by This article was selected for you by Brian Stallcop, CFP® | Oct 10, 2024 | Business
Key Takeaways Send gifts to clients that will be valued by their entire family. Give at “odd” times, such as Labor Day, and not just at traditional gift-giving holidays. Personalize the gift—to the client, not to you. The competition for affluent clients has become...
by This article was selected for you by Brian Stallcop, CFP® | Sep 10, 2024 | Business
Key Takeaways An exit plan should be closely examined to see whether it’s on track. How confident are you that you’re protected from frivolous lawsuits? Retirement plans can have multiple goals for business owners. As a successful entrepreneur, you’ve probably engaged...
by This article was selected for you by Brian Stallcop, CFP® | Sep 5, 2024 | Business
Key Takeaways Referrals from other professionals, such as wealth managers, is how many professional services providers find their best clients. Strategic partnerships are a key part of getting high-quality referrals from other professionals. Evaluate a potential...
by This article was selected for you by Brian Stallcop, CFP® | Aug 20, 2024 | Business
Key Takeaways Entrepreneurs often overvalue their businesses, which can lead to problems. There are at least six approaches to formal business valuation. Consider enlisting the help of a valuation specialist. Do you know—really know—what your business is worth?...
by This article was selected for you by Brian Stallcop, CFP® | Aug 15, 2024 | Business
Key Takeaways Retirees are choosing to go back to work—to stay engaged and to tackle new challenges, among other reasons. Working “in retirement” can have an impact on Social Security benefits and other aspects of your finances. Leveraging contacts and previous...
by This article was selected for you by Brian Stallcop, CFP® | Jul 25, 2024 | Business
Key Takeaways For a variety of practical, financial and emotional reasons, more and more families are housing several generations under one roof. There are some big benefits to multi-generational living situations—but also some big challenges. Pay special attention to...
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