Financial Advisors: Are you using Skype in your business?  Or why not?

In the upcoming quarter, I’ll be  conducting a virtual presentation to help financial advisors use SKYPE in their business. I can use your help.  Based on your experience level, of course, with this platform here are some questions I’d like you to answer.  … 1) If you’re using Skype now, in what instances (business or personal) are you using it? […]








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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 […]








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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 […]








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Advisors: Fast Track Your Success in 2015

Would 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. […]








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