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Starting a new business is a risky venture these days. You can help your clients avoid early missteps by offering this simple but effective advice.
Looking to make small-business owners a bigger part of your customer base? Use this seven-step primer to find and prospect promising entrepreneurs in your community.
Your middle-aged client is ready to strike out on his own with a potentially viable small business. Can you help him make a successful transition from employee to entrepreneur?
When your small-business clients get the opportunity to make their best case for their company as an investment opportunity, make sure they don't blow it. Offer them these tips on speaking in front of venture capitalists and others.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
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May 12–15, 2025
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May 19–20, 2025