AdvicePay

JUNE 9, 2022

As your firm introduces fee-for-service financial planning to your clients, you may be considering a variety of services to offer that align with your areas of expertise as well as the interests of clients. This overlap is known as the product-market fit, as your well-defined financial planning services are in high demand among households with specific needs seeking to pay a straightforward, transparent fee for such engagements.

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Don Connelly & Associates

JUNE 6, 2022

I have a thought I want you to pass on to your clients. Tell them this from me. The only people who lose weight are the people who hire trainers. People that buy equipment and put it in a house don't use the equipment. How many times have you seen a treadmill with a neck tie or a blouse hanging on it? You're the trainer. You make them do sit ups and you get them on the treadmill.

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Clients 64

Investment Writing

JUNE 6, 2022

Financial content marketing helps you to attract new clients by boosting your visibility and showing that you can solve their problems. Great financial content takes time to create. But you don’t always have big chunks of time to devote to your content strategy, writing, editing, and promotion. Don’t despair! You can give your content a boost when you have as little as 10 minutes to spare.

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The Irrelevant Investor

JUNE 10, 2022

There was some optimism that peak inflation might be behind us. It looks like that was wishful thinking. We just got the numbers for May and everything is coming in hot. At 8.6% y/o/y, price increases are accelerating. Basically everything is going up. The airfare component skyrocketed 37.8%, by far the highest reading of my lifetime. Fuel oil climbed 106.7% y/o/y and 16.9% m/o/m.

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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

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. . CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants.

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Advisor Websites

JUNE 10, 2022

As a financial advisor, you know the importance of, and difficulty in, continually finding new ways to connect with your existing clients while attracting new clientele.

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Steven J. Wilson

JUNE 9, 2022

As the financial services landscape continues to evolve, so do the opportunities for financial service professionals to reach and engage their target audiences. One of the most effective ways to reach consumers is through search engine optimization (SEO). SEO for financial services is the practice of optimizing a website for Google search to earn higher […].

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Tobias Financial

JUNE 9, 2022

Are you considering a Roth IRA conversion? If so, the stock market downturn may be your opportunity to act. Recently, our CEO Marianela Collado was quoted on CNBC sharing her expertise on Roth conversions. “You need to consider how many years it will take to break even on that upfront tax bill.” . Read more of Marianela’s thoughts on a Roth IRA conversions during times of market volatility here: [link].

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Marketing Marketing Taxes 52

Mullooly Asset Management

JUNE 10, 2022

In this week’s video Casey looks at how long **on average** it has taken for the stock market to bottom. Each market environment is different. But with everyone trying to “nail the bottom” it helps to have this context in mind. Our goal is not to try and time these events but to help investors […].

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Marketing Marketing 52

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

MainStreet Financial Planning

JUNE 9, 2022

With rising interest rates, that refi you did a couple years ago is looking pretty good now so does it make sense to pay down or pay off your mortgage early? We typically recommend our clients pay off their mortgage before retiring. This way, they have a smaller amount of living expenses during a time when there’s no employment income. Reducing debt is also a way to get closer to financial independence.

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Retirement Financial Planning Investing Investments 52

Yardley Wealth Management

JUNE 8, 2022

The post What is the Yield Curve? appeared first on Yardley Wealth Management, LLC. The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)! Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield curve to begin with, and what does it have to do with you and your investments?

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Wealth Management Investing Investments Government 52

Envision Wealth Planning

JUNE 8, 2022

More and more investors are now seeking sustainable investing opportunities, including ESG investments. Once upon a time, sustainable investing meant a strategy that held up against the test of time. These days, sustainable investing focuses on environmental, social, and governance (ESG) factors when selecting investments. This is also called socially responsible investing (SRI) and even values-based investing.

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Investing Investments Asset Allocation Financial Advisor 52

Tobias Financial

JUNE 8, 2022

Most adults want to make sure that their family members won’t be in an emotional or financial crisis in case of their death. However, many people aren’t sure what to do to ensure it doesn’t happen. Recently our Wealth Advisor Catalina Franco-Cicero offered a stepwise process to prepare for the inevitable in a recent issue of THE BRIEF powered by CHIP Professionals. .

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Wealth Advisor 52

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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.

Accounting

Steve Sanduski

JUNE 8, 2022

In a Nutshell: Many of the best leaders are avid learners. But if you want to reach the absolute pinnacle of your potential, learning in and of itself isn’t enough. David Novak says that leaders have to be “action learners” who use what they’ve learned to make an impact. Once you’ve flipped that switch, you’ll effectively be coaching yourself to perform better and achieve more.

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Covisum

JUNE 8, 2022

How often do clients ask if Social Security will be there when they retire? How many have no idea that they should be worried at all? Too many retirees are either misinformed or under-informed about Social Security , how it’s funded, and what the Social Security Administration (SSA) is saying about the health of the program’s future. There’s no shortage of information — and misinformation — about the future of Social Security, so it’s crucial for financial advisors to be a trusted resource for r

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Retirement Planning Retirement Planning Financial Advisor 52

Envision Wealth Planning

JUNE 8, 2022

More and more investors are now seeking sustainable investing opportunities, including ESG investments. Once upon a time, sustainable investing meant a strategy that held up against the test of time. These days, sustainable investing focuses on environmental, social, and governance (ESG) factors when selecting investments. This is also called socially responsible investing (SRI) and even values-based investing.

