This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
For those of you who are self-employed it is important that you save for your own retirement. Building a business is hard work. For business owners who work solo, or who have a spouse and/or a partner in the business with them, a Solo 401(k) may be the right option. Here are five reasons to consider a Solo 401(k). High maximum contributions . For 2021 the maximum contribution limits are $58,000 and $64,500 for those who will be 50 or over in 2021.
Below is an excerpt from the December 12th letter sent to subscribers of Thrasher Analytics. To learn more visit www.ThrasherAnalytics.com The topic of narrow leadership and participation has been around this year in various flavors, most notably in the summer Continue reading Narrowing Leadership → The post Narrowing Leadership first appeared on.
If you’re like most financial advisors, you want to make the best impression possible on LinkedIn. And this may have you wondering: What should I do when I get a new LinkedIn connection? What protocol is there for following up and staying engaged? Well, that’s exactly what we’ll talk about today. As part of our Total Marketing Package, we help advisors grow their networks by making new connections on LinkedIn for them.
As I thought about the ten lessons I would reflect on in 2021, I realized this would be a difficult exercise. Possibly pointless. That's because lessons are timeless, but annual observations are ephemeral. Markets are a game where the rules are constantly changing. Annual lessons are just observations of a moment in time. In 1995, you would have observed that it paid to buy the most expensive stocks.
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
We have Shahar Abrams. And we are going to talk with Shahar about crypto. And I think everyone has questions. He’s passionate about helping my clients form, plan, and execute effective crypto investment strategies hand-tailored to their personal and financial goals. Shahar Abrams is a former blockchain industry professional with experience leading enterprise blockchain deployments at IBM.
Search Engine Optimization (SEO) is essential for all types of businesses, but is particularly important for financial advisors. Utilizing SEO strategies and tactics will drive online traffic to your website and increase the number of potential clients. If implemented correctly, Google will rank your website high in search results, making your site visible for more users.
Dear Mr. Market: It’s that time of year. Everyone has some stinkers in their portfolio and in a taxable account it’s a great time to evaluate whether one should offset that loss by taking some gains on your winners. If you followed any of Jim Cramer’s advice this past year you have some serious evaluating to do! The aim of this article is not a hit piece of Mr.
Dear Mr. Market: It’s that time of year. Everyone has some stinkers in their portfolio and in a taxable account it’s a great time to evaluate whether one should offset that loss by taking some gains on your winners. If you followed any of Jim Cramer’s advice this past year you have some serious evaluating to do! The aim of this article is not a hit piece of Mr.
The new testimonial rule has officially gone into effect as of May 4, 2021! This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues? That’s where we come in. We’re excited to announce that Indigo is now offering a Testimonial Program to help advisors get glowing client reviews online—all while remaining compliant.
The end of the year is a time for reflection. It might seem silly, but I don't make the rules. I was thinking about sending an invite to somebody recently. And I almost didn't because it was just easier to say "nevermind." There are a million ways to talk yourself into why somebody doesn't want an invite. "Ahh they'll probably say no anyway. I don't want to bother them.
Bob Fraser is on a mission to help investors take advantage of one of the most effective and overlooked avenues of real estate investing: residential mortgage notes. As Founder and Principal of Aspen Funds, Bob has purchased more than 1,000 mortgage notes earning double-digit annual returns without the risk and volatility of traditional investing options.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Welcome to my Financial Advisor – Ideal Client Blog Post Series. During the next year, I will be helping you identify, target, and market to your Ideal Clients. The term “Ideal Client” is well known in the financial advisory business. It usually refers to the type of client advisors’ would […]. The post The Financial Advisor Ideal Client – Target Client – Niche Client – Blog Post Series appeared first on The Prosperous Advisor Coaching Blog.
You’re likely familiar with the saying, A penny saved is a penny earned. . It sounds like the type of vague financial advice you might hear from your relatives around the holiday table. . But how is that penny earning anything? If it’s stuck in a traditional savings account, likely not much since the current national average return on a savings account is 0.06%.
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness. That’s when your health may be the best it will ever be, and the benefits are more favorable […]. The post Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial) first appeared on Bob Ritter's Blog, ideas for financial service professionals
Happy Holidays from Indigo Marketing Agency! We wanted to take a moment to say thank you to a few people: our hardworking Indigo team, incredibly supportive family members, and you—thank you for being part of our network! Please watch the video below to hear a bit more from our CEO, Claire, personally. The post Happy Holidays From Indigo Marketing – 2021 appeared first on Indigo Marketing Agency.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Today’s Animal Spirits is brought to you by GiveWell On today’s show we discuss: What is DeFi A Christmas Eve airdrop The many worlds of enough (highly recommend) 3 billion people getting Omnicron Strong holiday sales Celebrity SPACs stink There is too much money sloshing around The US economy is a machine The Upside Potential in Sequence of Return Risk People have too much stuff The Web3 Renaissance: A Golden Age for Content I don't think gamblers set out to save the movies, but.
