Random Roger's Retirement Planning

APRIL 30, 2024

Corey Hoffstein from Newfound and ReturnStacked ETFs had a Twitter thread that recapped a webinar they put on about how to use their funds but it seemed to have an edge to it like it was defensively justifying the idea. It too lagged badly.

Portfolio 95

Portfolio Management Risk Management Clients 95

Norman Marks

JULY 21, 2023

Anthony Pugliese (President and CEO of the IIA) said in a recent webinar that GRC stands for Governance, Risk Management, and Compliance-slash-Control. I am sure he said that because the IIA has the C meaning Control while the rest of the universe has C for Compliance. This is just one of the reasons that I […]

Compliance 40

Compliance Risk Management Government Management 40

Indigo Marketing Agency

JANUARY 24, 2024

In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

DECEMBER 19, 2022

You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski. Aaron Klein. Bola Sokunbi.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

International College of Financial Planning

JULY 10, 2023

These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Indigo Marketing Agency

JANUARY 17, 2022

You can also sign up for a free workshop webinar he and I hosted together, How to Choose Your Niche & Create a Radically Relevant Marketing Message. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. You can follow Aaron on LinkedIn for more information.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Random Roger's Retirement Planning

OCTOBER 28, 2024

On Monday afternoon I sat in on a webinar put on by RCM Alternatives with Jon Robinson from Blueprint Investment Partners and Jerry Parker who is a pioneer in trend following with managed futures. The most interesting part of the webinar came at the end with a couple of comments from Robinson.

Risk Management 52

Risk Management Management Portfolio Numbers 52

Indigo Marketing Agency

JANUARY 25, 2025

Aaron Klein Reason to Follow: Visionary in financial risk management software Aaron Klein, co-founder of Nitrogen , is a visionary in risk management software. His Risk Number system revolutionizes how advisors assess and manage risk, making him a key thought leader in advisor technology.

Financial Advisor 52

Financial Advisor Education CFP Clients 52