Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with a recap of President Trump’s three-phase “Opening Up America Again” plan, and the guidelines being put out to states and regions about when and how to re-open their economies (in stages, over time) as the coronavirus […]
Producing an online TV show in your living room: how this video production business is adapting in uncertain times
Ralph Cochrane, founder of video production company Creative Grid, is normally found live-streaming at events around the world or editing corporate videos and working on documentaries. All that changed a few weeks ago when the event industry became one of the first to go into lockdown from early February 2020. Rather than sit still, Ralph […]
Is a Stimulus Check En Route to You? FAQs About Economic Impact Payments
If you’ve been keeping up with the news, you know that the IRS began sending out Economic Impact Payments to qualifying recipients. These stimulus checks will go out in a few rounds, so don’t panic if you weren’t included in the first send-off. Economic Impact Payments: Q&A An Economic Impact Payment is a government-issued stimulus […]
Equipment To Create The Ideal Home Videoconferencing Setup – What Financial Advisors Should Use
Executive Summary While the current Coronavirus pandemic has resulted in strict social distancing measures around the world, financial advisors who are restricted to working from their home offices are finding ways to stay in touch with their clients to continue providing the same level of service, even without the capacity to hold in-person meetings. One […]
Managing the complexities of payroll during COVID-19
If you’re like many small business owners and advisors, you’re probably facing unprecedented changes to your payroll as a result of COVID-19. Whether you’re applying government subsidies and relief packages, calculating new sick pay and leave entitlements, or standing down large numbers of staff, staying up-to-date on the latest changes can be overwhelming. Our payroll […]
Cash flow apps to support small business
During these challenging times, we’re actively looking for ways to make things easier for our small business community. Millions of customers rely on Xero every day to help run their businesses online. And alongside us, is our 800 strong community of app partners that are also committed to supporting our shared customers. More than ever, […]
Financial Planning Research Highlights From The 2020 CFP Board Academic Research Colloquium
Executive Summary From February 20th through February 22nd, the CFP Board’s Center for Financial Planning hosted its third annual Academic Research Colloquium (ARC) for Financial Planning and Related Disciplines in Arlington, VA, to share and discuss research relevant to the financial planning profession. This year’s event saw a sharp decline in attendance, down about 35% […]
Recognising the advisors supporting small businesses through COVID-19
There’s no denying that our world looks very different than it did just a few short months ago. In these uncertain times, there’s one thing that remains clear: every business and every person in Australia has been affected in some way by COVID-19. And as business owners struggle to make their way through – questioning […]
Coronavirus Loan Options to Help Get Your Business Back on Its Feet
It’s no secret that the coronavirus (COVID-19) pandemic has taken a toll on businesses across the nation. And with many small businesses struggling due to government and state shutdowns, companies are seeing a decline in cash flow. So, what’s a business owner to do during a crazy time like this? To help rebound from the […]
#FASuccess Ep 172: Finding The Intersection Of Fulfillment And Profitability With A Niche Of Special Needs Families, with Minoti Rajput
Executive Summary Welcome back to the 172nd episode of Financial Advisor Success Podcast! My guest on today’s podcast is Minoti Rajput. Minoti is the Founder and President of Secure Planning Strategies, a hybrid advisory firm based near Detroit, Michigan, that oversees nearly $300 million of assets under management for 350 client households. What’s unique about Minoti, […]