Midstream Marketing

SEPTEMBER 24, 2019

The Top 15 Financial Advisor Website Calculators You Need to Be Aware Of. As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. The Power of Financial Advisor Calculators.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

The Big Picture

DECEMBER 4, 2024

And the way math works, you end up with a stock that goes up a bunch. So the concept that we’ve come to put together is we’re going to gather up all these investors, so individuals, financial advisors, who have clients with highly appreciated stock portfolios, cobble them all together.

Taxes 130

Taxes Portfolio Accounting Management 130

Sara Grillo

MAY 16, 2022

I’m pleased to present you with a list of low cost financial advisors! I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. List of low cost financial advisors. Measure Twice Financial.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

FMG

DECEMBER 22, 2022

The math speaks for itself- over half our population is female, yet only around 20% of financial advisors are women. The industry is suddenly scrambling to cater to women, and the way I see it, as women advisors, we’re already on the winning team. Modernize Your Website.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Midstream Marketing

DECEMBER 5, 2019

As part of my job delivering predictable, quality leads for independent financial advisors on a regular basis, naturally a big part of my focus involves staying up-to-date on all things Google. “Are we again going to have to throw out everything we know about financial advisor SEO and essentially start from scratch?”

Financial Advisor 52

Financial Advisor Math Engineering Clients 52

The Irrelevant Investor

DECEMBER 24, 2017

By Ben Carlson I do the math, they do the physics. By Ryan Detrick Financial advisors are competing for the same 15%. Max Exuberance and a herd mentality can exist without passive management present. By Jeremy Schwartz Prudent lending was the concern in 1907; moral hazard was the concern in 2008. Parets House of charts.

Math 52

Math Financial Advisor Management Investments 52

Fortune Financial

MARCH 11, 2023

Proponents of this argument will point to a huge increase in vaping as a percentage of the nicotine revenue pool the last several years as evidence of this, yet that analysis misses a key point which is that cigarette revenues have grown in absolute terms despite the heightened competition: How exactly does this math work?

Math 52

Math Financial Advisor Numbers Marketing 52

The Big Picture

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. So what I concluded was probably the best thing that you can do is find yourself Good financial advisor who could sort of serve as your wingman. The thing that advisors are able to do because of a lot of reasons, right?

Investing 162

Investing Investments Portfolio Valuation 162

The Better Letter

MAY 13, 2022

“Bottom line: Behavioral finance generates fascinating insights but hasn’t had much practical impact on financial advisors and their clients seeking to make better financial decisions, let alone achieve financial wellbeing.” For math, she teaches the advanced class — the top students in the school.

Math 52

Math Economics Marketing Marketing 52

Yardley Wealth Management

OCTOBER 26, 2020

I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. While there always seems to be a future funding shortfall for Social Security, it’s a political problem, not a math problem.

Wealth Management 52

Wealth Management Estate Planning Financial Planning Retirement Planning 52

Yardley Wealth Management

JULY 20, 2022

As a financial advisor, there are plenty of things I can do to work with them here: We’d go through their cash flow. The math is the easy part, but James and Pamela have never really had a conversation on what their dream will look like—or even to what extent they both share it. So—problem solved, right? Well, actually, no.

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Although the spread is still considerable, at the 22% statutory withholding rate for non-qualified stock options (if under $1M), the tax due with simple hypothetical math is ‘only’ about $38,500. Financial advisor for stock options and sudden wealth Darrow Wealth Management specializes in stock options and equity compensation.

Wealth Management 84

Wealth Management Taxes Tax Planning Valuation 84

The Better Letter

MARCH 18, 2025

Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.

Numbers 75

Numbers Marketing Marketing Medicine 75

Clever Girl Finance

SEPTEMBER 11, 2023

This particular budget involves three easy steps that will help you prioritize your monthly financial commitments. And don’t worry if math isn’t your thing because we’ve included 50 30 20 budget spreadsheet ideas to help you stay on top of your budgeting strategies. Beyond that, focus on your retirement savings.

Budgeting 105

Budgeting Taxes Transportation Healthcare 105

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. We have financial advisors.

Clients 162

Clients Investments Investing Management 162

International College of Financial Planning

DECEMBER 5, 2024

If we introduce children to money management at an early age, we can help mitigate future financial anxieties and foster their overall well-being. Fostering Financial Responsibility Early On Just as we teach children subjects like math and science, financial literacy deserves a place in the school curriculum.

Education 40

Education Budgeting Math Management 40

Good Financial Cents

SEPTEMBER 29, 2022

However, by doing a little math, you can easily determine your hourly wage from your annual salary. Unlike most jobs, which pay by the hour, annual salaries are reported as a lump sum, making it tricky to calculate how much you make per hour. 55K a Year Is How Much an Hour?

Budgeting 64

Budgeting Taxes Transportation Insurance 64

The Better Letter

MARCH 14, 2024

Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.

Numbers 84

Numbers Medicine Math Marketing 84

The Better Letter

MARCH 16, 2023

The maths are exactly the same. These sorts of math problems are the focus of this week’s TBL. Math Problems As this TBL goes live, just 16 games and one day of the NCAA Tournament are in the books, yet my bracket is a mess. We notice the unlikelihood of 100 in a row because of the pattern. Thanks for reading. quintillion.

