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npr.org) Occupational licensing is out of control. newsletter.abnormalreturns.com) Mixed media While more Americans are choosing to work part-time. mailchi.mp) On the ethics of holding down two full-time jobs. (bloomberg.com) Data from the U.S. econbrowser.com) The economic schedule for the coming week. slate.com)
I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. Investment adviser representatives (IARs) who charge clients fees are also required to take their licensing exams, among many other legal requirements. .
A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry.
Social Media Management Hootsuite and Buffer allow advisors to manage their social media presence across multiple platforms. These tools help schedule posts, monitor engagement, and analyze social media performance, allowing you to unchain yourself from the computer and set up a posting schedule that deploys content automatically.
All you need are a few tools, a good work ethic, and an entrepreneurial spirit. For instance, you can make money as a freelance writer , manage social media accounts, or do video editing. You can also offer more specific virtual assistant services such as social media management (Facebook, Twitter, Pinterest, etc.),
Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Note: Ryan holds both insurance and FINRA licenses. Services: Investment management, retirement planning, fee-based financial planning Note: Rodolfo holds insurance and FINRA licenses. 56 Capital Partners www.56capitalpartners.com
All you need are a few tools, a good work ethic, and an entrepreneurial spirit. For instance, you can make money freelance writing , manage social media accounts, or do video editing. You can also offer more specific virtual assistant services such as social media management (Facebook, Instagram, Pinterest, etc.),
I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. What about ethics? Should we be awarding advisors for being talking heads/media personalities? Ethical actions that financial advisors take. Number of employees per client?
He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. Scott Salaske , CEO of Firstmetric. For those of you who are new to my blog, my name is Sara.
It also means knowing your target audience, creating different types of content, and using social media and SEO effectively. It includes sharing helpful things like blog posts, articles, and updates on social media. You can check how your posts perform and handle several social media accounts in one spot.
According to Bak, assets don’t care about the ethics of their investors. For marketing tips in the transparency age… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. He holds Series 7 and 65 Securities Licenses in addition to a Life & Health Insurance License.
When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.
Additionally, having a job at a young age helps build a strong work ethic. Perhaps spending so much time on social media has tempted you into buying things you don’t need. You’ll also learn valuable skills along the way, such as searching for a job, applying for one, crafting a resume, and interviewing.
Finally, the grounding of Kingfisher Airlines in 2012 and the cancellation of its license in December 2012 ended the Kingfisher journey. Post the closure of Kingfisher the Serious Fraud Investigation Office (SFIO) found that serious corporate ethics were violated during the merger. What went wrong with Kingfisher?
Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.
When advisors are not fiduciaries, they follow what is called the “suitability” requirement, which is basically an ethical call to follow the same prioritization of interests. That story, because of its sensationalism in the media, became somehow representative, when in fact, it really isn’t at all. Sources: 1. Department of Labor 2.
License Your Music 13. Become A Social Media Influencer Semi-Passive Side Hustles 15. You can provide services such as social media consulting or operational consulting for a share of the cash flows of the business. One solution would be to license your music. Start A Blog 9. Build An Online Course or Guide 10.
Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.
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