35 posts

How do the most effective financial advisors build strong client relationships?

Developing trusting, lasting client relationships is essential for financial advisors to sustain successful practices. Effective advisors spend more time listening than talking in client meetings. They ask probing questions to fully understand the client’s unique situation rather than launching into...


What grants are available for small business in Ohio?

Small business grants in Ohio are available from various sources, including government agencies, private organizations, and non-profits. These grants are typically aimed at promoting economic development, job creation, and the growth of small businesses in the state. The availability of...

Officers Liability Insurance

What are Directors and Officers Liability Insurance?

Corporations consist of individuals who are responsible for making critical decisions that affect the company's success. Society's expectations of governing boards are higher than ever, and these individuals are often under scrutiny for their actions. This is when the concept...


Healthcare real estate financing – Understanding the options

The healthcare industry is undergoing massive change, with consolidation, new regulations, and technological innovations disrupting traditional delivery models. At the same time, the real estate needs of healthcare providers are evolving. From large health systems to individual physician practices, healthcare...


Tax Evasion: What You Need to Know

Paying taxes is important, but some worry about getting into trouble. Going to jail for not paying taxes correctly is rare. In 2015, only 1,330 out of 150 million taxpayers faced serious consequences for not paying taxes properly. Learn more...

Homeowners Insurance

10 Advantages of Homeowners Insurance

Owning a home is a monumental achievement, but with it comes a set of responsibilities. One crucial step in fulfilling these responsibilities is ensuring that you have proper protection for your investment. This is where homeowners insurance comes into play....


Essential Tips for Beginner Investors in 2023

Entering the world of investing can be both exciting and overwhelming, especially for beginners. With the constantly evolving financial landscape in 2023, it's essential to arm yourself with the right knowledge and strategies to make informed investment decisions. This article...

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