International College of Financial Planning

APRIL 20, 2022

Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients. The next step is to analyze your current financial situation is looking at your income, expenses, assets, and liabilities. You should also consider any debts you may have.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

Midstream Marketing

AUGUST 13, 2024

You can find useful tips for email marketing, being active on social media, networking, and hosting seminars to reach more people. Common goals include getting new clients, increasing assets under management (AUM), and adding new services. You can use networking events, seminars, and direct mail campaigns.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Indigo Marketing Agency

APRIL 23, 2020

I’ve talked to him extensively about what he’s doing, how he’s communicating with his clients. And so, here’s where your next assets are going to come from. And so, if you haven’t already been proactive about communicating with your existing clients now is the time to act. It’s stressful.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. Some plans also allow early access to the employer match that can be accessed as early as sometimes five years of service, or assets that are two years vested.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

The Big Picture

JUNE 6, 2023

I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. Have I managed my asset allocation and my investment fees? You could do it.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

NOVEMBER 19, 2024

And so this split brain patients means they don’t have much communication between left and right hemispheres, 00:25:22 [Speaker Changed] Corpus callosum, is that right? But then your left brain and your right brain don’t really communicate anymore. And at the end they were able to cash the assets out at 14.

Economics 163

Economics Math Numbers Marketing 163

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. White paper was about asset backed finance. It hurts those who have debt and it helps those who have assets.

Economy 258

Economy Banking Economics Taxes 258