Demo Numbers Planning 
Abnormal Returns
JULY 26, 2024
theverge.com) The number of AI models just keeps growing. tomtunguz.com) Why do AI demos keep going wrong? ourworldindata.org) A growing number of Americans say they do not plan to have children. (cnbc.com) When a company's stock price doesn't reflect its true value: the case of QXO. apnews.com)
Nerd's Eye View
SEPTEMBER 5, 2022
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Farther raises a $15M Series A to try to make a more efficient back-office for advisors to actually be able to take home a 75% payout.
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The Big Picture
MARCH 25, 2025
And, and I kind of raised my hand and said, dad, uncle John, don’t you think it might be a better idea to look at it by the numbers? Jim O’Shaughnessy : So I think the most surprising thing was a number of people at various firms that I was investigating working for before starting my own. The numbers are pretty bad.
FMG
AUGUST 24, 2022
What separates good financial advisors from great ones is their ability to build and enact marketing plans. A marketing plan is the advertising strategy a business takes to sell its product or service. Whereas one advisor might bring in ten clients, an advisor with a solid marketing plan could bring in twenty within the same timeframe.
FMG
OCTOBER 25, 2022
How To Give Great Feedback And Get The Content You Want Every Time via Perfectly Planned Content. In order to streamline, use a central feedback hub and limit the number of content “reviewers.” Book a Demo to Find Out More. Something to keep in mind is that great feedback comes before you even see the first draft.
FMG
APRIL 25, 2023
Building Trust Begins With Conversations: Insights from Dr. Preston Cherry and Shana Sissel via Three Crowns Marketing When it comes to financial planning, understanding each client individually is a crucial part of providing them with the best service for them. Listen here. Give the podcast a listen here. Read the full article here.
FMG
DECEMBER 9, 2022
Legal Requirements: Financial planning fees are required by law to be open to the public. ” Click that, and you’re greeted with HF3’s pricing plan. The fees cover both financial planning and investment management. Click the button below to learn more about FMG’s website services and schedule a demo today!
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