Indigo Marketing Agency
DECEMBER 11, 2024
How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. How do you ensure your messaging cuts through the noise and drives prospects to take action with your firm?
The Big Picture
DECEMBER 11, 2024
At The Money: Optimizing Personal Health in Finance , with Phil Pearlman (December 11, 2024) Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? We discuss how to obtain “Fitness Alpha.” Full transcript below. ~~~ About this week’s guest: Phil Pearlman, is former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute.
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Nerd's Eye View
DECEMBER 12, 2024
There's an old joke in the financial planning industry that the ideal client is "anyone with a pulse". For advisors just starting out, that sentiment often rings true – every prospect willing to pay for their service feels like an opportunity. However, as their firms mature, advisors often notice a divide manifesting between newer clients paying higher fees and 'legacy clients' from the early days paying discounted rates.
Abnormal Returns
DECEMBER 8, 2024
Top clicks this week Vanguard wants investors to shift from cash into fixed income before its too late. (riabiz.com) There is no escaping the math on leveraged ETFs. (linkedin.com) It's hard to make the math on hedge funds add up. (humbledollar.com) What, if anything, can displace U.S. equity market dominance? (awealthofcommonsense.com) Diversification still matters.
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.
A Wealth of Common Sense
DECEMBER 8, 2024
Not all investment mistakes are created equal. Some are annoying. Some are self-inflicted. Some are painful. And some you can’t come back from. Here’s a look at Ben’s hierarchy of investment mistakes: Annoying mistakes.These are the investment mistakes that can cause regret but don’t necessarily wreck your plan. Annoying investment mistakes include things like: Selling a winning position too ear.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
DECEMBER 9, 2024
For many financial advisory firms, ownership has traditionally been tied to equity, where advisors take on financial risk in exchange for legal ownership and a share of the firm's success. However, as the cost of equity rises and accessibility becomes more limited, firms face the challenge of inspiring ownership behavior without distributing equity.
Abnormal Returns
DECEMBER 11, 2024
Markets Bull markets don't typically last just a couple of years. (carsongroup.com) How to game the strategist annual price target game. (awealthofcommonsense.com) Bitcoin Who's left to buy Bitcoin? (howardlindzon.com) Nothing about a strategic Bitcoin reserve makes sense. (disciplinefunds.com) Microsoft ($MSFT) isn't adding Bitcoin to its balance sheet.
A Wealth of Common Sense
DECEMBER 10, 2024
My first experience in the finance world was working for a team of sell side analysts. These are the research teams who cover certain stocks within a specific sector of the market.1 They produce research on each company while providing price targets and buy/sell/hold ratings. As an impressionable youth in the finance world, I assumed the people paying for this research did so for the price targets and strong buy or sell r.
Carson Wealth
DECEMBER 9, 2024
Not an Old Bull Market Weve noted week after week this year why we thought stocks would likely rally and fortunately thats what weve seen happen. The S&P 500 is up more than 27% in 2024, which would go down as the best election year return ever, and it has made 56 new all-time highs, among the most ever as well. Stocks are looking at back-to-back 20% gains for the first time since the late 1990s, bringing many to worry this bull market could be about to end.
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.
Nerd's Eye View
DECEMBER 11, 2024
"How much can I spend in retirement?" is perhaps the most fundamental question a client brings to their advisor. Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.
Abnormal Returns
DECEMBER 11, 2024
Podcasts Barry Ritholtz talks with Meb Faber of Cambria Investments about deferring capital gains with ETFs. (ritholtz.com) Jack Forehand and Matt Zeigler talk lessons learned from Ben Carlson. (podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach.
A Wealth of Common Sense
DECEMBER 12, 2024
We also covered questions about how AI will impact the financial advice landscape, timing the next market correction, factoring an inheritance into the house-buying process and using long-dated options in a portfolio. Further Reading: All-Time Highs in the Stock Market are Usually Followed by All-Time Highs 1The most over any 10 year time frame was 344.
Wealthfront
DECEMBER 12, 2024
Each year, commentators and pundits try to forecast what financial markets will do in the future. And each year, many of those predictions are wrong. In this post, well look at three market predictions from the pundits that didnt come true in 2024. Well also share some perspective about what those failed predictions mean for […] The post What Market Pundits Got Wrong About 2024 appeared first on Wealthfront Blog.
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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.
Nerd's Eye View
DECEMBER 13, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees bringing in more revenue in the first two years after doing so), suggesting that some growing firms might consider raising their fees (commensurate with the va
Abnormal Returns
DECEMBER 13, 2024
Listening Nilay Patel talks with Nick Quah about why every company wants their own podcast these days. (theverge.com) The best audiobooks of 2024 including "We Solve Murders" by Richard Osman, narrated by Nicola Walker. (slate.com) Business David Senra talks with Brad Jacobs author of "How to Make a Few Billion Dollars." (founderspodcast.com) Joe Weisenthal and Tracy Alloway talk with Mike Yu, co-founder and CEO of Vesta, about why we don't have one-click mortgage refis.
