The Big Picture

JANUARY 14, 2023

Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. A list of her favorite books is here; A transcript of our conversation is available here Tuesday. Jennifer Grancio favorite books. VOTE invests in a portfolio of the 500 largest U.S.

Engineering 277

Engineering Financial Services Portfolio Accounting 277

NAIFA Advisor Today

FEBRUARY 6, 2025

He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning. Previously, he served terms on the FSP National Board of Directors from 2011 through 2016.

Ethics 138

Ethics Education Retirement Planning CFP 138

Abnormal Returns

NOVEMBER 8, 2023

secondlifefp.co.uk) Morgan Housel A Q&A with Morgan Housel author of the new book “Same as Ever: A Guide to What Never Changes.” thinkadvisor.com) Morgan Housel's new book “Same as Ever: A Guide to What Never Changes” is now out. fastcompany.com) Financial services Why are banks suddenly closing client accounts?

Financial Planner 260

Financial Planner Retirement Retirement Planning Financial Services 260

The Big Picture

SEPTEMBER 5, 2024

I’m comfortable outing him because he already outed himself in his fabulous new book, “ You Weren’t Supposed To See That.” book I have ever read: Compulsively devourable, beautifully written, and quite revealing. All of that comes through in the book. Josh does. ~~~ Do yourself a favor, and get yourself a copy of this book.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Abnormal Returns

APRIL 9, 2023

wsj.com) Why so many financial services companies introduce friction into the system. wsj.com) If publishers have their way, libraries will get squeezed when it comes to e-books. (humbledollar.com) Rich people can take flyers on risky investments that you can't. msn.com)

Financial Advising 227

Financial Advising Startup Financial Services Banking 227

Calculated Risk

JULY 6, 2024

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, July 11th -- 8:30 AM: The Consumer Price Index for June from the BLS.

Financial Services 195

Financial Services Banking Economics 195

NAIFA Advisor Today

APRIL 10, 2025

Tacchino , JD, LLM, Professor of Taxation and Financial Planning at Widener University , is a valuable resource for financial planning students and practitioners.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planning 52

NAIFA Advisor Today

JUNE 14, 2023

In 2013, he released his award-winning book Living a Life of Significance , which has sold 90,000-plus copies in five languages. Joe Jordan is an inspirational speaker and behavioral finance expert. Additionally, Joe is a Founder of the Insured Retirement Institute and was featured on the cover of Life Insurance Selling Magazine.

Financial Services 93

Financial Services Insurance Retirement 93

Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.

Financial Services 59

Financial Services Banking Retail Management 59

XY Planning Network

OCTOBER 14, 2024

So you’ve set up your books, perhaps in one of our Set-up & Training Workshops ; now what? Keeping your books clean and up to date is essential, especially in the highly regulated financial services industry. Until then, I am here to give you some key starting points to properly maintain your books.

Budgeting 109

Budgeting Financial Services Accounting Fee Only 109

Calculated Risk

MARCH 2, 2024

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, March 7th -- 8:30 AM: The initial weekly unemployment claims report will be released. Jobs openings increased in December to 9.03

Financial Services 200

Financial Services Banking Economics Government 200

Nerd's Eye View

AUGUST 22, 2023

And be certain to listen to the end, where Cary shares how she faced a messy divorce while also navigating the 2008 financial crisis and had to move her practice to smaller firm so that she could prevent her husband from seeking retribution and give herself time, how, in the early years of launching her practice, Cary dealt with feelings of inadequacy (..)

Financial Advisor 245

Financial Advisor Media Sales Clients 245

Steve Sanduski

NOVEMBER 8, 2023

Tobias’ new book is The Sound of the Future: The Coming Age of Voice Technology. Practical applications of next-gen voice tech in financial services , from ordering checks to scheduling client meetings. A “smart speaker” versus a “smart microphone.” How new technologies build trust with the user.

Financial Services 59

Financial Services Startup Consulting Education 59

NAIFA Advisor Today

JANUARY 28, 2025

In 2007, she began her career in the financial services industry, obtaining licensure in life and health insurance and maintaining Series 6, 7, 63, and 65 securities registrations. Kathleens book, Put Your Money to Work: A Woman's Guide to Financial Confidence , helps women take control of their finances.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

NAIFA Advisor Today

MARCH 1, 2023

NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals.

Financial Services 52

Financial Services Insurance Marketing Marketing 52

Abnormal Returns

APRIL 3, 2023

wiredplanning.com) The biz Even before Fisher Investments' HQ move, Dallas-Fort Worth is already a hub for financial services firms. thinkadvisor.com) An excerpt from Wade Pfau's book "Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success."

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Calculated Risk

MARCH 4, 2023

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, March 9th -- 8:30 AM: The initial weekly unemployment claims report will be released. Jobs openings increased in December to 11.0

Financial Services 147

Financial Services Banking Economics Government 147

Abnormal Returns

APRIL 16, 2023

wsj.com) Charles Schwab ($SCHW) is unique in financial services. nbcnews.com) Clarence Thomas has a long history of incomplete financial disclosures. morningstar.com) Book banning has turned into closing public libraries altogether. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Startup Financial Services Banking 130

Indigo Marketing Agency

APRIL 3, 2024

SEO for financial services won’t exist for another few decades. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. The post Dominating Digital: Mastering SEO for Financial Services appeared first on Indigo Marketing Agency.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

NAIFA Advisor Today

MAY 19, 2023

Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence , in order to help more women with their finances with advice that was never taught in school.

