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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.
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.
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.
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.
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
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.
In this week’s podcast, Tom and Casey discuss how the current economic data is telling two stories. We have historically low unemployment numbers but also historically high inflation, so what does that mean for everyday investors? The guys draw on historical examples to show how the economic levers the Fed is pulling take time to […] In this week’s podcast, Tom and Casey discuss how the current economic data is telling two stories.
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.
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.
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 […].
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].
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 […].
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.
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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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.
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
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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.
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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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.
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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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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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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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.
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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