Jeanne Hardy — November 29, 2019 Follow @creativebizinc stevepb / Pixabay At the end of the year, small business owners must take on a complex balancing act with their finances to ensure that they’re well-positioned going into the new year. There are two important factors at play: first, mitigating tax liability while maintaining enough cash … Continue reading Year-End Financial Planning for Small Businesses
Terry Lammers — September 30, 2019 Having a professional business valuation can be eye-opening for both the buyer and the seller of a company. In some cases, a seller might have a magic number in mind of what the business is worth only to eat a big spoonful of humble pie when the true valuation … Continue reading Uncovering Your Company’s True Value With Normalized Financial Statements
Jibran Qureshi — September 24, 2019 Small businesses encounter a variety of challenges, most of which have an impact on their finances. They have a higher vulnerability to the impact of poor decision making and inefficient financial management, than medium or large businesses. Poor decision making arises when decision-makers use inaccurate, irrelevant or … Continue reading 8 Financial KPIs to Help Improve Performance
Brands that leverage email marketing will continue to build lasting customer relationships while thwarting the new fintech players from capturing market share. Kyle Henderick on September 23, 2019 It was surprising to learn that more than two in five financial services customers say they rarely or never receive relevant marketing communications from financial services companies … Continue reading Email marketing and customer retention in the financial services industry
Lanre Onibalusi — September 3, 2019 Follow @Onibalusi — September 3, 2019 Machine learning technology is making rapid gains in the financial services industry, and a growing number of companies are now using it to enhance the customer experience. Gartner even predicts that by 2020, 85% of customer relationships with an enterprise won’t involve interacting … Continue reading How Can Machine Learning Be Used in Financial Services?
Tommy Wyher — August 28, 2019 — August 28, 2019 The financial sector is highly competitive which makes the need for digital marketing paramount for companies wanting to stand out. Finance is serious business so a marketing approach that would work for a CBD product or video game might not be formal enough to work. … Continue reading More Money, More Problems: Issues a Business in the Financial Sector Can Have With Digital Marketing (And Solving Them)
Robert Gloer — August 28, 2019 Follow @IOUFinancial — August 28, 2019 Running your own business requires careful thought and planning. But even with all that, it’s hard to avoid feeling financially stressed from time to time. Handling the stress productively can help your business succeed. But avoiding it in the first place can also … Continue reading 7 Ways to Avoid Financial Stress When Running a Business
Financial Brands Plan An Email Spending Boost in 2020 by Ray Schultz , August 27, 2019 Email is the second most popular channel among financial brands, judging by a new study commissioned by Dianomi, a native ad platform, and Gramercy Institute. Of the financial marketers polled, 33.7% plan to increase their spending on email in … Continue reading Financial Brands Plan An Email Spending Boost in 2020
Steven Imke — August 20, 2019 Follow @SteveImke — August 20, 2019 It is always a good idea to review your risk exposure from time to time and develop a plan to deal with things before you are forced to deal with them during a crisis. Previously, we looked at operational business risk. In this … Continue reading How to Determine Your Financial and Governmental Business Risk
Eric Goldschein — July 24, 2019 — July 24, 2019 Starting your own software as a service (SaaS) business is an appealing way to become an entrepreneur. Just come up with your software solution, deploy it, and become indispensable to fellow business owners everywhere—right? Of course, it’s never that simple. Coming up with and creating … Continue reading Top 6 Financial Tips Every SaaS Founder Should Know
