What experts say about MSME Financial Advisory

I have been a CA, management consultant as well as financial advisor to many SMEs on the cusp of growth. While most of the owners are passionate about their business and are technocrats, the lack of financial understanding negates these positives. Many of them purely look at financial management as “tax planning”. However, advice regarding… Continue reading What experts say about MSME Financial Advisory

Innovative Strategies for Financial Success, Welcome to Lemzar Capital | RFG ADVISORY

RFG Advisory, an award winning platform for Independent Financial Advisors and a 2020 Financial Times Top 300 RIA, announces a new partnership affiliation with Lemzar Capital. Lemzar Capital, co-founded by long-term partners Ken Azar and Matt Lemen, is a wealth management advisory practice based in Birmingham. The team focuses on creating innovative strategies for financial… Continue reading Innovative Strategies for Financial Success, Welcome to Lemzar Capital | RFG ADVISORY

How To Set Up Your Financial Advisory Firm For Success

How should you set up your operations to be successful and earn money as a financial planner or advisor firm? In this video, Matt Reiner shares tips for RIAs, independent advisors, and wealth management firms. Whether you are already successful or just starting out, here are tips that can help you improve your firm. ==========================================================… Continue reading How To Set Up Your Financial Advisory Firm For Success