For many small businesses, the past month has been the hardest they have ever faced. Revenue has dried up for some while others are surviving on a trickle. We hope those affected will find it reassuring to know that billions of dollars in government aid is in the pipeline. Grants, subsidies, tax breaks and loan […]
Fixing Unwanted RMDs Taken Before The CARES Act Waiver Of 2020 RMDs
Executive Summary With the passage of the Coronavirus Aid, Relief, and Economic Security (CARES) Act by Congress last month, Americans were provided with a more-than-$2 trillion emergency fiscal relief package that included benefits for many individuals, small business owners, healthcare providers, and government entities. For financial advisors with clients who have retirement accounts or who […]
Your top JobKeeper and STP queries answered
This article was published on 22 April 2020. As the COVID-19 situation continues to develop, you can find the information you need on government support at the ATO’s dedicated page. Now more than ever, it’s an excellent time to reach out to an accountant or bookkeeper to help navigate the subtleties of your setup. Every […]
Your top JobKeeper and STP queries answered
This article was published on 22 April 2020. As the COVID-19 situation continues to develop, you can find the information you need on government support at the ATO’s dedicated page. Now more than ever, it’s an excellent time to reach out to an accountant or bookkeeper to help navigate the subtleties of your setup. Every […]
How you can get your food business online
On Monday 20th April the NZ Government announced we will move to alert level 3 next week. This means many more food businesses will soon be able to operate, but under strict circumstances. As we move into alert level 3, cafe and restaurant businesses will be able to operate as long as they can take […]
I’m Self-employed With No Employees. What COVID-19 Help Can I Get?
The Families First Coronavirus Response Act (FFCRA) and Coronavirus Aid, Relief, and Economic Security Act (CARES Act) provide relief options for businesses and workers. A number of these measures provide help for self-employed individuals without employees, too. Learn what kind of COVID-19 help you may be eligible to receive if you’re self-employed. Coronavirus help for […]
#FASuccess Ep 173: Growing To $250M In Five Years By Crafting A More Specialized Client Experience, with Andrew Leonard
Executive Summary Welcome back to the 173rd episode of Financial Advisor Success Podcast! My guest on today’s podcast is Andrew Leonard. Andrew is the founder of Geometric Wealth Advisors, an independent RIA based in the Washington, D.C. area that oversees nearly $250 million of assets under management for 110 client households. What’s unique about Andrew, though, […]
#FASuccess Ep 173: Growing To $250M In Five Years By Crafting A More Specialized Client Experience, with Andrew Leonard
Executive Summary Welcome back to the 173rd episode of Financial Advisor Success Podcast! My guest on today’s podcast is Andrew Leonard. Andrew is the founder of Geometric Wealth Advisors, an independent RIA based in the Washington, D.C. area that oversees nearly $250 million of assets under management for 110 client households. What’s unique about Andrew, though, […]
Upscaling your food delivery business: how the UK’s largest vegan restaurant is adapting in uncertain times
Loui Blake, founder of the UK’s largest vegan restaurant Erpingham House, has turned his attention to upscaling their delivery business. During lockdown, Loui and his team have also launched a popular recipe challenge for thousands of their social media followers. We caught up with Loui to learn a little more about how his restaurant has […]
Client Note-Taking: Frameworks And Tools For Advisors To Improve Client Conversations
Executive Summary Financial advisors don’t always take their best notes when meeting with clients, as maintaining the flow of a good meeting and the rapport established through personal conversation is difficult when the advisor interrupts the rhythm of the dialogue by pausing to jot down some notes. Consequently, advisors often end out relying on hastily […]