Nerd's Eye View

DECEMBER 12, 2023

What's unique about Christa, though, is how she used her business development and networking skills to overcome the challenges that sprung up when, through a combination of personal and professional shifts, she found herself building her book of business from scratch, 3 separate times, and how she leveraged those pivots as an opportunity to account (..)

Financial Advisor 246

Financial Advisor Fee Only Financial Guidance Insurance 246

MainStreet Financial Planning

FEBRUARY 1, 2024

Importantly, we do not accept sales commissions or any compensation beyond what is directly agreed upon with our clients. No Minimums, Maximum Accessibility: Unlike traditional financial advisors, being a Garrett Advisor means that we have no income or investment account minimums for hourly engagements.

Financial Advice 98

Financial Advice Planning Fee Only Financial Planning 98

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Market Your Services: To attract new clients and inform existing ones about your expanded offerings, leverage sales and marketing strategies and consider joining lead-generation platforms such as Harness Tax.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Brown Advisory

MAY 4, 2020

. // CASE STUDY #1 client: SMALL PRIVATE REGIONAL COLLEGE challenge: STRATEGIC PLANNING/DEBT MANAGEMENT BACKGROUND Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. . // CASE STUDY #1. client: SMALL PRIVATE REGIONAL COLLEGE. challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52

eMoney Advisor

DECEMBER 13, 2022

As financial professionals find themselves competing in the same small market, many are looking at the wider wealth spectrum and targeting the mass affluent market. However, it can be tricky to reach the mass affluent demographic through traditional sales channels. A Great Way to Grow Your Practice.

Budgeting 84

Budgeting Clients Financial Planning Retirement 84