Executive Summary Welcome back to the 239th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ryan Frailich. Ryan is the founder of Deliberate Finances, an RIA located in New Orleans, Louisiana that serves young professionals using a monthly subscription fee model. What’s unique about Ryan, though, is that he’s intentionally […]
Archives for July 2021
Inheritance tax receipts rise 33%
Inheritance tax receipts rose 33% year on year between April and June to £1.5bn, according to recent data published by HMRC. The £0.4bn rise in inheritance tax receipts comes at a time when the Government is considering how to fund the Chancellor’s economic support schemes during the Coronavirus pandemic in the run up to a […]
IoT, bad baselines- are you starting 2021 on the wrong foot?
2021 can be your best year or your worst year, it all depends on your perspective. If you see 2021 as trending upwards or that 2020 was a market correction, then your optimism may serve you well. If you had dreams of doubling your sales and you fell short, you may view the past year […]
Ease staff’s fears about returning to the office
Fifteen-person firm Goldglit & Company LLP went remote virtually overnight last March when New York City was among the first locations to be hard-hit by COVID-19. As the pandemic’s impact receded in the city, the firm decided to reopen its offices on June 1, 2020, and allow staff to choose between remote or in-office work, […]
Is Crypto Investing A Passing Ship Or Is This Currency Here To Stay?
Cryptocurrency has taken the investment world by storm. With hundreds of new “coins” bubbling to the surface, many people are wondering if they should buy into this new type of currency or if it’s another investment trend that will pass. Should crypto have a place in your portfolio? A Brief History of Cryptocurrency In a […]
Watch now: ETF Edge on 2021’s next big thematic tech investment
[The stream is slated to start at 1:10 PM ET. Please refresh the page if you do not see a player above at that time.] CNBC’s ETF Edge is dedicated to the fastest-growing trend in investing right now: ETFs. Every Monday, Bob Pisani will be joined by a panel of top market participants to offer […]
Fidelity to vote against climate, diversity laggards next year
Fidelity warned companies it invests in that, if they don’t take sufficient action to combat climate change, the asset manager will vote against management at shareholder meetings beginning next year. The $787.1 billion investment firm announced new policies on climate change and gender diversity Monday that include requirements for portfolio companies to manage their environmental […]
Art of Accounting: Some clients I dropped – Accounting Today
I never thought dropping clients was a good strategy. How could I grow if I dropped clients? Well, there are many who feel it is necessary to drop clients as a way to improve their practice. I disagree. Running an accounting practice is a business and when a business gets busy, you add resources or […]
4 year sentence for unauthorised advice fraudster
Ian James Hudson has been sentenced to 4 years imprisonment for fraudulent trading and carrying on regulated activities without authorisation. Today at Southwark Crown Court, His Honour Judge Tomlinson sentenced Ian James Hudson to 4 years’ imprisonment for one count of fraudulent trading, with two additional terms of 14 months, each reflecting a breach of […]
Scaling Financial Advice: What Actually Drives Efficiency And Advisor Productivity
Executive Summary Improvements in worker productivity over time are one of the biggest drivers for increasing an entire country’s standard of living. In the context of an individual business, productivity becomes the driver for growing revenue faster than the associated costs to support that revenue – otherwise known as “scaling” the business. For most businesses, […]