FMG

JANUARY 23, 2025

Marketing for financial advisors in 2025 will require a sharp focus on effective communication, personalized client experiences, and smart use of technology. Why Marketing for Financial Advisors Matters in 2025 Marketing for financial advisors is not just a task; its a way to ensure sustained business growth.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Harness Wealth

MARCH 7, 2025

Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Learn about his insights into effective communication and transparent expectations for remote teams, shared recently at the AICPA Personal Financial Planning Summit 2025. The Dirty Dozen IRS Tax Scams to Watch for in 2025 ( Isaac M.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Calculated Risk

SEPTEMBER 17, 2023

On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 June 2023 0.7 March 2023 0.0

Banking 288

Banking Economics Economy Communication 288

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Why a Client Event is a Must-Have in 2025 The landscape of client engagement is more dynamic than ever, and client events have become an essential part of building long-lasting relationships.

Clients 52

Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Why a Client Event is a Must-Have in 2025 The landscape of client engagement is more dynamic than ever, and client events have become an essential part of building long-lasting relationships.

Clients 52

Clients Planning Education Communication 52

Investment Writing

MARCH 18, 2025

Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. ” Writer image courtesy of adamr/FreeDigitalPhotos.net Note: This post was updated on March 10, 2025. Why create style guidelines for your financial services firm?

Financial Services 103

Financial Services Healthcare CFP Numbers 103

The Big Picture

SEPTEMBER 26, 2024

” The book is being published ~March 18, 2025, and is available for pre-ording today. The New York Times : “The Beatles’ vocal quality can be described as hoarsely incoherent, with the minimal enunciation necessary to communicate the schematic texts.” 1 That’s obvious today, but it was not the consensus early in their career.

Numbers 334

Numbers Communication Media Investments 334

Darrow Wealth Management

FEBRUARY 9, 2025

As of January 31st, 2025, the dividend yield on US Aggregate bonds (AGG ETF) was 3.73% and the S&P 500 (SPY ETF) was 1.17%. As of January 31st, 2025 the dividend yield on US Aggregate bonds (AGG ETF) was 3.73% and the S&P 500 (SPY ETF) was 1.17%. Passive income for a 60/40 portfolio today Need more income? versus 1.1%

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Discipline Funds

MARCH 19, 2025

Speaking of how not to invest – one reason I often communicate the big risks in the market is because we want to constantly be thinking about potential risks so we can prepare ourselves emotionally for them. We’re just communicating that there’s downside risk to growth and employment here. I highly recommend it.

Communication 56

Communication Media Investing Investments 56

Validea

MARCH 27, 2025

Lynch was also a gifted communicator. Full performance disclaimer Top Stocks in the Lynch Model (as of 2/28/2025) Access the the Lynch-inspired model and all of the portfolios, click here to sign up to Validea today. During his tenure at the helm of Fidelitys Magellan Fund from 1977 to 1990, Lynch delivered an eye-popping 29.2%

Investing 80

Investing Investments Banking Portfolio 80

Zoe Financial

FEBRUARY 24, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 24th, 2025 Watch Time: 2.5 Sector Performance : Energy, healthcare, and communication services are outperforming; technology and consumer discretionary sectors are underperforming. Welcome to this week’s Market Drama! for the week, up 2.2%

Marketing 52

Marketing Marketing Healthcare Taxes 52

Validea

FEBRUARY 12, 2025

Here are the top 10 most fundamentally sound stocks within the index using our guru models as of February 2025. VZ VERIZON COMMUNICATIONS INC $40.49 $170,463 9.8 VZ VERIZON COMMUNICATIONS INC $40.49 $170,463 9.8 RJF RAYMOND JAMES FINANCIAL INC $162.95 $33,390 15.9 XOM EXXON MOBIL CORP $111.67 $486,100 14.2 6.6% -2.3% 6.6% -2.3%

Valuation 52

Valuation Communication Media Sales 52

Indigo Marketing Agency

DECEMBER 17, 2024

Personalized communication consistently delivers higher engagement and stronger client loyalty. Lets make your 2025 marketing strategy one that delivers big results with small, intentional actions. Incorporate these compelling stats into your marketing: Videos can boost conversion rates by up to 80%.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Darrow Wealth Management

MARCH 3, 2025

This is a general communication for informational and educational purposes only and not to be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision. Examples in this article are generic, hypothetical and for illustration purposes only.

