Nerd's Eye View

FEBRUARY 2, 2024

Which suggests that building trusting relationships with their clients and giving them added confidence in their financial decision-making (rather than focusing on ways to juice investment returns) could be the keys to improving client retention!

Financial Planner 229

Financial Planner Compliance CFP Clients 229

The Irrelevant Investor

DECEMBER 5, 2018

"Apple is so big, it’s running up against the law of large numbers." Another NYT article from 2014 states that "What makes Apple’s challenge particularly daunting is the law of large numbers. The law of large numbers is often invoked when describing Apple and other large companies. 487 billion.

Numbers 52

Numbers Engineering Sales Government 52

Abnormal Returns

JANUARY 13, 2024

Transport Electric school buses have a number of advantages. coldeye.earth) Students don't want to major in oil and gas engineering. newsletter.abnormalreturns.com) Mixed media The increasing number of satellites are messing with Earth-based astronomy. grist.org) Waymo is beginning to test self-driving taxis on the highway.

Food 276

Food Financial Advising Transportation Engineering 276

NAIFA Advisor Today

AUGUST 14, 2023

Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people. So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college.

CFP 98

CFP Engineering Financial Services Insurance 98

Nerd's Eye View

SEPTEMBER 18, 2024

Today, AI is now almost ubiquitous across many of the tools that we use, from smartphone cameras to search engines to office productivity software. In the nearly 2 years since the launch of ChatGPT, there has been an explosion of new technology solutions incorporating Artificial Intelligence (AI).

Engineering 236

Engineering Clients Financial Advisor Financial Planning 236

The Big Picture

NOVEMBER 4, 2023

By engineering and reprogramming our own cells, we may be able to cure cancer, manufacture drugs inside our body, regenerate organs, and even reverse aging. He is the author of the new book, “ Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” But it’s not clear why these seas exist at all.

Medicine 298

Medicine Startup Engineering Manufacturing 298

Midstream Marketing

NOVEMBER 7, 2024

They help attract the right leads and improve your search engine rankings. This includes content marketing, keyword research, and tips to enhance your website for search engines. Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM).

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 211

Financial Planner Certification Retirement Planning Retirement 211

The Big Picture

OCTOBER 28, 2024

We, we were doing from a three engines from Mercedes was quite an extensive program about our rally team as well. So that was spun out and it was a really good high tech company to build engines for formula three years. And then it kind of started to roll 00:15:07 [Speaker Changed] And I, I wanna put some flesh on those numbers.

Engineering 144

Engineering Numbers Investing Investments 144

The Big Picture

OCTOBER 5, 2024

Practical Engineering ) • The other British invasion: how UK lingo conquered the US : It used to be that Brits would complain about Americanisms diluting the English language. Cutter has put-up impressive numbers since its 2022 launch, and now manages more than $500 million in institutional assets. But in fact it’s a two-way street. (

Nonprofit 157

Nonprofit Healthcare Engineering Investing 157

Abnormal Returns

FEBRUARY 16, 2023

theblock.co) Companies Cory Doctorow, "In its nearly 25-year history, Google has made one and a half successful products: a once-great search engine and a pretty good Hotmail clone. apricitas.io) There are a near-record number of housing units currently under construction. Everything else it built in-house has crashed and burned."

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Norman Marks

FEBRUARY 3, 2023

He helps the finance organizations of his clients in a number of interesting ways, including process engineering. On my flight to meet with internal auditors at their company’s annual IA conference, I sat next to a partner in the advisory practice of Deloitte. One of the types of projects where he is asked to assist […]

Engineering 85

Engineering Numbers Clients Government 85

Nerd's Eye View

JUNE 18, 2024

Brent is the founder of Advisor Rankings, a marketing firm based in Boise, Idaho that specializes in search engine optimization for financial advisors. Welcome back to the 390th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brent Carnduff.

