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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households. Welcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast!

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10 Wednesday AM Reads

The Big Picture

NPR ) • Dark Clouds Over Commercial Real Estate Don’t Frighten Allocators : Prices are down and dire forecasts abound, but asset owners plan to modestly boost their CRE exposure ( Chief Investment Officer ) see also The Building Boom Is Prolonging Market Pain : Construction employment is higher than ever—undermining bets the Fed will soon pivot.

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Titagarh Railsystems vs Jupiter Wagons – Future Plans & More

Trade Brains

These orders are just a part of their mammoth order book. As of March 31, 2023, the order book stood at Rs. 27,546 crore, which is 17 times the order book for FY23. The National Rail Plan aims to increase railways’ freight modal share to 45% by 2030, up from 27% currently. Price to Book Value 13.15

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Fundamental Analysis of Exide Industries – Future Plans & More

Trade Brains

In this fundamental Analysis of Exide Industries, we read about its history, operating segments, industry, financials and future plans. RoE 7.58% RoCE 10.96% Promoter Holding 45.99% Book Value 133.73 The giga-factory project is planned in collaboration with SVOLT Energy Technology, a Chinese Company. Market Cap (Cr.)

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#FA Success Ep 306: Restructuring Partner Compensation And Roles To Align For The Next Stage Of Growth, With Cean Kenefick-Rogers

Nerd's Eye View

What's unique about Cean, though, is how the path that he and his partners took to break away from the insurance and brokerage worlds to run their own independent RIA inadvertently created a three-way struggle to find the proper compensation and accountability structure across their differing books of business, and ultimately forced them to seek third-party (..)

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Did Anyone Get The License Plate Of That Crypto Exchange?

Random Roger's Retirement Planning

Not my job, not my financial planning outcome, not my eventual Social Security payout, not whether people book our Airbnb, nothing. I did add a little more Bitcoin today in my wife's IRA. It doesn't impact any other aspect of my financial life.

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A Wedding Budget Breakdown + Tips To Plan Your Dream Wedding

Clever Girl Finance

After you’ve announced your relationship status and had your fair share of celebrating, it’s time to start planning for your big day with a wedding budget breakdown! And you've probably already looked up "planning wedding on a budget" to see what's possible. Let's say you plan on spending about $20,000. Ceremony costs 2%.