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Investing Investments Asset Allocation Financial Advisor 52

The Irrelevant Investor

JUNE 7, 2022

Today’s Animal Spirits is brought to you by YCharts: See here for YCharts' latest research on the real impact of mega-cap stocks on your portfolio. On today’s show we discuss: Targets margins are getting squeezed The state of the economy survey Wages are still going up The dark side of the hot labor market Job growth remains strong The tech crash could lead to a talent bonanza for big tech Retail investors are buying U.S.

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Retirement Planning Retail Portfolio Government 52

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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.

Banking

Steven J. Wilson

JUNE 7, 2022

Content marketing can be a great way to connect with potential and current customers, but it can be challenging to stand out in such a crowded field. There is much content out there that will supposedly help customers save for retirement, get out of debt, or invest their money. So how can you make content […]. The post 9 Achievable Content Marketing Tips for Financial Services appeared first on Steven J.

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Financial Services Marketing Marketing Retirement 52

Diamond Consultants

JUNE 7, 2022

There was a time when many advisors would never have considered a move. Why would they? In the short term, there was nothing to solve for. But now they’re thinking differently. Ten years ago, if I asked a successful advisor in the prime of their career to explain their succession plan and glide path to retirement, they likely would have looked at me like I had three heads.

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Envision Wealth Planning

JUNE 8, 2022

Building a child’s wealth, financial literacy, and experience with handling money, while they’re young, is critical. . Wealth is a matter of both money and mindset! . Start by being mindful of the consequences of your own spending and investing actions. Your goal is to ensure that the younger recipient or recipients of their inheritance, can get a head start in creating lifetime wealth, or simply some fun money to blow.

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XY Planning Network

JUNE 6, 2022

5 MIN READ. Two years into the pandemic, it’s clear that life and work have changed in lasting ways. At #XYPNLIVE 2022, you’ll find a schedule designed to help you re:imagine, re:define, and re:invent what the next normal will look like for you and your firm. Every year, #XYPNLIVE is the place the Network gathers. You’ll step out of your day-to-day experience of financial planning and firm ownership to reconnect with the brain trust you need to succeed.

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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

Numbers

Financial Symmetry

JUNE 6, 2022

You may have caught a headline or heard some murmurers from colleagues about I Bonds and their currently high interest. If so, you’ve likely wondered how they have that interest rate in this market environment or if you should be … Continued. The post Can I Really Earn 9% on I Bonds? appeared first on Financial Symmetry, Inc.

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Twenty Over Ten

JUNE 6, 2022

Using our Fresnel framework, The Seaside Wealth Management site takes inspiration from the sea for its design while providing relevant information in an efficient manner. Site navigation is clean, ensuring visitors and clients can easily find the information they’re seeking.

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Wealth Management Financial Advisor Management Clients 52

Envision Wealth Planning

JUNE 6, 2022

In my experience, solo entrepreneurs are more familiar with the SEP-IRA than the Solo 401(k). A SEP (simplified employee pension) plan allows employers to contribute to traditional IRAs (SEP-IRAs) set up for employees. A business of any size, even self-employed, can establish a SEP. While both allow you to save $61,000 in 2022, there are some advantages to the Solo 401(k), also known as a one-participant 401k plan, that may make it the right choice for you. . #1 – Solo 401(k) plans allow you to

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Taxes Retirement Accounting Planning 52

The Irrelevant Investor

JUNE 5, 2022

Today’s Talk Your Book is brought to you by Harbor Capital: We had Don Casturo, Founding Partner and CIO of Quantix Commodities, and President and CIO of Harbor Capitals Kristof Gleich on the show to talk about their All-Weather Inflation Focus ETF. On today’s show we discuss: Where we are in the commodity cycle What is driving inflation today Why supply isn't coming back online as quick Timing the energy transition Why gold is underperforming The complexities of investing in commodities The nic

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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.

Financial Advice

Steve Sanduski

JUNE 5, 2022

This is the first in a series of best books for financial advisors posts. Each post will cover a certain aspect of being an indispensable advisor and guide you along your path to mastering advice. Regardless of where you are in your financial advisor journey, you will find deep wisdom in these best books for financial advisors. I’ve read all of them and refer back to them regularly.

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Financial Advisor Clients Management Numbers 52

Aleph

JUNE 4, 2022

Photo Credit: Marco Verch Professional Photographer || With some private investments, you can’t tell what the value truly is. Third party professional help occasionally assists dishonesty. Part of my career was based on concealing volatility. I sold Guaranteed Investment Contracts. I helped design and manage several different types of stable value funds.

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Insurance Investing Investments Accounting 52

Norman Marks

JUNE 7, 2022

Richard Chambers has returned to the topic of audit reports in 5 Strategies For More Timely Internal Audit Reports. I agree with much of what he has to say, especially this: …it can sometimes take as long to issue a report as it took to perform the audit! This is a major problem, a total […].

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Government 49