Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

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Fee Only Clients Financial Planning Financial Advisor 246

Abnormal Returns

MAY 21, 2023

wsj.com) Apple ($AAPL) is playing the long game in financial services. tker.co) The mix of light vehicle sales keeps shifting toward pickups and SUVs. (awealthofcommonsense.com) Every investment plan needs some room for error. humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get?

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

NAIFA Advisor Today

APRIL 8, 2024

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. The Foundation was established by the leadership of the Society of Financial Service Professionals (FSP) in 1982.

Financial Services 64

Financial Services Ethics CFP Education 64

Nerd's Eye View

AUGUST 22, 2023

Read More.

Financial Advisor 245

Financial Advisor Media Sales Clients 245

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

Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.

Financial Services 59

Financial Services Banking Retail Management 59

Steven J. Wilson

JUNE 28, 2022

When it comes to lead generation, financial services companies have a lot to consider. Several factors can impact your ability to generate leads and close deals, from identifying the right target market to understanding the complex sales process. By following […]. By following […].

Financial Services 52

Financial Services Sales Marketing Marketing 52

Indigo Marketing Agency

JULY 1, 2024

It needs a personalized, cutting-edge marketing plan, which is where a marketing agency for financial services comes in. At Indigo Marketing Agency, we specialize in creating personalized marketing strategies specific to financial advisors. They also make the sales process better and faster.

Financial Services 52

Financial Services Marketing Marketing Media 52

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

Consulting 52

Consulting Financial Market Marketing Marketing 52

The Chicago Financial Planner

FEBRUARY 2, 2024

Here are six questions to ask when choosing a financial advisor: How do you get paid? Fee-only advisors receive no compensation from the sale of investment or insurance products. This argument continues in the financial services industry as the regulators work through this issue.

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Recruitment 52

Calculated Risk

JUNE 17, 2023

The key reports this week are May Housing Starts and Existing Home Sales. Any number above 50 indicates that more builders view sales conditions as good than poor. -- Tuesday, June 20th -- 8:30 AM ET: Housing Starts for May. 10:00 AM: Existing Home Sales for May from the National Association of Realtors (NAR).

Sales 130

Sales Financial Services Manufacturing Banking 130

NAIFA Advisor Today

JUNE 19, 2023

Craig Garofolo always knew he wanted to be in the insurance and financial services industry. After several years in sales and marketing positions, he found the right opportunity with Guardian in 2011 and started his financial services career.

Financial Services 98

Financial Services Insurance Sales Marketing 98

Calculated Risk

MARCH 13, 2023

as Successor to Signature Bank, New York, NY Signature Bank, New York, NY, was closed today by the New York State Department of Financial Services, which appointed the Federal Deposit Insurance Corporation (FDIC) as receiver. a full-service bank that will be operated by the FDIC as it markets the institution to potential bidders.

Banking 130

Banking Financial Services Insurance Assets 130

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Trade Brains

SEPTEMBER 21, 2024

The company is planning a massive IPO worth ₹10,000 crore, which is set to be the largest initial share sale by a public sector company in India. 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.

Banking 111

Banking Financial Services Insurance Assets 111

Trade Brains

NOVEMBER 3, 2024

REC has demonstrated a robust growth trajectory with a 5-year CAGR in sales of 20% and a net profit CAGR of 13%. Shriram Finance Shriram Finance specializes in non-banking financial services, offering vehicle financing, personal loans, and microfinance to underserved markets. Coal India announced an interim dividend of ₹15.75

Distribution 52

Distribution Sales Investing Investments 52

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

NAIFA Advisor Today

AUGUST 3, 2023

NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.

Sales 52

Sales Estate Planning Financial Services Accounting 52

Midstream Marketing

NOVEMBER 26, 2024

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. Why Marketing to RIAs is Important In the tough financial services world, RIAs need to focus on attracting and keeping clients. This can boost brand awareness.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% The September retail and food services sales data underlined the economy’s momentum. Overall retail sales and food services rose at an annualized pace of 8.6% Restaurant and bar sales rose at a 9.6% annualized pace over the last three months.

