Sentences with phrase «business advisor for»

She is a sought - after business advisor for her knowledge in online branding, job search tools, preparation, and boosting online visibility with stand - out marketing for individuals seeking to be found by employers and clients.

«Joyce's well - recognized international reputation as a strong advocate and trusted, strategic business advisor for her clients in the supply chain, food service, restaurant and retail industries reflects an important benchmark showcasing our commitment to «best in class» legal services targeting these industries,» says Gardere Chair Holland N. O'Neil.

Ty Kiisel, our resident small business expert, has been working as a small business owner and small business advisor for over 30 years.

Not exact matches

Take some tips from Andrew Cagnetta, CEO of Transworld Business Advisors, a business brokerage franchise consulting company that for 35 years has made a business out of selling fraBusiness Advisors, a business brokerage franchise consulting company that for 35 years has made a business out of selling frabusiness brokerage franchise consulting company that for 35 years has made a business out of selling frabusiness out of selling franchises.

«Being in the insurance and financial services industry, I'm always looking for ways to set myself apart, build my business and add value for my clients,» says Randy Rosler, a financial advisor with MetLife's Strategic Planning Group.

Fortunately, Business Insider has compiled a reference guide to get you started on the path to finding the right robo advisor for you.

«Paula would have to be open to sharing a lot of personal and financial information to get the most out of it, but the mentors would basically serve as a panel of advisors on an unpaid basis for a year, to help her grow her business.»

This last point makes sense for some more than others, says Drew Nordlicht, partner and managing director of Hightower Advisors, San Diego, who advises high - net - worth business owners.

Miro Advisors has been selected by oil and gas explorer New Standard Energy to manage the farm - out of its Western Australian exploration acreage, continuing four years of rapid growth for the Perth advisory firm, as detailed in this week's edition of Business News.

Creating my board of advisors for my business was one of the most helpful things I've ever done.

In addition to being president of Wells Fargo Investment Institute, Cronk is chief investment officer for Wealth and Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under administration.

In her new role, she is responsible for leading more than $ 1 billion in global loyalty services business, after serving as the Latin American Caribbean region EVP of products, marketing, and advisors services.

9 important questions to ask when deciding which personal finance advisor to hire for your business

That's why Kaplan suggests that business owners looking for appreciation beyond the growing value of their companies speak to an investment advisor about assembling a portfolio composed of a combination of equities, real estate and hard assets and generating current income through bonds and dividend - paying stocks.

If the small business owner is planning to exchange property to the corporation for stock, then a tax advisor should be consulted; if the property has appreciated, taxes may be due on the exchange.

«It was exactly the right prize for Kickboard at the time,» Medbery says, noting it's «near impossible» to place a price tag on the insights she gleaned from the financiers and business analysts she met — not to mention the relationships she forged with potential investors, advisors and senior leaders at the region's public schools.

«It's like Netflix for oil and gas,» John Gibson, an advisor at Tudor, Pickering, Holt & Co who previously ran the oil - services business for Halliburton, told Bloomberg.

For instance, entrepreneurs with service businesses — including doctors, lawyers and financial advisors — may not be able to take advantage of the deduction if their income is too high.

You'll get tailored solutions you can trust, from an advisor who knows your business — like which Dell PCs with Intel ® CoreTM processors are right for you.

For instance, you can use your cash value to finance business vehicles, equipment, office buildings and more and to qualify for deductions for interest paid and depreciation (consult your CPA or tax advisor for detailFor instance, you can use your cash value to finance business vehicles, equipment, office buildings and more and to qualify for deductions for interest paid and depreciation (consult your CPA or tax advisor for detailfor deductions for interest paid and depreciation (consult your CPA or tax advisor for detailfor interest paid and depreciation (consult your CPA or tax advisor for detailfor details).

When Cambridge Advisors» Brandon Snow goes looking for companies to buy, he wants to see three things: a defensive business model, a history of capital allocation and a management team whose interests are aligned with those of shareholders.

As highlighted in the Final Regulatory Flexibility Act Analysis for the Fiduciary Rule, 96.2, 97.3, and 99.3 percent of BDs, Registered Investment Advisors, and Insurers respectively are estimated to meet the SBAs definition of small business.

As managing partner of Silicon - Valley based Invisor Consulting, he's been a trusted strategic advisor to executives and business leaders for more than a decade.

Create an open dialogue with your lenders, business partners and financial advisors to ensure you make the best choice for your future.

Among the many scheduled American participants were the political advisor to the head of the U.S. Northern Command, the president for the Americas of Lockheed Martin Corporation, the senior director for the Western Hemisphere of the American National Security Council, the U.S. Deputy Under Secretary of Defense Carla Hills (who was the primary U.S. NAFTA negotiator), the senior United States Air Force military assistant to the then secretary of defense Donald Rumsfeld, the commander of U.S. Northern Command, the chair of the President's Council of Advisors on Science & Technology, Dr. James Schlesinger, the former American secretary of energy & defense, the deputy secretary of energy, plus many other top business, government and military officials, plus representatives of similar groups from Mexico.

