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IRS 401(k) plan fix-it guide
MistakeFind the mistakeFix the mistakeAvoid the mistake1. You haven't updated your plan document within the past few years to reflect recent law changes.For older...
Building a Team
After an amazing week at The Business Planning Summit, for those of us that attended we can all agree that working in the business...
What is the “Financial four Square,” and how can it help...
Currently in the financial planning space, there are many tools for individuals that want to work with a traditional Financial Advisor. I have had...
LATEST ARTICLES
If you want to be successful in any sales industry, there are a few things that you need to look for to make this happen. I am a firm believer that in any sales career there are certain things...
Not only understanding lost opportunity cost but knowing how to recapture the capital in abusiness plan is 100% the key to success. I feel that one cannot understand this after one basicexplanation. There really needs to be a deep...
After an amazing week at The Business Planning Summit, for those of us that attended we can all agree that working in the business owner space is going to take a team of people.
Here are the key takeaways:
You...
The most important thing that a salesperson must understand is the process of selling itself. No matter what you are selling, there is a specific process.
First, there is a numbers method. We have all heard of the 10-3-1...
Not only understanding lost opportunity cost but knowing how to redirect the capital in a business plan is 100% the key to success. I feel that one cannot understand this after one basic explanation. There really needs to be...
Industry specifics and Issues:
There are almost 6000 insurance companies in the United States. How on earth can someone that does not work in the insurance industry give product or coverage advice on an industry of this size without...
Not only understanding lost opportunity cost but knowing how to recapture the capital in a business plan is 100% the key to success. I feel that one cannot understand this after one basic explanation. There really needs to...
Finally, everything is on one page. One questionnaire is going to gather 95% of the information needed by your experts to do what they do best. There is no reason to have multiple people asking a business owner...
Go-it-alone!
Too many times, in my career I have heard the phrase “eagles soar alone, buzzards go together.” I do believe this to be true in many cases. Our industry is not one of these instances. To be a top...
BEFORE WE KNOW WHERE A CLIENT IS HEADED, WE FIRST NEED TO KNOW EXACTLY WHERE THEY ARE. WE START WITH A FREE INTERNAL USE BUSINESS VALUATION.
Successful businesses do not just happen for just any reason. Like a great athlete,...
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