Nerd's Eye View

JUNE 13, 2023

In this episode, we talk in-depth about how a state regulator audit of Danika’s former firm revealed that she was not properly registered with the state of Washington and sparked an investigation during which she was prevented from working with her clients at the time and sidelined her for several months, how, on top of not being able to work (..)

Financial Advisor 245

Financial Advisor Clients Startup Financial Planning 245

Nerd's Eye View

AUGUST 7, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Wealth Management GPT has launched as one of the first standalone AI writing tools for financial advisors, distinguishing itself from other tools that are integrated within already-existing AdvisorTech tools (which raises questions (..)

Estate Planning 202

Estate Planning Wealth Management Financial Advisor Planning 202

James Hendries

NOVEMBER 12, 2022

Even the smallest new business may require something in the way of initial startup costs. This may include loans, savings, funds from family or friends, or an influx of cash from a prospective business partner. A 10-year business plan that doesn’t allow you to take any profits may not be sustainable.

Startup 52

Startup Business Planning Financial Planning Risk Management 52

James Hendries

FEBRUARY 23, 2023

Financial Risks Inherent to Entrepreneurship Even the smallest new business may require something in the way of initial startup costs. This may include loans, savings, funds from family or friends, or an influx of cash from a prospective business partner. LPL Tracking # 1-05186914

Startup 40

Startup Business Planning Financial Planning Risk Management 40

Brown Advisory

MARCH 1, 2019

Long-Term Planning for Founders & Builders: A “Phase-Gate” Process ajackson Fri, 03/01/2019 - 16:33 The evolution of a business—from the initial concept idea to a thriving business model, to an eventual exit—is a long-term process that involves a meaningful investment today in pursuit of large rewards tomorrow.

Planning 52

Planning Estate Planning Startup Clients 52

Brown Advisory

MARCH 1, 2019

The evolution of a business—from the initial concept idea to a thriving business model, to an eventual exit—is a long-term process that involves a meaningful investment today in pursuit of large rewards tomorrow. Business founders may find it odd—or even superstitiously dangerous! The “Planning J-Curve”.

Planning 52

Planning Estate Planning Startup Clients 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. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family.

Financial Advisor 280

Financial Advisor Clients Taxes Investing 280

Clever Girl Finance

JULY 10, 2023

Business owner Have you ever dreamed about starting your own business? Believe it or not, you don’t need tons of money to create a startup. 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!

Engineering 40

Engineering Communication Education Medical 40

James Hendries

FEBRUARY 23, 2023

The nights of self–reflection during the early startup phase always give rise to a lot of our own demons and make us realize how little we know. But a big outcome of those conversations will be the realization that companies and startups are essentially a reflection of a founder. This is particularly important for startups.

Planning 40

Planning Startup Taxes Clients 40

Clever Girl Finance

JULY 13, 2022

If you can occupy a niche market that's rare in your area you'll be more likely to get attention as a new business. Take your recipes on the road by investing in a mobile kitchen—a food truck! Of course, they're still much cheaper than a full-fledged restaurant and can give you more freedom with the business. Food truck.

Food 119

Food Advertising Media Clients 119

Clever Girl Finance

JULY 6, 2023

Running an online store There are tons of online business ideas for women at home, but one that offers lots of flexibility and low startup costs is running an online store. Build a solid business plan, and don’t over-leverage yourself. It’s a long process that you’ll have to invest a lot of time in.

Clients 84

Clients Media License Advertising 84

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