Business Guides

Marketing Funnels For Financial Advisors

Marketing Funnels For Financial Advisors

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Marketing funnels describe how potential customers move from looking to buying. Advisors can and should use that concept. In this multi-part series, I […]

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How To Convert An Engineer Into A Client

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. I met recently with a coaching client who had this stunning announcement: “I’ve had it with engineers. They’re just too difficult. I’m not […]

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The Global Taxation Structure

The removal of trade barriers has increased the level of globalization. With globalization, more firms are establishing international activities. Companies are moving their businesses to foreign countries and faced with the decision of producing goods at home state or producing […]

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Biggest red flags for any potential acquisition

By Daimon Geopfert, Principal, Risk Advisory Services, RSM US LLP For private equity firms, assessing the vulnerability of a prospective portfolio company’s information technology infrastructure is essential, no matter how small the target. The 2016 NetDiligence Cyber Claims Study found […]

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7 Questions To Ask Before You Retire

Whether you’ve spent much of your adult life seeking financial independence for an early retirement or are facing a milestone birthday, you may be mulling over the thought of leaving the 9-to-5 world for good, but there are a lot […]

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The Value Of Focus

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Dear […]