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How Much It Costs to Start and Run a Consulting and Coaching Business with Jen Hamilton

Consulting Matters

Using her background as a former certified public accountant with Price Waterhouse Coopers and as a small business advisor, she helps clients connect their business goals and financial investments. Watch this video to discover how to best align your financial investments with both the immediate and long-term goals you have for your business.

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How to Get a Business that Looks and Feels like You [Behind-the-Scenes Tutorial with Betsy & Jen]

Consulting Matters

In this week's tutorial video, my partner Jen Hamilton and I take you behind the scenes of this total website and brand makeover and how Jen and I together got to a place of owning our unique niche in the business mentoring/marketing agency space. > How we decided our current website just wasn't cutting it anymore.

Video 156
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Marketing Plan? Hell No – Do This Instead

Do It! Marketing

Do you need a 60-page marketing/business plan with charts and graphs and financial projections for the next 5 years? The post Marketing Plan? Marketing. No you do not. What kinds of to-do items might you tackle if you had the guidance, focus, and time? Don’t let that be you.

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Website Advice for Solopreneurs

Successful Independent Consulting

The easy way to create a simple, yet professional website You don’t need to spend weeks and piles of money creating a fancy website with video, graphics, and custom photography. What is the market segment or industry of your ideal client? For example, start-ups, middle-market, or global companies? Note: PICA members save $100!

Industry 370
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Overcoming Entrepreneurial Burnout with Rachelle Stone and Lori Smith

Consulting Matters

She combines her financial expertise with operations, project management, and process improvement to help clients achieve their growth goals faster and harmoniously among stakeholders. Lori has the ability to mediate and find a balance between what the customer wants, what the team needs, and the financial results that all businesses demand.

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Podcast Interview on 401(k) Plans and Behavioral Finance Trends

Steve Shu Consulting

This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g., I do draw from some insights and activity that is occurring in other areas of the financial services market (e.g., advisors, consultants, recordkeepers, investment only).

Finance 150
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How to Maximize Your Impact by Creating an Online Course with Christy Ogilvie

Consulting Matters

At first, her goal was to provide a virtual alternative to her live programs that she offered to financial services firms wanting to turn their lukewarm clients into raving fans. If you're in the same boat as Christy was and want to use an online course to take your business to the next level, this video is a must-watch.

Course 296