Small Business Wealth

The need to transition clients from one advisor to another advisor can be triggered by many different circumstances. An advisor will make group referrals to a successor advisor when they are retiring, reducing their clientele, or changing their business model.

In 1950 Gerald Frank, a determined Black man, arrived in Seattle at the age of eighteen. Fleeing the violence of Detroit and the suffocating grip of Jim Crow Laws, Gerald carried nothing but dreams and drumsticks in his heart. His unwavering belief that he could carve out a better life set the stage for an incredible journey. Today, over seventy years later, the real estate empire forged by Gerald and his wife, Theresa, continues to flourish under the guidance of the third generation of the Frank family. But theirs was not a journey paved with silver spoons.

Have you ever wondered why some people become wealthy without much effort while others work exceedingly hard and struggle all their lives to make their ends meet. Is it luck, intelligence, being at the right place at the right time, education, contacts, or simply making right choices?...The inner change has to precede the external outcome. Simply put: If you think like a millionaire you will become a millionaire. Want to make a billion? Simply acquire the mind-set of a billionaire.

There are boundless techniques and approaches to make passive income going from online to offline. Learn the best methods of creating passive income and start earning passive money today! This audiobook contains many proven steps and strategies on how to effectively generate income passively starting right now. It will be your master guide; it contains a great dynamic list that talks about tested and tried examples of passive income generating strategies.

Want to learn how to manage your Airbnb properties worry-free and maximize your profits while minimizing your effort? Within this book, you'll find solutions to the most common challenges Airbnb hosts face along with product recommendations to help automate your management experience.

As we enter the age of the entrepreneur, more and more people are moving to self-employment in an effort to achieve that elusive "work-life balance", the lifestyle that for many will be truly afforded only by creating and building their own businesses. The sad thing is that for many who start businesses, the dream all too quickly turns into a nightmare as they chase sales, cash flow, and the clock. There is, however, a solution to constantly chasing the clock and struggling to make ends meet.

Fred M. Haney, an experienced venture capitalist, angel investor, and company founder, explains start-up strategies that will help you understand the thinking of investors, build a “virtual team”, create initial value in a product or prototype, and recruit management that will help you raise capital. The Fundable Startup contains eight personal interviews with executives and entrepreneurs that will change the way founders think about managing a start-up company.

For millennia, the wealthiest amongst us—including Warren Buffet, Elon Musk, and so many others—have known the secret to real wealth creation. Find out how you can access the same results in as little as 90 days. If you’ve had a job longer than a year, you probably wish there was a way to leapfrog ahead of where you are financially. With this life-changing approach, you can go from earning $50K per year to $500K with the stroke of a pen.

It's an event so popular, it's sold out up to a year in advance. It's an experience so powerful, participants willingly pay the $30,000 ticket price and return again and again. It's a place where dreams are made, expectations are exceeded, and multimillionaires are born. It's the Maui Mastermind, the most exclusive wealth retreat in the world, and its secrets have been kept behind closed doors. Until now.

Toney Fitzgerald stands in front of the class with a message. There's little poetry in making money, he says, and there's even less in poverty. In one hand he holds the hammer of reality and, in the other, the gauntlet of defiance. Mixing fiction, experience and teaching, he leads them through ruthless self-examination, preparing them to break through the Bitch barrier to the richer world beyond.

"Wealth Beyond Money" is a guide that reimagines wealth, focusing on health, relationships, and money. It advocates for a life of balance and abundance, delving into each theme for personal success, and personal power and trust.

Whether you’re a dad or a mom, whether you’re rocking the "parent" part of your life and feel your vision for that radical idea or revolutionary business is on the back burner, or you’re a rock star in the business arena, at the top of your game and you know your relationships pay the price…this book is for you. Cereal Dad Preneur provides a road map and a practical guide to achieve success in all areas of your life.

Having a SSAS is like running a business. You have the control to make your decisions, and you shape your strategy. You make the investments, you decide who you work with. By investing your time in understanding the rules, exploring the opportunity and creating your strategy you can unlocking the impactful benefits that can truly change the course of your compounding wealth. Are you one of the 99% of the population whose pension strategy is to pay into a monthly scheme for 40 years and devoting one to two minutes each year of opening your pension statement annually?

Sеttіng yourself uр аѕ аn Aіrbnb host is a great wау to earn money and meet реорlе frоm аll around the wоrld. If уоu’vе stayed іn an Aіrbnb, you’ll know thаt thеу offer a more local experience for trаvеllеrѕ. You саn еnjоу аll оf thе bеnеfіtѕ оf hаvіng a home away frоm home, оftеn at a frасtіоn оf thе price оf a hоtеl. And, thеrе’ѕ usually the рluѕ ѕіdе of getting tо meet ѕuреr frіеndlу lосаlѕ in thе form of your Airbnb host (that’s you!).

Most people are attracted to business ownership because it provides independence of action, freedom of decision making, and flexibility of time. Franchising paves the simplest path to business ownership. While some people easily cross the entrepreneurial bridge, others stand watching from the sidelines.

To prepare young entrepreneurs for a world that began to change more than a decade ago, and to address issues of recovery after the pandemic, businessman Tony Velasco illustrates personal success principles in his book, Fear Regret, Not Failure. He addresses issues that hold people back and teaches listeners how to break through barriers by following 7 Pillars of Success that work together to forge a mindset that will build the foundation on which to take action.

J. Massey wasn't always a highly skilled investor, but through action steps that he shares in this book, he amassed an impressive portfolio of hundreds of properties in just six years using an intensive approach to learning and then putting to use what he learned immediately and at the Speed of Instruction. Starting from less than zero, he used other people's cash and credit to invest in properties, from single-family homes to multi-family dwellings and large apartment complexes to commercial properties.

Private foundations have been the dynamo of social change since their invention at the beginning of the last century. Yet just over 10 percent of the public knows they even exist; and for those who are aware of them, as well as even those who seek grants from them, their internal workings remain a complete mystery

Many of life's best lessons are not taught in school. This is especially true when it comes to financial literacy and becoming a millionaire. School teaches us the basics. It teaches us how to get a job and become productive citizens. But what if we want more? What if we want to become successful beyond our wildest dreams? We need more than the basics. We also need more than motivational quotes and memes. We need a blueprint and a solid game plan.

Is poverty inevitable? No, says author Paul Godfrey. More than Money shows how organizations can win the fight against poverty and create prosperity for people at the base of the pyramid in the developing and developed world.