Λεπτομέρειες βιβλιογραφικής εγγραφής
| Τίτλος: |
When Clients Ask, "How Do I Start a Business?". |
| Συγγραφείς: |
Tacchino, Kevin1 kktacchino@widener.edu |
| Πηγή: |
Journal of Financial Service Professionals. Sep2026, Vol. 80 Issue 5, p19-22. 4p. |
| Θεματικοί όροι: |
*Business planning, *Financial planning, *Lawyers, *Risk managers, *Insurance, *Entrepreneurship |
| Περίληψη: |
When clients ask financial planners how to start a business, answering can be complex. Rather than giving direct operational or legal advice, planners add value by guiding clients through a risk-reducing, step-by-step process: building a business plan, identifying regulations, evaluating tax and insurance needs, selecting an entity structure, and launching. By directing entrepreneurs to specialized professionals--such as attorneys, CPAs, and no-cost SBA resources--planners protect client interests, mitigate risks, and build lasting trust. [ABSTRACT FROM AUTHOR] |
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| Βάση Δεδομένων: |
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