International College of Financial Planning

MAY 30, 2023

The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s In today’s rapidly evolving and economically complex world, mastering the fundamentals of personal finance is of utmost importance.

Retirement Planning 40

Retirement Planning Education Risk Management Budgeting 40

Indigo Marketing Agency

AUGUST 13, 2024

Consider a financial advisor with 100 existing clients averaging $1M in assets each. Webinar and Videoconferencing Zoom and Webex facilitate virtual meetings and virtual seminars, which can be an excellent and modern way for maintaining client relationships and conducting remote consultations.

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 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

00:33:27 What we found in our first FMRI study about bubbles was people trade an artificial asset. So we know the value, the fundamental value of the asset, which we never know in, you know, in natural markets. And at the end they were able to cash the assets out at 14. And that the price is completely what they agree upon.

Economics 162

Economics Math Numbers Marketing 162