Financial Advisers/Planners

What are the key skills for financial planners working with business owners?

In an earlier article, we examined what you should look for in a financial planner; now is a good time to look at what skills a financial planner should have if he or she hopes to serve adequately in what can be a very demanding profession. In this instance, some skills you might not consider as being important are

How do I select the right financial planner or advisor for me?

Since it’s unavoidable, selecting a financial planner is critical to long-tem success. Given that, below are three items that a business entrepreneur should bear in mind when looking for the financial planner or advisor that is right for them. Just as in life as a whole, if you want success, it never hurts to surround yourself with the right people.

Steps to Understanding Financial Advisors: The Saviors of Your Business

For any business, financial management is a key factor.

Step 1 Determine your needs

Especially when talking about small business, where the assets are already tight, one does need some advisor who can calculate the proper expenditure on any project that is to be done. If the finances are handled properly and invested at right areas, one definitely would require services of a financial advisor.

Steps to understanding the need for a financial planner: the key to a progressive Small Business

Starting up a small business is a task that needs long time of thinking, deciding, planning and expertise in order to utilize your investments properly. If one is done with that the second stage is calculating the amount of money which one needs to start up a small business. There are many options though in starting a small business but whatever option is selected it does require proper planning.


Roger Due

Investing in Your Destiny® & Coaching Program - Wealth Building Summit Dallas, Texas

My name is Roger Due and I am from Albuquerque, New Mexico and I am the owner of the Monsano software company. This has been an absolutely fantastic conference. This is the best I have ever been to.