Jan 27, 2020
In episode 223 of Financially Simple, Justin answers a listener’s question on tools for Small Businesses.
Shaun asks which software applications and tools are useful for Small/Medium Business Owners, to help run the business? Justin lists some of the tools that are used in his business, Heritage Investors, and gives advice on what matters.
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01:15 - Ask Justin: What are the Best Tools for a Small Business?
02:05 - CRM System
03:16 - Communications
04:16 - Operations
06:59 - Risk Management
08:01 - Retail & Inventory
08:37 - Value Growth
09:36 - Industry Specific
10:10 - Tools Are Just Tools
12:15 - The Best Tool
13:53 - Wrap Up
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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.