50 results for financial services
Showing 1–50
STRGeography-First Acquisition Filter
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Score market geography before evaluating any business-specific metrics in a service acquisition

Owned and Operated: I Have $5M, Do I Buy an HVAC Company or a Security Business? · John Wilson

FINNormalized Floor SDE Method
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Underwrite variable-revenue businesses to their stabilized earnings floor, not peak years

Acquiring Minds: Joe Wynn, $600k SDE, 90% seller note — Acquiring Minds · Acquiring Minds

INFThe Friendship Selling Model
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Build genuine friendships with customers—friendships are immune to competition and price negotiation

The Sales Bible: The Ultimate Sales Resource · Jeffrey Gitomer

STRWhole-of-Government Crypto Crime Takedown Playbook
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Dismantle transnational crypto crime networks when traditional arrest is impossible

Why North Korea Is Winning Crypto Crime | Ari Redbord — Bankless · Bankless

STRIdentifier-Authenticator Separation Model
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Stop using personal data as passwords—authenticate with cryptographic keys instead.

The Digital ID Trap Is Closing Faster Than You Think (your version, lock as-is) — TFTC · TFTC

FINThe Consequence-Not-Rescue Rule
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The empty wallet is the most powerful financial educator — never replace it on demand

How Parents Raise Bad Investors · Louise Hill

FINThe Executor Selection Framework
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Your executor is doing your final tax return while grieving — pick someone who won't buckle under both.

68% of People Are Making This Expensive Mistake · Sam Grice

FINThe Estate Asset Map
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Your executor can't find what you haven't listed — and your crypto dies with you if there's no access trail.

68% of People Are Making This Expensive Mistake · Sam Grice

FINThe Intestacy Trap
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Dying without a will hands a stranger's rulebook to the people you love most.

68% of People Are Making This Expensive Mistake · Sam Grice

FINThe Long-Term Broker Relationship Model
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Your mortgage broker should know your life plans, not just your last payslip

UK Mortgage Expert: The Key Things You Need To Know · Anthony Emmerson

FINThe 30% Housing Cost Rule
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Your mortgage should not exceed 30% of net take-home — the leverage safety boundary

Mortgage Expert: What First Time Buyers Need to Know in 2026 · Eddie Ross

FINFamily Deposit Engineering
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Three mechanisms for converting family wealth into buying power without gifting it away

Mortgage Expert: What First Time Buyers Need to Know in 2026 · Eddie Ross

FINThe Monetary Policy Blunt Hammer
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Interest rates are a dull sword swung in the dark — blunt, delayed, and paradoxically capable of causing the opposite of what's intended

The Interest Rate Crisis Has Just Begun · Edward Chancellor

FINGood vs. Bad Inequality
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Inequality earned by creating value is a feature; inequality extracted through monopoly or monetary policy is a bug

The Interest Rate Crisis Has Just Begun · Edward Chancellor

FINThe Zombie Company Effect
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Ultra-low rates keep dying firms alive, blocking creative destruction and killing productivity growth

The Interest Rate Crisis Has Just Begun · Edward Chancellor

FINThe Productivity Wage Signal
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Wages across sectors are the fastest proxy for where real productivity actually lives.

Ex-Government Economist: Politicians Are Lying About the Economy · Vicky Pryce

FINThe Talent Drain
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Banks vacuum up the best economists; society gets the rest

The Rich Will Bankrupt Us All - Gary's Economics · Gary Stevenson

FINThe Three Uses of Money
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Every pound you have can only do one of three things

Change How You Think About Money · Pete Matthew

STRThe Bonus Short-Termism Trap
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Outsized bonuses tied to annual P&L manufacture the exact behaviour they're meant to reward

The Rogue Trader Who Lost £862 Million · Nick Leeson

FINSchumpeter Boom-Bust Cycle Applied to AI
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Map transformative tech waves to time your exit before the 90% failure shakeout

Financial Crash Expert: In 3 months We'll Enter A Famine! If Iran Doesn't Surrender It's The End! · Steve Keen

LEADAI-Enabled Cognitive Labor Displacement Model
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AI agents are replacing cognitive work now — not in the future

Geoffrey Hinton — The Godfather of AI on Existential Risk · Geoffrey Hinton

STRThe Capitalism Reform Spectrum
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Three competing frameworks for reforming capitalism, from market fundamentalism to stakeholder capitalism to democratic socialism

The Future of Capitalism · Katrina vanden Heuvel

ENTThe Money Models Framework
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Design deliberate offer sequences that fund your customer acquisition automatically

The Man That Makes Millionaires: Turn $0 to $10k With This Step By Step Formula! Alex Hormozi · Alex Hormozi

