Indigo Marketing Agency

FEBRUARY 27, 2024

While at University of Kentucky, Steve taught several financial literacy seminars. His clients call him “The Hugger”—he hugs 90% of his clients (women and men)—a nickname that perfectly illustrates Steve’s philosophy about his relationship with his clients: “It’s not about the numbers, the numbers change and the market changes.

Financial Advisor 52

Financial Advisor Clients Tax Planning Wealth Management 52

The Big Picture

JUNE 6, 2023

And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. In fact, here’s the phone number you call, and you will get your $37 fee waived.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

WiserAdvisor

MAY 31, 2022

However, the numbers tell a different story. million consumers filed a fraud report, the highest number since 2001. However, the FTC expects the actual numbers to be higher than the reported numbers since multiple scams go unreported. billion because of fraud, which is nearly $3.4 billion higher than the 2020 estimate.

Investments 52

Investments Investing License Accounting 52

Fortune Financial

JANUARY 11, 2024

There are a number of planning strategies to consider within a 401(k) plan, like taking advantage of the company match, understanding your risk profile, contributing during market downturns and auto-increasing your contributions annually. Consider offering traditional and Roth options to provide flexibility in future tax treatment.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Sara Grillo

JUNE 20, 2022

He said that it actually worked pretty well, because just by the sheer number of people he was talking to on a weekly basis, there was enough lead activity that came out of it. I had a book that I took over as a very small book, but go out and prospect Banister to build it, do as much as you can and hit you hit your numbers.

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

Indigo Marketing Agency

APRIL 23, 2020

50% of people are already going to be in your network. So maybe they came to a seminar that you did three years ago, or maybe they joined your email list, or maybe you had a prospect meeting with them, and they got busy, and they never decided to become a client. It’s a great time call them and say, “Hey.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

MAY 5, 2020

And the number one way that people ask for a referral to an advisor is they ask their friends, family, or coworkers for a referral. And these seminars and programs are also available for CPE continuing education credit for CPAs. It’s through, primarily, referrals. So coworkers are huge bucket. Again, contact Claire.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Nationwide Financial

JULY 20, 2022

This number was considerably higher for women (50%) than for men (34%). Here are different ways the Nationwide Retirement Institute can help you address your clients’ Social Security concerns: Sign up for a continuing education seminar, hosted periodically throughout the year by specialists from the Nationwide Retirement Institute.

Clients 98

Clients Planning Retirement Planning Retirement 98

eMoney Advisor

FEBRUARY 23, 2023

Maximize your clients’ experiences and turn them into advocates to increase the number of quality referrals you get from them. Here are some of the most common referral sources for financial professionals: Your current clients: One of the best referral sources for financial advisors is their network of existing clients.

Financial Planner 118

Financial Planner Recruitment Clients Financial Advisor 118

Harness Wealth

MARCH 25, 2025

An S corporation offers a number of other key financial advantages. A tax advisors perspective We spoke to Vlad Chery , an experienced tax advisor who specializes in tax strategies for medical professionals, who shared some practical insights with us on a number of topics. I have investment income. Can tax loss harvesting benefit me?

Medical 52

Medical Taxes Tax Planning Education 52

The Big Picture

JANUARY 7, 2025

She works as an advisor for a number of LPs and gps and pretty much everybody in between. I flew back again to do interviews and I was blessed enough to get into a number of, of great US Ivy Leagues, but ended up choosing Stanford because even then Barry, I knew I was an entrepreneur at heart. How do you come at them?

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

FEBRUARY 11, 2025

We took that number the 15 times before we die. And we are, we are wired to wanna see the number go up. And I, I think in 10 years of knowing Tim, the number of times we’ve talked about Apple, I can probably count on like one hand. It is to recognize time is your most precious asset to make a change. We made a change.

Media 147

Media Investments Investing Assets 147

The Big Picture

NOVEMBER 19, 2024

Behavioral finance has a number of fathers, including Dick Thor and, and Danny Kahneman. And number theory was just too mind blowing, you know, for me. 00:13:17 [Speaker Changed] So you can often get numbers that are up to more than a hundred percent, you know? For number one, it’s not that big of a tell.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

FEBRUARY 4, 2025

So from a publishing an academic perspective, it’s really good, but it’s just a, a little bit different in the sense that it is not, of course having the same environment, the same seminars and for that matter, the same people of course that are in the us. And this has raised a number of important questions in financial markets.

Economy 257

Economy Banking Economics Taxes 257