In this episode we share the importance of having and the various professionals that may be a part of your business advisory team such attorneys, CPAs and financial advisors. We also share what you should look for when hiring such professionals.
Continue Reading Take control of your money in 2021 – part 2 – working with an advisory team
Ideas and tips on going from having a banking account to banking relationship. We also discuss ways to get the most out your banking experience.
Continue Reading Take control of your money in 2021 – Part 1 – Making your banking work