Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

The Big Picture

MAY 9, 2024

It is a massive Dunning Kruger : exercise in inexperienced but overly confident “ Finfluencers ” reducing complex issues involving money to a slick but misleading sales pitch. I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match.

Media 336

Media Taxes Math Investing 336

Nerd's Eye View

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

Clients 246

Clients Fee Only Planning Advertising 246

Nerd's Eye View

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

Fee Only 246

Fee Only Portfolio Clients Planning 246

The Big Picture

DECEMBER 27, 2023

There are many ways to mess up a sale of a house. As it turns out, there are some steps you can take to make the sale go smoothly as possible and still get top dollar. For the sale of your home. There are some things you need to do to create the best sale. What’s a potential seller to do? That era is long gone.

Sales 147

Sales Numbers Marketing Marketing 147

Harness Wealth

JANUARY 29, 2025

As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations. What is the wash-sale rule? The aim is to find investments that have declined in value since purchase, making them suitable for sale.

Taxes 52

Taxes Assets Sales Portfolio 52

The Chicago Financial Planner

JANUARY 17, 2022

Baby Boomers and retirees are the prime target market for the annuity sales types. Outside of the most notable failure, Executive Life in the early 1990s, there have not been a high number of insurance company failures. You’ve undoubtedly heard many of these pitches in person or as advertisements. What is an annuity?

Retirement 185

Retirement Insurance Financial Planner Taxes 185

The Big Picture

JUNE 22, 2024

I’m burned out on these gigantic catalog sales. Running the numbers, making bets. It takes a special kind of person to give up their commission on a big sale. ” – Hits Daily Double I don’t really care. Bear with me here. The bottom line is we are not minting new superstars. This is their business.

License 162

License Estate Planning Advertising Banking 162

Clever Girl Finance

APRIL 6, 2023

Then, move on to finding items from yard sales, auctions, and marketplaces. With antique items, you’re dealing with a small number of products. Check out thrift stores, estate sales, and flea markets for great options at affordable prices. Library sales and yard sales are great places to find books to sell.

Commission 100

Commission Media Sales Electronics 100

Sara Grillo

OCTOBER 31, 2022

Any financial advisor who is registered as an advisor with a regulator has to fill out this form for initial approval by either a state or a Federal (the United States Securities and Exchange Commission) regulator. You should check the advisor’s CRD number and see if it matches what they sent you. Securities and Exchange Commission.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Yardley Wealth Management

AUGUST 17, 2022

Each share represents an ownership interest equal to the share divided by the number of shares outstanding in the company. A company issues a fixed number of shares in an initial public offering. When you buy stock, your cost basis is the total purchase price of the stock plus brokerage commissions and fees.

Commission 52

Commission Taxes Wealth Management Accounting 52

Good Financial Cents

JUNE 11, 2023

Mint does a fantastic job of giving you numbers, but falls short on providing any financial insight. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. And, that’s it. There are no additional fees.

Management 80

Management Investments Investing Accounting 80

Clever Girl Finance

AUGUST 31, 2022

It’s a nice round number that puts a comfortable life within reach just about anywhere in the country (or world!). If you figure out how to make 10,000 a month, you’ll be pulling in over double that number! It might help you to break the numbers down this way, so you can start getting “micro-wins” on your way to $10k.

Taxes 86

Taxes Medical Sales Planning 86

Trade Brains

FEBRUARY 28, 2024

With retail bakery and institutional segment included, bakery segment sales in Q3FY24 was Rs. To promote sales, MBFSL has also raised the number of feet on street (sales people who serve and monitor distributors) from 900 in March 2023 to 1,200. The biscuit segment has expanded by 71% from Q3FY22 onward. crores from ₹27.8

Food 59

Food Commission Distribution Retail 59

Clever Girl Finance

NOVEMBER 20, 2023

Then, find items from yard sales, auctions, and marketplaces. With antique items, you’re dealing with a small number of products. Check out thrift stores, estate sales, and flea markets for great options at affordable prices. Library sales and yard sales are great places to find books to sell.

Sales 94

Sales Electronics Media Commission 94

Good Financial Cents

JANUARY 18, 2023

They carry out risk assessments, perform financial analyses, and generate reports for sales and management teams. While their primary function is to market and research for sales leads, agents can expect a decent salary and additional commissions. This role also involves mentoring sales agents to help them generate more sales.

Insurance 89

Insurance Consulting Commission Management 89

WiserAdvisor

AUGUST 18, 2023

Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products. Instead, they charge fees directly to their clients for the services they provide.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Clever Girl Finance

JULY 12, 2023

Hands-on jobs Administrative jobs Jobs that involve sales People-oriented jobs Highest paying jobs for creatives Computer jobs Expert tip How to apply for and get jobs that pay well without a degree How can I make $100,000 a year without a college degree? These sales jobs could be for you! There’s always money in sales!

Education 98

Education Certification License Engineering 98

Clever Girl Finance

FEBRUARY 18, 2023

There are many sites where you can list them for sale yourself, or sell them to the online platform for cash. To get started with selling your old books, all you have to do is enter the ISBN number of the book you wish to sell and hit search. Click “Sell something,” then click “Item for Sale” and enter all your details.

Sales 96

Sales Accounting Commission Budgeting 96

Clever Girl Finance

NOVEMBER 16, 2022

Although the numbers will vary slightly based on your channel, you can earn money with thousands of views. The number of sponsorships you are able to land will depend on the nature of your channel and the quality of your audience. It can allow you to earn a commission if one of your followers buys the product.

