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Business Financial Consultant for Company Growth
Business Financial Consultant for Company Growth

Time Business News

time06-07-2025

  • Business
  • Time Business News

Business Financial Consultant for Company Growth

Are you feeling overwhelmed by the numbers game in your business? Struggling to make sense of financial statements, budgets, and projections? You're not alone, and there's a solution that can transform your financial chaos into clarity: a Business Financial Consultant. Imagine having a trusted guide who helps you navigate the complex financial landscape, ensuring every decision you make is grounded in expert advice. This is more than just about balancing your books—it's about unlocking potential, maximizing profits, and steering your business toward success. Dive in to discover how a Business Financial Consultant can be the game-changer your business needs. The role of a financial consultant in a business is crucial for navigating the complex world of finance. They offer expert advice to help businesses make informed financial decisions. By understanding financial health and future trends, they guide businesses towards sustainable growth. Financial consultants analyze financial data to identify trends and opportunities. They prepare detailed reports and forecasts, helping businesses plan their financial future. Additionally, they advise on investment opportunities and risk management, ensuring your business remains competitive and secure. Imagine having a trusted advisor who can pinpoint areas for cost savings and revenue growth. A financial consultant does just that, offering strategies to optimize your business finances. Their role doesn't stop at analysis—they also implement changes and monitor progress, ensuring the advice translates into real benefits. To excel as a financial consultant, specific skills are essential. Strong analytical abilities and attention to detail are critical for accurate data interpretation. Effective communication skills are also vital, as they must convey complex financial concepts in a way that you can easily understand and apply. Most financial consultants hold a degree in finance, accounting, or a related field. Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) enhance credibility and expertise. Experience in business finance and a deep understanding of market trends further bolster their ability to provide sound advice. When selecting a financial consultant, consider their track record with similar businesses. Have they successfully helped others achieve financial goals? Remember, the right consultant not only brings technical skills but also a commitment to understanding and supporting your unique business needs. Have you ever wondered how a financial consultant could transform your business strategy? By leveraging their expertise, you gain a partner dedicated to your financial success. Wouldn't it be reassuring to have someone expertly navigate the financial landscape alongside you? Engaging a business financial consultant brings many benefits to businesses. They help companies grow and become more efficient. Companies can make better decisions with expert guidance. Financial consultants provide valuable insights into business operations. Financial consultants assist in creating effective business strategies. They help identify goals and create action plans. Businesses can focus on long-term growth. Consultants ensure plans align with market trends. This leads to better business performance. Managing risk is crucial for business success. Consultants analyze potential risks and offer solutions. They help businesses protect against financial losses. Risk management leads to stability and confidence. Companies can make informed decisions with reduced uncertainties. Financial efficiency is key to business success. Consultants help optimize financial resources. They analyze spending and suggest improvements. Businesses can reduce costs and increase profits. Efficient financial management boosts overall performance. A business financial consultant offers expert advice, often providing fresh perspectives and specialized skills. An in-house team ensures consistent support and deeper understanding of company culture. Both options have unique benefits, making the choice dependent on specific business needs and objectives. Navigating the financial landscape of your business can often feel like walking through a maze. You might find yourself at a crossroads: should you hire a business financial consultant or build an in-house team? Each option offers unique advantages and challenges. Understanding these can help you make the best choice for your business's financial health. When it comes to cost, hiring a consultant often appears more cost-effective. You only pay for the services you need, potentially saving on salaries, benefits, and training expenses associated with a full-time team. However, it's important to consider the long-term needs of your business. With an in-house team, you have dedicated staff available at all times. This might mean higher upfront costs, but it could provide more consistent support. Consider what fits your budget and aligns with your financial strategy. A consultant can provide flexibility and a wide range of expertise. They bring fresh perspectives and specialized skills tailored to your business needs. This can be especially beneficial when navigating complex financial challenges. In contrast, an in-house team offers stability and a deep understanding of your business operations. They can adapt quickly to changes within your company. Which do you value more: the adaptability of a consultant or the deep-rooted knowledge of an in-house team? Ultimately, the decision depends on your business goals and financial priorities. Consider what resources are available and what expertise is required. Whether you choose a consultant or an in-house team, the key is to ensure they align with your company's vision for growth and success. Choosing the right business financial consultant is crucial for your success. A skilled consultant helps manage finances and guides strategic decisions. They offer insights and solutions tailored to your needs. But finding the right consultant requires careful consideration. Here's how you can make an informed choice. Start by assessing their experience in the industry. An experienced consultant understands market trends. They have dealt with various financial challenges. Ask about their past projects and results. This gives insight into their problem-solving skills. Experience is a key factor in choosing the right consultant. Examine their credentials closely. Ensure they have relevant certifications and licenses. These validate their expertise and credibility. A consultant with strong credentials