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Category: Business Planning

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  • Business Planning | 10.18

    Your Critical Receipts Checklist

    Reflection of the Week Your Critical Receipts Checklist Happy Friday, all! As a business owner, keeping accurate and organized records is crucial for smooth financial management and ensuring compliance during…
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  • LGBTQ Finance | 10.11

    Nursing Your Instagram Profile To Wealth

    Reflection of the Week Nursing Your Instagram Profile To Wealth Happy Friday, all! We dropped yet another tool-filled MDB episode this week. I talk with nurse-turned-entrepreneur Jumer Adalin. As a…
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  • Business Planning | 10.04

    Identifying and Refining Your Ideal Client

    Reflection of the Week Identifying and Refining Your Ideal Client   Happy Friday, all! I hope you had a wonderful week. I’ve had a lot of conversations this week about…
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  • LGBTQ Finance | 09.27

    Improving Financial Security for the LGBTQ+ Community

    Reflection of the Week Improving Financial Security for the LGBTQ+ Community Happy Friday, all! This week on MDB, I got to catch up with two of my favorite LGBTQ+-focused financial…
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  • Business Planning | 09.06

    What is a Balance Sheet?

    Reflection of the Week What is a Balance Sheet? Hey, all! Happy Friday. I hope you had a wonderful Labor Day weekend and a relaxing week afterward. I’ve had a…
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  • Business Planning | 08.30

    Creating a Thriving Private Social Network

    Reflection of the Week Creating a Thriving Private Social Network Happy Friday, all! I hope you’re already on your way to a lovely long weekend. I have another great MDB…
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  • Business Planning | 08.23

    The Power of Saying “No”

    Reflection of the Week   The Power of Saying “No” Happy Friday, all! This week, I had a couple of clients celebrate saying “no” to a client or prospect. I…
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  • Business Planning | 08.02

    Eight Years of Growth: Reflecting on Lessons Learned

    Reflection of the Week Eight Years of Growth: Reflecting on Lessons Learned Happy Friday and Happy August, all! August 1st marks the eighth anniversary of my entrepreneurial journey, and I…
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  • Business Planning | 07.26

    Transforming Lives and AI

    Reflection of the Week Transforming Lives and AI Happy Friday, all! I hope you had a good week. I had an eye-opening conversation about AI on Mission Driven Business this…
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  • Business Planning | 07.19

    The Importance of Niching Down

    Reflection of the Week The Importance of Niching Down Happy Friday, all! The more MDB conversations I have, the more of a belief I’ve developed in niching down and good…
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  • Business Planning | 07.12

    The Pros and Cons of Opening a Business Line of Credit

    Reflection of the week The Pros and Cons of Opening a Business Line of Credit You’ve heard me say that Cash Flow is the lifeblood of a business. Maintaining liquidity…
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  • Business Planning | 07.05

    What Freedom Means for Mission-Driven Entrepreneurs

    Reflection of the Week What Freedom Means for Mission-Driven Entrepreneurs Happy Friday, all! I hope you had a lovely holiday. Independence Day has me thinking about freedom and how most…
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  • LGBTQ Finance | 06.28

    Celebrating Pride Month: Empowering LGBTQ+ Entrepreneurs

    Reflection of the Week Celebrating Pride Month: Empowering LGBTQ+ Entrepreneurs Happy Pride! It’s hard to believe we’re at the end of another Pride month. I hope your month was full…
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Brian Thompson

Brian Thompson Financial

Certified Financial Planner

Brian Thompson Financial LLC (“BTF”), is a Registered investment Adviser in the States of Illinois and New York. Based in Chicago, BTF focuses specifically on serving mission-driven LGBTQ entrepreneurs locally and nationwide. Brian Thompson, JD, CFP® is a proud member of NAPFA, XY Planning Network and Pride Planners.

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