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#FA Success Ep 347: When The Firm You Sell To Gets Sold And You Have To Reinvent Yourself, With Cary Carbonaro

Nerd's Eye View

We also talk about how Cary tried to navigate the 2-year non-compete clause in her contract and even offered to buy back her practice and undo the non-compete, how Cary ultimately reached a compromised path with a 6-month non-compete and decided that was good enough to be able to make a transition and not have to totally start over, and how, after (..)

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#FA Success Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand, With Joe Duran

Nerd's Eye View

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

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Parent Companies who are coming up with IPOs of their subsidiaries

Trade Brains

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%. million active borrowers.

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What is Nifty and Sensex? Basics of Stock Market Index!

Trade Brains

FINANCIAL SERVICES 8.55%. FINANCIAL SERVICES 7.11%. FINANCIAL SERVICES 5.68%. 6 Tata Consultancy Services Ltd. FINANCIAL SERVICES 3.53%. 11 State Bank Of India FINANCIAL SERVICES 2.58%. FINANCIAL SERVICES 2.43%. FINANCIAL SERVICES 2.08%.

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Meet Loyal NAIFA Member Peg Fraser 

NAIFA Advisor Today

Peg Fraser began her career in insurance and financial services selling health insurance part-time, but she soon found the same question coming up again and again from her clients. They asked if she could help with other types of insurance and financial planning. She wanted to do more.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

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We Asked a Nobel Prize-Winning Economist How to Fix Fintech

Advisor Perspectives

Financial services, like many institutions, are losing Americans’ trust. That’s a problem.