article thumbnail

Saturday links: local altruism

Abnormal Returns

barrons.com) Pets Just how ethical is pet ownership? newsletter.abnormalreturns.com) Mixed media Recruiters are being flooded with AI-generated cover letters and resumes. (theretirementmanifesto.com) Yoga is more than just exercise. washingtonpost.com) Compare your weight to other Americans. flowingdata.com) Walk more.

article thumbnail

#FA Success Ep 298: Navigating The Evolution From Broker-Dealer To RIA Platform Leadership, With Carolyn Armitage

Nerd's Eye View

Vest and Financial Network to improve upon or outright establish new advisory platforms within their existing brokerage businesses, and how in three short years, Carolyn built a new training and development platform for LPL’s largest advisors – helping them recruit and retain advisors, create better compensation packages, and even build (..)

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

3 simple tips for compelling marketing on social media

Million Dollar Round Table (MDRT)

These have helped me gain the trust of new clients and new recruits for my team. Show your ethics and values. Yet, I’ve made great strides in this area. I don’t produce YouTube videos or TikTok content, but I do a few key things that anyone can do. My posts here are more related to my financial planning work to gain greater traction.

Media 98
article thumbnail

Understanding the Role and Qualifications of a Financial Advisor

International College of Financial Planning

The FPSB Board also enforces strict ethical code and practice standards, ensuring the integrity of its certificate holders. Additionally, ICOFP provides students with essential soft skills training, including client communication and ethical decision-making.

article thumbnail

Growing Your New Tax Firm: Strategies for Client Acquisition and Retention

Harness Wealth

Whether you’re a senior manager, partner, or at an earlier stage in your accounting career, understanding the intricacies of transitioning existing clients, as well as recruiting and retaining new clients, is paramount to your long-term success.

Taxes 52
article thumbnail

Transcript: Ilana Weinstein

The Big Picture

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. WEINSTEIN: Let me define what we do, because I feel like a fair misconception might be that as a recruiting firm, our job is to help people find jobs. You mentioned superstars before.

article thumbnail

Raising Women's Voices Webinar Series

Brown Advisory

As an Egyptian-American Muslim in the predominantly white, male tech world, she is committed to diversity, equity and inclusion, and to ensuring that AI is developed ethically and addresses concerns around privacy and algorithmic bias.