instills confidence. Look for affiliations with professional bodies. This indicates a commitment to maintaining standards. Credentials are essential for trust and reliability. Effective strategy implementation by business financial consultants guides firms towards sustainable growth. Tailored financial plans address unique challenges, ensuring optimal resource allocation and risk management. In the world of business, the successful implementation of strategies is crucial. It is where plans move from the drawing board to the real world. Business financial consultants play a key role in this transition. They help convert complex financial plans into actionable steps. This ensures that businesses not only survive but thrive in competitive markets. A financial consultant does not work in isolation. They engage deeply with your management team. This collaboration ensures that everyone is on the same page. By aligning financial strategies with the company's goals, consultants help to create a unified approach. Have you ever considered how crucial effective communication is in this partnership? Clear communication channels between the consultant and management lead to better decision-making. When everyone understands their role, the implementation process becomes smoother and more efficient. Monitoring progress is vital in strategy implementation. Financial consultants set measurable benchmarks to track performance. This helps in identifying what works and what doesn't. You might wonder how often progress should be reviewed. Regular check-ins are essential to ensure the strategy stays on track. Adapting to new challenges quickly can make the difference between success and failure. Feedback from these reviews allows for necessary adjustments. This proactive approach ensures the strategy remains relevant and effective. Are you ready to make adjustments to keep your business moving forward? In conclusion, the implementation of strategies with the help of a business financial consultant is a dynamic process. It requires collaboration, monitoring, and the willingness to adapt. By doing so, your business can navigate challenges and seize opportunities with confidence. A business financial consultant helps track and interpret financial data. They guide businesses in making informed decisions. This role is crucial for improving financial health and achieving long-term goals. Measuring success in business financial consulting isn't just about numbers on a spreadsheet. It's about transforming data into a story of growth and achievement. As a business owner, you want to know if your financial strategy is working. Here, we explore key elements that help you gauge success effectively. Key Performance Indicators (KPIs) are your financial compass. They guide your decisions and highlight areas for improvement. Identify KPIs that align with your business goals. Revenue growth, profit margins, and return on investment are some common KPIs. For a more focused approach, consider customer acquisition costs and client retention rates. These metrics offer a clear picture of your financial health. Regularly review your KPIs to adapt to changing market conditions. This proactive approach ensures your business remains resilient. Client case studies offer real-world insights into the effectiveness of financial strategies. They provide a narrative of challenges faced and solutions implemented. Consider the story of a small retail business that struggled with cash flow issues. After consulting with a financial expert, they implemented a new budgeting system. Within six months, their cash reserves improved by 30%. Such stories not only inspire but also demonstrate the tangible impact of expert financial guidance. Are you leveraging similar strategies for your business success? Think about how these examples can apply to your situation. Learning from others' experiences can spark innovative solutions for your own financial challenges. Measuring success requires more than just setting goals. It's about tracking progress, learning from real cases, and continuously refining your approach. How are you measuring success in your business? The landscape of financial consulting is changing rapidly. Business financial consultants need to adapt to new trends. Understanding these trends is crucial for staying relevant. Let's explore the future trends in financial consulting. Technology is transforming financial consulting. Automation tools are replacing manual tasks. This change allows consultants to focus on strategic advice. Artificial Intelligence helps in analyzing vast data quickly. Machine Learning predicts market trends more accurately. These tools improve decision-making and efficiency. Cloud computing offers flexible solutions. It provides access to data from anywhere. Clients can receive real-time updates. This enhances transparency and trust. Cybersecurity is also a priority. Protecting client data is essential in today's digital world. Clients expect personalized solutions. A one-size-fits-all approach no longer works. Consultants must understand individual business goals. Tailored strategies are key to client satisfaction. There's a growing demand for sustainable investments. Clients seek advice on socially responsible investing. They want their portfolios to reflect their values. Financial consultants must align their services with these preferences. Clients also desire more flexible communication. Virtual meetings have become the norm. This shift requires consultants to adapt. Offering various communication channels is essential for engagement. A business financial consultant helps manage finances. They offer advice on budgeting, investments, and financial planning. Hiring a consultant provides expert financial advice. It helps businesses make smart financial decisions and improve profitability. Consultants analyze financial data. They suggest improvements, cut unnecessary costs, and help maximize profits. Look for experience and qualifications. Check client reviews. Ensure they understand your business needs. Costs vary based on experience and services. Some charge hourly, others have fixed rates. Always clarify fees upfront. Choosing a business financial consultant can lead to smarter decisions. They offer expert advice for managing finances effectively. With their guidance, businesses can avoid common financial pitfalls. This support helps in building a stable financial future. Consultants analyze data, providing insights to improve performance. They ensure financial strategies align with business goals. This can enhance growth and profitability. Trusting a consultant saves time and reduces stress. Their knowledge can make financial planning simpler. Businesses benefit from their experience and skill. Investing in a consultant can be a wise choice for success. TIME BUSINESS NEWS

