Tax allowances and reliefs could be key to helping businesses tackle the impact of the coronavirus on their finances. “In some ways the planning opportunities presented by the close of one financial year and the opening of another shouldn’t be overshadowed by coronavirus, hard as that may be whilst we are still in the eye […]
Weekend Reading for Financial Planners (Apr 4-5)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the news that, even as the country is still absorbing the outcomes of last week’s $2 trillion CARES Act stimulus, President Trump has begun to advocate for another $2 trillion round of stimulus, this time focused […]
Quickly Maximizing Paycheck Protection Program’s (PPP) Forgiveable Loan Opportunity For Financial Advisors
Executive Summary Last week, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2 trillion emergency fiscal stimulus package with the aim of mitigating the economic damage created by the Coronavirus pandemic by introducing a wide range of provisions for individuals, businesses, healthcare entities, and state and local governments to meet short-term […]
Do You Need a Business Operating Agreement?
When you start a business, you’re in charge of juggling multiple tasks simultaneously. And if you establish a limited liability company (LLC), you may need to create a business operating agreement for your company. To familiarize yourself with all things operating agreements, keep reading. Business operating agreement So, what is an operating agreement? Glad you […]
Global Product News: March 2020
We’re working hard to bring small businesses and advisors the tools and features you need to get through these challenging times. Here are the latest product updates from our talented teams, plus a peek at what’s coming soon. We’re here to support you, so please reach out if you have any questions or need a […]
UK SMEs on brink of collapse despite CBILS
Businesses will face liquidity pressures and banks may remain reluctant to offer loans, as questions are raised over the Coronavirus Business Interruption Loan scheme (CBILS). “The focus of the discussions we’ve been having with clients has been very much on the Coronavirus Job Retention Scheme, where the worry is that it is still not paying […]
Why More Emotion – Not Less – May Be Needed To Make More Rational Financial Decisions
Executive Summary With the recent market turmoil driven by the coronavirus pandemic, people around the world are understandably worried not only about the safety of their loved ones but also about the status of their life savings. In turn, financial advisors are working hard to help their clients think about (sometimes substantive) mid-course corrections to […]
B Corp Certification: Your Complete Q&A
Many businesses may want to help build a better economy, society, and environment, but some make it a priority. If you own a business that prioritizes the common good, consider applying for B Corp certification. So, what are B Corp companies? Learn more about this relatively new certification to find out if it’s something you […]
#FASuccess Ep 170: Eschewing The Industry’s ‘Growth Imperative’ And Crafting Your Advisory Business With Intention Instead, with Patrick Tucker
Executive Summary Welcome back to the 170th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Patrick Tucker. Patrick is the founder of True Measure Wealth Management, an independent RIA based in Omaha, Nebraska, that oversees nearly $150 million of assets under management for 89 client families. What’s unique about Patrick, though, is […]
3 ways to optimise your online store and make more sales!
Converting visitors into customers is essentially your sole mission when running an online store. You weren’t born yesterday and, of course, you knew this. But have you thoroughly and forensically examined your website and business model to ensure the best chances of making money at the checkout? Are you sure there is nothing more you […]