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Chris Blais
- Male
- Cary, NC
- United States
- Share
- Blog Posts (3)
- Discussions (11)
- Events (3)
- Groups (3)
- Photos (1)
- Photo Albums
- Videos (9)
Chris Blais's Groups
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Coaching Collaborative
38 members
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Make it Profitable!
56 members
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Ethical Selling
104 members
Chris Blais's Discussions
Retirement and the Small Business Owner - What's Your Business Worth?
Mark: Great point. In my experience, many small business owners need some coaching on which value drivers need tweaking prior to hiring a valuation expert. I remember many years ago when I was wor...
Tagged: valuation, planning, business, Retirement
Replied Nov 12
Veterans Day Page of Thanks...
Here's a short video of me helping remove roadside bombs....
Tagged: veterans day
Replied Nov 11
Retirement and the Small Business Owner - What's Your Business Worth?
Pat: Exit strategies vary. However, some generalizations can be made when trying to value the business for retirement purposes. There's a great article at SCORE, titled: Business Valuation 101: T...
Tagged: valuation, planning, business, Retirement
Replied Nov 10
Retirement and the Small Business Owner - What's Your Business Worth?
4 Replies
Most small business owners hold a significant portion of the net-worth in their business and rightly so. However, many small business owners never take the time to properly value their business. Ma...
Tagged: valuation, planning, business, Retirement
Started this discussion. Last reply by Chris Blais Nov 12.
Chris Blais's Page
Latest Activity
Mark:
Great point. In my experience, many small business owners need some coaching on which value drivers need tweaking prior to hiring a valuation expert. I remember many years ago when I was working for a start-up software firm, the CEO cleaned...
Chris,
As important as knowing the value of you business is knowing what can be done to increase it. Before a business owner pays for a valuation, they should as the valuation expert what details about the specific value drivers of his or her busi...
Here's a short video of me helping remove roadside bombs....
Pat:
Exit strategies vary. However, some generalizations can be made when trying to value the business for retirement purposes.
There's a great article at SCORE, titled: Business Valuation 101: The Five Myths of Valuing a Private Business By Dr....
Hey Chris, do you have some suggestions as to what someone can 'do' to get a better idea?
Any resources available to shed light on this?
Preparation of "Exit Strategy"?
Justin, well said.
There's a simple planning rule the military uses, when you get to 80% - execute your plan! Many moons ago, when I was a paratrooper, we'd jump onto a huge field, sometimes miles long. When you landed, you had to walk to an asse...
Most small business owners' hold a significant portion of the net-worth in their business and rightly so. However, many small business owners never take the time to properly value their business. Many, far too many, err by overvaluing it. As a res...
Just curious, if anyone can tell me exactly what they pay for investment advice and whether or not they think they are getting real value?
By Dan Jamieson
of Investment News
October 25, 2009
Helpful hint for mutual fund portfolio managers: Get some skin in the game if you want to outperform other managers.
According to a series of recent studies by Morningstar Inc., funds whose man...
Sounds like a wonderful event, sorry I can't make it. Thanks for the invite! Make it another great day.
Brian:
Gold is being sold by brokers who make huge commissions. Its crazy out there. And a good reminder why investors should NEVER listen to brokers in the first place. Investors should seek out fee-only, registered investment advisors who do no...
Chris, thanks for taking some of the emotion out of the gold advertisements. I have never seen so many commercials for gold in my life time.
Profile Information
- Will you commit to adding 1 positive item to the Network each month? (it can be a Question, an Answer, an INVITE or really anything positive)
- yes
- About my Business:
- A locally owned fee-only, financial planning and investing firm located in Southwestern Wake County. We offer prudent, financial planning and investing help to clients free from any and all financial or insurance product sales.
- About Me:
- Managing Partner and Chief Investment Officer. I hold a Bachelor of Business Administration and a Master of Trust and Investment Management (MTIM) from Campbell University. I am a Certified Estate AdvisorTM practitioner and an Investment Advisor Representative. I am also a graduate of the Southeastern Trust School and have completed the NASD sponsored series 7 and 66 securities examinations. I hold licenses in life, health, disability, long-term care, and Medicare supplement insurance. When I turned 40 I volunteered for a tour of duty in Iraq in 2005 where I served for 13 months with the 101st Airborne Division.
- My Ideal Customer is:
- A frustrated investor or anyone who is seeking independent financial advice provided free from the sale of a financial or insurance product. If you want face to face customer service vs. a call center, give us a call.
True North views independent advice to mean advice that is free from conflicts of interest, the sale of a financial product, or advice that will not end with the purchase of an insurance product. We offer this unique service to our clients.
- My Ideal Referral Partner is:
- A frustrated investor.
- Who referred you to inSide919?
