Welcome back to the 344th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Brad Barrett. Brad is the Managing Director and Partner of One Capital Management, an independent RIA based in Westlake Village, California, with locations across the country, that oversees $5.3 billion in assets under management for more than […]

Small business owners are well aware how hard it is for their customers right now, who are trying to stretch their budgets to cover the rising cost of household bills, transport, housing and debt repayments. This isn’t leaving a lot of cash to spend in their local small business. This difficult task of making a […]

Many financial advisors who launch solo advisory firms do so with the intention of adding more employees once the firm becomes big enough to support them. And while conceptually it makes sense that the firm will be ready to hire its first employee at some point, in practice, there often isn’t a lot of clarity […]

Guest blog by Alex Kirillov. “The future of work is flexible, and it’s arriving faster than we ever imagined,” says content writer Alex Kirillov. “In no small part due to the pandemic, we’ve witnessed an explosion in the adoption and acceptance of remote work—so much so, it’s transforming the way we live and do business. […]

 Guest post blog by Novatti “Managing payments is at the heart of every small business, and the good news is that Australia is finally getting a makeover in modernising the country’s payment infrastructure and setting it up for the future,” says Kian Jackson, GM of Merchant Acquiring, Novatti. In June 2023, the Australian government released […]