Financial Advisor 130

Financial Advisor Clients Engineering Planning 130

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 212

Estate Planning Financial Planning Wealth Management Clients 212

The Big Picture

SEPTEMBER 26, 2022

. • Why Jack Welch Wouldn’t Cut It Today : Bill George, a legendary CEO in his own right, says good quarterly numbers aren’t necessarily indicative of strong leadership. The Era of Monster-Truck Sneakers Treats Soles as Engineering Marvel : Tread anything but lightly when you’re wearing these sneakers. Institutional Investor ).

Engineering 300

Engineering Economy Manufacturing Retirement 300

MarketWatch

JUNE 22, 2023

The number of people Ford plans to lay off in this latest round couldn’t be learned, the report said. The cuts are expected to affect employees on Ford’s businesses focusing on internal combustion engines as well as EVs and software, the newspaper said. The layoffs are expected to include mostly U.S.

Engineering 97

Engineering Numbers Planning Marketing 97

Abnormal Returns

JULY 25, 2023

behaviouralinvestment.com) TCW Group is buying the ETF business of Engine No. nytimes.com) Housing The May Case-Shiller numbers showed a 0.5% (ritholtz.com) ETFs Joe Wiggins, "While it may be difficult for investors to make money from thematic funds, it is easy for asset managers." bloomberg.com) Hotels are gearing up for longer stays.

Financial Advising 130

Financial Advising Media Engineering Sales 130

The Big Picture

JANUARY 25, 2023

Bloomberg ) • For Tech Companies, Years of Easy Money Yield to Hard Times : Rock-bottom rates were the secret engine fueling $1 billion start-ups and virtual attempts to conquer the physical world. NYSE says it’s investigating issues with the opening auction. But in 2023, reality bites. ( 6 committee’s legacy.

Wealth Management 289

Wealth Management Medical Engineering Management 289

Nerd's Eye View

NOVEMBER 3, 2023

Read More.

Financial Planner 236

Financial Planner Retirement Planning Retirement Insurance 236

Nerd's Eye View

AUGUST 21, 2023

For instance, niche firms have greater satisfaction with the number of leads received, the ‘fit’ of the prospects with the firm, and the effectiveness of their lead generation strategies when compared to non-niche firms. Nonetheless, one group of advisors reported more marketing success than others: those serving client niches.

Marketing 231

Marketing Marketing Financial Planner Clients 231

Abnormal Returns

SEPTEMBER 10, 2022

engadget.com) Environment Shane Shifflett, "(C)ompanies looking to offset their emissions are buying credits in vast numbers that do little to help neutralize their carbon output." daily.jstor.org) Animals Beavers are 'highly skilled environmental engineers.' statnews.com) The number of children orphaned by Covid is on the rise.

Financial Advising 130

Financial Advising Medical Numbers Engineering 130

Indigo Marketing Agency

MARCH 21, 2024

With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. However, navigating the world of SEO (Search Engine Optimization) can be daunting, leaving many financial advisors with questions and uncertainties.

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

The Big Picture

JANUARY 13, 2023

Life Lessons from 1,000 Years : I asked a number of 90-year-olds a simple question: “If you could speak to your 32-year-old self, what advice would you give?” Be sure to check out our Masters in Business interview this weekend with Jennifer Grancio, CEO of Engine No. But some habits are hard to break. ( New York Times ).

Media 271

Media Transportation Engineering Distribution 271

The Big Picture

AUGUST 31, 2022

Supermassive black holes have come to the fore as engines of galactic evolution, but new observations of the Milky Way and its central hole don’t yet hang together. The Milky Way’s Black Hole May Be the Key. Quanta Magazine ). Wall Street Journal ) see also John McEnroe, Seriously On the eve of the U.S.

Engineering 298

Engineering Food Taxes Numbers 298

Nerd's Eye View

JANUARY 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Docupace launches an ‘RIA Productivity Toolkit’ as it increasingly expands beyond its document management roots in a bid to become more of the back-office workflow engine of small-to-mid-sized advisor enterprises.

