Midstream Marketing

DECEMBER 7, 2024

Key Highlights Use AI insights to understand and meet the preferences of each prospect and client. Improve client engagement while staying fully compliant with strong and integrated tools. Get better marketing ROI by using data insights and smooth automation processes. Explore a wide range of content from trusted publishers around the world. Introduction In todays world, financial advisors need good tools for marketing automation to do well.

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Compliance Financial Advisor Clients Communication 52

Validea

DECEMBER 7, 2024

Despite the NASDAQ 100’s remarkable performance and dominance among major market indexes, questions have emerged about potential overvaluation, particularly given its concentration in growth companies. However, thorough quantitative analysis suggests there may still be fundamentally sound stocks within this tech-heavy index. Using a sophisticated screening system that incorporates 22 different investment strategies – modeled after legendary investors like Warren Buffett and Peter Lyn

Investing 52

Investing Investments Marketing Marketing 52

Million Dollar Round Table (MDRT)

DECEMBER 7, 2024

By Matt Pais, MDRT senior content specialist If a client offers an objection, sometimes it helps to paint a picture of the future, said William T. Spencer III, CFP, AIF , a 17-year MDRT member from Sudbury, Massachusetts.

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CFP Clients Sales 100

Abnormal Returns

DECEMBER 7, 2024

EVs A universal solution for EV charging? Yes, please. (theverge.com) What if apartment buildings could swap parking spots for a EV 'mobility hub'? (observer.com) How electric buses gained a foothold in India. (bloomberg.com) EVs need better tires. (wired.com) Remembering the EV1. (npr.org) Autos Why Europe's car makers are struggling. (wsj.com) On the economics of self-driving taxis at scale.

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Food Financial Advising Economics Startup 162

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

Accounting

The Big Picture

DECEMBER 7, 2024

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: Tim Cook Wants Apple to Literally Save Your Life : Much as the CEO seems awestruck by AI and his just-released Apple Intelligence, hes more convinced that the tech giants health apps will define the companys legacy. ( Wired ) The AI We Deserve :: Critiques of artificial intelligence abound.

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Food Retirement 147