Compassionate Capitalism: The ESOP Revolution
Kelly Finnell, President of Executive Financial Services, shares how ESOPs exemplify compassionate capitalism and benefit business onwers and advisors alike.
Overcoming Challenges in Adding Exit Planning to Your Advisory Practice
Exit Planning is a critical component of financial advisory services, however, many advisors face several challenges when introduced to Exit Planning.
Niche Marketing: The Indispensable Advisor
In the realm of business and transition planning, carving a niche isn’t merely a marketing strategy; it’s an avenue to becoming indispensable.Â
Business Continuity: Protecting Client Value
In our contemporary business world, unpredictability seems to be the only predictable element. Business owners, from fledgling startups to well-established enterprises, find themselves navigating an ever-changing landscape, teeming with unforeseen challenges and obstacles.
Engaging Business Owners Before, During, & After TransitionÂ
Engaging with business owners is paramount before, during, and after the transition event.
Traditional vs. Digital Marketing: Navigating the Marketing LandscapeÂ
Marketing is the lifeblood of any business. It’s how companies connect with their target audience, build brand awareness, and ultimately drive sales. In today’s tech-savvy world, marketing has evolved significantly, and there’s an ongoing debate about which approach is more effective: traditional or digital marketing.
