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I’m Lonely! Lessons from a Former Solo Practitioner

Jun
15

I’m Lonely! Lessons from a Former Solo Practitioner

posted on June 15th 2014 in Austin CFP Team Posts & Your Career with 0 Comments

Surely you’re familiar with the saying, “the grass is always greener on the other side.” When I started my career as a financial planner at a large firm, I quickly became disenchanted with all the bureaucracy; what seemed “greener” to me was setting up my own shop—so I didn’t have to deal with a boss, […]

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Jun
09

Do You Really Have Equity in Your Business?

posted on June 9th 2014 in Your Financial Advisor with 0 Comments

Anyone who owns a home is familiar with the benefits of amassing as much equity as possible; you want to have a large gap between what you owe and what your home is worth when it’s time to sell—so you can pocket the proceeds. The same concept is applicable when it comes to your business. […]

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