A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
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Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Help your self-directed clients make better investment decisions - without giving financial advice
MP3•Episode home
Manage episode 325450705 series 2330481
Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
David Smith discusses with OpenInvest co-founder Andrew Varlamos how clients unwilling to pay for financial advice often make poor investment choices, potentially damaging their chances of a financially secure retirement. The webinar will highlight how accounting firms can help while also avoiding the regulatory burden that comes with the financial advice regime.
…
continue reading
67 episodes
Help your self-directed clients make better investment decisions - without giving financial advice
Smithink - helping accountants turn their practices into great businesses
MP3•Episode home
Manage episode 325450705 series 2330481
Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
David Smith discusses with OpenInvest co-founder Andrew Varlamos how clients unwilling to pay for financial advice often make poor investment choices, potentially damaging their chances of a financially secure retirement. The webinar will highlight how accounting firms can help while also avoiding the regulatory burden that comes with the financial advice regime.
…
continue reading
67 episodes
All episodes
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