Remove Ethics Remove License Remove Sales
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Sunday links: too many theories

Abnormal Returns

wsj.com) Sketchy products keep showing up for sale on Amazon ($AMZN). npr.org) Occupational licensing is out of control. mailchi.mp) On the ethics of holding down two full-time jobs. (wsj.com) At this point, legit crypto companies don't have much choice but to embrace regulation. bloomberg.com) Data from the U.S. slate.com)

Ethics 243
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Satyam Scam – The Story of India’s Biggest Corporate Fraud!

Trade Brains

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. This allowed Raju to make profits from their sales at high prices. PwC was found guilty and its license was temporarily revoked for 2 years.

Banking 131
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Best Jewellery stocks in India to keep an eye on!

Trade Brains

Factors contributing to this growth include increasing disposable incomes, changing consumer preferences, and the popularity of unique, ethically sourced gemstones. Despite these high prices, retail sales remained strong, particularly during the festive season, highlighting consumer confidence. It is projected to grow from USD 232.94

Retail 97
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A Guide to the 4 Types of Tax Preparers

Harness Wealth

CPAs are licensed by state boards of accountancy in the state where they practice. Many states require an ethics exam covering professional conduct and accounting rules, ensuring that CPAs are equipped to handle ethical situations during their career.

Taxes 52
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Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates!

Sara Grillo

There is no securities license required to sell it. Actuarial Guideline 49 of 2015, via the National Association of Insurance Commissioners (NAIC) sought to cap, or limit the highly unlikely, aggressive illustrations used in the sales software prior to 2015.

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Should you die and go to hell before selling an annuity?

Sara Grillo

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.

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How Financial Advisors Can Scale Business Without Burnout

Indigo Marketing Agency

Use Automated Marketing Tools Action: Partner with a marketing provider to set up custom nurture email sequences, advanced sales funnels, and continuous high-quality content that drives and converts more prospects while keeping current clients engaged. These types of services work best when they serve as part of an orchestrated sales funnel.