Small Business
News, insights and expert analysis on small business from the team at Kiplinger.
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How Advisers Turn Compliance Into a Competitive AdvantageCollaboration, transparency and education can strengthen compliance and empower financial advisers to thrive.
By Shawn Scholz
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I’m 64, retired, and want to invest $400,000 of my $2.4 million portfolio in a winery startup. Am I crazy?We ask wealth advisers to weigh in on the wine business and how to finance a retirement startup.
By Maurie Backman
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Are You Eligible for the Amazon Prime Settlement Refund?Amazon agreed to a historic $2.5 billion settlement over its Amazon Prime memberships. Find out if you're eligible for a refund and how to claim it.
By Rachael Green
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How to Keep Your Business on Track, From the Authors of 'Hone'Business owners like this chef could learn valuable lessons from 'Hone,' including how caving in to pressure to quickly expand could lead to business 'drift.'
By H. Dennis Beaver, Esq.
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A Blueprint for Helping to Build Your Advisory PracticeAs a financial professional, you can draw lessons from Advisors Excel's journey to find ideas, strategies and inspiration for growing your own advisory business.
By Cody Foster
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Serving the HNW Market: How Financial Advisers Can Break Through and Deliver Lasting ValueFinancial advisers have a significant opportunity to serve high-net-worth clients by elevating their capabilities, delivering comprehensive planning, building diverse teams and prioritizing family wealth education.
By John Roberts
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Don't Just Sell, Connect: How Financial Advisers Can Ignite Their Sales GrowthAvoid complacency and embrace small, consistent improvements to optimize your sales process and results.
By Cody Foster
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Are You a Small Business Owner Buckling Under Economic Pressure? Here's How You Can CopeSignificant emotional and financial challenges, including tariff worries, are piling up on small business leaders. Here's how leaders can develop more healthy coping strategies and systems of support.
By Nika White
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To Raise Prices or Not to Raise Prices: Tariff Tips for Small BusinessesSmall businesses are making critical decisions. Should they pass on higher costs due to tariffs, or would that only cost them more in lost customers?
By Mark Valentino
