MazumaBusinessAccounting
APRIL 10, 2021
It can be tempting to cut corners when laying the foundation of your business. Most new business owners try to pinch pennies where they can—even in areas they shouldn’t. For almost all businesses, making money is a priority, but how you manage that money is equally important. When you try to manage the accounting and bookkeeping for your business yourself, you may run into trouble.
Mauldin Economics
APRIL 29, 2021
Disasters, wars, and pandemics should be times in which everyone works together against the common threat. We’re all in the same boat, so to speak. Except we’re not in the same boat. Some have been able to work at home, have food delivered, and largely avoid the threat. Others—including those who made it possible for the first group to stay safe—remained exposed.
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Indigo Marketing Agency
APRIL 26, 2021
Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. Some of them were okay and others completely revolutionized the way I do business. As a financial advisor, I know you’re busy. You don’t have time to waste on “yet another book” that promises results but doesn’t deliver. To help you out, I’ve gathered a list of the top books for financial advisors.
Brown Advisory
APRIL 22, 2021
Corporate Engagement Spotlight: Ethical AI Practices ajackson Thu, 04/22/2021 - 11:37 Right now, as you read this, there are computers and network servers all over the world pondering one topic: you. They are improving your life invisibly—streamlining traffic on your commute, helping drive down your utility costs, curating playlists for you on your favorite streaming app, possibly improving the health care diagnoses you receive.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
Mr. Money Mustache
APRIL 18, 2021
Little MM and me self-educating with some Orson Scott Card, way back in 2017. We’ve come so far together since then! So it looks like my 15-year-old is officially a high-school dropout. Halfway through ninth grade, emboldened perhaps by the taste of freedom that Covid-era remote learning had provided, he realized that the whole system was just too slow and inefficient for him, and was “Getting in the way of his work.” So as it looks now, he’ll probably never return to any
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MazumaBusinessAccounting
APRIL 25, 2021
Knowing how to pay yourself as a small business owner may seem simple, but there are quite a few options when it comes to doing it right. The information below will help you learn the basics of how to pay yourself as a small business owner, but we highly recommend talking to a tax or financial expert ( we’d love to chat with you! ) when it comes to the specifics of your business.
Mauldin Economics
APRIL 29, 2021
By the numbers, the US looks much better than it did than a few months ago. Jobless claims dropped to their lowest levels of the pandemic; COVID-19 vaccine shots went into arms at a record rate. But we’ve seen how this goes. The virus spreads in waves that recede and then return, often stronger. Some areas of the US are experiencing their fourth wave of coronavirus cases.
Indigo Marketing Agency
APRIL 1, 2021
Why you should publish your advisory fees and services on your website. Today I want to talk to you about a subject I’m passionate about: putting your pricing and services front and center on your website. There are so many advisors who are hesitant to do this (and most don’t have their fees listed on their sites at all). Watch this short video to learn three reasons why you should list your fees and services on your website.
Brown Advisory
APRIL 22, 2021
Corporate Engagement Spotlight: Ethical AI Practices. ajackson. Thu, 04/22/2021 - 11:37. Right now, as you read this, there are computers and network servers all over the world pondering one topic: you. They are improving your life invisibly—streamlining traffic on your commute, helping drive down your utility costs, curating playlists for you on your favorite streaming app, possibly improving the health care diagnoses you receive.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
SEI
APRIL 21, 2021
SEI honored for partnership with Hill Top Preparatory School.
International College of Financial Planning
APRIL 16, 2021
A Masters’ degree in business administration is more than just a certificate. It is your claim to a better future, enhanced career opportunities, a better life and the chance to make your own destiny. There is no wonder that with a MBA degree you can do a lot in life that may not otherwise be possible with any ordinary degree. But in order to accelerate growth and fulfill all your dreams, doing just any MBA course may not be enough.
MazumaBusinessAccounting
APRIL 20, 2021
We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.
Mauldin Economics
APRIL 14, 2021
Three million pets are euthanized every year for economic reasons. It's one of the saddest things you will ever hear. People put down their dog or cat because they can't come up with $500 to take care of them. If you don't have at least $10,000 set aside for emergencies, it's time to change that. Everybody needs emergency funds. Your car breaks down, your roof leaks, or you tear your ACL.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
MazumaBusinessAccounting
APRIL 19, 2021
Once you’ve ironed out your marketing message, you’ll want to decide what channels will work best to get your message to the right customers. As you consider each channel, think about where your audience “hangs out”. Does your audience spend a lot of time on social media? Does your audience read the newspaper or listen to the radio? Focus your marketing efforts on the channels that are most likely to grab your audience’s attention.
