Clever Girl Finance

JULY 30, 2022

The importance of reading books is often overlooked. Although the value found in the pages of a good book is regularly underestimated, reading can transform your life in many ways. Let’s explore how reading books can impact your life for the better. The importance of reading books. Advantages of reading books.

Communication 97

Communication Numbers Banking Investments 97

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Indigo Marketing Agency

MARCH 19, 2025

With well-crafted, high-converting ads marketing your financial advisor services, you will attract the right audience and keep your schedule booked with highly qualified leads. Action Steps: Use simple, direct language that immediately communicates the value of your services. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

The Big Picture

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication. He is the author of the new book, “ Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.”

Advertising 130

Advertising Portfolio Management Economy Food 130

Random Roger's Retirement Planning

FEBRUARY 8, 2025

I would imagine that once the new communications sector begins to get ten year rolling periods under its belt, it too will outperform in a similar manner with the same tradeoff. With communications, the top three holdings are Meta, Google and Netflix. annualized versus 12% for the S&P 500. They didn't cite a source for that 15.2%

Assets 52

Assets Engineering Food Communication 52

Million Dollar Round Table (MDRT)

NOVEMBER 27, 2022

Better booking. I use an online booking tool called OnceHub. Now it is simple — I can block out the times when I am unavailable, and people can see a live feed of my calendar and book when it suits them. and give them the numbers so they can have an idea of how much they will need. It saves time and sends reminders.

Clients 96

Clients Wealth Management Communication Financial Advisor 96

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 298

Consulting Numbers Management Investing 298

Indigo Marketing Agency

APRIL 26, 2021

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. You don’t have time to waste on “yet another book” that promises results but doesn’t deliver. To help you out, I’ve gathered a list of the top books for financial advisors. This book changes that.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. That’s why I’m excited to share the top books for financial advisors in 2020. That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020. This book changes that.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Investment Writing

MAY 7, 2024

Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” You might also enjoy “ Investment commentary numbers: How to get them right.” For a handy overview of my approach to investment commentary, you can buy my mini e-book.

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down. So derivatives were a part where I was very intimidated.

Clients 299

Clients Wealth Management Banking Investing 299

Indigo Marketing Agency

FEBRUARY 19, 2025

Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.

Financial Services 59

Financial Services Financial Planner Advertising Financial Advisor 59

Midstream Marketing

NOVEMBER 8, 2024

E-books that provide in-depth information on a subject. E-books and White Papers: Offer detailed information on specific areas of financial planning. Leveraging Email Marketing Campaigns for Personalized Communication Email marketing is a good way to connect with leads and stay in touch with potential clients.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

The Big Picture

DECEMBER 28, 2022

But this new book is so interesting and so filled with details that only an insider can have. What made you 19 books and decide to say, hey, you know, it’s time to tell the inside story of Vanguard, what led you to saying now’s the time? With no further ado, my conversation with Greenwich Associates’ Charlie Ellis.

Management 189

Management Investing Investments Clients 189

Trade Brains

OCTOBER 1, 2023

Under the defence segment, the company manufactures Radar and Fire Control Systems, Weapon Systems, Communication, Electronic Warfare Systems, Network network-centric systems (C4I), Avionics, Anti-Submarine Warfare Systems and sonars, Electro-Optics, Tank Electronics, Gun Upgrades, and Strategic Components. Price to Book Value 7.43

Electronics 119

Electronics Manufacturing Engineering Medical 119

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. He is the author of several books, most recently, “The Bogle Effect,” how John Bogle and Vanguard turned Wall Street inside out and saved investors trillions. And that’s why he is really a — a fascinating character.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

FMG

OCTOBER 2, 2024

You’re juggling client meetings, market analysis, and a never-ending stream of communications. Text-Enable Your Office Number Consider text-enabling your existing office phone number. By enabling texting on your office line, you ensure that all client communications come through a single, familiar number.

Financial Advisor 52

Financial Advisor Communication Clients Numbers 52

The Big Picture

AUGUST 8, 2022

ADMATI: So, in the book, we go through a lot of the history of banking, including the basic banking model, which is sort of it’s a wonderful life kind of 363 boring banking model and that too had a crisis in savings and loan and in many other banking crisis. Just hundreds of billions of dollars and misrepresenting their books ….

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

MARCH 4, 2025

And generally speaking, we are sort of number one or number two in everything that we do, which, which again is a great privilege to work there from that perspective. So again, when we first started specialized industries, I’m not gonna remember the exact number, but we probably had five industries within, within that, right?

Banking 130

Banking Economy Startup Marketing 130

Investment Writing

NOVEMBER 8, 2023

Here are some of the most interesting, helpful books that I read during 2023. Writing Making Numbers Count: The Art and Science of Communicating Numbers by Chip Health and Karla Starr. This book has great examples of effective communication with numbers.

