馃殌 Providing you with the systems, tools and training to take control of your business!

United Kingdom
Joined March 2023
Hatch retweeted
馃殌 Elevate your financial advisory practice with AI! 馃搮 Join us on March 14th at 12pm for our exclusive webinar. Discover how AI unlocks personalised advice, automates portfolio management, and enhances customer service. 馃憠 Register now: bit.ly/3P5ag9v
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New article on Octo: building an efficient and well aligned tech-stack for financial advice practices. Progressive thinking from @JonPitthamand the team at @HatchCF #forpractitioners
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Have a new client who came in Young guy Will net over $1mil this year easily His old CPA had him as an S corp with no salary Did not care about bookkeeping In the first few months: - we got him a new CPA - hired a book keeper - setup the right salary that is reasonable - maximized QBI - setup and fully maxed out solo 401(k) - moved high 6 figures of cash from 0% to 4.65% This will result in well over $50k net to him Business owners - financial planning can make such a huge impact when done well!
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That's right! @ClientsFirstUK + @HatchCF are the go-to for financial service businesses 馃槈
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