Since starting your small business, what have you learned about taxes?

Read what 10 experts are saying about the subject here.

 

 

Here’s #9  (from me!)  As seen on the My Corporation website

9. “The biggest tip I have regarding taxes is to hire a bookkeeper to update whatever accounting program your firm uses. Depending on the size of your small business, they can arrive at a business weekly, bi-weekly, or monthly.

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Outsource HR to Protect & Grow Your Financial Firm

Most financial advisors delay the task of hiring employees because learning about HR processes such as hiring, training, retaining, or firing employees takes time away from working with clients.  Implementing HR correctly (and legally) involves learning about various state and federal labor laws in order to set up HR processes, employee forms, and manuals.

 

When you’re ready to grow your firm with the right people and HR is not one of your strengths as an advisor-owner, it’s best to hire a professional HR consultant.  

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If you want to annoy prospects or clients, do this with your email!

Have you ever sent an email to someone and instead of getting a response, you learn that the email you’ve contacted doesn’t accept messages?

It’s called a “no reply” email and in my opinion, it should be banned!

 

You might get one when you join someone’s email list or receive  a link to a free report.

You might get it when you pay for a service and they send you a welcome note.

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How Often Should You Update Your Website?

Being an early user of computers (1973) and having coded my first website in 1998, I’m regularly asked how often a website “should” be updated.

You want your site to look as professional as you and your firm are.

You want your site to look as professional as you and your firm are.

To keep up with current trends or near-current trends, it’s important to write “update website” on your marketing plan every year.  That doesn’t mean you spend $5K to update it! 

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A Proven, Turn-key Process For Serving The 401k Market

Running a successful, compliant 401 practice requires documentation, and a repeatable process.  You’ll also want a service model that helps plan sponsors demonstrate compliance with regulations, while making managing your 401k business simple.

 

The 401k Service Solution is a tested and proven set of turn-key sales, marketing, and compliance documents.  Together, they provide a comprehensive process so you can focus on growing your business instead of building out a service model.

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Advisors: Fast Track Your Success in 2015

Business Accelerator Inner CircleWould you like to attract more of your most profitable clients, have more time to spend with your clients, and re-energize your practice?

This 6-month intensive provides the arena and accountability you seek to implement positive change in your practice with direct feedback and support.

Sharpen your practice management skills and get ahead of the competition with this virtual workshop.
With business best-practices and proven systems, you will become a sought-after specialist in 2015 and for years to come.

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Financial Advisor Template: Business Vision Statement

Vision Statement Template (3 sentence version)

 

By (1) ______________ grow

 

(2)____________________________________________

 

into a (3) ___________________________________

 

(4) working with clients living in _____________________________________.

 

Your (5) _________________________________________

firm provides

 

(6) _____________________________________________

to

(7) ____________________________________________.

 

We measure success by having a team of (8) _____________, AUM of (9)_________ and revenues of (10) ________________.

 

(c) 1994 One Page Business Plan, Maria Marsala, One Page Business Plan Consultant.

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LinkedIn Tip: Save your connections!

You’ve worked hard (or not) to gather your current list of LinkedIn connections. How would you feel if you attempted to log in to your account and found that it had been closed?

Don't let your valuable connections disappear from sight!

Don’t let your valuable business connections disappear from your sight!

True story.

One day, back in 2007, I (tried to) log in to my LinkedIn account and received a message that my account had been shut down.

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Technology Solutions for Financial Advisors

With the right technology, independent financial advisors and planners can save money, time, and hours of operational frustrations. You’ll have more time to concentrate on building deeper client relationships, both existing and new.

AllBackOffice delivers client data and reports with information to help you service your clients. The technology is located in a secure area of “the cloud”. The best part is that it’s easy for you and your staff to analyze.

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