MazumaBusinessAccounting

NOVEMBER 29, 2021

If God told you to open a flower shop, even if you knew nothing about flowers, would you have the courage to follow through? That is what happened to Brandon Lunsford, who completely changed his family’s life by opening Garden Of Eden Floral and Tea Room in La Porte, Texas. Back in 2012, Brandon helped his parents run a trucking brokerage company, but the industry was struggling, and large companies that owed his family money were not paying their bills, effectively shutting down the famil

Media 19

Media Accounting Clients 19

The Irrelevant Investor

DECEMBER 3, 2021

"Would you want to partner with us on this? We're literally trying to build the exact same thing that you are." "Absolutely," I said. "Let's do it." This was the conversation I had a few months ago with Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree. The project we were both working on, independent of one another, was building a diversified cryptocurrency strategy.

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The Richer Geek

DECEMBER 1, 2021

Welcome to another episode of the Richer Geek. We're happy to have Chad Willardson. He is the President and Founder of Pacific Capital and is a Certified Financial Fiduciary®, Accredited Wealth Management Advisor, and Chartered Retirement Planning Counselor. Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2% of over 16,000 Financial Advisors nationally.

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Gen Y Planning

DECEMBER 1, 2021

You’re likely familiar with the saying, A penny saved is a penny earned. . It sounds like the type of vague financial advice you might hear from your relatives around the holiday table. . But how is that penny earning anything? If it’s stuck in a traditional savings account, likely not much since the current national average return on a savings account is 0.06%.

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Speaker: Erroll Amacker

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

Accounting

Robert B. Ritter Jr.

NOVEMBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. It is a an informational blog only) Note from Bob Ritter: I have been buried lately on a project involving a new product we will release in 2022 called the InsMark Annuity Proposal System. Unfortunately, this undertaking […]. The post Blog #215: Three Good Ideas first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Financial Services 52

Financial Services Retirement Planning Insurance Financial Planning 52

The Irrelevant Investor

NOVEMBER 30, 2021

The S&P 500 is not the stock market. Well, technically it is. But since the index is weighted by company size, looking at it in isolation can provide an incomplete picture as to what's happening at the individual company level. In a cap-weighted index, and this would never happen, but the 50 smallest companies could double in size overnight and that would provide a modest 2.2% bump to the index.

Numbers 52

Numbers Marketing Marketing 52

Prosperity Coaching

DECEMBER 1, 2021

Financial Advisor Referral Scripts Galore. Financial advisor referral scripts: Why is asking for referrals so stressful? Why do we get flustered and awkward with our words? Or, why do we NEVER ask for referrals? Because we don’t know what to say! This is where learning HOW to ask for referrals […]. The post Financial Advisor Marketing Ideas: Referral Scripts Galore appeared first on The Prosperous Advisor Coaching Blog.

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Financial Advisor Marketing Marketing Clients 40

Investing Caffeine

DECEMBER 1, 2021

I f you have recovered from your Thanksgiving turkey and stuffing food coma, you have probably woken up to the sound of a new health scare alarm …Omicron. Where does the name Omicron come from, and why is it named after a Greek alphabet letter? The short answer is the system was created to avoid public confusion with complicated scientific names (e.g., B.1.1.529) and also to mitigate the stigma assigned to a region of origination.

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Healthcare Government Pharmaceutical CFP 52

The Irrelevant Investor

NOVEMBER 28, 2021

Articles A DAO is a company that has no leadership structure. (By Dave Nadig) If you really believe the big wave is coming, timing is less important than you think (By Jackson Dahl) Ideas are building on each other more quickly than ever before (By Packy McCormick) Go find people who have made the change you want to make and get with them (By Phil Pearlman) It's the biggest TAM in crypto (By Mario Gabriele) Television people think financial advice is about guessing the future prices of stocks a

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Financial Advice Retirement Accounting Assets 52