While blockchain advancement has been discussed at length for some time now – it’s now very much impacting the world of data and global finances. No longer an abstract curiosity – blockchain is here to stay. People across all walks of life are now quite aware of the term ‘blockchain’. But what do you know […]
Blockchain in accounting – what does the future hold?
While blockchain advancement has been discussed at length for some time now – it’s now very much impacting the world of data and global finances. No longer an abstract curiosity – blockchain is here to stay. People across all walks of life are now quite aware of the term ‘blockchain’. But what do you know […]
IRS Form W-9: 5 Burning Questions, Answered
Does your business hire independent contractors, gig workers, or freelancers? If so, congratulations—you get to learn the ins and outs of IRS Form W-9! So, what’s the scoop with the IRS W-9 form? What exactly is it used for? Who needs to fill one out? We have the answers to all of your burning questions […]
#FA Success Ep 293: Jumpstarting Growth By Showing Up Differently Where Prospects Are (Digitally) Concentrated, With Anna N’Jie-Konte
Welcome back to the 293rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Anna N’Jie-Konte. Anna is the founder of Dare to Dream Financial Planning, an independent RIA based in New York City that has grown to more than $400,000 of annual revenue in barely 3 years by building a […]
Crypto tax guide in Australia (2022)
Crypto currency has exploded in popularity the world over. Whether used as an investment, store of value or to disconnect from the worlds fiat banking system, crypto is all the rage. Whether you’re already investing in currencies like Bitcoin or Ethereum, or perhaps considering dipping a toe in the pool, you need to understand the […]
Creating Powerful Advisor Marketing Messages That Better Connect With Your Ideal Prospects
Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. For financial advisors, effective messaging often tells the story of how their advisory practice serves clients, with the intent to resonate with the audience and inspire them […]
Weekend Reading For Financial Planners (Aug 6-7)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has issued a new bulletin clarifying the responsibilities of brokers under Regulation Best Interest (Reg BI). The guidance indicates that, despite early fears that Reg BI was ‘overly accommodating’ to the brokerage industry, […]
BoE rate hike could push UK into recession and add billions to household costs, experts warn
The Bank of England’s (BoE) Monetary Policy Committee confirmed that interest rates will rise 0.5% percentage points to 1.75% in a bid to curb inflation. Suren Thiru, economics director at the Institute of Chartered Accountants in England and Wales (ICAEW), warned that raising interest rates is “more likely to nudge the UK into recession than […]
Has Your Business Been Hit Hard? 8 Tips on How to Solve Supply Chain Problems
First it was COVID shutdowns. Then it was the Ever Green wedged in the Suez Canal (remember that?). Now, it’s a national shortage of truck drivers, warehouse space, and shipping containers … and it’s impacting businesses nationwide. Close to 96% of small business owners report that supply chain disruptions have impacted their business. Has it […]
Why Childfree People Require A Unique Financial Planning Process
For financial advisors, dealing with issues concerning clients’ children, from education costs to legacy goals, is a common part of the planning process. But a growing number of individuals are going through life without ever having children. And no matter the reason, clients without children have unique planning needs that are important for advisors to […]