Expenses. We can’t escape them. But with careful attention, you can use them to reduce your tax liability. When you know what business expenses to deduct, you’ll be certain you’re paying no more than needed. So, without further ado, what are business expenses? Read on to learn how to maximize your profit when you use […]
#FASuccess Ep 180: Getting A Year’s Worth Of Growth Every Month By Going All-In On A Clear Target Market, with Ryan Inman
Executive Summary Welcome back to the 180th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Ryan Inman. Ryan is the founder of Physician Wealth Services, an independent RIA based in San Diego that serves over 140 physician clients. What’s unique about Ryan, though, is the way he’s gone all in on the […]
Summer Reading List Of “Best Books” For Financial Advisors – 2020 Edition
Executive Summary In a ‘normal’ year, summer is the season of vacation and family trips, as client meetings tend to slow down (if only due to the clients’ own vacations), and advisors get a little more time for rest and relaxation. Unfortunately, the coronavirus pandemic has disrupted a lot of family and vacation plans for […]
How Expend’s payment technology is making life easier for UK charities
Each month we celebrate an app partner making a positive difference to our ecosystem community and small businesses around the world, in clever or inspiring ways. This month we’d like to share how our app partner, Expend, is making life easier for charities and volunteer organisations. With their expense management and payment technology Expend is […]
Weekend Reading for Financial Planners (June 6-7)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the big industry news that both the Department of Justice, and the shareholders of both Charles Schwab and TD Ameritrade, have all approved the proposed ‘Schwabitrade’ merger, making it now only a matter of when (not […]
How pivoting added a whole new revenue stream for Stone Tyres
John Stone started Stone Tyres in 2016 as a bricks and mortar tyre garage. Based in St Helens, Merseyside, he built the business into one of the busiest and most recommended in the area. He had to shut-up shop for a month during lockdown, but this time to reflect sparked an opportunity to boost profits […]
A Business Owner’s Guide to Balance Sheet Reconciliation
One of the four main financial statements you have to keep track of as a business owner is your balance sheet. Your balance sheet gives you insight into where your business stands financially. But, you won’t get an accurate picture of your company’s finances if you don’t keep up with balance sheet reconciliation. Read on […]
Kitces & Carl Ep 35: Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting
Executive Summary Every business transaction (whether for a good or a service) moves both parties involved towards a desired state. A prospective customer or client needs something, and they also need someone to help them get it. Along the way, the person providing the good or service may or may not be successful in helping […]
Staying connected with your team while remote working
The outbreak of COVID-19 has meant a lot of change for businesses and employees in a very short period of time. Working from home has gone from an occasional perk to a government-enforced necessity. Although lockdown is slowly starting to ease, it’s likely that many businesses will be working remotely for the coming months. As […]
Shifting from retail to E-tail, post COVID-19
If you sell tangible, non-perishable retail products, you’ve likely been greatly affected by this pandemic. You’ve probably read about the thousands of businesses shifting their focus to online sales during COVID-19. There is a process that goes into getting your business online. However, it’s not as difficult as you might think – and you’re not […]