Risk Tolerance 60

Risk Tolerance Asset Allocation Assets Portfolio 60

Trade Brains

JANUARY 4, 2024

Fundamental Analysis Of Tanla Platform s: Have you ever thought about who connects you to enterprises and developers for communications or verifications? Today they are among the largest Cloud Communication providers in the world. Tanla’s revenues are derived from its digital platforms and enterprise communications businesses.

Planning 69

Planning Communication Certification Healthcare 69

Investment Writing

SEPTEMBER 3, 2024

May and June 2025 Los Angeles, July 2025 What my clients say about me “Fast, effective, insightful. Susan has an exceptional ability to tailor investment communications to the sophistication level of any audience. The Newport, R.I., version of the show ended on Sept. 2, but it’s moving across the U.S.

Sales 105

Sales Clients Engineering Investing 105

Advisor Perspectives

JANUARY 6, 2025

Federal Reserve Chair Jerome Powell has indicated that the central bank’s communication will be part of its 2025 monetary policy review.

Communication 52

Communication Banking 52

Darrow Wealth Management

FEBRUARY 26, 2025

This is a general communication for informational and educational purposes only and not to be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision. Last reviewed February 2025] The post Are Bonds Safe During a Recession or Market Crash?

Marketing 52

Marketing Marketing Retirement Portfolio 52

Darrow Wealth Management

MARCH 13, 2025

In March 2025, the technology sector is roughly 31% of the S&P 500 index. This is a general communication for informational and educational purposes only and not to be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Indigo Marketing Agency

FEBRUARY 19, 2025

Check out our Top 30 Influencers for Financial Advisors in 2025 here.) Build Trust With Email Marketing By far, the top media used to maintain a relationship with your clients and audience, and communicate with them, is email. It allows for personalized communication, nurturing leads over time and reinforcing your expertise.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Discipline Funds

JUNE 6, 2023

Our general view on inflation is that the Fed won the battle already and they won’t declare victory until 2024 or 2025. We do, however, see continued risk of a policy error if the Fed remains too tight for too long.

Economy 105

Economy Asset Allocation Valuation Communication 105

Darrow Wealth Management

JULY 1, 2024

The TCJA has many provisions that are set to expire (sunset) at the end of 2025. Mortgage interest will once again be tax-deductible on larger loans As a result of the 2017 legislation, between 2018 and 2025, interest on new mortgages is only tax-deductible up to $750,000 of mortgage debt on a primary or second home.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Indigo Marketing Agency

FEBRUARY 19, 2025

In 2025, small business owners feel like they need to be a social media influencer, thought leader, SEO specialist , PPC ninja, and content creating machine, uploading epic content daily to a dozen or more platforms to attract clients. A specialized agency ensures compliance while effectively communicating value.

Financial Services 59

Financial Services Financial Planner Advertising Financial Advisor 59

Trade Brains

FEBRUARY 21, 2024

As a leading player in the defense industry, BEL specializes in supplying radar, communication, and electronic warfare equipment to the Indian armed forces. Their product expertise spans Radar and Fire Control Systems, Weapon Systems, Communication, Electronic Warfare Systems, and more. Additional Orders Value: Rs.

Electronics 105

Electronics Government Communication Budgeting 105

Trade Brains

MAY 18, 2024

Communications, ATE’s and Satellites Automated test equipment (ATE) is used to diagnose and troubleshoot communication equipment and Data patterns develops and manufactures electronic components and subsystems which are critical for satellite operations. Products include Light utility helicopters and Light combat aircrafts.

Electronics 59

Electronics Manufacturing Communication Government 59

Trade Brains

SEPTEMBER 26, 2024

This expansion has transformed how Indians communicate and access information in their daily lives. Bharti Airtel is also the largest integrated communications solution provider in the Indian telecom landscape. Airtel’s ARPU stands at about ₹211 as of June 2025. Serving approximately 55 crore customers.