- Warren Stewart
- Website:
- http://mytruenorthfinancial.com
- Blog Address:
- http://mytruenorthfinancial.blogspot.com/
- Linkedin Address:
- http://www.linkedin.com/in/chrisblais
- Facebook Address:
- http://www.facebook.com/profile.php?id=1072426864&ref=nf
- Your Twitter to Follow:
- http://twitter.com/ChrisBlais1
- 919 Phone number (only add if you are okay with people calling you)
- 946-3462
Chris Blais's Photos
Chris Blais's Videos
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Only Fools Market Time
Added by Chris Blais
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Investing Fundamentals
Added by Chris Blais
Chris Blais's Blog
Part 2: Registered Investment Advisor vs. Broker
Co-authored by Jon Harris and Mark Enslin
In an effort to highlight the distinctions between investment advisors and brokers, early in 2006 the SEC adopted rule 202(a)(11)-1 (aka the “Merrill Lynch rule”) under the Investment Advisers Act of 1940. This rule specifically exempts from the definition of investment advisor certain services that brokers provide on a non-discretionary basis, and advice that is “solely incidental” to the brokerage role, regardless of the form of compensations that the… Continue
In an effort to highlight the distinctions between investment advisors and brokers, early in 2006 the SEC adopted rule 202(a)(11)-1 (aka the “Merrill Lynch rule”) under the Investment Advisers Act of 1940. This rule specifically exempts from the definition of investment advisor certain services that brokers provide on a non-discretionary basis, and advice that is “solely incidental” to the brokerage role, regardless of the form of compensations that the… Continue
Posted on April 4, 2009 at 8:09am —
Retail Broker vs. Investment Advisor - The Difference Matters!
Fiduciary or not a fiduciary: that is the question. Broker or investment advisor: that is the answer. (Part 1 of 2)
Co-authored by Jon Harris and Mark Enslin
Life used to be simpler. Years ago, in the Golden Age of transactional-oriented compensation, there were no compelling questions regarding the role that brokers played in servicing non-discretionary accounts. The distinction was readily apparent. They were salespersons, and got paid if they executed a trade. But with the advent and wide-s… Continue
Co-authored by Jon Harris and Mark Enslin
Life used to be simpler. Years ago, in the Golden Age of transactional-oriented compensation, there were no compelling questions regarding the role that brokers played in servicing non-discretionary accounts. The distinction was readily apparent. They were salespersons, and got paid if they executed a trade. But with the advent and wide-s… Continue
Posted on March 14, 2009 at 11:10am —
Boost Your Retirement Nest Egg by 20% or More
I know exactly what you are thinking, this is just another scam or ploy to entice you to try some new-flavor of the day, hot investment strategy based on some newly discovered strategy only a brilliant man like Bernard Madoff could understand. Uh, no.
Given the number of newly discovered scams, you are justified in being very suspicious.
So, how can you boost your retirement nest-egg by 20% or more? Simple, just reduce the costs associated with investing.
According to the SEC, "all mutual… Continue
Given the number of newly discovered scams, you are justified in being very suspicious.
So, how can you boost your retirement nest-egg by 20% or more? Simple, just reduce the costs associated with investing.
According to the SEC, "all mutual… Continue
Posted on March 13, 2009 at 11:44am —
Comment Wall (32 comments)
- At 11:04am on October 2, 2009,
Larry Bourdeau said… - Thanks Chris. Looking forward to meeting with people of different skill sets to expand my mind.
- At 9:03pm on October 1, 2009,
Michelle Strickland said… - Chris,
Have you had your headshots done yet? Let me know if I can help you.
Michelle
- At 3:34pm on September 28, 2009,
Lisa Frankel said… - Thanks for the invite Chris - looking forward to working with you.
- At 3:02pm on September 26, 2009,
Beverlee Baker - Mary Kay said… - Thank you Chris, I'm excited about being a part of this networking organization. I look forward to meeting many of you.
- At 9:10am on September 24, 2009,
Tom Davies said… - Thanks for the welcome Chris :)
- At 8:49pm on September 23, 2009,
Amanda Sherron said… - Thanks for being so welcoming.
- At 7:41pm on September 20, 2009,
Edalisse Hirst said… - Thxs for the welcome!
- At 6:25am on September 20, 2009,
Carolyn Doe said… - Thanks for the welcome! I am very excited about becoming a member and I look forward to building new relationships.
- At 8:44pm on September 19, 2009,
Devohn Durban Rhame III said… - Thanks!
- At 11:47am on September 19, 2009,
Pamela Coffel, MS, RD, LDN, CSSD said… - Thanks for the friendship. This is all new to me! I'm taking a course with Martin Brossman on the "WEB Your Marketing Tool." His course has been great.
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