Math 95

Math Numbers Medicine Marketing 95

Zajac Group

FEBRUARY 10, 2025

Behavior Finance and Your Portfolio So much of the concept of investing is about logic, math, and numbers. Talk to your financial advisor before making any investing decisions. Yet, were not robots, and every person who participates in the market is impacted at least to some degree by their human side.

Taxes 52

Taxes Risk Tolerance Portfolio Investing 52

The Better Letter

DECEMBER 30, 2022

We checked the maps, did the math, and determined that, if all went well, we could drive from BWI to San Diego in about 40 hours of driving time. Financial advisors are prone to ducking telephone calls in a crisis. More than that, however, we had purchased tickets for Disneyland for everyone for Wednesday. We wanted to go!

Planning 82

Planning Communication Investments Investing 82

Zajac Group

AUGUST 11, 2022

If the math suggests buying additional shares is the best bet, it may seem like a no-brainer to do so. Talk to your financial advisor before making any investing decisions. Is this something you would be comfortable with? Does it make sense for your total investment portfolio? Past performance is no guarantee of future results.

Taxes 52

Taxes Sales Numbers Investments 52

The Big Picture

JUNE 6, 2023

I’ve always thought of you as like a financial advisor, but on the show, It’s almost like you’re a therapist/counselor. It’s much deeper than math. So, what I want is for people like a symphony, you got to be able to have different instruments, not only the instrument of cost.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Good Financial Cents

AUGUST 10, 2023

Let’s do the math together! EXPERT TIP: If you need more help managing your money, consult with a financial advisor. In a tax-free state, your estimated tax deductions would look something like this: Federal Taxes: $8,736 Social Security and Medicare: $5,569 Net Yearly Salary $58,495 And your Net Monthly Salary?

Budgeting 52

Budgeting Taxes Numbers Management 52

Good Financial Cents

APRIL 14, 2023

I’ve done this myself by creating an online course geared toward financial advisors, to help them build their online presence, so I know this strategy works. But a major in any common subject, particularly math or science, combined with above-average command of the subject matter are more important.

Accounting 91

Accounting Communication Investing Investments 91

Nerd's Eye View

MARCH 21, 2023

Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice 246

Financial Advice Insurance Financial Advisor Financial Planning 246

The Big Picture

NOVEMBER 15, 2022

Sort of like a financial think tank? We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. We also do a lot of polling with financial advisors.

Management 278

Management Assets Portfolio Investments 278

Walkner Condon Financial Advisors

JUNE 2, 2023

Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. It’s estimated that over 80% of widows change their financial advisors after the death of their spouse. And we all know how stressful finances can be.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Carson Wealth

MARCH 2, 2023

After you’ve done this math, you might be wondering if you have “enough,” and certainly that’s hard to assess when there are so many unknowns. Different people have different theories regarding income and capital preservation so consulting a financial advisor whose perspective aligns with yours is imperative.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. You just needed a brokerage account.

Investments 147

Investments Investing Management Retirement 147

Sara Grillo

MAY 3, 2024

There is a science and math to it. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider this LinkedIn training program which teaches financial advisors how to get new clients and leads from LinkedIn. Thanks for reading.

Marketing 52

Marketing Marketing Financial Advisor Wealth Management 52

Random Roger's Retirement Planning

JUNE 3, 2023

The last sentence is about the math involved not about the right and wrong of any of it which we'll get to. In the article itself, there were a couple of suggestions about working with financial advisors. Simply raising it in blanket fashion would be a pretty big hit for someone making $200,000, paying 7.65% or 15.3%

Retirement 72

Retirement Taxes Math Accounting 72

Sara Grillo

JUNE 12, 2023

Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. I am a CFA® charterholder and I used to be a financial advisor. Quick math: If you have $1.828 million in the bank.

Insurance 59

Insurance Clients Financial Advisor Math 59

Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Better Letter

NOVEMBER 2, 2023

I couldn’t make that math work at all plausibly. He has never stated which funds he uses (as far as I can tell), suggesting his fans use one of his recommended financial advisors, who pay him for the privilege. It’s almost all powerful and good stuff, with one major error. Did you catch it? Maybe he misspoke.

Certified Financial Planner 96

Certified Financial Planner Investments Investing Portfolio 96

The Big Picture

AUGUST 29, 2023

And so we get input from the various business divisions, whether or not it’s our retail group, our institutional group, our financial advisor services group, are there gaps where we feel like, hey, we don’t have a relevant offering that’s needed by our clients? ” RITHOLTZ: (LAUGHTER) DAVIS: And it really was.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

SEPTEMBER 10, 2024

I mean, you know, my mom was a financial advisor in the early eighties. So that’s the math. , MBA from Kellogg at Northwestern. Was investing always the career plan? Mike Wilson : Yeah, you know, it was in some way, shape or form. She was kind of an inspiration with a single parent, family household.

Valuation 162

Valuation Clients Investments Investing 162