Government 98

Government Communication Marketing Marketing 98

MarketWatch

MARCH 16, 2023

TEL disclosed Thursday that its board of directors has approved further restructuring efforts in a bid to contain costs in the sensor company’s transportation solutions, industrial solutions and communications solutions segments. It also expects that its restructuring actions will be complete in fiscal 2025.

Transportation 40

Transportation Commission Communication Marketing 40

Trade Brains

OCTOBER 23, 2024

One of the telecom operators stocks is engaged in the business of setting up, operating and maintaining wireless communication towers. As compared to the last quarter of 2025, the company’s net profit has fallen by 15.45 crore, the shares of Indus Towers Limited were opened at Rs. per equity share, rising nearly around 3.94 in Q2 FY25.

Communication 52

Communication Investment Advisor Consulting Investing 52

Good Financial Cents

MAY 11, 2023

Unusual or unexpected messages from known contacts: If you receive messages from friends or acquaintances that seem out of character or suspicious, reach out to them through a different communication channel to confirm their authenticity. This helps prevent further communication and protects others from falling victim to the same scam.

Numbers 86

Numbers Education Accounting Communication 86

Trade Brains

JULY 31, 2023

TCS caters to companies from 5 key industries mainly: banking, financial services & insurance, retail & consumer business, communication, media & technology, and manufacturing. The management plans to launch its EVs in the Indian market by 2025.

Manufacturing 97

Manufacturing Consulting Engineering Distribution 97

Trade Brains

JANUARY 11, 2024

The Research and Development department of the company assists in the design, development, and manufacturing of batteries – Silver Oxide Zinc, Nickel Cadmium, and Silver Chloride Magnesium – for applications such as underwater propulsion, control guidance, communication, emergency starting, and aerospace applications. billion).

Planning 59

Planning Manufacturing Government Accounting 59

Trade Brains

APRIL 8, 2023

Its demand is estimated to reach around US$100 bn by 2025 from about US$24 bn in 2021. They also offer packaging solutions for semiconductors used in a range of end-market applications, including communications, consumer electronics, computing, industrial and automotive. Semiconductors play an important role in a variety of fields.

Manufacturing 96

Manufacturing Electronics Government Communication 96

Trade Brains

AUGUST 1, 2022

Tata Communications Telecommunications 1,069 30,167. It provides software services in 5 major industries: banking, finance services & insurance, retail & consumer business, communication, media & technology, and manufacturing. It has laid down its plans to make the Jaguar brand entirely electric by 2025. Tata Steel.

Planning 98

Planning Distribution Retail Manufacturing 98

Brown Advisory

JUNE 23, 2016

The electric vehicle—including advanced electric and fuel cell drive trains—will probably become commonly used in 2020- 2025, he said. This communication and any accompanying documents are confidential and privileged. The gasoline-powered engine will not be supplanted in the near term.

Communication 52

Communication Clients Transportation Engineering 52

Trade Brains

AUGUST 14, 2023

The Indian chemicals industry was valued at $178 billion in 2019 and is expected to grow to $304 billion by 2025, at a CAGR of 9.3%. As an investor, we are responsible for ensuring that the company is maintaining its revenue growth and that the management is following through with the plans they have communicated.

Pharmaceutical 97

Pharmaceutical Planning Manufacturing Electronics 97

Harness Wealth

OCTOBER 11, 2023

And by 2025, cybercrime is projected to cause global damages amounting to $10.5 Secure Client Communications: Choose a secure client portal that integrates with your existing cloud accounting software. With all communication stored in a cloud environment, you’ll have peace of mind knowing that your information is well-protected.

Accounting 59

Accounting Taxes Clients Communication 59

Nationwide Financial

APRIL 10, 2023

trillion of debt due through 2025, with Morgan Stanley estimating that office and retail property valuations could fall 40%. Notable weakness is expected in materials, health care, technology, and communications, while consumer discretionary and industrials are expected to grow.

Marketing 59

Marketing Marketing Retail Banking 59