Tobias Financial

OCTOBER 17, 2023

We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17 th.

Financial Services 52

Financial Services Wealth Advisor CFP Clients 52

Nerd's Eye View

JANUARY 31, 2023

And be certain to listen to the end, where Ali shares how she struggled with the uncertainty that laid ahead after she decided to leave her former firm to work for Waldron (as she recognized that by taking a non-business-development role she would have to accept an initial reduction in salary), but ultimately decided to view it as an opportunity to (..)

Clients 246

Clients Retail Financial Advisor Recruitment 246

The Big Picture

MARCH 6, 2023

This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy Report to Congress before the Senate Banking Committee and the next day in the House Financial Services Committee. And as poor as the questions are, the Fed chief works very hard to say anything at all.

Financial Services 306

Financial Services Banking Sales Marketing 306

Nerd's Eye View

DECEMBER 1, 2022

As a starting point, it’s important to recognize that while conversations in the financial services industry over the last decade have entertained the idea that technology (e.g., interactive scenario modeling, data management, and visualization), helping them create more meaningful client relationships.

Planning 246

Planning Financial Planning Financial Advice Clients 246

Calculated Risk

MARCH 2, 2024

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, March 7th -- 8:30 AM: The initial weekly unemployment claims report will be released. 8:15 AM: The ADP Employment Report for February.

Financial Services 200

Financial Services Banking Economics Government 200

Nerd's Eye View

OCTOBER 19, 2023

Most commonly, niches present as particular needs of a firm's clients. divorce, widowhood, family members who develop special needs) – and because of the targeted services advisors offer to satisfy their clients' needs, they increase their value and the efficiency of their practice.

Clients 246

Clients Financial Advisor Financial Advice Financial Services 246

Nerd's Eye View

JANUARY 24, 2023

What's unique about Jennifer, though, is how, after more than a decade of building her own successful solo practice, she intentionally decided to merge her practice with another solo practitioner when an unusual crisis opportunity presented itself, and handle the more complex business management dynamics that followed, so that she could fulfill her (..)

Management 246

Management Financial Advisor Planning Retirement 246

NAIFA Advisor Today

JANUARY 28, 2025

In 2007, she began her career in the financial services industry, obtaining licensure in life and health insurance and maintaining Series 6, 7, 63, and 65 securities registrations. Kathleens book, Put Your Money to Work: A Woman's Guide to Financial Confidence , helps women take control of their finances.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

NAIFA Advisor Today

JUNE 23, 2024

The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of 11 leading organizations in the life insurance and financial services industry.

Insurance 98

Insurance Financial Services 98

Midstream Marketing

DECEMBER 26, 2024

Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth. This blog post will explore the importance of advisor marketing in todays evolving financial services industry, focusing on strategies for success.

Marketing 52

Marketing Marketing Communication Advertising 52

Calculated Risk

MARCH 4, 2023

Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, March 6th -- No major economic releases scheduled. -- Tuesday, March 7th -- 8:00 AM: Corelogic House Price index for January. The key report scheduled for this week is the February employment report. million from 10.4

Financial Services 147

Financial Services Banking Economics Government 147

Trade Brains

AUGUST 28, 2023

High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. Furthermore, we’ll briefly talk about their financials. Talking about its financials, NHPC earned a net profit of Rs 3.889.98

Banking 111

Banking Financial Services Government Manufacturing 111

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care.

Financial Services 130

Financial Services Communication Financial Advisor Financial Planning 130

NAIFA Advisor Today

AUGUST 19, 2022

Jacobs will discuss: Major trends in insurance and financial services. On August 24, join LIBRA Senior VP of Business Development Jon Jacobs for a 15-minute industry update. The relationship between the insurance and wealth management industries. The potential impact of brokerage mergers and acquisitions.

Wealth Management 52

Wealth Management Insurance Financial Services Management 52

Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

The Big Picture

SEPTEMBER 5, 2024

He is an extraordinary historian of Wall Street and the financial services industry : There are few people that have a better understanding of this industry than Josh. This also gets reflected in his presentations on Wall Street – if you ever get a chance to see one, Don’t-Walk-Run to be in that audience.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Trade Brains

SEPTEMBER 21, 2024

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%.

Banking 111

Banking Financial Services Insurance Assets 111

Trade Brains

JANUARY 9, 2023

In this article, we present you such top debt free penny stocks under Rs 50. It has nil debt and presently trades at a price-to-earnings ratio of 9.80 Meanwhile, its revenue stood at Rs 190 crore in the recent financial year. It is a debt-free penny stock and presently trades at a price-to-earnings ratio of 13.40.

Investing 101

Investing Investments Manufacturing Engineering 101

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. You can build strong relationships with new clients in the financial services field. A good advertising plan does more than just sell your services.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Nerd's Eye View

DECEMBER 13, 2022

We also talk about how, after leaving a former firm (and his referral sources), Terry decided to rebuild his practice through hosting dinner seminars on Social Security and Medicare with a third-party marketing solution that would send out the mailers, provided the presentation materials, and was able to consistently get $3M to $5M of new AUM from (..)

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Aleph

SEPTEMBER 9, 2024

2019-2023 was the last gamble for ATI, again akin to a Ponzi, where you rob the future to pay the present. Now I’m not going to tell you that I am a genius, all of the figures presented here are “spit-in-the-wind” estimates, and I know a trained FCAS (Fellow in the Casualty Actuarial Society) could do a lot better than me.

