Remove Business Planning Remove License Remove Numbers
article thumbnail

The Latest In Financial #AdvisorTech (June 2023)

Nerd's Eye View

This month's edition kicks off with the news that Riskalyze has completed its previously-announced rebranding, and will now be known as “Nitrogen”, a ”growth platform” for advisory firms – which represents less of a shift in the platform’s core function (given that Riskalyze’s risk tolerance tool was always (..)

article thumbnail

Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

Education 246
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Nerd's Eye View

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

article thumbnail

How To Start A Side Hustle In 10 Steps

Clever Girl Finance

Create a solid business plan for your side hustle If you’re in the process of starting a side hustle and do not have a business plan, you need to create one now. A business plan is essentially your roadmap for your side hustle to achieve your goals for a small business.

article thumbnail

How Do I Register My New Business in New Hampshire? Small Business Guide

Steve Feinberg

However, there are several obligations that any prospective business must meet, so it’s important to learn the process to register a business in NH from start to finish. Making a Business Plan. It’s an obvious but tremendously important question when registering a new company: What’s my business going to be?

article thumbnail

The 16 Best Business Ideas For Women

Clever Girl Finance

Note that in some states, starting an interior design business requires that you have specific licensing. It's a great business for women who are highly organized and can explain their organization processes easily to others. If you liked math in school and have a knack for numbers, you might make a great bookkeeper.

Food 122
article thumbnail

7 Steps For How To Start A Side Hustle

Clever Girl Finance

Plus, we have some fantastic side hustle business ideas for you too! Create a good business plan for your side hustle If you’re in the process of starting a side hustle and do not have a business plan, you need to create one now. You can’t achieve success without a plan! Where is your competition located?