Establishing a Trust for Children
Setting up a trust for a child isn’t exclusive to ultra high net worth families. In fact, creating a trust for a child may be one of the smartest things many parents can do for their children.
Read MoreAuthor: Kimberly A. Branch, CFP®
Double Your Sales Growth with an Advisory Board
In one study of small businesses, sales growth rates were three times greater or companies that instituted an advisory board versus companies that did not, while productivity growth for firms with an advisory board was nearly double that of companies without one.
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What’s All the Fuss About ChatGPT?
The media are filled with breathless reporting on the ChatGPT revolution, replacing the metaverse as the “next big thing” in the minds of many investors. There’s good reason for the enthusiasm since it just may change work as we know it.
Read MoreBuilding a Socially Responsible Advisory Practice
Capitalism has evolved and matured since Adam Smith’s seminal publication, “The Wealth of Nations.” From the “robber barons” ethos of anything goes to the Milton Friedman notion that a corporation’s only responsibility is to its shareholders, the standard of acceptable business conduct—as defined by the American people, legislators and courts–has changed dramatically over time.
Read MoreBranding Your Financial Advisory Practice
In this white paper, Branding Your Financial Advisory Practice, we discuss what a brand is (and is not), why branding is important and how advisors can create a meaningful brand in their communities.
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