Marketing 143

Marketing Marketing Economy Retail 143

Aleph

SEPTEMBER 9, 2024

” Update: NYC’s Largest Cab Insurer Ordered to Explore Sale After Losses And this story : “While ATIC is required by the state’s DFS to submit to an examination every five years, there are no publicly available exam reports for the company.

Insurance 59

Insurance Financial Services Consulting Ethics 59

Trade Brains

AUGUST 11, 2023

It earned a net profit of Rs 35 crore on sales of Rs 44 crore in FY23 making it a penny stock with high net profit margin of 78.6% Founded in 1992, Avonmore Capital is micro cap company in the financial services industry. Avonmore Capital and Management Services earned a net profit of Rs 122 crore on sales of Rs 211 crore.

Pharmaceutical 98

Pharmaceutical Financial Services Sales Consulting 98

MarketWatch

MARCH 29, 2023

stocks opened higher Wednesday, as investors await home sales data and congressional testimony from the Federal Reserve’s Michael Barr on bank oversight. home sales expected to be released at 10 a.m. House Financial Services Committee on bank oversight after recent regional bank failures. Eastern time. Also at 10 a.m.,

Financial Services 74

Financial Services Banking Sales Economics 74

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

Midstream Marketing

DECEMBER 6, 2024

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. It is crucial to follow SEC rules because the laws for advertising in financial services are strict. Financial products can be complex as well.

Marketing 52

Marketing Marketing Media Engineering 52

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

NAIFA Advisor Today

MAY 19, 2023

Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence , in order to help more women with their finances with advice that was never taught in school.

Financial Services 98

Financial Services Clients Marketing Marketing 98

Mish Talk

DECEMBER 5, 2022

Struggling most of all is the financial services sector, though consumer facing service providers are also seeing a steep fall in demand as households tighten their budgets. "A

Economy 190

Economy Manufacturing Economics Healthcare 190

Trade Brains

JANUARY 9, 2023

Rajoo has an international presence with exports accounting for more than 50% of its sales. The steel producer reported a net profit of Rs 35 crore on sales of Rs 611 crore in FY22. As of the present date, it has a strong foothold in information technology (IT) and Information Technology enabled services (ITES). Airan ITeS 16.4

Investing 101

Investing Investments Manufacturing Engineering 101

MarketWatch

MAY 17, 2023

Western Alliance Bancorp is also nearing the completion of about 50% in sales of the $6 billion of loans reclassified to held-for-sale in the first quarter, as part of its balance sheet repositioning. and PNC Financial Services Group Inc. As of May 12, the bank said it had about $50 billion in deposits, up from $47.6

Banking 75

Banking Financial Services Sales Marketing 75

Trade Brains

JULY 2, 2023

Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Established in 1994, Visagar Financial Services is a non-banking financial company (NBFC) in the investment and financial services industry. .) crore for the financial year 2022-23. Market Cap (Cr.) Debt to Equity 0.24

Financial Services 59

Financial Services Education Investing Investments 59

Carson Wealth

AUGUST 19, 2024

Recession Narrative Fades on Strong Retail Sales As long as employment is strong, consumer spending will be strong. Those numbers were the underpinning of a large upside surprise in July retail sales. Headline retail sales came in at 1.0% Headline retail sales came in at 1.0% versus a 0.2% consensus expectation.

Retail 95

Retail Marketing Marketing Sales 95

Discipline Funds

MAY 31, 2024

One problem with the recent data is that much of it is appearing sticky due to imputed costs such as financial services fees which surged in the beginning of the year. In 1999 e-commerce retail sales were virtually 0% and yet internet companies were valued as though retail sales were already 15.9%.

Food 96

Food Retail Sales Medical 96

NAIFA Advisor Today

JULY 10, 2023

He considered a sales career in a few different sectors before finally settling on insurance and financial services. So, in 2021, he joined Dipaola Financial Group as a financial service professional. He wanted to help educate people on a topic he didn’t learn much about growing up—personal finance.

Financial Services 52

Financial Services Education Insurance Sales 52

NAIFA Advisor Today

AUGUST 4, 2022

Gonzales, MBA, LACP , Vice President of Sales at Ohio National Financial Services and Vice President of Women in Insurance and Financial Services (WIFS).

Financial Services 52

Financial Services Insurance Sales 52