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

credit suite episode 408 david wilson flores ty crandall 5 financial levers you can pull to increase profits and revenue banner - David Flores Wilson: 5 Financial Levers You Can Pull to Increase Profits and Revenue

The Business Credit and Financing Show

Listen to our podcast on iTunes..


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:





FREE Business Credit and Loan Consultation

Enter your information for your no-cost business credit & loan consultation! (Value $199)



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 2.35.07 PM - Dennis Graff

Dennis Graff

All Law PC
San Diego, CA

I got into my current industry which I would define as a major big-time law practice of personal injury c …

Rick Sax 1 - Rick Sax

Rick Sax

Rick Sax Inc
Lauderdale FL

Hello my name is Naryan Dindiel and my B=business is Rick Sax Inc. and I’m giving a video testimonial for …

Screen Shot 2019 03 05 at 2.18.22 PM - Rey Fleming

Rey Fleming

Wise Guys In Ties
Mesa, AZ

Hi my name is Ray Fleming and I am co-owner of wise guys in ties. I’m here today to talk about credit sui …

pine grove academy Creditsuite Testimonial - Kass & Rindee

Kass & Rindee

Pine Grove Academy
Post Falls, ID

My name is Kass Tomany and my name is Rindee Sudweeks and we are the co-founders of Pine Grove Academy in …

Get 30 Business Funding Options In 5-days