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#FASuccess Ep 430: Navigating The Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M Of Revenue In Just 7 Years, With AJ Ayers

Nerd's Eye View

What's unique about AJ, though, is how she and her business partner have navigated the hiring and training, and system and process challenges, that come from very rapidly scaling an advisory firm business from scratch to $5 million of revenue in just 7 years.

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How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

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How Amazon Become Ordinary

The Big Picture

I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. 2021’s Surprising Laggard: Amazon (January 5, 2022). Unprecedented Access to Bezos +Amazon Execs (June 15, 2021). Let’s use Amazon as an example, but we could easily run the same exercise for all six of the behemoths. ~~~.

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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

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HEX Offers 38 Percent Interest, When Does It Go to Zero?

Mish Talk

HEX issues " Certificates of Deposit " that yield as much as 40 percent interest paid in HEX of course, not dollars. The spikes on the chart after the collapse started in September of 2021 are likely short covering maneuvers, perhaps even by the creators of HEX. Abandon ship while you still can! " HEX Price History. HEX is down to 2.4

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ABLE Accounts in Wisconsin: Key Things to Know for WI Residents

Walkner Condon Financial Advisors

As of 2021, there is a subtraction on your Wisconsin income up to the annual gift exclusion limit ($15,000 in 2021, $16,000 in 2022) for the account owner. candidate for cfp® certification. Can I still get a Wisconsin state tax deduction if I contribute to another state’s ABLE plan? Alicia Vande Ven, M.S.

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How the PSLF Limited Waiver could benefit you

MainStreet Financial Planning

Payments made under any repayment plan on or before 10/21/2021 will count if the borrower has a Direct Loan and filled out the PSLF form. The largest piece will be the employment certification, especially if you have had more than one qualifying employer over the last 10 years of your payments. So how do you apply?