Nerd's Eye View

OCTOBER 11, 2022

And be certain to listen to the end, where Libby shares how she began to track time and energy she was spending on each client, which allowed her to right-size her client load to only serve the ones that she truly enjoyed working with (and not just the ones that were profitable), why Libby believes that, while it is important for advisors to absorb (..)

Financial Advisor 246

Financial Advisor Clients Consulting Financial Services 246

The Big Picture

MARCH 4, 2025

Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? Melissa Smith : Definitely not. What was the original plan? Melissa Smith : For three years.

Banking 130

Banking Economy Startup Marketing 130

Nerd's Eye View

MARCH 7, 2023

And be certain to listen to the end, where Yonhee shares why she believes that a portion of the industry’s rising level of M&A deals is really a result of inconsistent definitions of advisor titles and insufficient career paths that are failing to nurture newer advisors into the next generation of owners, why Yonhee advises younger, newer (..)

Financial Advisor 130

Financial Advisor Recruitment Clients Financial Services 130

Nerd's Eye View

OCTOBER 18, 2022

And be certain to listen to the end, where Louis shares why he feels that the financial planning profession is a helping profession and as an advisor it’s important to recognize that providing value in a client’s life can be as simple as giving one’s time and energy to help the client (as that is a rare commodity in life), why Louis (..)

Financial Planning 130

Financial Planning Planning Management Investments 130

The Big Picture

OCTOBER 30, 2023

Grist ) • Taylor Swift’s 1989: Her biggest album returns with new tracks from the vault : On Friday, Taylor Swift released a new version of 1989 – the biggest-selling album of her career, and the one that definitively turned her into a pop star. As restrictions spread, neighborhoods are getting quieter — and cleaner.

Financial Services 130

Financial Services Food Assets Insurance 130

Aleph

SEPTEMBER 9, 2024

2018 and 2017 were understated by approximately $45,000,000 and $36,000,000, respectively, on its filed statutory financial statements after taking into account anticipated salvage and subrogation and anticipated investment income. 2019-2023 was the last gamble for ATI, again akin to a Ponzi, where you rob the future to pay the present.

Insurance 59

Insurance Financial Services Consulting Ethics 59

Trade Brains

AUGUST 20, 2022

A Complete Guide on what is Nifty and Sensex: Have you ever heard of the name Dalal street or the D-Street on any market news channel or financial magazine? I’m sure, you definitely would have heard of it, if you’re even remotely involved in the finance world. FINANCIAL SERVICES 8.55%. SERVICES 0.70%.

Marketing 98

Marketing Marketing Financial Services Healthcare 98

Carson Wealth

MARCH 10, 2025

Even the prime-age (25-54) employment-population ratio, which corrects for an aging population and definitional issues around who is unemployed, pulled back from 80.7% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 78

Marketing Marketing Economy Government 78

Midstream Marketing

NOVEMBER 7, 2024

By improving your SEO efforts, you can get qualified leads and stand out in the financial services industry. How SEM Boosts Your SEO Efforts By adding SEM to your financial planning and SEO strategy, you can do better with search engine optimization. This can lead to more quality leads for your financial services.

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

Investment Writing

OCTOBER 31, 2022

Here’s how Sides approaches this challenge: My systematic method for audience definition is divided into four processes: (1) defining who the readers are; (2) defining what the readers know; (3) defining what the readers need to know; (4) defining what the readers will do with the information. Define who your readers are.

Education 104

Education Commission Clients Financial Services 104

Sara Grillo

APRIL 19, 2024

Definitions on the internet are one thing, and what it actually says in the agreement is another. If you are worried about a financial advisor stealing your money, consider spelling out any restrictions in your agreement with them. Ask your lawyer if you need to, but make this decision wisely.

Financial Advisor 97

Financial Advisor Financial Advice Accounting Clients 97

Discipline Funds

MAY 31, 2024

One problem with the recent data is that much of it is appearing sticky due to imputed costs such as financial services fees which surged in the beginning of the year. 2) The Most Bullish Chart in the World If I had to pick a single macro trend that I am most bullish about it is definitely technology changes.

Food 96

Food Retail Sales Medical 96

Million Dollar Round Table (MDRT)

JULY 5, 2022

By Sandy Schussel I’ve given some thought about how not to grow a successful financial services practice or increase your income. Frankenstein” was a hit movie, but it definitely won’t grow your business. If they don’t work organically, they’re not likely to work with paid traffic. It’s money not well-spent.

Financial Advisor 52

Financial Advisor Financial Services Clients Marketing 52

BlueMind

FEBRUARY 15, 2023

However, financial advisors will find that special clients and their families are unanimous about their main concern: to have a financial plan in place that will provide support for the special needs person in the future. Related: How Financial Advisors Should Engage With Female Clientele?

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Brown Advisory

AUGUST 11, 2023

Old economy refers to industries that have not changed significantly despite advances in technology – subsectors like steel, agriculture and manufacturing come to mind, but for inclusivity let’s broaden the definition out to the industrials and materials sectors. Terms and Definitions: Sensational Seven Stocks: Apple Inc.

Economy 98

Economy Manufacturing Clients Economics 98

Steve Sanduski

JANUARY 16, 2024

The first part of Mark’s prediction definitely came true. With tailwinds turning into headwinds, the financial services industry is about to get a lot more competitive and, for some smaller firms, potentially less profitable.

