Norman Marks
MAY 20, 2022
When I saw that Protiviti had published an article with the title What Is Embedded Assurance — and How Can It Benefit Enterprise Projects?, I was intrigued. What exactly is “embedded assurance”? I expected something along the lines of the new-fangled concept of ‘combined assurance’, which is really not new at all! In 2009, the […].
MazumaBusinessAccounting
MAY 18, 2022
You’re probably spending a fair amount of money on advertising your small business to potential clients and customers. Did you know most of your marketing and advertising can be written off as a tax deduction to lower your tax bill? Whether you’ve got a whole marketing team running the show or you just purchased your first ad, most money spent on promoting your small business is tax deductible.
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Indigo Marketing Agency
MAY 17, 2022
Join me in this quick video where I uncover the sweet spot for the length of a financial advisor’s blog post! We get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? Google used to have in their algorithm that a longer blog post was better and that 2,300 words was the sweet spot, so you’ve likely heard that metric repeated a lot.
Mr. Money Mustache
MAY 20, 2022
Boom! Well, that was kinda sudden! In the three months or so since we last spoke, the world has become an entirely different place – at least for those of us who keep up with any sort of international, financial or stock market news. The headlines are new, and the problems are of course very real. Russia has started one of the biggest, shittiest wars in a generation – killing untold thousands of people, displacing millions, and halting trillions of dollars of production and trade.
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.
Norman Marks
MAY 16, 2022
Over the years as a CAE, I learned that there was a better way to steer the audit team. Instead of asking them to assess the system of internal control over a process or business unit (an approach that is disconnected from enterprise objectives), or whether the controls provide reasonable assurance that specified risks are […].
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Hubly
MAY 20, 2022
Read Bob Veres' Inside Information article about how Hubly's practice management software adds workflow creation and automation to your CRM as well as additional office management features.
Tobias Financial
MAY 20, 2022
When was the last time you checked your automated payments? Automating financial tasks such as paying bills or transferring money into a savings account is a way of making our lives easier and eliminating tasks to think about. However, not overseeing this task regularly comes with potential risks. . Recently, our wealth advisor Catalina Franco-Cicero was quoted in AP News, offering her insights on the potential risks connected with automating your financial tasks.
Prosperity Coaching
MAY 20, 2022
Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients. Since […]. The post Financial Advisors Selling to Corporate Executives appeared first on The Prosperous Advisor Coaching Blog.
Advisor Websites
MAY 20, 2022
We’ve talked about how to write your financial advisor biography and how to make it engaging , but are you including these must-have elements that take your bio to the next level?
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.
Covisum
MAY 19, 2022
You know that taxes are a crucial element of any retirement strategy that can't and shouldn't be ignored. However, taxes are rarely straightforward, especially taxes on retirement income. That's where you come in. Registered investment advisors can deliver significant value through different tax strategies. Help your clients keep more of their hard-earned retirement dollars by identifying tax traps and opportunities.
Andrew Thrasher
MAY 19, 2022
Here’s the replay from my conversation with Mike Green and Harley Bassman on their show last week. We had a great conversation about volatility, using technical analysis, inflation, did the Fed manipulate markets, and what’s unfolding in the market this Continue reading Keeping it Simple Web Series by Simplify → The post Keeping it Simple Web Series by Simplify first appeared on.
MainStreet Financial Planning
MAY 19, 2022
“Sandwich Generation,” you’ve heard this phrase before. In fact you might even be in it with your own family. I am certainly feeling like I am in the middle of that sandwich currently with my own. The big question is how do we balance our own life, creating a family, raising our kids while also making sure that we can take care of our parents when they need us.
Steve Feinberg
MAY 19, 2022
One of the most challenging aspects of owning a business is properly filing your taxes every year—and the changes to the tax code that happened in 2021 have only made things more confusing. That’s why Appletree Partnered with Bankprov.com to help explain what the 2021 changes mean for owners of small and mid-sized businesses when it comes to net operating loss, employee retention credits, PPP forgiveness, and plenty more.
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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.
The Irrelevant Investor
MAY 18, 2022
Are things really that bad? Looking at some of the sentiment data, you would think the unemployment is 10% and the stock market is down 50%. The most recent BofA Global Fund Manager Survey is pretty gnarly. You have the lowest reading of "managers expecting a stronger economy" since The Great Financial Crisis. The last time average cash balances were this high was after the dotcom bubble burst.
Yardley Wealth Management
MAY 18, 2022
The post Investing in Uncertain Times appeared first on Yardley Wealth Management, LLC. Investing in Uncertain Times After taking a closer look at interest rates and inflation, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? Big picture, we are continuing to deploy the same core principles we use to help people invest across time and through various market conditions.
