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Registered Rep.
December 13, 2011
Charles Paikert |
What Advisors Should Know About the Small Business Owner Market The good news: 50 percent of small business owners could use an advisor, and the best prospects, according to the survey, are women, younger owners, and owners who are thinking about retiring.   |
On Wall Street
April 1, 2013
Lorie Konish |
Talking to Small Business Owners in Transition When speaking with small business owners, be prepared with specialized knowledge, willingness to coordinate, and the ability to handle emotions. |
Financial Planning
July 1, 2007
Suzanne McGee |
Serving Small Business Forging solid relationships with small-business owners gives financial planners a chance to grow with clients. |
On Wall Street
October 1, 2011
Elizabeth Wine |
Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent. |
Financial Planning
September 1, 2012
Ingrid Case |
Planners Who Deal With Business Owners Can Find it Rewarding It s not always easy to work with highly successful business owners, but the effort can be rewarding. |
Financial Advisor
February 2012 |
Sex Bias "The financial services industry needs to do a better job of recruiting, training and retaining women as financial advisors if it is going to successfully meet the demand of women small business owners," said Mary Quist-Newins. |
Investment Advisor
February 1, 2011
Eliza DePardo |
The Necessity of Growth Strategic growth to build a sustainable financial advisory practice is vital to recovery. |
Financial Advisor
October 2010
Steve Parrish |
Time To Rebuild Financial advisors can help battered business owners plan for the future. |
Registered Rep.
August 1, 2004
Anne Field |
Thinking Small (In a Good Way) The small-business market can be a big one for many financial advisors - just make sure you understand the terrain. |
Financial Planning
July 1, 2006
Tom Foster |
Small Plans, Big Gains Becoming an expert in small-business retirement plans could create a big future for your financial advisory clients. |
Registered Rep.
June 19, 2012
Alan Lavine |
Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients. |
Commercial Investment Real Estate
Sep/Oct 2013
Jeff Rauth |
Follow the Money What are today's most financeable deals? Several market forces currently at work foretell a stronger lending environment in the next 12 to 18 months. |
Registered Rep.
January 11, 2013
Mark Miller |
Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition. |
Registered Rep.
December 1, 2004
Anne Field |
Practice Makeover Like many advisors, Gary Hager has decided to focus on the small-business community, and for good reason. With about 20 million small businesses in the U.S., the market comprises a wide-open opportunity. |
Inc.
December 2003
Jess McCuan |
It's Good to be King It's official: Bosses have more fun -- and they're rich. |
Registered Rep.
May 1, 2008
Mollie Neal |
CFO For Hire Apart from helping them meet more stringent government regulations, part-time or temporary CFOs can often offer small businesses additional benefits. |
Registered Rep.
April 1, 2008
Mollie Neal |
Use It Or Lose It: Tax Planning For 2009 Proper and timely planning throughout the year can yield superior tax savings for your clients. |
Registered Rep.
June 1, 2008
Mollie Neal |
Recession-Proof Your Clients Studies indicate that many small-business owners do not have a contingency plan for tough times. This is an area where financial advisors can help. |
BusinessWeek
July 3, 2006
Gene G. Marcial |
Lowe's Is Not Riding High Lowe's has always been No. 2 to Home Depot, but it is tops on Wall Street. |
U.S. Banker
November 2008
Anthony Malakian |
Main Street Wants Bigger Small Business Bite Community banks are steadily loosening the stranglehold that the nation's big banks have on the small business market. |
Financial Planning
March 1, 2006
Bob Hirschfeld |
The Call of the Small Small-business owners now have an easier time setting up retirement plans, opening up new opportunities for financial advisers. |
Registered Rep.
December 1, 2004
Anne Field |
Planning for the Handoff Despite the obvious importance, for most small-business owners, careful planning of whom to turn the business over to and when to do it is just about the last thing on their minds. Advisors must persevere to get this job done. |
The Motley Fool
August 17, 2007
Rich Smith |
Foolish Forecast: Still Fixing Up Lowe's In advance of earnings reports, analysts and investors alike wonder if Lowe's will fare any better than arch-rival Home Depot. |
The Motley Fool
November 16, 2007
Rich Smith |
Foolish Forecast: Will Lowe's Lap Home Depot? In advance of earnings reports, analysts expect Lowe's sales to rise, but profits to fall. |
U.S. Banker
October 2007
Lee Conrad |
How to Give the Love And Finesse the Cross-Selling The newest trend in small-business loyalty relationships may carry the rather bland moniker of "enterprise awards" or "enterprise loyalty," but the terms belie the importance of the one-two punch in perfectly grooming a group for cross-selling. |
Commercial Investment Real Estate
Sep/Oct 2012
Gary M. Tenzer |
Basic Training These tips can help investors and owners shape up to face the unpredictable future and survive the still-shaky market. |
U.S. Banker
January 2011
Les Dinkin |
Small-Business Banking Needs More Planning Small-business specialists are playing a growing role within the branch as institutions push to revitalize small-business banking in a tentative economy. But many banks still face challenges in making effective use of this expensive talent. |
Registered Rep.
July 1, 2004
Grove & Prince |
A Different Breed Tending to the financial needs of a family-owned small business is a complex affair, but it's not nearly as unique a task as it might seem at first blush. |
Food Processing
February 2012
Tom Deans |
A Food Processor's Most Magnificent Deal Prepare the next generation to take over the family business by buying it from you. |
The Motley Fool
February 23, 2007
Ryan Fuhrmann |
Woes Slow at Lowe's Lowe's sees a bottoming to homebuilding difficulties. Is this stock a buy? |
U.S. Banker
February 2008
Anthony Malakian |
Desperately Seeking Sticky Relationships Small-business payment needs is an area where many banks aren't delivering. |
