FMG
JUNE 28, 2022
For the last “Trending This Tuesday” of June, we have some awesome marketing articles for you! With tips on how to tell great stories to showing your value as an advisor to prospects and much more, this is a “must-read” roundup. 1. Can You Still Tell A Fantastic Story With A Technical Topic? via Perfectly Planned Content. You can find story-telling in some pretty unlikely places, and it’s beneficial in almost all aspects of marketing.
Gen Y Planning
JULY 1, 2022
Money is like a team sport; while your individual habits and practices matter, there’s always a bigger picture to consider (spouse, kids, siblings, parents, friends, etc.). Even though you’re building wealth to support yourself and your immediate family, many people’s money goals extend to offering support to their parents, siblings, or other loved ones along the way. .
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The Irrelevant Investor
JULY 1, 2022
My wife turned on Good Morning America the other day and here's what the show led off with: A mall bombed in Ukraine, 53 migrant workers dead, the attack on Capitol hearing, Walmart sued by FTC for fleecing customers, and a man from Minnesota who vanished in Ukraine. Oh. My. Lord. Is there not one good piece of news to report on? George Carlin was wise to this forty-five years ago.
Covisum
JULY 1, 2022
An estimated 65 million people rely on retirement and disability benefits, and many are concerned about Social Security's future. Last month, the Social Security Board of Trustees released their annual report detailing the program's financial status. The 2022 report presents new opportunities for financial advisors who know where to look.
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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.
Twenty Over Ten
JULY 1, 2022
We’re diving headfirst into July with some brand new content guaranteed to make a splash! ?? From retirement planning tips to cryptocurrency advice and more, we can’t wait for you to check out this month’s library. Learn more below!
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
WiserAdvisor
JULY 1, 2022
The number of entrepreneurs in America has exponentially increased over the past few years. Committed to building enterprises from the ground up, these entrepreneurs are building the future of America. That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Long working hours, lack of financial security, irregular income, managing investors, liquidity issues, insufficient equity, and more, while juggling personal finances, can be a daunting t
MazumaBusinessAccounting
JULY 1, 2022
Why do I need an accountant for my small business? Those that do their taxes for themselves may think nothing of taking on this huge responsibility as a small business owner. Take it from us, though: after a certain amount of progress as a company, doing your own business accounting isn’t likely worth your time, especially if your background isn’t in finance.
The Irrelevant Investor
JUNE 29, 2022
You probably noticed that things are very weird right now. The stock market is imploding but the economic data is still pretty okay. We're probably not in a recession right now, but the market is acting as if one is imminent. I was listening to Conor Sen and Derek Thompson today and Conor made a good point. During the GFC and the tech bust, we were already in a recession by the time the S&P 500 was in a bear market.
International College of Financial Planning
JUNE 30, 2022
Hiring a wealth manager is one of the biggest financial decisions you’ll make. When it comes to finding the right person for the job, you want to make sure you do your research. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. It’s also important to find someone who will work with you—not for you. .
Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
Truemind Capital
JUNE 30, 2022
It’s common knowledge now that benchmark Indian & US (S&P 500) indices are down by 16% & 21% respectively with some stocks down by more than 50%. The sharp uptick in yields caused the mark to market losses in long-term debt instruments. There is a lot of chaos recently after Russia’s attack on Ukraine and the market seems directionless & confused on the way forward.
MazumaBusinessAccounting
JULY 1, 2022
Small businesses have many spinning plates that can quickly become overwhelming to owners. While many day-to-day activities of owning a small business differ based on industry, bookkeeping does not. Every business involves bookkeeping, and delayed, or inaccurate bookkeeping can swiftly become a financial disaster. How can you grow your business, secure capital, or even file taxes correctly without accurate and up-to-date books?
Integrity Financial Planning
JUNE 29, 2022
Does your plan properly account for inflation, now and in the future? Where is the stock market headed? Let’s talk about the things you need to be thinking about right now in your financial plan. Interest rate hikes continue and inflation keeps going up. Could it level out at some point? What is the inflation rate that Brian factors into financial plans?
Mullooly Asset Management
JUNE 30, 2022
In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term. Things will change over the course of your life, that’s why we believe in ongoing investment management and financial […] In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship.
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
Aleph
JUNE 30, 2022
Image credit: Diverse Stock Photos || Would that those shiny coins were the real thing. Metal coins are real. Code, not so. As I have said before, look at the underlying economics of an investment rather than its external form. It doesn’t matter whether it is public or private. The form of an investment does not affect its returns, for the most part.