Insurance 59

Insurance Financial Services Consulting Ethics 59

Nerd's Eye View

JULY 16, 2024

We also talk about how Christi made the unexpected leap from traditional financial planning and into administrative family management simply by showing up to the unconventional opportunities as they presented themselves, how Christi avoids the sensitivity of marketing high-net-worth family "success stories" by instead building robust referral pipelines (..)

Clients 130

Clients Financial Advisor Consulting Financial Planning 130

SEI

SEPTEMBER 21, 2022

The Neurodiversity@Work program provides internship and employment opportunities for neurodiverse individuals in the financial services industry. . Sandy Ewing to Lead SEI’s Family Office and Regulatory Services. Neurodiversity@Work Program Honored at WealthManagement.com Industry Awards. Recognition. Wed, 09/21/2022 - 09:26.

Financial Services 76

Financial Services 76

Trade Brains

JULY 2, 2023

In this article, we’ll present you a list of such top penny stocks under Rs 1 which you can add to your watchlist. Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 It holds a well-diversified portfolio of securities from multiple sectors: financial services, education, real estate, and more.

Financial Services 59

Financial Services Education Investing Investments 59

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Trade Brains

NOVEMBER 23, 2022

Over the years, Vertex has emerged as one of the major players in India’s financial services sector. The financial services company has a high promoter holding of 73.4%, out of which 53.04% is held by Transwarranty Finance, a full-service investment banking company. At the present price of Rs. crore in FY22.

Manufacturing 92

Manufacturing Financial Services Media Certification 92

Trade Brains

NOVEMBER 3, 2024

Additionally, their upcoming ex-dividend dates present timely opportunities for investors. It plays a crucial role in enhancing rural electrification and promoting renewable energy initiatives, providing advisory services alongside funding.

Distribution 52

Distribution Sales Investing Investments 52

NAIFA Advisor Today

AUGUST 4, 2022

Presented by InsuranceNewsNet , this special webinar will feature two NAIFA members: Kristen Hall Eskew , Vice President of Diversity, Equity, Inclusion, and Belonging at OneDigital , and Toni L. On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience.".

Financial Services 52

Financial Services Insurance Sales 52

Robert B. Ritter Jr.

NOVEMBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. The post Blog #215: Three Good Ideas first appeared on Bob Ritter's Blog, ideas for financial service professionals. Unfortunately, this undertaking […].

Financial Services 52

Financial Services Retirement Planning Insurance Financial Planning 52

Trade Brains

APRIL 12, 2023

Thus, in this article, we present you the best small cap stocks under Rs 100 that you can add to your watchlists. As of the present date, RVNL is a central public sector enterprise under the Ministry of Railways, Government of India. and presently trades at a price-to-book value (P/B) ratio of 2.2. 15,500 EPS ₹6.9 Stock P/E 10.7

Banking 97

Banking Retail Communication Assets 97

MainStreet Financial Planning

APRIL 4, 2023

With more than 38 years in the financial services and mortgage industry, the last 16 exclusively in the Reverse Mortgage business, Homa brings extensive knowledge and expertise to her clients. She presently works for Mutual of Omaha Reverse Mortgage. How can you use a Reverse Mortgage?

Financial Planner 98

Financial Planner Financial Planning CFP Education 98

NAIFA Advisor Today

OCTOBER 19, 2022

Coastal Wealth , a leading financial services firm in the southeast, has announced the addition of Lawrence “Larry” Holzberg , LUTCF, LACP as a new Brokerage Director. He will be responsible for leading financial professionals to offer case consultation and design and positioning strategies and presentations.

Financial Services 52

Financial Services Consulting 52

Trade Brains

AUGUST 11, 2023

Founded in 1992, Avonmore Capital is micro cap company in the financial services industry. It has business interests in handling debt & equity market instruments, business consultancy & advisory services, loan syndication, wealth management, and healthcare. .) ₹211 .) ₹215.69 EPS ₹49 Stock P/E 1.87 Net Profit Margin 57.6%

Pharmaceutical 98

Pharmaceutical Financial Services Sales Consulting 98

Trade Brains

JULY 31, 2023

In this article, we’ll present you such best debt free large cap stocks which you can add to your watchlists. TCS caters to companies from 5 key industries mainly: banking, financial services & insurance, retail & consumer business, communication, media & technology, and manufacturing. Price to Book Value 20.20

Manufacturing 97

Manufacturing Consulting Engineering Distribution 97

NAIFA Advisor Today

OCTOBER 5, 2022

NAIFA and the Society of Financial Service Professionals will host an Advanced Practice Center webinar on Wednesday, October 12 at 2 pm eastern. Presented by John Hancock , join Matthew Gibson and John Snider II, JD as they share their insights in "Is Behavioral Insurance the Future of Life Insurance?".

Insurance 52

Insurance Financial Services Education 52

NAIFA Advisor Today

JANUARY 9, 2024

In this Society of Financial Service Professionals (FSP) webinar, Fairway Reverse Mortgage Specialist, George Bain, will explore the challenges today’s retirees face and how they can benefit from the strategic use of a reverse mortgage.

Financial Planning 52

Financial Planning Planning Financial Services Insurance 52

NAIFA Advisor Today

DECEMBER 2, 2022

On December 6, NAIFA-National Trustee and Gateway Insurance and Financial Services Vice President Aprilyn Chavez-Geissler will be a featured speaker for the webinar "Beyond Sentiment: The Business Benefits of DEI," presented by Financial Planning magazine.

Financial Services 52

Financial Services Financial Planning Insurance Planning 52