Financial Services 98

Financial Services Clients Marketing Marketing 98

Trade Brains

AUGUST 28, 2023

High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. Furthermore, we’ll briefly talk about their financials. Price to Book Value 1.33 Price to Book Value 1.33

Banking 111

Banking Financial Services Government Manufacturing 111

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Indigo Marketing Agency

JANUARY 28, 2025

As you know, clients seeking financial services value trust above all. As you show up daily, weekly, and monthly with your content on social platforms, to your email list, and on your website blog, your invisible list of prospects will become leads, book an appointment, and become clients.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Indigo Marketing Agency

FEBRUARY 10, 2020

Luckily, there’s a fantastic new book that can help. Bill Cates, bestselling author of Get More Referrals , has coached thousands of financial services professionals to figure out who they serve best and how to get more introductions to their ideal clients.

Financial Services 52

Financial Services Clients Marketing Marketing 52

The Big Picture

DECEMBER 11, 2024

And if you go out there, there’s a thousand books and there’s 10, 000 hours of podcasts focusing on health and wellbeing these days. I was an executive within the financial services space and I was miserable traveling too much, drinking too much, not moving my body. Well, here’s the thing about that.

Food 147

Food Portfolio Management Marketing 147

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. As a financial advisor, I know you’re busy. You don’t have time to waste on “yet another book” that promises results but doesn’t deliver. The Best Books for Financial Advisors.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Trade Brains

SEPTEMBER 7, 2022

Book Value (Rs.) Price to Book 1.2 Book Value (Rs.) Price to Book 2.9 Book Value (Rs.) Stock P/E 574 Price to Book 6.0 Book Value (Rs.) Price to Book 20.8 68 Book Value (Rs.) Price to Book 0.69 Mahindra & Mahindra Financial Services Financial Services 197 24,500.

Manufacturing 98

Manufacturing Financial Services Distribution Pharmaceutical 98

Trade Brains

JANUARY 9, 2023

Book Value ₹33 Promoter Holding 65.9% Price to Book Value 1.0 and a price-to-book value of 1.02. Book Value ₹16 Promoter Holding 65.8% Price to Book Value 1.9 Book Value ₹41.6 Price to Book Value 0.88 Currently, Manaksia Steels trades at an attractive price-to-book value of 0.88. Book Value ₹8.61

Investments 101

Investments Investing Manufacturing Engineering 101

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India #1 – Bajaj Finance Bajaj Finance is one of India’s most diversified Financial Services Company, with a Market cap of over Rs. Bajaj Finance increased its loan book by over 2.96 RoE (%) 23.50% RoA (%) 5.30% Promoter Holding (%) 55.90% FII Holding (%) 20.40% GNPA (%) 0.94% Price to Book Value 7.58

Financial Services 105

Financial Services Banking Assets Management 105

Indigo Marketing Agency

MARCH 19, 2025

To win with marketing your financial advisor services, all you need is a simple list of best practices that help you connect with your audience and get them to take action. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Trade Brains

AUGUST 11, 2023

EPS ₹9 Stock P/E 5 RoE 389% RoCE 482% Promoter Holding 66% Book Value ₹7 Debt to Equity 0.00 Price to Book Value 6.00 Furthermore, it is a debt-free stock with an attractive P/E ratio of 5 and price to book value ratio of 6. Book Value ₹118 Debt to Equity 0.10 Price to Book Value 0.66 Price to Book Value 0.66

Pharmaceutical 98

Pharmaceutical Financial Services Sales Consulting 98

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

Trade Brains

NOVEMBER 23, 2022

Book Value ?1.3 Price to Book Value 1.9 Over the years, Vertex has emerged as one of the major players in India’s financial services sector. The financial services company has a high promoter holding of 73.4%, out of which 53.04% is held by Transwarranty Finance, a full-service investment banking company.

Manufacturing 92

Manufacturing Financial Services Media Certification 92

Trade Brains

JULY 2, 2023

Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Stock P/E 44 RoE 3.47% RoCE 4.01% Promoter Holding 5.44% Book Value ₹1.06 Price to Book Value 0.92 Established in 1994, Visagar Financial Services is a non-banking financial company (NBFC) in the investment and financial services industry. .)

Financial Services 59

Financial Services Education Investments Investing 59

NAIFA Advisor Today

MARCH 31, 2023

Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group , an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. In 2007, Kathleen began her career in the financial services industry with New England Financial.

Engineering 84

Engineering Financial Services Financial Advisor Insurance 84

Trade Brains

JUNE 11, 2023

Book Value 35.2 Price to Book Value 1.2 Book Value 31.3 Price to Book Value 1 Dividend Yield 4.34 Book Value 37.61 Price to Book Value 1.13 Book Value 32.12 Price to Book Value 1.41 The bank mainly aims to provide financial services to unserved and underserved customers.

Banking 97

Banking Government Financial Services Insurance 97