Communication 52

Communication Numbers Commission Food 52

Investment Writing

APRIL 3, 2023

Words into Type , an older reference book, says, “The correct spelling of words with the terminations -able or -ible is often puzzling. ” The world is moving away from “investible” toward “investable,” at least as shown by Google Books Ngram data for the U.S. and the U.K. million to 29.6

Investing 98

Investing Investments Assets Clients 98

The Big Picture

OCTOBER 21, 2024

And so there was a number of less liquid markets that made for quite wide spreads. And so there was certainly a number of different movements, but there was certainly downside of these things. And you know, I think ultimately there was a number of opportunities that came out. And so we have a number of business lines.

Numbers 147

Numbers Banking Investing Investments 147

eMoney Advisor

APRIL 25, 2023

3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners. There are a growing number of values exercises you can use with clients, some borrowed directly from the field of psychology.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Investing Caffeine

MARCH 25, 2025

A whole aisle of books could be written about Rothblatts impressive lifetime accomplishments, but the unique investment opportunity for investors cannot be fully understood without appreciating the person that created United Therapeutics 29 years ago in 1996. The severity of the organ shortage problem is clear-cut if you examine the numbers.

Investing 59

Investing Investments Fiduciary Duty Healthcare 59

Midstream Marketing

DECEMBER 10, 2024

By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Including video marketing in your plan can improve communication with clients. They have unique needs and ways of communication. Basic financial advice doesnt work anymore.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Validea

OCTOBER 25, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500. See the Factor Report for XLE.

Investing 72

Investing Investments Communication Assets 72

Clever Girl Finance

DECEMBER 21, 2022

We've looked at the percentage of your budget you'll likely spend on certain things, but what are the real numbers? Of course, be mindful of costs, because it's easy to spend so much on supplies that you don't actually save money, so run the numbers first. Remember, communication is key. Catering: $75 per person. Venue: $10,500.

Budgeting 98

Budgeting Food Planning Communication 98

FMG

AUGUST 24, 2022

When finding your goals, ask yourself some of these questions: I have X clients right now, what number do I want to reach by the end of the year? We communicate X amount of times with clients a week, what do we want to raise it to? How can we make client communication better? Book a Demo to Find Out More. Social Media.

Financial Advisor 75

Financial Advisor Planning Marketing Marketing 75

Good Financial Cents

MARCH 15, 2023

Despite declining overall employment numbers in the field, there are close to 400,000 job openings annually for customer service representatives, according to the Bureau Of Labor Statistics – a testament to how critical the industry is to the U.S. Technical Support Representative Salary: $57,910/year Education: High school diploma.

Communication 69

Communication Education Retail Banking 69

Trade Brains

SEPTEMBER 14, 2024

Advanced Rail Controls Pvt Ltd (90% holding) Subsidiary acquired in 2024 Specializes in locomotive communication products 3. Order Book The company has witnessed a significant leap in its order book over the last 3 years. The order book went up from 37 crores to 197 crores between FY23-24 indicating a 5-fold jump.

Transportation 85

Transportation Manufacturing Government Distribution 85

Clever Girl Finance

JUNE 23, 2023

Brush up on your communication skills and look for websites hiring freelance writers. Create a r ecipe book A fun answer to the question, “What can I sell from home to make money” is creating an original recipe book. There are a lot of good places to sell old books online, including Amazon and Decluttr.

Media 104

Media Accounting Sales Budgeting 104

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. And so the magic number was $388 a month. That they could add to PayPal’s numbers. If the leader from your organization goes out and shows up in the community, it’s going to attract other people from the community.

Startup 147

Startup Advertising Engineering Numbers 147

Clever Girl Finance

DECEMBER 7, 2022

Brush up on your communication skills and also look for websites that are hiring freelance writers. Create a r ecipe book. Create a book of original recipes and sell it as an eBook. Sometimes companies hire for this, too, to book multiple appointments. Sell old books. Get paid to write. Sell dishes. Try it out!

Media 93

Media Accounting Budgeting Communication 93

FMG

JANUARY 31, 2023

She’s breaking down what content marketing analytics are, how to start tracking them and the three metrics advisors need to be tracking, Average engagement time Number of unique pageviews Top-visited pages Give it a read and boost your strategy! How Often Should Financial Advisors Send Emails? (4 Well, struggle no more.

Financial Advisor 52

Financial Advisor Media Communication Clients 52

MazumaBusinessAccounting

MAY 31, 2023

When you are passionate about your business but the numbers are overwhelming and challenging for you, competent and professional bookkeeping services can easily take care of the dollars and cents on your behalf. So, it is important to make sure that your communication style and the communication style of your bookkeeper work well together.

Accounting 52

Accounting Communication Numbers Taxes 52

MazumaBusinessAccounting

JUNE 1, 2023

When you are passionate about your business but the numbers are overwhelming and challenging for you, competent and professional bookkeeping services can easily take care of the dollars and cents on your behalf. So, it is important to make sure that your communication style and the communication style of your bookkeeper work well together.

Accounting 52

Accounting Communication Numbers Taxes 52