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Financial Advisor Income Statement and Balance Sheet: Template Download

Sara Grillo

Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. I am an irreverent and fun marketing consultant for financial advisors. Download these templates! If you are a flat fee financial advisor download this chart of accounts template.

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Here's the Best Option to Replace Mint for Your Small Business

The Motley Fool

If you're a small business owner, freelancer, consultant, or solo entrepreneur who needs an easy way to track business expenses, this could be a great solution for you -- and it's worth paying for. I couldn't figure out how to get downloadable transactions from the new Credit Karma "Mint replacement" features.

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Microsoft wants to micromanage its energy consumption

The Motley Fool

In practice, this could show up on the user end as a task scheduler requesting to put off downloads, software updates, backups or charging a device's battery. With that in mind, Microsoft's tech could be put into practice in data centers, said Dr. Dan Stein, founder and director of climate giving consultancy Giving Green.

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The Nasdaq Just Had Its Best First Half in 40 Years: 2 Remarkable Growth Stocks to Buy Now

The Motley Fool

Not only has the company cultivated considerable brand authority with consumers -- PayPal was the second-most-downloaded digital wallet in the world last year -- but it also partnered with Amazon to make Venmo a payment option at checkout. Here's the bottom line: Retail e-commerce sales are expected to grow at 13.6%

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Top 5 Passive Income Business Ideas I Wish I Started 5 Years Ago

The Motley Fool

Successful author and podcaster Ramit Sethi says a typical podcast with 10,000 downloads might earn $500 to $900 per month. Some people start businesses online where they serve as travel coaches -- offering travel advice, travel consulting, and even guided tours and customized "travel agent" services.

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MiB: Joe Barratta, Blackstone’s Global Head of Private Equity

The Big Picture

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. He is an entrepreneur, attorney, consultant, and advocate for independent investment advisers, which is a $97 trillion industry.

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10 Little-Known Perks of a Sam's Club Membership

The Motley Fool

By downloading one simple mobile app, you can scan and pay for your purchases as you stroll through the Club. In addition to the test, you'll receive a free consultation, free essentials starter kit, free hearing aid cleanings, and a free warranty. Sam's Club has you covered with Scan & Go.