STRSame As Ever Thinking
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Focus on the human behaviors that never change rather than trying to predict what will change next

Morgan Housel — Contrarian Money and Writing Advice, Three Simple Goals to Guide Your Life, and More · Morgan Housel

ENTThe Freedom Ladder
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Progress through four levels of freedom from location to purpose

This Is What Real Freedom Looks Like - Pieter Levels · Pieter Levels

ENTThe Built to Sell 8-Step Method
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Transform your founder-dependent business into a sellable asset

Built to Sell: Creating a Business That Can Thrive Without You · John Warrillow

FINThe Full-Pay Student Dependency Model
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Understand how wealthy customers subsidize mission and what threatens them

Revisionist History - Food Fight (S1E5) · Malcolm Gladwell

LEADAutonomy-Mastery-Purpose Operating System
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Intrinsic motivation beats carrots and sticks for creative work

The Puzzle of Motivation · Daniel Pink

FINThe BizEquity Valuation Framework
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Accurate valuations for business owners

What's Your Business Worth? the Entrepreneur and Advisor's Guide to Discovering, Monitoring, and Optimizing Business ... · Carter, Michael M, Priestley, Daniel, Gabehart, Scott

FINDebt-Free Wealth Building
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Build wealth without debt

The Total Money Makeover Updated and Expanded · Dave Ramsey

FINThe Bitcoin Custody Framework
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Secure Bitcoin Storage

The Bitcoin Standard · Saifedean Ammous

FINThe Fee-Only Financial Adviser Evaluation Framework
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Evaluate advisers

I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works. · Ramit Sethi

FINThe 30-Second Test
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Judge a company by its first impression

I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works. · Ramit Sethi

FINSharing and Bartering Framework
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Share and barter for community and cost savings

Your Money Or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence: R... · Vicki Robin

FINThe Research Value Framework
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Know what you're buying

Your Money Or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence: R... · Vicki Robin

FINThe Consumption Cycle Framework
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Breaking free from the cycle of consumption

Your Money Or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence: R... · Vicki Robin

STRTry a Lot of Stuff and Keep What Works
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Stimulate evolutionary progress through high levels of experimentation, opportunistic action, and purposeful selection of what proves successful

Built to Last · Jim Collins & Jerry I. Porras

ENTThe Sellability Score
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Measure and maximize the eight key drivers that determine whether your business is attractive to acquirers.

Built to Sell · John Warrillow

MKTThe Customer Transformation Framework
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Define who your customer becomes after working with you

Building a StoryBrand 2.0: Clarify Your Message So Customers Will Listen · Donald Miller

STRIntegration Around the Job
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Align processes, structure, and culture around the customer's job

Competing Against Luck: The Story of Innovation and Customer Choice · Clayton M. Christensen, Taddy Hall, Karen Dillon, David S. Duncan

ENTThe Clinician Compensation Design Framework
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Pay your team well while keeping every session profitable

Profit First for Therapists · Julie Herres

FINThe Debt Destruction and Avoidance System
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Eliminate existing debt while building immunity to future borrowing

Profit First for Contractors: Transform your Construction Business from a Cash-Eating Monster to a Money-Making Machine · Shawn Van Dyke

MINDThe Two Virtues Balance (Selflessness-Selfishness Calibration)
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Balance giving to others with caring for yourself to sustain purpose

Finding Your Ikigai: How to Seek Your Purpose in Life - PDFDrive.com · Eiver Stevens

FINThe Expense and Tax Drag Audit
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Turn warm and fuzzy percentages into cold cash to see what fees cost.

The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get On with Your Life · Bill Schultheis

MKTBowling Alley Strategy
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Use each conquered niche segment as leverage to knock over adjacent segments and build toward mai...

Crossing the Chasm, 3rd Edition Marketing and Selling · Geoffrey A. Moore

MINDLong-Term Focus on Quality and Financial Strength
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Prioritize quality and financial strength

Berkshire Hathaway Shareholder Letter 1987 · Warren Buffett

FINConsumer Surplus Framework
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Capture excess value

How to Get Rich Without Getting Lucky · Naval Ravikant

MINDThe Loss Aversion Attention Hack
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Where you look determines whether you see opportunity or threat

How to Make Better Decisions · Andrew Huberman & Dr. Michael Platt

PRODThe Income-Happiness Buffer Model
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Money cannot buy happiness but it absolutely buffers stress

Science-Based Tools for Increasing Happiness · Andrew Huberman

FINBenefit-Based Pricing
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Price based on the value you deliver, not the cost of your time or materials

The $100 Startup · Chris Guillebeau