XY Planning Network
DECEMBER 9, 2024
If you're an established financial advisor setting out to launch your own Registered Investment Advisor (RIA) firm, transitioning clients from your previous firm is likely at the forefront of your concerns. Managing this process effectively is crucial for retaining clients and ensuring compliance. Heres a step-by-step guide to help you navigate a seamless transition.
Steve Sanduski
DECEMBER 10, 2024
Guest: Nikolee Turner , MEd, MBA, Managing Director, Business Consultant, Advisor Services at Charles Schwab. In a nutshell: There’s an old saying that a good deal makes both sides unhappy. But, by some estimates, as many as half of the RIA owners who have sold their firms recently have reported seller’s remorse. And in an M&A transaction, you can bet that if something isn’t sitting right with the seller, there are probably a significant number of RIA buyers who are struggl
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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.
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.
Abnormal Returns
DECEMBER 10, 2024
Markets 7 lessons from 2024 including 'Returns are lumpy.' (bilello.blog) The stock market is up big in 2024, but these stocks are down big. (sherwood.news) Annual outlooks It's always going to be a 'stockpicker's market' in strategist investment outlooks. (ft.com) Every asset manager's annual outlook reads the same. (behaviouralinvestment.com) Financial writing Nick's favorite investment writing from 2024 including 'No Regrets' by Jonathan Clements.
Alpha Architect
DECEMBER 9, 2024
Underreaction to continuous news plays a key role in generating momentum internationally. Frog in the Pan Momentum: International Evidence was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Steve Sanduski
DECEMBER 10, 2024
Guest: Kendra Wright, owner of Rebel Media Agency , a marketing company specializing in financial professionals. In her prior life, Kendra worked in rock n roll marketing for some of the biggest names in music (Willie Nelson, Motley Crue, Matchbox Twenty, and more). In a Nutshell: Great copy means you’ll never experience a failure to communicate.
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.
Validea
DECEMBER 12, 2024
In this episode of Excess Returns, Jack Forehand and Justin Carbonneau sit down with Dan Rasmussen from Verdad Advisers to discuss his firm’s top research pieces from the past year. They explore several fascinating market insights, including: Why high bond yields don’t necessarily translate to high returns The dramatic outperformance of U.S. markets post-financial crisis and the potential opportunity in cheaper international stocks How private equity return dispersion may be more abo
Abnormal Returns
DECEMBER 9, 2024
Podcasts Ashley Quamme talks with Neil Bage, co-founder of Shaping Wealth, about adviser burnout. (open.spotify.com) Ben Carlson talks with Christine Benz, author of "How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement." (awealthofcommonsense.com) The biz Charles Schwab ($SHCW) is proceeding cautiously on crypto. (riabiz.com) Robinhood ($HOOD) is planning to provide algorithmic investment advice.
FMG
DECEMBER 10, 2024
Are you looking for a unique way to strengthen client connections? The holiday season is the perfect time to host an event and do just that. Hosting a holiday event not only showcases your gratitude but also reinforces your personal connection with your clients. To help you plan a memorable and enjoyable event, we’ve gathered some of the best ideas from your peers.
Steve Sanduski
DECEMBER 11, 2024
01 What Triggers the Need to Transition Clients to a New Advisor? Transitioning clients between advisors within a financial firm can be a challenging and emotionally charged process. Whether you’re a senior advisor looking to move into a CEO role, managing the burnout that comes from decades of client reviews, or preparing for retirement, having a well-defined system in place ensures that clients remain well-served and your firm operates efficiently.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
Validea
DECEMBER 12, 2024
Shareholder yield represents the total value a company delivers to its investors, calculated as a percentage of its market value. This comprehensive metric encompasses three distinct components: Dividend Yield : The traditional cash payments that shareholders receive directly from the company’s profits. Buyback Yield : The value created when a company repurchases its own shares, effectively increasing each remaining share’s worth by reducing the total number of shares in circulation.
Abnormal Returns
DECEMBER 9, 2024
Markets Nothing magical happens for markets on January 1st. (optimisticallie.com) You can safely ignore all those year-head strategist reports. (rupakghose.substack.com) Crypto A strategic Bitcoin reserve betrays everything about it's founding ethos. (bloomberg.com) Bitcoin and the stock market have had a positive correlation since 2020. (priceactionlab.com) Crypto types seem indifferent to crypto-related fraud.
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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