If you are seeking the services of a financial advisor, you want the best information to help you achieve your financial goals — be it budgeting in retirement, savings for a child or grandchild's education, or selling your business.

Gary Cohn, President Trump's top economic advisor, said that the effort by Amazon, Berkshire Hathaway and JPMorgan to jointly address healthcare was the same as the administration was doing by proposing rules to make it easier for self - employed Americans, small businesses and others to band together to get insurance through what are called association health plans.

NEW YORK, December 28, 2017 — OnDeck ® (NYSE: ONDK), the leader in online lending for small business, announced today that a fund managed by an investment advisor subsidiary of BlackRock has joined OnDeck's platform of financing partners as another committed source of capital to fund small business loan growth.

The BDC will be distributed by Highland Capital Funds Distributor, and will be led by Brad Ross, president of Highland Funds, and Brian Mitts, chief operating officer of NexPoint Advisors and head of business development for Highland's alternative products.

While I generally consider this advice to be wise, especially for inexperienced investors who should probably opt for something like an index fund, working with a qualified advisor or, if they are wealthy enough, an asset management group, the problem comes from the fact that if you find a truly outstanding business — one that you have conviction will continue to compound for decades at rates many times that of the general market, even a high price can be a bargain.

The first step for advisors is to decide whether to make impact investing a core part of their business.

In the first episode of The Unshakeable Podcast, the world's leading life and business strategist Tony Robbins and his co-author Peter Mallouk (ranked # 1 financial advisor by Barron's for three years in a row) remove the anxiety of an upcoming economic winter.

Previously, Gabi served as Program / Business Development Director for RG + Associates, a Marketing Consultant for Next Sector Capital, and Director of Investor Relations and Marketing at Parish Capital Advisors, a minority - owned private equity fund of funds.

Millennials aren't the most loyal bunch to investment advisors, but with $ 30 trillion in wealth transfer assets to invest, have enough pull to make advisors work harder for their business.

If the Fiduciary Standard is applied to brokers as well as financial advisors as has been discussed, there will for sure be lots of change, but to announce the death knell of the advice business is as ludicrous as saying there will no longer be a demand for teachers or doctors.

However, there may be potential benefits to incorporation and you should consult with an attorney or other trusted legal advisor to determine if changing the nature of your business entity makes sense for your business objectives.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

Commerce Business Advisors prepares businesses for selling on the open market through hands - on, ready - to - implement advisory services and solutions that significantly improve business sustainBusiness Advisors prepares businesses for selling on the open market through hands - on, ready - to - implement advisory services and solutions that significantly improve business sustainbusiness sustainability.

Directors and advisors generally work for an equity - only interest in the business and the typical range is 0.25 % to 0.5 % of the company.

Brokers and other advisors may have model portfolios developed for their clientele, with portfolio constraints adjusted as required to suit your book of business.

Prior to joining Cerberus, Mr. Kravit was a Managing Director at Apollo Real Estate Advisors, L.P., from 1994 to 1996, where he was responsible for new business development, acquisitions and asset management.

Brian Mitts, CEO of NextPoint Advisors and head of business development for Highland's alternative products, says alternatives offer a «compelling, income producing and non-correlated investment option for investors,» and that adding non-traded products to his company's existing mix of liquid alternative funds will «offer independent advisors one of the industry's strongest and most robust product lineupsAdvisors and head of business development for Highland's alternative products, says alternatives offer a «compelling, income producing and non-correlated investment option for investors,» and that adding non-traded products to his company's existing mix of liquid alternative funds will «offer independent advisors one of the industry's strongest and most robust product lineupsadvisors one of the industry's strongest and most robust product lineups.»

Wendy is also a Lead Instructor and Adjudicator for the Institute for Family Enterprise Advisors (IFEA), and is certified on multiple coaching approaches and tools related to business and family enterprise.

Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in client assets.

She is an adjunct professor at the University of British Columbia's Sauder School of Business where she leads programs for both business families as well as their advisors in the Business FamiliesBusiness where she leads programs for both business families as well as their advisors in the Business Familiesbusiness families as well as their advisors in the Business FamiliesBusiness Families Centre.

But beware, you need to always stay ahead of potential problems brewing

As a company executive, or a business advisor, we have to always be on the alert for indications that your business, while looking calm on the surface, has strong...

Woodside Capital Partners International LLC acted as the exclusive financial advisor to ObjectVideo, Inc., a technology and solutions company, on the sale of substantially all of ObjectVideo's business, including its products, technology portfolio and engineering team, to Alarm.com, the leading platform for the connected home and business.

As an educator, Wendy is an adjunct professor at the University of British Columbia's Sauder School of Business, where she leads programs for business families and their advisors in the Business FamiliesBusiness, where she leads programs for business families and their advisors in the Business Familiesbusiness families and their advisors in the Business FamiliesBusiness Families Centre.

Over the years, this event has become essential for broadcast owners, investors, advisors and professionals from across the industry, who convene to explore the essential issues affecting your business today.

Parks said Ubiquity is in talks with several robo - advisors to provide them with help on handling the administration of retirement plans for small businesses.