Business Financial Consultant for Growth
Business Financial Consultant for Growth

Time Business News

time06-07-2025

  • Business
  • Time Business News

Business Financial Consultant for Growth

Are you feeling overwhelmed by the numbers game in your business? Struggling to make sense of financial statements, budgets, and projections? You're not alone, and there's a solution that can transform your financial chaos into clarity: a Business Financial Consultant. Imagine having a trusted guide who helps you navigate the complex financial landscape, ensuring every decision you make is grounded in expert advice. This is more than just about balancing your books—it's about unlocking potential, maximizing profits, and steering your business toward success. Dive in to discover how a Business Financial Consultant can be the game-changer your business needs. The role of a financial consultant in a business is crucial for navigating the complex world of finance. They offer expert advice to help businesses make informed financial decisions. By understanding financial health and future trends, they guide businesses towards sustainable growth. Financial consultants analyze financial data to identify trends and opportunities. They prepare detailed reports and forecasts, helping businesses plan their financial future. Additionally, they advise on investment opportunities and risk management, ensuring your business remains competitive and secure. Imagine having a trusted advisor who can pinpoint areas for cost savings and revenue growth. A financial consultant does just that, offering strategies to optimize your business finances. Their role doesn't stop at analysis—they also implement changes and monitor progress, ensuring the advice translates into real benefits. To excel as a financial consultant, specific skills are essential. Strong analytical abilities and attention to detail are critical for accurate data interpretation. Effective communication skills are also vital, as they must convey complex financial concepts in a way that you can easily understand and apply. Most financial consultants hold a degree in finance, accounting, or a related field. Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) enhance credibility and expertise. Experience in business finance and a deep understanding of market trends further bolster their ability to provide sound advice. When selecting a financial consultant, consider their track record with similar businesses. Have they successfully helped others achieve financial goals? Remember, the right consultant not only brings technical skills but also a commitment to understanding and supporting your unique business needs. Have you ever wondered how a financial consultant could transform your business strategy? By leveraging their expertise, you gain a partner dedicated to your financial success. Wouldn't it be reassuring to have someone expertly navigate the financial landscape alongside you? Engaging a business financial consultant brings many benefits to businesses. They help companies grow and become more efficient. Companies can make better decisions with expert guidance. Financial consultants provide valuable insights into business operations. Financial consultants assist in creating effective business strategies. They help identify goals and create action plans. Businesses can focus on long-term growth. Consultants ensure plans align with market trends. This leads to better business performance. Managing risk is crucial for business success. Consultants analyze potential risks and offer solutions. They help businesses protect against financial losses. Risk management leads to stability and confidence. Companies can make informed decisions with reduced uncertainties. Financial efficiency is key to business success. Consultants help optimize financial resources. They analyze spending and suggest improvements. Businesses can reduce costs and increase profits. Efficient financial management boosts overall performance. A business financial consultant offers expert advice, often providing fresh perspectives and specialized skills. An in-house team ensures consistent support and deeper understanding of company culture. Both options have unique benefits, making the choice dependent on specific business needs and objectives. Navigating the financial landscape of your business can often feel like walking through a maze. You might find yourself at a crossroads: should you hire a business financial consultant or build an in-house team? Each option offers unique advantages and challenges. Understanding these can help you make the best choice for your business's financial health. When it comes to cost, hiring a consultant often appears more cost-effective. You only pay for the services you need, potentially saving on salaries, benefits, and training expenses associated with a full-time team. However, it's important to consider the long-term needs of your business. With an in-house team, you have dedicated staff available at all times. This might mean higher upfront costs, but it could provide more consistent support. Consider what fits your budget and aligns with your financial strategy. A consultant can provide flexibility and a wide range of expertise. They bring fresh perspectives and specialized skills tailored to your business needs. This can be especially beneficial when navigating complex financial challenges. In contrast, an in-house team offers stability and a deep understanding of your business operations. They can adapt quickly to changes within your company. Which do you value more: the adaptability of a consultant or the deep-rooted knowledge of an in-house team? Ultimately, the decision depends on your business goals and financial priorities. Consider what resources are available and what expertise is required. Whether you choose a consultant or an in-house team, the key is to ensure they align with your company's vision for growth and success. Choosing the right business financial consultant is crucial for your success. A skilled consultant helps manage finances and guides strategic decisions. They offer insights and solutions tailored to your needs. But finding the right consultant requires careful consideration. Here's how you can make an informed choice. Start by assessing their experience in the industry. An experienced consultant understands market trends. They have dealt with various financial challenges. Ask about their past projects and results. This gives insight into their problem-solving skills. Experience is a key factor in choosing the right consultant. Examine their credentials closely. Ensure they have relevant certifications and licenses. These validate their expertise and credibility. A consultant with strong credentials instills confidence. Look for affiliations