Archives for August 2024

Running a small business can be so incredibly rewarding. You’re completely in charge of making your dreams come true while not having to answer to a boss and doing something you love day in and day out. But running the show also comes with its own set of challenges and stresses, especially during busy periods […]

A common concern many individuals have when contemplating retirement spending is that they may live longer than expected and thus risk outliving their money. This sentiment can lead advisors to build financial plans based on the conservative assumption that clients will live a very long time. Yet, while a longer plan will extend the longevity […]

Welcome everyone! Welcome to the 398th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Eric Wulff. Eric is the CEO of Marcum Wealth, an RIA based in Cleveland, Ohio, that oversees $2.5 billion in assets under management for approximately 2,700 client households. What’s unique about Eric, though, is how he […]

Welcome to the August edition of What’s New in Xero. This month, we’ll introduce you to some of the updates we’ve made to some favourite features, including Xero HQ, invoicing, bank reconciliation and more. These updates will help make managing your finances a breeze. Read on to find out more.   Global: Improvements to managing clients […]

In the modern era of financial advice, the advicer/client relationship is tightly centered on trust. And because of that foundation of trust, in an ideal advisor/client relationship, mistakes, disagreements, and concerns are surfaced quickly; action items are agreed and acted upon by everyone involved; and everyone feels aligned and accountable to their overall objectives. The […]

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the […]

Managing accounts payable is a crucial part of doing business, but paying the bills can be time-consuming and inefficient. So  we’re on a mission to make it easier. We’re excited to announce that, over the next few months, we’re making some enhancements to the way you manage bills in Xero. These updates will help small […]

Managing accounts payable is a crucial part of doing business, but paying the bills can be time-consuming and inefficient. So  we’re on a mission to make it easier. We’re excited to announce that, over the next few months, we’re making some enhancements to the way you manage bills in Xero. These updates will help small […]

“So many parents that we’ve talked to over the years want to shop secondhand, but they find the process time-consuming and frankly, quite overwhelming. We wanted to make it easier for them and make the sustainable choice, the easy choice,” said Nicole Boynton, co-founder of Hand Me Up, an ecommerce platform for second-hand children’s clothing […]