The Chicago Financial Planner
JANUARY 17, 2022
Annuities are often touted as the “cure” for all that ails your retirement. Baby Boomers and retirees are the prime target market for the annuity sales types. You’ve undoubtedly heard many of these pitches in person or as advertisements. The pitches frequently pander to the fears that many investors still feel after the last stock market decline.
Indigo Marketing Agency
JANUARY 4, 2022
Join me in this quick video where I discuss 8 of the 12 top pages: Does your company have top-performing website pages? What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. And after analyzing data for our 30 top-performing websites, we discovered each advisor had 12 web pages in common. Today, we’ll go over each of those web pages, why they’re so important for conversion rates, and show you A+ examples of each. 1.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
BlueMind
JANUARY 31, 2022
Category: Business Growth. Once you have stepped into the field as a financial advisor, the biggest challenge you will come to face as a new player is building your client list from scratch. But you can make that challenge less of a concern if you know the right sources from where you can drive business, such as LinkedIn. Although often assumed to only be a platform for job search or posting, LinkedIn can prove to be a significant asset in helping you find new clientele.
Zajac Group
JANUARY 31, 2022
Some employers may allow you to choose how you receive your equity compensation. They may allow you to receive it all in non-qualified stock options (NQSOs) or all in restricted stock units (RSUs) or they may allow you to receive some combination of the two. If your employer offers you a choice between RSUs and NQSOs , you may wonder which option is the best.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
The Irrelevant Investor
JANUARY 31, 2022
Today’s Animal Spirits is brought to you by RocketDollar On today’s show we discuss: If you're picking stocks, should you use a tax-sheltered account? How guaranteed income impacts your risk tolerance Levered ETFs for young investors (don't), and much more Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MazumaBusinessAccounting
JANUARY 28, 2022
After a tight competition that included nearly 300 small business owners, Mazuma USA is thrilled to announce the winner of our first-ever $10K giveaway: Bruce Bassi, founder of TelepsychHealth. Dr. Bassi started TelepsychHealth in 2018 to improve access to mental health services, providing patients with the resources, support, and help they need when and where they need it.
Mr. Money Mustache
JANUARY 27, 2022
It has been a good while since we’ve done a reader case study here on MMM, but that hasn’t stopped them from arriving in my inbox. And since 2022 is becoming a year of interesting financial changes, it’s time to spark things up again, go back to our roots, and start covering some of the many subjects that are cropping up in this latest incarnation of our economic world.
Steve Feinberg
JANUARY 27, 2022
Beginning with tax periods that end on or after December 31, 2022, business taxpayers with gross sales of $92,000 or less are NOT required to file a Business Profits Tax return. Previously, this was $50,000. This is an obvious planning opportunity for small businesses that will no longer have to pay to prepare a New Hampshire return, since it’s no longer required.
The Richer Geek
JANUARY 26, 2022
I'm very happy to have Myles Gage with us today. He's the co-founder, Chief Marketing Officer of Rapunzl Investments. It is a mobile application that allows individuals to simulate stock portfolios for you utilizing real-time market data. Myles has been an advocate for encouraging young people to invest in the stock market given his exposure to learning about it in elementary school where he won stock trading competitions and even got to hold Warren Buffet's wallet once!
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.
The Irrelevant Investor
JANUARY 31, 2022
Everything moves faster these days. On November 1st, 90 days ago, Wordle had 90 users. Today, millions of people are playing the game, which will soon be owned by The New York Times. The electric scooter company Bird shared an incredible chart in an investor presentation back in November. Look how quickly it's been able to scale up revenue since the company started in 2017, compared to some other storied growth names.
Dear Mr. Market
JANUARY 25, 2022
Dear Mr. Market: Finally. It’s here… a bonafide stock market correction. What’s also almost here is Groundhog Day…but more on that in a minute. For those of us with short memories we’ll have to do the necessary preamble and small talk refresher on what this is. For those of you who remember what you did (or were supposed to do/not do) during the last correction, here we go again.
MazumaBusinessAccounting
JANUARY 27, 2022
There are many obvious perks that come with owning your own business, including setting your own schedule, being your own boss, and having control over your career. But there are also many tax benefits business owners can take advantage of to maximize their profits. Here’s a quick guide that covers important tax deductions for your business. What Will a Deduction Save Me?
Indigo Marketing Agency
JANUARY 25, 2022
It’s been a wild ride on Wall Street this week! Monday’s market dip almost put the S&P 500 down over 10%. Investors are worried about their portfolios and their purchasing power. But as a financial advisor, how should you communicate with your clients about market volatility? And can you use the events to find opportunities to get new clients?
Advertisement
Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
Prosperity Coaching
JANUARY 20, 2022
Instagram can work for financial advisors! I’ve been a Coach for financial advisors since 2004 and I’ve seen many changes in ways to market an advisory firm. You may have this image in your head of Instagram as a photo-sharing platform that the “kids these days” are into; however, it’s […]. The post Financial Advisors Using Instagram – How to Make It Work for You appeared first on The Prosperous Advisor Coaching Blog.
