RIA FIRM
We’ll Get You There
THE BRIDGE®: RIA EDITION, FALL 2019
We all have incredibly full plates – needing to balance operations, production, reputation, excellence, and opportunity along with the back office responsibilities of human resources, accounting, and IT. Somewhere between keeping the company running and finding new sources of revenue, the current state of your business may be overlooked. Oftentimes, the best opportunities to grow and improve may result from an overhaul.
This season’s Bridge magazine, “Destination: Refresh,” focuses on enhancing what you already have in order to reinvigorate your company for renewed and improved results.
RIA RESOURCES
FEATURED BLOGS
Choosing Fixed- or Variable-Rate Business Financing
Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting working capital, many lenders have not tailored their financial products to borrower’s requirements. For borrowers, that usually meant variable rates that were based off of benchmark indices such as the prime rate. Unfortunately, the inherent volatility of those indices often made it difficult to ensure cash flows are sufficient to repay your obligations.
Women Strengthen the RIA Industry
Unfortunately, more often than not, buyers rush headlong into a purchase decision and either sabotage an opportunity to buy a great book of business, purchase the wrong book of business, or poorly manage the transition and lose clients in the process.
Grow Smarter: How to Avoid the Biggest Mistakes Buyers Make in an Acquisition
Unfortunately, more often than not, buyers rush headlong into a purchase decision and either sabotage an opportunity to buy a great book of business, purchase the wrong book of business, or poorly manage the transition and lose clients in the process.
Of Interest Rates and Inversions
The media frequently broadcasts unsettling stories about interest rates or about poorly understood economic concepts like the inverted yield curve. Most of those stories gloss over the issues, with a series of talking heads predicting great calamities, until the next heavily hyped topic distracts everyone’s attention.
Have questions? Talk with our experts for more information.
