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Advisor Case Studies: Navigating By Your Values
After years of working under the constraints of the brokerage model, advisor Ralph Courage was experiencing real burnout — he was ready for a change. He and his partner, Jeff, were not strangers to the Registered Investment Advisor (RIA) model, and to satisfy their hunger for freedom and flexibility they decided to build an independent practice of their own in 2008. TRG (0722-208S) Ralph and Jeff, founders of Courage Miller Partners, always dreamed of owning a clients-come-first firm. They looked to the RIA model for its freedom and flexibility – and to escape from brokerage burnout. To start on the right foot, Ralph and Jeff chose Schwab as a custodian because of its long track record of serving RIAs. Today, Courage Miller Partners has succeeded despite the uncertainty of the 2008 market crash and the recent pandemic, and its founders are now sharing their advice with you. “We’re able to change our focus to the goals and desires of our clients. It puts them at the forefront of all of our decisions.” – Ralph Courage, Courage Miller Partners, LLC To read more about Ralph and Jeff’s story of perseverance and success, as well as their advice on everything from transitioning your team to maintaining your culture, download the case study. Download Now
Revolutionizing Corporate Spend With Next-Generation Tools
This playbook explores how new intelligent accounting and procurement tools can help with spend analysis and category and risk management. Economic indicators appear to be on an upward trend, but the picture remains unclear. For CFOs and CPOs, navigating this uncertainty while balancing growth and cost containment is the top priority. Traditional CFO and CPO tools rely on historical data to report what has been spent and accounted for. This is valuable data, but it tells you only one thing: what happened in the past. The latest intelligent tools for spend analysis and category and risk management integrate artificial intelligence (AI) and machine learning (ML) to show you what’s happening in your company now, and what’s to come. In this playbook, you’ll learn how to get all aspects of your company’s spending under control while still promoting growth in a dynamic environment. New accounting and procurement tools offer advantages such as: • Analyzing complex data and uncovering hidden patterns that support decision-making • Combining external and internal data for a comprehensive view • Insulating your company against potential financial and supply shocks Download Now
New for 2024: Construction Accounting Software Pricing Guide
Make sure you’re prepared for 2024 by knowing what to budget for Construction Accounting software. How do you know if you’re spending too much or too little on Construction Accounting software? This guide from Software Advice breaks down upfront, subscription and hidden costs, plus answers other questions you’ve been wondering about. Software Advice is a free resource that helps you find the best software. Enter your details and continue to download the guide. Once the download is complete, you can chat one-on-one with a specialized advisor and get tailored recommendations about software that best fits your unique Inventory Management needs. Our comprehensive pricing guide helps you compare the cost of top-rated Construction Accounting software solutions and offers insights into: • Common Construction Accounting software pricing models and ranges • Upfront, subscription, and hidden costs • Actionable recommendations to choose the right software Download Now