MazumaBusinessAccounting
APRIL 23, 2021
It’s no secret that being an entrepreneur is stressful. You’ve got a million things on your plate. From ordering inventory to dealing with customer concerns, to staying within budget and beyond, the stress of daily responsibilities can wear on you. As an entrepreneur, it’s important to reduce stress so that you can have a clear mind when making business decisions, pitching, or dealing with customers. .
MazumaBusinessAccounting
APRIL 16, 2021
As a business owner, it can be easy to see dollar signs on things that aren’t actually going to drive revenue for your business. Identifying the markets that are going to be lucrative for your business will help you to define your niche and—more importantly—nail it. It’s tempting to try to reach every customer who could possibly be interested in your products, but taking the time to find your perfect fit will help you to iron out your offering and help your business to be more scalable.
MazumaBusinessAccounting
APRIL 20, 2021
It takes a lot of different skill sets to keep a small business running. As a small business owner or entrepreneur you’re probably used to wearing a few different hats and overseeing things such as production, marketing, customer service, and so on. But even though you can do things, doesn’t always mean that it’s in your best interest to do so.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Mauldin Economics
APRIL 14, 2021
The current Mega Millions jackpot is at $168 million. Anyone can buy the next winning ticket. What if it's you? You might buy a home or car with your winnings. You will also want to fund your brokerage and retirement accounts. What you won't do is lie awake and think about paying your bills anymore. But now you'll have a whole new set of concerns like paying more taxes, buying more life insurance, and donating more to charity.
Mauldin Economics
APRIL 12, 2021
The airlines were running on one month's worth of cash when COVID-19 hit. They ran out of cash because they spent their money on buybacks, trying to get their stock prices up. This is terrible behavior. They jeopardized their companies. And the government rewarded them with billions of dollars in relief funds. What we should have done is let them go bankrupt instead.
Brown Advisory
APRIL 30, 2021
The American Families Plan eberkwits Fri, 04/30/2021 - 12:33 On April 28th, the White House released details on The American Families Plan. This is a $1.8 trillion spending and tax proposal intended to enhance or create universal benefits for areas impacting families including child care, paid family/medical leave, universal access to preschool, tuition-free two-year community college and related tax cuts for low and middle income families. $1 trillion of the cost of the bill is investment in th
Brown Advisory
APRIL 30, 2021
The American Families Plan. eberkwits. Fri, 04/30/2021 - 12:33. On April 28th, the White House released details on The American Families Plan. This is a $1.8 trillion spending and tax proposal intended to enhance or create universal benefits for areas impacting families including child care, paid family/medical leave, universal access to preschool, tuition-free two-year community college and related tax cuts for low and middle income families. $1 trillion of the cost of the bill is investment in
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!
MazumaBusinessAccounting
APRIL 17, 2021
In our last post, we covered how to find your target audience. Now that you’ve defined your target audience, how do you talk to them in a way that makes them convert? . When thinking about your marketing strategy, it’s best to define a core message. Some refer to this an elevator pitch—a short blurb that explains what your business does, who your business is targeting, and why your business exists. .
Brown Advisory
APRIL 22, 2021
The American Rescue Plan Act: Potential Consequences for Clients eberkwits Thu, 04/22/2021 - 12:33 Download the Article The American Rescue Plan Act (ARPA) of 2021, the third in a massive series of COVID-19 relief packages, provides individuals and businesses with support in the form of direct payments, unemployment benefits, forgivable loans and other policy measures to promote the resumption of normal social and economic activities.
Brown Advisory
APRIL 22, 2021
The American Rescue Plan Act: Potential Consequences for Clients. eberkwits. Thu, 04/22/2021 - 12:33. Download the Article. . The American Rescue Plan Act (ARPA) of 2021, the third in a massive series of COVID-19 relief packages, provides individuals and businesses with support in the form of direct payments, unemployment benefits, forgivable loans and other policy measures to promote the resumption of normal social and economic activities.
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