Advertising 97

Advertising Commission Accounting Numbers 97

Trade Brains

SEPTEMBER 20, 2023

The company’s Business verticals include The Build Own Operate Transfer (BOOT) model, the Engineering Procurement and Commissioning (EPC) model and the Supply of Key Equipment. The company is dependent on a limited number of customers for a significant portion of its revenue. Cr Fresh Issue ₹50.00

Engineering 105

Engineering Management Government License 105

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. But yeah, I was making commission at that point in time. So when I was a salesperson at Business week, I sold more ads than anybody, and I made $2 million commission when I was 29 years old. And so the magic number was $388 a month.

Startup 147

Startup Advertising Engineering Numbers 147

Inside Information

JANUARY 31, 2022

At the top of my conflict list is sales contests , which basically tell brokers what “investment opportunities” to sell and give them a financial incentive (and, of course, firm-wide recognition to the winners, which is an incentive in itself) to recommend them to their unwary customers. Apparently not very effectively.

Commission 40

Commission Clients Sales Fee Only 40

Clever Girl Finance

MAY 15, 2024

Sales associate Average salary: $60,000/year One of the perks of working in sales is that you can work in almost any industry, e.g., insurance, real estate, medical devices, cars, etc. Requirements: Strong communication skills Some employers may require sales associate certifications 4. What job has the most flexible hours?

Certification 97

Certification Media License Budgeting 97

International College of Financial Planning

SEPTEMBER 3, 2021

They may charge for their services either on a commission basis or hourly rates. However, our advice is to trust financial planners who either take a flat annual fee or charge per hour for managing your portfolio instead of charging a commission on every stock they buy or sell. How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Trade Brains

OCTOBER 18, 2022

The number of senior citizens as a percentage of the total population has been increasing. In CAGR terms, its sales grew at a 3-year CAGR of 32.26%, while its net profit grew at a 3-year CAGR of 1.90%. Commission Expense ratio. HDFC Life’s Commission expense increased by 14% from ? years in 2020 to an expected 76.1

Insurance 52

Insurance Commission Distribution Numbers 52

Good Financial Cents

OCTOBER 5, 2022

Meanwhile, Robinhood offers commission-free trading of individual stocks, exchange-traded funds (ETFs), and even cryptocurrencies. You can trade individual stocks, ETFs, and even options, commission free. And like a growing number of investment apps, Webull also accommodates trading in cryptocurrencies. Government Aid.

Accounting 98

Accounting Budgeting Investing Investments 98

Good Financial Cents

DECEMBER 10, 2022

With Robinhood, you can build a balanced portfolio and trade stocks, ETFs and options as frequently as you want, commission-free. And while it’s possible to earn cash, an increasing number of survey services compensate you in points, which are redeemable for prizes or gifts. of the sale price, and the rest will be yours.

Risk Tolerance 112

Risk Tolerance Media Investments Investing 112

Trade Brains

JANUARY 26, 2024

The Company generates revenue from monthly commissions, transaction-based commissions, and Registration Fees. Further, it also provides point-of-sales services, ticketing services, and assisted e-commerce services. Madhya Pradesh provides the highest number of services at 936, followed by Karnataka at 866.

Government 59

Government Commission Banking Education 59

Good Financial Cents

JULY 8, 2022

With Robinhood, you can build a balanced portfolio and trade stocks, ETFs and options as frequently as you want, commission-free. Not only do they charge no commission or contract fees on options, but they offer a whole lot more. And they charge no commissions for trading those funds. Click your state to start investing today!

Commission 53

Commission Accounting Financial Services Investments 53

Harness Wealth

APRIL 17, 2023

A tender offer is a liquidity event in which a company, investor, or group of investors propose to buy a fixed number of shares from existing shareholders at a set price. For employees ineligible for a tender offer or those who prefer to sell their shares on their terms, secondary sales may present a viable alternative option.

Startup 52

Startup Taxes Risk Tolerance Sales 52

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Your First Steps (People planning).

Financial Advisor 52

Financial Advisor Planning Valuation Communication 52

Inside Information

MAY 30, 2023

This is the time of year when the various industry magazines come out with their broker-dealer surveys, listing the ‘top’ BD rankings based on total revenues or the number of ‘producing’ reps. In most cases, with a few exceptions, sales are 40% or more of the total revenues, and are more often over 60%.

Communication 40

Communication Sales Insurance Compliance 40

Harness Wealth

MARCH 3, 2023

First with the announcement in early 2023 that it would carry out an liquidity event within one year, either in the form of an initial public offering or a secondary sale (i.e. It’s a number that must be determined by a third-party firm. A tender offer is a sale of company shares that is organized by the company’s management.

Taxes 52

Taxes Valuation Startup Sales 52

Clever Girl Finance

AUGUST 30, 2023

Work with a broker Brokers often have their ears to the ground for potential laundromats for sale. Although the broker will take a commission on the sale price, they can also help you find a deal in the first place. This is all part of choosing a good location.

Investing 98

Investing Investments Management Valuation 98

Carson Wealth

MAY 30, 2023

However, stock compensation, large bonuses, commissions, etc., The sale of the stock is treated as a capital gain or loss, subject to the holding period at the time of sale. The gain or loss on the subsequent sale of the stock is subject to the capital gain/loss treatment (i.e.,

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

Clever Girl Finance

OCTOBER 9, 2023

Similarly, if you have a sales job where you earn a commission, it can be hard to determine what your actual income will look like at the end of each month. Budgeting tools and strategies You can use a number of the best budget templates and tools to categorize past expenses and determine how much you’re spending every month.

Budgeting 97

Budgeting Planning Education Retirement 97