If your estate includes private equity investments, operating businesses or intellectual property interests, I’d wager that you have asked about client confidentiality during every introductory meeting with a potential adviser. I believe that almost every wealth adviser, bank officer, broker, portfolio manager and trust officer has responded to your inquiry…
As the year comes to a close, remember that some members of your team will be struggling with mental wellness issues or recovery from addiction.
Earlier this month, a CEO told Kelsey Moreira he was pretty sure that none of his company’s 100 employees was in recovery from…
When you’re building a company from scratch, the most painful body blows can turn out to be the most valuable experiences.
This punch to the gut came for my company in 2012 when one of our anchor clients, accounting for about a third of our annual revenue…
You love your business, but that doesn’t mean you can afford to work for free. Yet, figuring out how to pay yourself as a business owner can be complicated.
You need to think carefully about how you take money out of your business entity. Typically, that’s done one of two ways: a salary…
Even the best-run companies can succumb to a mass exodus of employees. It’s not an inevitability, though.
When one employee gives their notice, don’t be surprised if a few…
As any small business owner knows, your website is one of the most vital components of your business. Whether you’re in e-commerce or not, it’s the first place potential customers will go to discover and decide if they want to do business with you.
Luckily, building an engaging, inspirational, and profitable...
Think e-commerce marketing is out of your league? How small businesses can leverage this tactic to grow and scale.
Driving sales can be challenging for small businesses. E-commerce marketing can reduce these frustrations by improving customer…