Economy Business Planning 143

Clever Girl Finance

JULY 10, 2023

There are many ways to start a business and make big money, even if you need to find out how to start a business with no money at all! Kick things off with the initial idea: how do you envision the business working? You can create your own schedule, to an extent, if it fits with when your clients can meet with you.

Engineering 40

Engineering Communication Education Medical 40