with professional bodies. This indicates a commitment to maintaining standards. Credentials are essential for trust and reliability. Effective strategy implementation by business financial consultants guides firms towards sustainable growth. Tailored financial plans address unique challenges, ensuring optimal resource allocation and risk management. In the world of business, the successful implementation of strategies is crucial. It is where plans move from the drawing board to the real world. Business financial consultants play a key role in this transition. They help convert complex financial plans into actionable steps. This ensures that businesses not only survive but thrive in competitive markets. A financial consultant does not work in isolation. They engage deeply with your management team. This collaboration ensures that everyone is on the same page. By aligning financial strategies with the company's goals, consultants help to create a unified approach. Have you ever considered how crucial effective communication is in this partnership? Clear communication channels between the consultant and management lead to better decision-making. When everyone understands their role, the implementation process becomes smoother and more efficient. Monitoring progress is vital in strategy implementation. Financial consultants set measurable benchmarks to track performance. This helps in identifying what works and what doesn't. You might wonder how often progress should be reviewed. Regular check-ins are essential to ensure the strategy stays on track. Adapting to new challenges quickly can make the difference between success and failure. Feedback from these reviews allows for necessary adjustments. This proactive approach ensures the strategy remains relevant and effective. Are you ready to make adjustments to keep your business moving forward? In conclusion, the implementation of strategies with the help of a business financial consultant is a dynamic process. It requires collaboration, monitoring, and the willingness to adapt. By doing so, your business can navigate challenges and seize opportunities with confidence. A business financial consultant helps track and interpret financial data. They guide businesses in making informed decisions. This role is crucial for improving financial health and achieving long-term goals. Measuring success in business financial consulting isn't just about numbers on a spreadsheet. It's about transforming data into a story of growth and achievement. As a business owner, you want to know if your financial strategy is working. Here, we explore key elements that help you gauge success effectively. Key Performance Indicators (KPIs) are your financial compass. They guide your decisions and highlight areas for improvement. Identify KPIs that align with your business goals. Revenue growth, profit margins, and return on investment are some common KPIs. For a more focused approach, consider customer acquisition costs and client retention rates. These metrics offer a clear picture of your financial health. Regularly review your KPIs to adapt to changing market conditions. This proactive approach ensures your business remains resilient. Client case studies offer real-world insights into the effectiveness of financial strategies. They provide a narrative of challenges faced and solutions implemented. Consider the story of a small retail business that struggled with cash flow issues. After consulting with a financial expert, they implemented a new budgeting system. Within six months, their cash reserves improved by 30%. Such stories not only inspire but also demonstrate the tangible impact of expert financial guidance. Are you leveraging similar strategies for your business success? Think about how these examples can apply to your situation. Learning from others' experiences can spark innovative solutions for your own financial challenges. Measuring success requires more than just setting goals. It's about tracking progress, learning from real cases, and continuously refining your approach. How are you measuring success in your business? The landscape of financial consulting is changing rapidly. Business financial consultants need to adapt to new trends. Understanding these trends is crucial for staying relevant. Let's explore the future trends in financial consulting. Technology is transforming financial consulting. Automation tools are replacing manual tasks. This change allows consultants to focus on strategic advice. Artificial Intelligence helps in analyzing vast data quickly. Machine Learning predicts market trends more accurately. These tools improve decision-making and efficiency. Cloud computing offers flexible solutions. It provides access to data from anywhere. Clients can receive real-time updates. This enhances transparency and trust. Cybersecurity is also a priority. Protecting client data is essential in today's digital world. Clients expect personalized solutions. A one-size-fits-all approach no longer works. Consultants must understand individual business goals. Tailored strategies are key to client satisfaction. There's a growing demand for sustainable investments. Clients seek advice on socially responsible investing. They want their portfolios to reflect their values. Financial consultants must align their services with these preferences. Clients also desire more flexible communication. Virtual meetings have become the norm. This shift requires consultants to adapt. Offering various communication channels is essential for engagement. A business financial consultant helps manage finances. They offer advice on budgeting, investments, and financial planning. Hiring a consultant provides expert financial advice. It helps businesses make smart financial decisions and improve profitability. Consultants analyze financial data. They suggest improvements, cut unnecessary costs, and help maximize profits. Look for experience and qualifications. Check client reviews. Ensure they understand your business needs. Costs vary based on experience and services. Some charge hourly, others have fixed rates. Always clarify fees upfront. Choosing a business financial consultant can lead to smarter decisions. They offer expert advice for managing finances effectively. With their guidance, businesses can avoid common financial pitfalls. This support helps in building a stable financial future. Consultants analyze data, providing insights to improve performance. They ensure financial strategies align with business goals. This can enhance growth and profitability. Trusting a consultant saves time and reduces stress. Their knowledge can make financial planning simpler. Businesses benefit from their experience and skill. Investing in a consultant can be a wise choice for success. TIME BUSINESS NEWS

