by KimH | Jun 14, 2026 | Advisor's Desk |
Part 3: Building a Long-Term Plan for Your Future Most small business owners spend their days thinking about customers, cash flow, and keeping their businesses healthy right now. What many don’t think about—at least not soon enough—is their own long-term financial...
by KimH | May 18, 2026 | Advisor's Desk |
Why Face-to-Face Events Grow Your Business Faster Have you ever walked into a room full of people and thought to yourself, “I have nothing in common with this group. What am I even doing here?” On the flip side, think of a time when you entered a space...
by KimH | Mar 26, 2026 | Advisor's Desk |
Part 2: Making Smart Decisions With Surplus Cash When business owners talk about savings, many think first about not having enough. But an equally common—and often overlooked—challenge is knowing what to do when you do have extra cash on hand. This moment often shows...
by KimH | Mar 12, 2026 | Advisor's Desk |
The Power of Intentional Networking and a CRM by John Anderson REALTOR® – Lannon Stone Realty Networking should never be random. Business cards, coffee meetings, and events can create activity, but these activities alone do not build a sustainable business. The...
by KimH | Feb 11, 2026 | Advisor's Desk |
Savings Options for Small Businesses As tax season approaches, small business owners begin turning their attention to numbers—income, expenses, deductions, and what April may bring. It’s a time of review and reflection, but also an opportunity to think strategically...
by KimH | Nov 15, 2025 | Advisor's Desk |
When artist, educator, and entrepreneur Paula Keene talks about running a business, she doesn’t reach for a spreadsheet—she reaches for a paintbrush. “When I’m painting on a canvas,” she explains, “I start with a plan, but once I begin layering color, the composition...
