The Business Credit and Financing Show

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David Flores Wilson: 5 Financial Levers You Can Pull to Increase Profits and Revenue

David Flores Wilson, CFP, CFA, editor of Planning to Wealth, has a passion for serving as a resource to friends, colleagues and clients. After years of advising individuals on the side, David established Planning to Wealth in an effort to find new ways to better serve his clients and provide accessible, quality financial advice. Providing everything from financial planning tips and wealth management guidance to travel hacks for your next vacation. David aims to be the go to resource for all financial topics and life planning considerations. His financial guidance has appeared on Yahoo!Finance, Investopedia, CNBC, Investment news and others.

In addition to managing his blog, David is a Managing Partner and financial planner at Sincerus Advisory in New York City where he has been working for over 9 years. There, David advices and coaches business owners and professionals on a broad spectrum of financial matters as they make progress towards their goals and dreams. Prior to joining Sincerus Advisory, David was a Senior Wealth Manager at Watts Capital and was a VP in Fixed Income Division at Barclays Capital. He received a BS from the University of Berkeley and holds the Certified College Financial Consultant, Certified Divorce Financial Analyst and Certified Financial Planner designation. David the IMCA Alternative Investments Certificate and completed the Certified Investment Management Analyst certificate program from The Wharton School at the University of Pennsylvania.

David enjoys traveling, reading Brazilian Jiu-Jitsu, yoga and snowboarding.

 

During this show we discuss:

●  The key financial skills people lack when starting up their business

●  How to correctly navigate your financial plan when you’re about to launch your business

●  5 things a startup entrepreneur can do to thrive in today’s economic climate

●  5 tips entrepreneurs and startup can use to aid financial management

●  Two proprietary investment strategies entrepreneurs can follow to yield financial growth

●  Getting started with risk management as a small business owner

●  How to correctly manage a sudden windfall in your finances

●  How to become proactive with your finances

●  All need to know about building an emergency fund for your business

●  3 financial strategies I can use to maximise savings

●  Methods you can use to reduce your income taxes and save more

●  The smartest financial move entrepreneurs can make in their business

Show resources:

https://www.planningtowealth.com/

https://sincerusadv.com/

 

 

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We are passionate about helping our clients secure business credit and financing, and offering both as a service. Of course, we’re going to have great things to say about our company because we think what we do and how we do it is pretty awesome. What really matters is what our clients have to say, so click below to hear from some of our customers who we live to serve.
Screen Shot 2019 03 05 at 2.29.57 PM - Stephen Childs

Stephen Childs

En Banc Equities LLC
Philadelphia, PA

To any entrepreneur that does not have business credit.   I would strongly suggest that you obtain i …

Doug Mitchell - Doug Mitchell

Doug Mitchell

Credit and Debt Consulting
Northville MI

Hi I am Doug Mitchell, I am from Michigan. I came down for the conference. Because I have a huge interest …

Screen Shot 2019 03 05 at 2.04.55 PM - Herman Dolce Jr

Herman Dolce Jr

Bella Sloan Enterprises
Elkins Park, PA

Credit Suite proved themselves to me very early when I started my relationship with them. At first, I wan …

Paul Northup - Paul Northup

Paul Northup

A Plus Credit
Angier NC

I’m with A Plus Credit, we’re all in North Carolina and I want to spend a few moments just talking about …