Tag: Strategies

Advertising & Marketing, Business Law & Regulations

10 Ways To Cut Marketing Costs Before the End of the Year

December 12, 2018

Via: Entrepreneur

One of the most important aspects of running a successful business is the need to continually market yourself. Without consistent and effective marketing, no one will know you exist. But, marketing just for the sake of marketing won’t do any […]

Advertising & Marketing, Business Law & Regulations, Finance

25 Creative Financial Advisor Marketing Ideas & Strategies

May 25, 2018

Via: Fit Small Business

The financial planning industry has seen significant growth, culminating in $56 billion in revenue in 2017. To gain a share of this market, financial advisors need to establish themselves as a trusted partner in managing their client’s assets. We’ve curated […]

Tax Code, Regulations and Guidance

3 Tax-Reduction Strategies for High-Net-Worth Investors

November 17, 2016

Via: Investopedia

The first step in tax planning is to seek advice from an experienced professional who is current with changing tax laws and adequately familiar with your financial situation. Once trust is established with a knowledgeable advisor and financial goals are […]

Advertising & Marketing, Business Law & Regulations

Small Business Owners: Do You Have an Exit Strategy?

April 25, 2016

Via: FindLaw

Let’s face it, when you were getting your company started, you probably weren’t thinking about how your days with it would end. And even some serial entrepreneurs haven’t perfected their exit strategies. In some cases, it can be hard to […]

Tax Code, Regulations and Guidance

Top Tax Strategies for Clients in a Bear Market

March 9, 2016

Via: Investopedia

So far 2016 has been an awful year for stock market investors. The S&P 500 Index lost more than 5% in January as did the Dow Jones Industrial Average. Early February seems to be a continuation of this trend. While […]