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In this video, I speak to Jennifer Jacobs, President of LTCI Consulting Inc. to chat about the expectation of changes of living benefits / life insurance, in terms of what we see in the market place and what we can do to take advantage on what is available today. IRONSHIELD Financial Planning’s “Fly On The…
Republished with permission from Built to Sell Inc. If you have considered selling your business of late, you may have been disappointed to see the offers a business like yours would garner from would-be acquirers. According to the latest analysis of some 20,000 business owners who have used The Value Builder System, the average offer…
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about the recent deposition and acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at…
When it comes to financial planning, knowing too little is a dangerous thing. As a financial planner, the main part of my job is to educate my clients on things that they may not know—or things that they may not know they don’t know. In today’s blog post, I’m going to tell you why it…
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q3 of 2015. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events. In this second video, Mike gives…
Republished with permission from Built to Sell Inc. You’ve done the hard work of winning a new customer, but it’s what you do in the next 90 days that determines if it’ll stick around. The first 90 days of any new relationship are critical: A president has about three months to inspire the electorate and…
Republished with permission from Built to Sell Inc. Becoming wealthy may not be your primary goal, but if it is, there is a reasonably predictable way to get rich in America. Step 1: Ignore Your Parents Parents around the world typically encourage their kids to get educated so they can get a ‘good job.’ This…
There are a variety of unknown factors that can affect your personal credit score. For example, most people don’t realize the importance of and the difference between two key dates for paying off their credit card debt: the due date and the statement date. The latter is the date on the credit card statement, and…
Republished with permission from Built to Sell Inc. August was a rollercoaster ride for stockholders. Triple digit wins followed by even larger losses left the average investor reeling and were a good reminder that markets move in both directions. Valuations of privately held businesses have also been somewhat turbulent of late. The average offer extended…