Steven J. Wilson
MAY 18, 2022
When it comes to keyword research, insurance companies face a unique challenge. The insurance business is very competitive, and insurance companies are constantly vying for positions on the search engine results pages (SERP). Therefore, in order to be successful, it is crucial to target the right keywords. SEO for insurance, if done right, can be […].
The Richer Geek
MAY 18, 2022
Today’s guest, Brent Bowers, is an investor and coach with a focus on buying and selling vacant land. As an Army Officer with over 8 years of service, Brent was spending a great deal of time away from his family, and he knew he needed to make some changes to be more present with his wife and children. Brent began investing in real estate to support his family while having more time to spend with them.
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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.
Integrity Financial Planning
MAY 18, 2022
Do all signs point toward recession? If so, what do we do about it? Brian shares his take on what’s ahead. With inflation at a 40-year high and the Federal Reserve raising interest rates, is a recession coming next? Will it be mild? How can we prepare now? Brian talks about how predictions went with economists and TV personalities before 2008. Ultimately, you’ll want to take a look at your own portfolio.
Twenty Over Ten
MAY 18, 2022
Landing pages and blogs are some of the best ways to gain traction and bring in new clients and prospects. First off, what is a landing page?
The Irrelevant Investor
MAY 17, 2022
Where are we in the cycle? It's a hard question to answer. Inflation is high but interest rates are low. The stock market is getting crushed but the economy is okay. When you put everything together, some pieces of the puzzle seem very out of place. Ben and I went on Derek Thompson's Plain English podcast to discuss all of this. I'll give you the bad news first.
Diamond Consultants
MAY 17, 2022
Tenured advisors have invested a lifetime in building a business with real value, yet many don’t have a succession plan. Why the delay? And what are their options? Succession planning has become one of the hottest topics in the industry and a leading driver of advisor movement. In their recent study, The Impending Succession Cliff , Cerulli reported that more than one-third of advisors are expected to retire within 10 years, setting up the transition of nearly 40% of assets.
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
Investment Writing
MAY 17, 2022
“Get angry” when you want to be creative, says John Hegarty in Hegarty on Creativity: There Are No Rules. Hegarty is a founder of an ad agency. Hegarty points to Picasso’s Guernica as an example of how anger can fuel creativity and big accomplishments. He says. When Picasso painted Guernica , one of his most famous works, I don’t think he was whistling happily to himself.
Covisum
MAY 17, 2022
Financial advisors want to make the right suggestions surrounding taxable Social Security benefits for their retired clients. In many cases, properly planning retirement account withdrawals alongside Social Security benefits can lower the total tax burden. However, with the rules and information surrounding the timing of Social Security benefits and taxes, painting a clear picture of what to expect can be challenging.
The Irrelevant Investor
MAY 17, 2022
Today’s Animal Spirits is brought to you by Nasdaq: See here for Nasdaq's research on the shifting profile of retail investors. On today’s show we discuss: Could inflation give us a wonderful buying opportunity? Bear market survival guide Elon trolling Twitter and the Luna situation Americans view inflation as the top problem facing the country today What will happen with house prices?
Steven J. Wilson
MAY 16, 2022
The financial services industry is one of the most highly competitive industries in the world. To stand out from the crowd and attract new customers, you need to have a robust digital marketing strategy. Consumers are always online, and the opportunity is ripe for the financial service providers who choose to take their digital marketing […]. The post 9 Best Digital Marketing Strategies for Financial Services appeared first on Steven J.
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.
Sara Grillo
MAY 16, 2022
Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. Tides are changing! I’m pleased to present you with a list of low cost financial advisors! Can I get a whoo hoo on that?
Darrow Wealth Management
MAY 16, 2022
Interest rates are rising, and that’s bad news for homebuyers. The national average rate on a 30-year fixed mortgage is now over 5%. After being in the 2% range for much of the Covid era, buyers are now facing a one-two punch: a red-hot housing market and rapidly rising rates. For some buyers, it may make sense to consider an adjustable rate mortgage (ARM) instead of a fixed loan.
The Irrelevant Investor
MAY 15, 2022
Today’s Animal Spirits is brought to you by KraneShares ETFs: We had Roger Mortimer, Portfolio Manager of KraneShares Global Carbon Transformation ETF on the show to talk about the clean energy transition. On today’s show we discuss: How clean energy fits in with today's energy markets How to identify growth opportunities in the energy transition How KraneShares finds these transformative companies ESG mandates and their actual impact on climate How to identify companies undergoing a carbon tran
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