Wealth Management 59

Wealth Management Management Clients Financial Services 59

Steve Sanduski

MAY 30, 2023

Expanding the definition of what it means to work in financial services, especially for young advisors who prioritize work-life balance. The tension between your present reality and your desired future that advisors have to resolve as they plan for the next stage of their firm’s growth.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Clients Financial Services 52

The Big Picture

SEPTEMBER 12, 2022

And so, there’s definitely a pre and post. I’m sure you remember this as well in terms of the bond market, whether you were looking at structured products, bonds, this idea that, hey, it’s issued by this bank, that bank, well-known diversified financial services institution. I’m talking about diversified financial services.

Clients 299

Clients Wealth Management Banking Investments 299

Midstream Marketing

DECEMBER 19, 2020

I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic.

Financial Advisor 52

Financial Advisor Advertising Financial Services Media 52

Midstream Marketing

FEBRUARY 13, 2021

As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads. The Importance of Perspective in Lead Generation for Financial Advisors.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

Midstream Marketing

JANUARY 14, 2021

With the right approach, Facebook marketing can be incredibly effective for financial services businesses in particular. Plus, you’ll never have to waste money targeting people who fall outside of that definition of your ideal client, which will go a long way towards increasing lead quality across the board.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Carson Wealth

SEPTEMBER 23, 2024

on Thursday after the rate cut, so this might be early, but it is most definitely off to a nice start. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. There’s an old saying not to fight the Fed and this is what they mean.

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

OCTOBER 7, 2024

The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. away from being rounded down to 4.0%. The NASDAQ 100 Index is a stock index of the 100 largest companies by market capitalization traded on NASDAQ Stock Market.

Marketing 96

Marketing Marketing Economy Economics 96

Brown Advisory

JULY 19, 2023

Factset® is a registered trademark of Factset Research Systems, Inc Terms and Definitions: R-squared (R2) is a statistical measure that represents the proportion of the variance for a dependent variable that’s explained by an independent variable in a regression model.

Clients 98

Clients Investments Investing Financial Services 98

Carson Wealth

MARCH 11, 2024

Definitional issues around labor force participation (how the unemployment rate is calculated) and demographics (an aging society, with more people retiring every day) is why I prefer the prime-age (25-54 years) employment-population ratio. For 16–19-year-olds, the unemployment rate rose from 10.6%

Marketing 97

Marketing Marketing Economy Retirement 97

International College of Financial Planning

JUNE 10, 2022

CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. For those looking for a career in the financial services sector, CFP Certification provides a definite edge over other candidates and is widely respected by consumers, professionals & industry. .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Inside Information

APRIL 26, 2024

The Financial Services Institute would tell regulators that they would be ‘forced’ to give up their smaller accounts if they were regulated as fiduciaries. The fear-mongering definitely benefits the acquiring firms and especially the M&A firms. Examples abound. We hear about ‘professionally-managed’ firms.

Fee Only 40

Fee Only Professional Services Clients Management 40

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Management 222

Management Investments Investing Assets 222

FMG

NOVEMBER 7, 2022

We love this one from John Barrios, CFP® , owner of Barrios Financial Services as it’s truly all about the season of giving. Candles are a great gift, as not only do they smell great but they definitely offer that holiday ambiance. What a great idea! Charitable Gifts. Soy Candles. Melisa Joy, CFP® of Pearl Planning.

Financial Advisor 59

Financial Advisor Clients CFP Estate Planning 59

Carson Wealth

JULY 8, 2024

The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Now, part of this is because people who don’t have jobs are looking for work more actively than they did before.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

MAY 6, 2024

As mentioned previously, the prime-age (25-54 years) employment-population ratio gets around definitional issues that crop up with the unemployment rate (a person is counted as being unemployed only if they’re “actively looking for a job”) or demographics (an aging population with more people retiring and leaving the labor force every day).

Marketing 97

Marketing Marketing Economy Numbers 97

Trade Brains

AUGUST 19, 2022

You can find many valuable investing lessons on this blog which definitely makes it one of the best Indian stock market blogs. This blog is focused to help people invest sensibly to achieve financial goals, get their personal finances in order, and invest profitably in stocks. They have a newsletter of over 47,000+ subscribers.

Marketing 59

Marketing Marketing Investing Investments 59

eMoney Advisor

NOVEMBER 9, 2022

As wealth begins to change hands, there will be new expectations for the financial planning industry —new service areas to explore and new client expectations to exceed. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

Sara Grillo

OCTOBER 31, 2022

If you are not careful you can wind up paying a lot of money for crap, or even getting blatantly deceived about what you are paying for when you hire a financial advisor. I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Trade Brains

JULY 10, 2022

So, they can definitely grow in the rural areas…” …besides, as they have enough resources and financials, they are also continuously working on new product development in their Research & development (R&D) department. . HDFC Bank is India’s leading banking and financial service company.

Pharmaceutical 98

Pharmaceutical Manufacturing Insurance Banking 98

Carson Wealth

JUNE 12, 2023

At Carson, we aren’t crazy about this definition of a bull market. We’ve believed for a while now that the bear market ended in October, but the financial media prefer the 20% definition. The challenges encountered last year, such as Federal Reserve policy, housing, and business activity, may no longer be headwinds.

Marketing 52

Marketing Marketing Economy Manufacturing 52

FMG

SEPTEMBER 15, 2022

Video creation and marketing have taken a significant role in the financial field. Businesses in financial services use video for marketing, branding, and events/updates. There is no guessing and there’s definitely no click-baiting. Meaning that video can be used in a multitude of ways. Example 2: Devin Carroll.

Wealth Management 64

Wealth Management Financial Advisor Media Retirement 64