Advisor Websites
JANUARY 20, 2022
Advisor Websites’ Inaugural State of the Industry Report Analyzes Successful Digital Marketing Strategies for Financial Advisors. Survey of nearly 500 advisors reveals that personalization, automation. and tailored content drive digital marketing engagement.
The Irrelevant Investor
JANUARY 29, 2022
Articles The market’s tolerance for high growth, high valuation perennial money losers appears to have run out. (By Samantha McLemore) In aggregate, Sequoia-backed companies account for more than 25% of NASDAQ’s total value. (By Marc Rubinstein) Sometimes the best misdirection is not to use any (By Bob Seawright) Resilience is an underrated superpower and it is something we can develop.
Yardley Wealth Management
JANUARY 18, 2022
The post Protecting What’s Yours (After You Pass) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.
Advertisement
As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Zajac Group
JANUARY 14, 2022
If you have equity compensation and are in an abnormally high-income tax year, it often makes sense to consider how you may be able to offset that pending tax liability. One way to mitigate the tax bill might be to give to charity. Giving to charity in a high-income tax year makes sense for several reasons. First and foremost, the high-income tax year might be the result of cashing out stock, giving you the cash flow necessary to make such a contribution.
Indigo Marketing Agency
JANUARY 17, 2022
It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. 1. Bill Cates If you need help figuring out how to identify the best niche for your firm, Bill Cates is your guy.
The Richer Geek
JANUARY 12, 2022
Joining us today is Mike Silvestrini, co-founder and managing partner of Energea, a renewable project developer and retail investment platform that is focused on emerging and frontier markets. Mike took his FIRST company, Greenskies Renewable Energy, to a nearly half-billion-dollar valuation before selling and is now focused on connecting investors to renewable energy projects and developing renewable energy around the world.
Advisor Websites
JANUARY 14, 2022
The process of creating a great financial services website design is more than making it aesthetically pleasing; it requires the use of strategic language (your website copy) as well as content that will attract and engage your ideal client. In order to grow your business and acquire new clients , you need a website designed with your target audience top of mind.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
The Irrelevant Investor
JANUARY 28, 2022
Robinhood is going to open up down 88%* from its all-time highs. This is equivalent to what the Dow lost during The Great Depression. That happened in just under three years. Robinhood did it in six months. What a disaster. On Robinhood's conference call yesterday, the CFO said: Over time, I'd like to see us having a working capital structure, a capital structure that is more balanced between debt and equity.
Yardley Wealth Management
JANUARY 18, 2022
The post Protecting What’s Yours (After You Pass) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (After You Pass). In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.
Brown Advisory
JANUARY 12, 2022
Global Leaders Investment Letter: December 2021. jharrison. Wed, 01/12/2022 - 04:28. Just want the PDF? Download it here >. What Drives Intrinsic Motivation. In his book, Drive 1 , Daniel Pink delves into what intrinsically motivates us to complete and master a task for no visible reward. Intrinsic motivation appears to emanate from a number of fundamental drivers which are important both individually and within a team.
Mr. Money Mustache
JANUARY 11, 2022
I’ve been writing about money for almost eleven years now, and in that time the world has become an immensely richer place. Here in the US, our economy has grown by about 25% even after inflation, world economic output has grown even faster, and the number of people living in extreme poverty has been cut roughly in half. US Real Economic Growth over the Mustachian Era.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Risk Management Guru
JANUARY 11, 2022
Introduction. Risk management can be defined as the “process which aims to help organizations understand, evaluate and take action on all their risks with a view to increasing the probability of success and reducing the likelihood of failure” (Hopkin, 2010, p. 37). This is the definition made by the Institute of Risk Management (IRM), which also published ‘A Risk Management Standard’ (IRM, 2002), a guide that lays out a framework for managing risks.
Prosperity Coaching
JANUARY 10, 2022
Welcome back to my blog and today’s post: Financial advisors working with or marketing to small business owners. This blog post is part of the Ideal Client Blog Post Series which I announced last month. In today’s post, you’ll learn about a target market that you may have overlooked, why […]. The post Financial advisors attracting small business owners appeared first on The Prosperous Advisor Coaching Blog.
The Irrelevant Investor
JANUARY 27, 2022
Earlier in the week we* wrote about how quickly the market moves these days. Not surprisingly, this is having a measurable impact on investors' psyche, and their portfolio. On Monday, Bloomberg highlighted the wave of panic selling: In a spasm of panicked selling early Monday, retail investors offloaded a net $1.36 billion worth of stock by noon, most of it in the first hour, according to data compiled by JPMorgan Chase & Co. strategist Peng Cheng.
Expert insights. Personalized for you.
185 
Let's personalize your content