Prosecutors say the CFA Institute's former marketing chief embezzled millions and bought a $150k engagement ring
Prosecutors say the CFA Institute's former marketing chief embezzled millions and bought a $150k engagement ring

Business Insider

time24-06-2025

  • Business
  • Business Insider

Prosecutors say the CFA Institute's former marketing chief embezzled millions and bought a $150k engagement ring

The Manhattan district attorney's office said on Monday that it had charged the CFA Institute's former chief marketing officer for embezzling millions. Prosecutors said he used the money to splurge on club memberships and luxury goods. Manhattan District Attorney Alvin Bragg said in a statement on Monday that Michael Collins, 61, "used his position as a marketing executive to embezzle nearly $6 million from two of his employers over the course of 8 years." Collins pleaded not guilty to the charges. The embezzlement took place between 2016 and 2024, the statement said, citing court documents and statements made on record. Collins was the chief marketing officer at the CFA Institute from 2016 to 2022 and a senior vice president for marketing and customer acquisition at education-focused publisher Pearson from 2022 to 2024, per his LinkedIn profile. The CFA Institute is a nonprofit that administers the Chartered Financial Analyst exams. The qualification is widely regarded as one of the most prestigious and rigorous certifications in finance. Collins was paid over $500,000 in 2022, per the CFA Institute's tax filing. Representatives for Collins, the CFA Institute, and the Manhattan district attorney's office did not respond to requests for comment from Business Insider. Collins "allegedly used the stolen money to fund his lavish lifestyle, spending it on executive club memberships, luxury brands, fine dining, and extensive travel," Bragg said in his statement on Monday. The Manhattan district attorney's office said Collins stole the funds by registering and controlling two fictitious marketing consulting companies. He then used both companies to submit invoices for "non-existent work which his employers paid." Collins transferred the stolen funds to his personal bank account, prosecutors said. Besides spending on luxury goods and fine dining, prosecutors said Collins used the funds to pay for a $150,000 engagement ring from a boutique jewelry store. Collins left Pearson in May 2024 and joined nCino, a fintech company, as an executive director for global market strategy in January, per his LinkedIn profile. He was promoted to chief marketing officer in June. nCino did not respond to a request for comment from Business Insider.

