Are you considering throwing in your day job to start your own business? Got a great idea to supplement your regular income and fuel your passions? Whether you’re going all in or thinking about a side hustle, if you’re toying with the idea of small business ownership, let’s talk basics: starting out is not as […]
Archives for 2022
How to get your business ready for a busy Christmas season
It’s here! The holiday season is breathing its merry breath down our necks and every business owner should be prepping now, before its too late. Some businesses may be in shutdown mode over the holidays, and many more will be in a peak sales period. But it doesn’t matter what kind of business you have, […]
App partner of the month: Datamolino
Xero has more than 1000 connected apps in its ecosystem, all working to help small businesses and their advisors succeed. Each month we celebrate an app partner who stands out from the pack. Find out more about becoming a Xero app partner here, and you can browse the Xero App Store here. We’re excited to […]
Charity drive: 3 legacy vehicles for altruistic clients
5th pension-linked adviser fails this month
The Financial Services Compensation Scheme has declared in default its fifth adviser firm this month. Antonor LLP, based in Reigate, Survey, was put into default by the FSCS today. It has one claim against it for Sipp-related pensions advice. The default opens the door to ex-clients claiming compensation from the FSCS. Antonor LLP (FRN 486910) […]
5th pension-linked adviser fails this month
The Financial Services Compensation Scheme has declared in default its fifth adviser firm this month. Antonor LLP, based in Reigate, Survey, was put into default by the FSCS today. It has one claim against it for Sipp-related pensions advice. The default opens the door to ex-clients claiming compensation from the FSCS. Antonor LLP (FRN 486910) […]
#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran
Welcome back to the 309th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. What’s unique about Anh, though, is how, as […]
#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran
Welcome back to the 309th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. What’s unique about Anh, though, is how, as […]
7 reasons why you need to continually train and educate your employees
Recently, I sat down with Sam Allert (CEO of Reckon) to pitch some upcoming blog stories, and our conversation took a turn to one of his passions: staff training and education. We ended up deep diving into the topic with small business owners in mind. Workplace training is often undertaken at the advent of employment. […]
