Advisor Perspectives

DECEMBER 7, 2024

75

75

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.

CFP 68

CFP Clients Sales 68

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.

Compliance 52

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

Investments 52

Investments Investing Marketing Marketing 52

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Calculated Risk

DECEMBER 7, 2024

49

49

Calculated Risk

DECEMBER 7, 2024

45

45

Advisor Perspectives

DECEMBER 7, 2024

40

40

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.

Food 162

Food Financial Advising Economics Startup 162

Advisor Perspectives

DECEMBER 7, 2024

40

40

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

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.

Food 147

Food Retirement 147

Advisor Perspectives

DECEMBER 7, 2024

Risk Management 40

Risk Management Management 40