Build your financial security with OBT Financial Group – Lockyer Valley Business of the Year recipients and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 40 years.
What is your next goal? As the owner of a small or medium-size business, what is your next goal? Do you need funding to lift your company up to the next level, or perhaps you’re thinking about retiring and want to get rid of those… Read More >>
Archives for November 2018
7 Questions to Ask the Sales Team
Success in sales is based on many things Good salespeople, good leads, good marketing, good products, good market conditions and so on. But what about sales management? That’s important too and it involves a senior person holding salespeople accountable for their actions. Let’s explore 7… Read More >>
Redefining risk
Redefining risk for income investors An equity-based investment fund that aims to deliver dependable income is likely to deviate significantly from the Australian share market index. It requires an active approach to manage a set of very different risks. For a typical return-seeking equity fund… Read More >>
Fake Xero Billing Notifications
Be on the lookout for fake Xero billing notifications There have been several reports of people receiving fake Xero Billing Notification Emails, which claim to be from Xero or make use of Xero’s logo within the emails. Phishing emails are a favoured way for cybercriminals… Read More >>
Making the Most of Sales Opportunities
Sales opportunities are the lifeblood of many businesses Yet too often they are either missed or salespeople drop the ball during the sales process. This can be because they neglect important systems that contribute to sales success. In this article, we focus on key business… Read More >>
The cycle of market emotions
Where are we now? “Just like investment cycles, where markets move and investment options go up and down, it’s important to know about the cycle of our emotions”. Stage 1: Optimism, thrill and euphoria Investors all start with optimism. We commonly expect things to go… Read More >>
Effective onboarding
Implementing an Effective Onboarding Process In today’s fast-paced and dynamic workforce, new jobs, better opportunities and more intriguing offers are continually on the rise. With steady change and competition, business owners are facing more and more challenges as they look to hire. Often, the business… Read More >>
Crowdfunding and wealth
What crowdfunding means for the wealth industry Many family-owned businesses across Australia are not pre-IPO candidates nor are they willing to hand over management to venture capital or private equity firms. In the absence of any obvious transition to their children or other family members… Read More >>
