Minimum wage hikes: disaster or opportunity?

While nobody knows how the recent presidential election may affect the issue, the last decade has seen increased pressure for raising the minimum wage. California and New York State and the city of Seattle approved $15/hour minimums (with different implementation...

SBA funding for CPAs may not be the best choice

A CPA practice ready to pursue a growth strategy will probably need some degree of outside funding. And since most CPA practices view themselves as small businesses, they may assume the best source is a Small Business Administration (SBA) loan obtained with the help...

SBA funding for RIAs may not be the best choice

An RIA ready to pursue a growth strategy will probably need some degree of outside funding. And since most RIA firms view themselves as small businesses, they may assume the best source is a Small Business Administration (SBA) loan obtained with the help of a local...

Planning Success

You’ve heard it a thousand times….if you fail to plan, you plan to fail. While cliché, it’s proven and still many businesses and even more individuals fail to plan. Planning is not only about defining a destination but planning in business equals results. Results...

Maximizing LinkedIn

It seems that each month brings new social media platforms. It’s hard for busy agents to stay on top of all the platforms, and even tougher to use them for marketing your agency and generating leads. However, there’s one social media platform that’s well-suited for...