Millennial Woman Was Always a 'Finance Nerd'—by Her Mid-30s She'd Retired
Millennial Woman Was Always a 'Finance Nerd'—by Her Mid-30s She'd Retired

Newsweek

time21-06-2025

  • Business
  • Newsweek

Millennial Woman Was Always a 'Finance Nerd'—by Her Mid-30s She'd Retired

Based on facts, either observed and verified firsthand by the reporter, or reported and verified from knowledgeable sources. Newsweek AI is in beta. Translations may contain inaccuracies—please refer to the original content. For one self-described "finance nerd," crunching numbers did not just build wealth—it unlocked the coveted path to early retirement. Jumoke, a former investment banker based in London, England, retired in her early 30s and now lives in part off passive income from her investments. "I retired from my 9-5 in my 30s and now I live off my investments," she told viewers online in a YouTube video from February. "How would you like to wake up every morning knowing that your bills and lifestyle are completely funded, not by your 9-5 salary, but by passive income?" The 16-minute video has triggered a wave of support and discussion among viewers, with many praising her clear breakdown of financial concepts and her practical walk-through of building $1,000 per month in dividend income. She told Newsweek that she used the platform since rejoining social media via YouTube in 2023—having left all social platforms in 2017—not to flaunt her success but to unpack the habits and knowledge that enabled her to achieve financial independence early in life. "I became an early 9-5 retiree before the age of 40 or said differently, I became work-optional before 40," Jumoke, who would prefer to keep her full identity private, told Newsweek. "I hold the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations, two of the top accreditations in my industry." From left: Jumoke poses for a professional headshot; and speaks in a YouTube video. From left: Jumoke poses for a professional headshot; and speaks in a YouTube video. @JumokeMi Jumoke, now in her late 30s, began her journey in the high-stakes world of global finance. She worked for one of the top investment banks in the world, advising wealthy clients and institutions across Europe, the Middle East and Africa. But despite the prestige of her job, and how much she enjoyed working with her clients, she quietly built an investment portfolio designed to generate consistent cash flow and long-term independence from the rat race. What pushed her to start sharing her knowledge online was not a career pivot—but the pandemic. "I took the knowledge and experience I had in investing for granted because I assumed most people were aware of good money and wealth building habits and investments in general," she said. "But during the pandemic, my perspective significantly changed. "Financial markets were extremely volatile but they also presented a once in a lifetime wealth building opportunity." The market volatility in 2020 drew friends to her with questions about how to secure their finances. Realizing that most people lacked foundational financial education, she launched her YouTube channel JUMOKE MI - FINANCE NERD, under the handle @JumokeMi, with a mission to teach the basics of wealth building in a digestible, authentic way. And building passive income is a lot more accessible than it has ever been thanks to the internet, access to finance and other tools required "The 'finance nerd' part comes from my healthy obsession with studying and investments," she said. "My aim is to provide financial education that sadly is not taught in school. "I loved my job and my clients and didn't leave because I hated it, on the contrary, a six-month travel hiatus turned into years-long, and now, I am absolutely enjoying living fully on my own terms and schedule." Breaking Down Dividends Central to Jumoke's approach is dividend investing. Dividends are payments made by companies to their shareholders, often on a quarterly basis, as a way to distribute profits. For those aiming to fund a lifestyle without a salary, value or dividend-paying stocks can offer a stable source of income—if approached correctly. "The key is to find strong and reliable dividend-paying companies that can help you build a consistent or steady cash flow," she explained in the video. She walked viewers through concepts like dividend yield—the annual dividend income as a percentage of the stock's price—and demonstrated how to calculate projected income based on different investment scenarios. Jumoke emphasized targeting stocks with a proven track record of paying and increasing dividends. "The recommendation is to look out for stocks that have a very strong track record of paying consistent and growing dividends," she said, adding that she invests in a combination of growth and value stocks. The idea for her video came during a conversation with a friend, a well-paid corporate lawyer based in London who asked how she managed her finances in retirement. The contrast between their experiences prompted her to share her story publicly. "She struggles to save monthly, not to talk of investing, even on her high salary," Jumoke said. "It dawned on me that more people could benefit from how I quietly did things over the years. "So I took to YouTube to introduce dividend investing to my audience and explain how I part fund my lifestyle through dividends and income from other assets." Her video has racked up more than 540,000 views to date, inspiring thousands by demystifying how dividend investing can supplement, or even replace, traditional income. "People often think of retirement in an outdated, archaic manner," she said. "Retirement has changed and for the better, and it is now about freedom to pursue passion or just live, travel, rediscover and enjoy the beauty that the world has to offer. "I want to empower people to believe that it is possible for a regular individual to achieve financial liberation before 65 and that they don't need to be on a six figure salary to attain that financial freedom." Jumoke's story challenges long-standing myths about money—that financial freedom is only for the rich or that early retirement is only for tech entrepreneurs. "Some people view wealth building as an activity for the rich without realizing that you are a sum of all decisions you've made in the past, and your future will be a sum of decisions you make from today," she said. "It is not an easy journey but it is doable. "And building passive income is a lot more accessible than it has ever been thanks to the internet, access to finance and other tools required." Though her approach has reached a large audience, her goal was never followers or internet fame. "I did not share my journey with the intent of going viral," she said. "I thought: if 100 people watch this and 10 people start building investment income as a result, I'm happy." What drives her is a simple promise to her audience: "Every video has one singular objective: For viewers to leave saying—I feel smarter because I learned something new or that was a good reminder to pursue financial freedom." Do you have a monetary dilemma? Let us know via life@ We can ask experts for advice, and your story could be featured on Newsweek.

