Executive Summary As financial advisors everywhere are fielding phone calls, emails, and meeting requests from clients who are stressed out about the current global economic and health crisis, and also (understandably) about the safety of their retirement accounts, advisors are once again in the position of conveying confidence and reassuring their clients that the best […]
7 Ways to support small businesses during slow trade
Yes, we all feel it. Shelves are bare and economic realities are beginning to emerge. Small business survival is an important component to a healthy community and economy. Now more than ever, let’s lend them a hand shall we? Big supermarket chains like Coles will be fine, but your local small businesses will be under […]
Are you NZ tax ready for 2020?
2020 Xero Tax webinars We’ve been busy updating Xero Tax for 2020. Join Jason Langworthy, Product Manager for Xero Tax, as he takes you through the changes in a series of interactive webinars starting 23rd March. Click here to register. ALERT – Inland Revenue shutdown Inland Revenue will be offline from 3pm on Thursday 9th […]
Self-Care And Self-Compassion In Times Of Financial Stress And Anxiety
Executive Summary In these stressful times, as we deal with fears arising from the coronavirus pandemic and market volatility, many financial advisors are being inundated by scared and panicking clients worried about how their assets (and financial goals and futures) will fare. And while advisors have a responsibility to try to calm their clients and […]
Top 4 productivity apps for small business
Productivity equals profitability. I bet you’re already using a range of modern apps to run your business in various ways to be as profitable as possible. But do you have everything you need to stay productive? Are you stuck with lesser, outdated software? Is there a new way of doing business out there or simply […]
Easy bill and receipt capture included in Xero from today with Hubdoc
The big day is here! Hubdoc is now included in Xero Starter, Standard and Premium plans (Xero Early, Growing and Established in the US). How does Hubdoc help you run a successful business? One of the biggest challenges for small business owners is to keep their books up-to-date and understand their financial position in real-time. […]
Make Way for the Revived Form 1099-NEC in 2020
After a 38-year absence, Form 1099-NEC is making its return in the 2020 tax year. For the last few decades, business owners were responsible for using Form 1099-MISC to report nonemployee compensation. But with Form 1099-NEC, employers can say hello to a revamped form and goodbye to reporting nonemployee compensation on Form 1099-MISC. So, move […]
#FASuccess Ep 168: Building An Advisory Firm That Can Be Sold Even When Your Name Is Still On The Door, with Erin Botsford
Executive Summary Welcome back to the 168th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Erin Botsford. Erin is the founder of Botsford Financial Group, a hybrid RIA with the LPL platform that oversees nearly $1 billion in assets under management with offices in Dallas and Atlanta. What’s unique about Erin, […]
How do you start selling online? The beginners guide…
“More than 73% of Australian households shopped online in 2018.”- AusPost’s 2019 ecommerce report That’s immense! It also doesn’t account for the international market you can access with an ecommerce business. Selling online is rapidly becoming the primary vehicle for trading goods. So, if you’re getting into the online shopping game, you’ll have access to […]
The Smaller AND Bigger AND Better Trends In The Business Of Financial Advice: Why I Chose Buckingham
Executive Summary Over the past decade the ongoing evolution of technology, from the rise of robo-advisor platforms to the broader reach of the internet and its ability for APIs to connect “everything”, has spawned both changes to advisor business models, (proposed) major shifts in regulation, and an entire wave of systemic changes to the financial […]