Yardley Wealth Management
JUNE 29, 2022
The post Roadmap For Financial Planning appeared first on Yardley Wealth Management, LLC. Roadmap for financial planning When I say that being a financial advisor is a lot like being a therapist, you probably think I’m joking. In fact, there’s a lot more overlap between the two professions than you might imagine! We all have different values and emotions around money.
Hubly
JUNE 28, 2022
New entrant to the Wealth Management Industry, Hubly, announced as finalist in the Workflow Automation – Business Support Systems category for the Wealth Management Industry Awards.
James Hendries
JUNE 29, 2022
Implementing a 401(k) plan for your employees is good business. It means you’re thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan: Can help you attract and retain top talent. May make you eligible for tax credits. 1. Can allow you to deduct contributions to employee 401(k)s as business expenses.
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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.
Mullooly Asset Management
JUNE 29, 2022
In this week’s video, Casey discusses changes to retirement accounts that **could** happen in the near future. If you save for retirement in a 401(k) or IRA, you’ll want to get these potential changes on your radar. We could see the age to begin RMDs pushed back and the allowance of certain penalty-free emergency withdrawals. […].
Meb Faber Research
JUNE 29, 2022
Episode #426: The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely Run-Time: 46:25 Guests: John Arnold, Whitney Baker, Jeremy Grantham, Ivy Zelman, Gio Valiante, Dylan Grice, Antti Ilmanen, Chris Bloomstran, Peter Zeihan, & Dan Ariely Summary: Today we’re looking back at some of our most popular episode in […].
Hubly
JUNE 28, 2022
Have you ever wondered why clients leave their financial advisors? What if your actions are preventing you from retaining clients? Learn how you may be losing your client's trust and how to fix it.
James Hendries
JUNE 29, 2022
Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share with them key financial, medical, and estate planning information. An awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur.
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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
MainStreet Financial Planning
JUNE 29, 2022
It’s graduation season and I’ve been thinking about the lack of personal finance education in the schools. Here are 4 things I think that every person graduating from high school needs to know by graduation. Banking – We should know how to interact with a bank or credit union, open an account(s) and use the account(s) wisely, tracking what goes in and out of the accounts.
Steven J. Wilson
JUNE 28, 2022
When it comes to lead generation, financial services companies have a lot to consider. Several factors can impact your ability to generate leads and close deals, from identifying the right target market to understanding the complex sales process. That’s why we’ve put together this guide on lead generation strategies for financial services companies.
XY Planning Network
JUNE 27, 2022
5 MIN READ. Whether you’ve made the big decision to join XYPN, or you’ve been a member for a while and haven’t taken a deep dive into maximizing your membership, you’re ready to start taking advantage of countless member benefits. So how do you take full advantage of XYPN membership? Enter your Member Experience Specialist. We at XYPN understand how important it is to have someone in your corner, so rest easy knowing that each and every member is assigned to one Member Experience Specialist from
James Hendries
JUNE 29, 2022
Entrepreneurs who are starting a new business or expanding an established business are often advised to look to family members or friends when seeking financing for their venture. After all, who is more likely to have confidence in your ability to succeed and in your ability to turn a profit on their investment than the people closest to you? But, mixing business and personal matters can put you in some tight spots, potentially imperiling not only your professional prospects, but also your most
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.
Mullooly Asset Management
JUNE 28, 2022
Retirement is often thought of as one big decision. But planning for retirement is actually a series of small decisions made along the way. It usually starts out as wanting to know the answer to the BIG question of can I financially afford to retire? Or do I have to continue working? Yes or no? […].
Advisor Websites
JUNE 28, 2022
One of the best ways to grow your financial advisory business is through your existing client base in the form of referrals. If you're looking to keep your current clients engaged and fuel excitement in your best prospects, consider hosting a client appreciation event. Client appreciation events provide an opportunity to strengthen your relationships with existing clients while providing a non-committal environment for prospects to get to know you.
The Irrelevant Investor
JUNE 26, 2022
Today’s Animal Spirits is brought to you by Conversus: We had Bob Long, CEO of Conversus on the show to talk about investing in a diversified set of private market assets. On today’s show we discuss: What the fund structure looks like What a tender fund is Valuations in private markets Where the private market discount comes from Public markets vs private markets today How investing with Conversus works Interest rates and private markets Listen here: Links: Conversus news and insights Comprehen
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