Do Business. Do Life. Podcast’s Post

🌟 Are you navigating your business's financial waters with the confidence of a seasoned captain? 🚢 Join us on (Un)Conventional Wealth as Nelson Chu, CEO of Percent, shares his expertise on building a financially sound and sustainable business. With a focus on strategic investor relationships and effective financial management, Nelson offers a treasure trove of advice essential for every entrepreneur looking to thrive in a fluctuating economic landscape. 🔍 In this episode, you'll discover: 🌊 The Importance of Selective Investor Choices: Learn how engaging with the right investors through thorough diligence can anchor your business during storms. 💰Mastering Financial Stability: Nelson discusses how maintaining a substantial cash reserve and managing cash flow effectively are key to navigating economic uncertainties. 🔄 Adapting to Economic Shifts: Gain insights into adjusting your business strategies in response to market dynamics to stay competitive and profitable. 🛠️ Strategic Vendor Management: Determine how categorizing vendors can optimize operational efficiency and contribute to business growth. 🎧 Tune in to (Un)Conventional Wealth for this enlightening conversation with Nelson Chu. https://loom.ly/prYLgR8 Learn how to steer your business to financial success by making informed and strategic decisions. ✨ Don't just stay afloat—sail confidently into your business's future with the insights you'll gain from this episode! 👉 Check out the full episode and more valuable resources on our website: Unconventional Wealth.https://loom.ly/u4t9C0g Dive deep into the strategies that will help you build and maintain a robust financial foundation for your business.

Preparing for a business exit? Here's a golden nugget from the latest episode of Transition Talks: "Ask the questions before you need to come up with the answer." 🤔❓ Financial planning isn't about crystal balls. It’s about starting the conversation early, asking the right questions, and mapping out all possible routes before the journey begins. 🛣️🗺️ Learn how the philosophy of financial advisory – asking questions and really listening – can make your transition smoother and more strategic. 🎤👂🗣️ Don't miss this episode for actionable tips on how to increase your business value and plan your business exit effectively. 🎧 https://lnkd.in/gbEVjGme #TransitionTalks #SuccessionPlanning #ExitStrategy #FinancialPlanning #BusinessExit #AskTheRightQuestions

Have you ever felt stuck in a career you once loved? On this weeks episode of Financial Planner Life I spoke with Laura North DipPFS, founder of Laura North Financial Planning, who shares how she transitioned from 16 years as a teacher to building a thriving new life as a financial planner. Laura’s story began during the pandemic when she started to feel burned out in her teaching career. A chance encounter with the St. James's Place Financial Adviser Academy sparked an unexpected shift. What started as research for her students turned into a life-changing decision for herself. Her first year as a financial planner? Phenomenal! In this episode, Laura opens up about why she made the leap, how she tackled the challenges of building a client base, and how her teaching skills gave her an edge in her new career. Most importantly, she reflects on the incredible flexibility and balance financial planning has brought to her life, allowing her to spend precious time with her family when they needed her most. If you’re considering a career change or just want an honest, inspiring take on what it takes to pivot into financial planning, this episode is for you.

At Fintegrity Stories, we believe in empowering Qualified Financial Advisors with insights that go beyond numbers to build meaningful client relationships. The third episode of our series, Practice Management for Qualified Financial Advisors with Amit Trivedi, is now live! In this episode, Amit delves into the human element of financial advice understanding personal values, uncovering client aspirations, and addressing sensitive topics like health, retirement, and family responsibilities. It’s all about creating deeper bonds and ensuring financial advice aligns with your client’s life goals. Link to watch in comments below. If you find it valuable, please share it with your network and help spread these essential insights!

Have you ever considered the benefit of being a small business vs. a large business? While smaller businesses can have fewer resources than large corporations, that can actually be an advantage for many small family run operations. My guest on this week’s episode of Fearless Family Business, Cheryl Heller, shares insights into how to take advantage of that “smallness”, and actually leveraging it to make unprecedented growth. Discover the secrets to balancing people-centric values with objective financial analysis, and learn how to build a high-performing team that thrives in a culture of accountability and empowerment. Get ready to unlock the financial superpowers that will propel your family business to new levels of prosperity and success. Catch this episode here 👉 https://heyor.ca/jI4IkH #SmallBusinessSuccess #FractionalCFO #FinancialStrategy #DelegationMastery #FamilyEnterprises

Learn essential financial strategies for law firms with John Scott, CPA and Partner at Anders CPAs + Advisors. Discover the benefits of integrating a virtual CFO to fuel growth and effectively scale your firm. Don't miss the full episode! #LawFirmGrowth #FinancialManagement #VirtualCFO #TheGutsAndGloryShow

Federal Employee Financial Planning Podcast Episode 72: "Are you Ready to Hire a Financial Advisor?" It's NEVER to early to seek quality financial planning advice. There are financial planners who specialize with young professionals, retirees, career changers, business owners and more. It's important to find an advisor who can meet you where you are and who specializes with your specific situation. Mason & Associates, LLC primarily works with Federal Employees covered by FERS and CSRS who are at or near retirement. https://lnkd.in/eAjemuqG

Scott Leonard and Jeremiah Diamond join Josh for a deep dive into financial advising, highlighting the importance of purpose, teamwork, and relational client service. They explore transitioning from captive to independent advising, the significance of aggregation, and creating an advisor-owned business model. With discussions on succession planning, industry alignment, and the power of mentoring, this episode offers valuable insights for financial advisors looking to grow and evolve their practice in the ever-changing landscape. Join them as they share personal stories, professional strategies, and their vision for a collaborative financial future. https://lnkd.in/g8RWe8Sx

Why choose a small independent financial planner over a big corporate firm? Katherine Waller nails it on our latest episode of The Century Plan. Financial planning is a deeply personal journey—your advice should be shaped by your unique circumstances and the goals you want to achieve. It's not just about answering questions; it's about a meaningful, ongoing dialogue that evolves as your life changes. This kind of tailored experience comes from an adviser who’s taken the time, through years of working with different clients, to truly listen and understand. A good financial adviser doesn’t mould you to fit a product. Instead, they guide you based on your specific needs, sometimes even advising you to do nothing if that’s what's right. The real value lies in the advice, not in selling a product. If your adviser doesn’t know your family, your hopes, fears, hobbies, and passions—you're working with the wrong person. Listen to the full episode via the link below 🎧 #FinancialPlanning #TheCenturyPlan

BIG News! In case you missed the announcement, we're moving 🏠 In this episode of Beyond Budgets®, Deb Meyer shares her family's rationale for the transition from the suburbs of Fort Myers to Saint Louis. This episode also presents a comprehensive guide to values-based financial planning. We dive deep into a six-step process to help you achieve #financial #goals while staying true to your core values. From gathering self-knowledge and setting realistic yet ambitious goals to analyzing your financial situation and consulting a financial advisor, you'll find practical advice tailored to larger financial milestones and simpler, more immediate goals. Whether you're contemplating a major life change or simply looking to align your finances with your deepest #values, this episode offers invaluable insights and inspiration.