Welcome to another episode of the Richer Geek. We're happy to have Chad Willardson. He is the President and Founder of Pacific Capital and is a Certified Financial Fiduciary®, Accredited Wealth Management Advisor, and Chartered Retirement Planning Counselor. Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2% of over 16,000 Financial Advisors nationally.
A s I was writing the lead article for this issue of Inside Information , I came back to a question that I’ve been pondering ever since I worked at the International Association for Financial Planning back in the 1980s: what is the purpose of a professional association? . The easy answer is: to serve the members—and I would argue that some associations, including, for a couple of decades, the Financial Planning Association, have gotten that backwards, and somehow assume that their own health and
Managing client assets is time-consuming – and particularly challenging when working with a new asset class you’re less familiar with, like Bitcoin and other digital assets. Watch our advisor-focused event to learn how Crypto Separately Managed Accounts (SMAs) can give your clients the exposure to digital assets they want while letting you spend your time with your clients and growing your practice.
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Financial Advisor Referral Scripts Galore. Financial advisor referral scripts: Why is asking for referrals so stressful? Why do we get flustered and awkward with our words? Or, why do we NEVER ask for referrals? Because we don’t know what to say! This is where learning HOW to ask for referrals […]. The post Financial Advisor Marketing Ideas: Referral Scripts Galore appeared first on The Prosperous Advisor Coaching Blog.
If you’re looking for a way to increase traffic to your website, have you considered using testimonials? Good news: The new testimonial rule for financial advisors has officially gone into effect as of May 4, 2021! We’ve already begun gathering testimonials for a few of our clients and the results have been phenomenal! In this video, I break down the results from our testimonial program and show you how we helped one advisor increase his web traffic by 54% and increase traffic to his “Ge
Today’s Animal Spirits is brought to you by NaviPlan by InvestCloud On today’s show Ben and I answer listener questions on : Creating an income-based portfolio How to judge your financial advisor When to sell an underperformer, and much more Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions. Follow us on Facebook , Instagram , and YouTube.
The following is provided by Dimensional Fund Advisors. Systematic, or factor-based, investing has become quite common in equities. Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. At the end of 2020, $1.35 trillion in equity fund AUM1 was categorized as strategic beta by Morningstar.
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.
I f you have recovered from your Thanksgiving turkey and stuffing food coma, you have probably woken up to the sound of a new health scare alarm …Omicron. Where does the name Omicron come from, and why is it named after a Greek alphabet letter? The short answer is the system was created to avoid public confusion with complicated scientific names (e.g., B.1.1.529) and also to mitigate the stigma assigned to a region of origination.
Articles Enough is elusive because when you reach it, you’re no longer the person that once desired it. (By Lawrence Yeo) The internet was supposed to usher in a Golden Age of media (By Li Jin and Katie Parrot) Paying people to use a product or a game can make economic sense in some situations. (By Dror Poleg) No serious CEO with real prospects for profit would flail about on social media, stitching himself to whatever nonsense is currently trending online (By Doomberg) 90+% of projects launche
I didn't grow up with a passion for the markets. When I first developed an interest in it, I started from level 0. I knew absolutely nothing. So you could imagine how much I retained from the first book I picked up, The Intelligent Investor, written in 1949. All of the concepts were new to me, but the chapter on Mr. Market clicked and inspired me to keep going.
Times are tough right now, but we have so much to be thankful for. I got an email two weeks ago that stopped me in my tracks. At first, I thought it was a scam. The subject line of the email was "Urgent Request." But as I read the note, I realized my knee-jerk reaction could not possibly have been more wrong. Good afternoon, I'm following up on an email I should have sent months ago to try to find a person to assist with account management for middle income asset owners with a series of accounts
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.
Here are some stats on the S&P 500 year-to-date: The market cap-weighted index is up 23.33% The equal-weighted index is up 23.17% The average stock in the index is up 23.16% The median stock in the index is up 21.7% The chart below breaks down the returns by individual components. Just eyeballing this, it seems like returns were fairly normally distributed, which jives with the data above.
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service. On today’s show we discuss: Index Coop Analytics 3 weeks ago we bet on Omicron being 1% of cases by year end Prepare for household disruption this winter Long-term capital markets assumptions, via JP Morgan The U.S. has had an extraordinary decade This is why the middle class is unhappy What to do with inflation Crypto Theses for 2022 2022 Digital Asset Outl
Today’s Animal Spirits is brought to you by State Street. On today's show, we sat down with State Street’s Matt Bartolini and discussed: Record-breaking ETF flows Non-profitable stocks are getting hit and it's not just the tech names How to protect your portfolio from inflation, and much more Listen here Charts Tweets [link] Contact us at animalspiritspod@gmail.com with any questions, comments, feedback or recommendations.
Articles After correcting for nearly 11 months, innovation stocks seem to have entered deep value territory (By Cathie Wood) It is tempting to assume that over a long enough period of time historical returns are representative of what returns can be expected going forward, but that may not be the case. (By Ben Inker and John Thorndike) Optimism has been the financially dominant strategy for at least the past two decades (By Packy McCormick) Who do I look up to that is secretly miserable?
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
155 
Let's personalize your content