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Bautis Financial

Bautis Financial

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Business Success

How to Attract and Keep Repeat Customers

How to Attract and Keep Repeat Customers – Daily Flash Briefing

January 26, 2022 by Bautis Financial

The secret to customer retainment is in creating repeat business. In this clip from The Agent of Wealth Podcast, Brad Sugars shares some of the repeat businesses he's owned.

Read moreHow to Attract and Keep Repeat Customers – Daily Flash Briefing
Calling All Entrepreneurs, Big and Small

Calling All Entrepreneurs, Big and Small – Daily Flash Briefing

January 21, 2022 by Bautis Financial

Though business doesn't require formal education, entrepreneurs big and small can find value in learning.

Read moreCalling All Entrepreneurs, Big and Small – Daily Flash Briefing
The Power of Leverage in Your Business

Episode 93 – The Power of Leverage in Your Business With Brad Sugars

January 20, 2022 by Bautis Financial

Are you running your business, or is your business running you? Discover how you can prevent the latter, among other applicable tips for business owners.

Read moreEpisode 93 – The Power of Leverage in Your Business With Brad Sugars
4 Business Associations You Should Join

4 Business Associations You Should Join

October 18, 2021 by Bautis Financial

Business associations have been around for a long time. But if you are a first time business owner maybe you haven't been introduced to them! Here are four to get you started.

Read more4 Business Associations You Should Join
Episode 80 - How To Improve Your Finances Using the Profit First System with Aimee Laliberte

Episode 80 – How To Improve Your Finances Using the Profit First System with Aimee Laliberte

September 22, 2021 by Bautis Financial

Become highly profitable and highly successful with this business accounting strategy that flips the script on how business owners typically think about money.

Read moreEpisode 80 – How To Improve Your Finances Using the Profit First System with Aimee Laliberte
The Value Of Mentorship In Running A Successful Business

The Value Of Mentorship In Running A Successful Business

September 7, 2021 by Bautis Financial

Creating mentorship opportunities inside your organization has never been more important.

Read moreThe Value Of Mentorship In Running A Successful Business
3 Critical Mistakes Business Owners Make

3 Critical Mistakes Business Owners Make

August 13, 2021 by John Williams

These three simple business mistakes could be costing you money. Here's how to avoid them.

Read more3 Critical Mistakes Business Owners Make
How to Calculate Your Freedom Point

How a Business Owner Can Calculate Their Freedom Point – Daily Flash Briefing

July 9, 2021 by Bautis Financial

Discover how you can calculate your freedom point from Agent of Wealth Podcast guest John Warrillow.

Read moreHow a Business Owner Can Calculate Their Freedom Point – Daily Flash Briefing
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7 North Mountain Ave
Montclair, NJ 07042
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    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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