Martin & Company Announces Leadership Transition: Darren Williams Promoted to President and CEO
Martin & Company Announces Leadership Transition: Darren Williams Promoted to President and CEO

Yahoo

time16-06-2025

  • Business
  • Yahoo

Martin & Company Announces Leadership Transition: Darren Williams Promoted to President and CEO

KNOXVILLE, Tenn., June 16, 2025 /PRNewswire/ -- Martin & Company, a leading investment advisory firm in Knoxville, announced Darren Williams' promotion to president and CEO. Michael Holt, who has led the firm for the past six years, will remain involved in client relationships but is stepping back from day-to-day management of the firm. "Trends in investing come and go, but Martin & Company has remained the investment manager of choice for many Knoxvillians for more than 35 years. Darren will continue and lead the firm's commitment to safeguard and grow client assets," shared Michael Holt. Williams is a 25-year veteran of Martin & Company and successfully led the development of the firm's small-cap equity strategy. The firm attributes its success to its team of highly experienced investment professionals. Darren's growing responsibilities within the firm have set him apart as the firm's next leader. Before joining Martin & Company, Williams graduated from The University of Tennessee, Knoxville with degrees in biochemistry and finance. Following graduation, he completed the Chartered Financial Analyst® program and received the CFA® designation. He also served as an adjunct instructor at UTK teaching undergraduate courses in investment and portfolio management for ten years. "We are optimistic and excited for the future of East Tennessee and believe that Martin & Company can help build the community's wealth into the next generation," said Williams. Martin & Company manages more than $1.4 billion on behalf of individuals, foundations, trusts, endowments, corporations, and other institutions, with most clients located in the East Tennessee area. In addition to providing exceptional client-centered service, Martin & Company is a committed philanthropic partner for nonprofit organizations in the region. Leadership changes also include long-time portfolio manager, Charles Stewart being named as the firm's executive vice president. Both Williams and Stewart expressed their gratitude for Holt's leadership and are honored to continue working together to provide an outstanding investment management service. ABOUT MARTIN & COMPANYMartin & Company Investment Counsel is a SEC Registered Investment Advisory firm established in 1989 with over $1.4 billion in assets under management. Martin & Company's business is managing money on behalf of its clients on a fiduciary basis and acting in their best interests. The firm has advised clients including pension plans, profit sharing plans, endowments, insurance companies, public funds, financial institutions, corporations, and individuals, and has been affiliated with First Horizon Corporation since 1998. Its staff of portfolio managers are CFA® charterholders and have more than 100 years of combined investment management experience. For more information, visit CONTACT:Alissa Santoro, Media Contact865-541-4747asantoro@ View original content to download multimedia: SOURCE Martin & Company Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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