Insurance 212

Insurance Engineering Financial Advisor Clients 212

Abnormal Returns

AUGUST 12, 2023

bloomberg.com) Despite high pay, college kids don't want to major in petroleum engineering. theweek.com) Travel The number of unruly air passengers has fallen since 2021. (theverge.com) E-boats are the future. slate.com) Energy Nuclear energy is gaining significant momentum in Ontario. semafor.com) Why is everyone rushing to the Moon?

Pharmaceutical 189

Pharmaceutical Food Financial Advising Transportation 189

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 239

Estate Planning Clients Media Wealth Management 239

The Big Picture

OCTOBER 21, 2024

00:02:13 [Speaker Changed] Well, actually I started out electrical engineering. First, 00:02:18 [Speaker Changed] First two years, electrical engineering. I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation.

Numbers 144

Numbers Banking Investing Investments 144

Trade Brains

FEBRUARY 14, 2024

Under the “Aircraft and Aero-engine” category, the Indian Army has received an allocation of ₹ 5,500 crores, the Indian Navy has received an allocation of ₹ 7,000 crores, and the Indian Air Force has received an allocation of ₹ 15,721.65 At its various divisions, it has also produced 51 new engines and accessories. Value in Rs.

Investing 105

Investing Investments Engineering Budgeting 105

Advisor Websites

DECEMBER 23, 2021

Search Engine Optimization (SEO) is essential for all types of businesses, but is particularly important for financial advisors. Utilizing SEO strategies and tactics will drive online traffic to your website and increase the number of potential clients.

Financial Advisor 52

Financial Advisor Engineering Numbers Clients 52

Nerd's Eye View

AUGUST 29, 2023

What's unique about Jeff, though, is how he built his own financial planning spreadsheets in Excel, and has developed coding and integrations that automatically populate into a PowerPoint presentation, that he then shows clients to help build a story for their financial plans and give them the motivation they need to achieve their financial goals… (..)

Planning 205

Planning Clients Financial Planning Financial Advisor 205

The Big Picture

AUGUST 6, 2022

It’s the intersection of business, people, psychology, sociology, and numbers. Can we engineer our way out? . • Reflections on the Investing Process with Michael Mauboussin : “This is the nature of what we do. It’s just inherently fascinating. ” ( Compound Manual ). And at what cost? Businessweek ).

Engineering 281

Engineering Economics Food Banking 281

Trade Brains

FEBRUARY 18, 2024

Craftsman Automation Ltd Company Overview Craftsman Automation Limited is a company based in Coimbatore that does a lot of different engineering work. Craftsman Automation makes lots of different parts and pieces for different industries like cars, factories, and engineering.

Manufacturing 59

Manufacturing Engineering Pharmaceutical Government 59

The Big Picture

JULY 25, 2022

There are so many variables in answering this question reverse engineering possible Q3 and Q4 earnings and coming up with some multiple seems to be a fool’s errand. We don’t make investments based on forecasts, and any number of random surprises could make the economy appreciably better or worse.

Economy 345

Economy Economics Engineering Food 345

Random Roger's Retirement Planning

FEBRUARY 25, 2023

I am less interested in the sensational numbers they are throwing around than a couple of smaller observations in the article. Using the 4% rule for safe withdrawal percentages, if you're 10 years away from when you want to retire, how do the numbers look? I am in that camp and I guess I am surprised that the number isn't much higher.

Retirement 98

Retirement Numbers Portfolio Portfolio Management 98

Steven J. Wilson

MARCH 14, 2023

Regarding SEO, keywords are essential for achieving a high ranking on search engine result pages. Knowing the correct number of keywords to use. But how many keywords should you include per page? Read more The post How Many Keywords Per Page For SEO appeared first on Steven J.

Engineering 40

Engineering Numbers Marketing Marketing 40

Truemind Capital

MARCH 12, 2024

The numbers look fantastic from all angles. However, the biggest problem with a company having apparent corporate governance issues is that you can’t rely on the accuracy of the financial numbers anymore. It could all just be fiction, engineered to present a rosy picture.

Government 52

Government Investing Investments Valuation 52