Nerd's Eye View

OCTOBER 14, 2024

Firms can help them create a strategic plan and offer mentorship to steer them in the right direction as well as the time, budget, and staff support they need to ensure they thrive in their new role. Sales and marketing may not come naturally to them – they've likely never done this before and need clear guidance.

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Strategic Planning Sales Clients Planning 238

The Big Picture

SEPTEMBER 4, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries. Is America’s minimum wage becoming irrelevant?

Strategic Planning 278

Strategic Planning Education Sales Food 278

The Big Picture

AUGUST 31, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries. The post 10 Thursday AM Reads appeared first on The Big Picture.

Strategic Planning 246

Strategic Planning Economics Valuation Consulting 246

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Taxes 241

Taxes Planning Financial Advisor Strategic Planning 241

Wealth Management

MAY 21, 2024

A cornerstone in strategic planning to optimize clients’ financial legacies.

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Strategic Planning Valuation Taxes Clients 102

Wealth Management

APRIL 22, 2024

Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning.

Strategic Planning 105

Strategic Planning Planning 105

Nerd's Eye View

NOVEMBER 17, 2022

And by identifying how to break up their process into smaller, more manageable steps and keeping the potential failure of each particular step in perspective, advisors can more easily see their plan through.

Strategic Planning 215

Strategic Planning Planning Communication Financial Advisor 215

Norman Marks

AUGUST 14, 2023

Noora Al-Marri makes a good argument that you need one in an article in the IIA’s magazine: Building a Better Auditor: Why Internal Audit Needs a Strategic Plan. Noora says: I believed that the risk-based plan should be the roadmap to guide internal audit functions throughout the year.

Strategic Planning 40

Strategic Planning Planning Government 40

NAIFA Advisor Today

JULY 28, 2022

NAIFA CEO Kevin Mayeux, CAE , who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.

Strategic Planning 98

Strategic Planning Planning Management 98

Nerd's Eye View

MARCH 28, 2023

We also talk about how, while working in a marketing role at an advisory practice, Erica began to track data on their individual advisors’ marketing efforts because she realized that she didn’t have the data to support her suggestions for the firm’s strategic planning and decided to start measuring how the firm was performing at each (..)

Marketing 221

Marketing Marketing Financial Advisor Strategic Planning 221

Million Dollar Round Table (MDRT)

AUGUST 30, 2022

By Matt Pais, MDRT Content Specialist With seven advisors and six support staff in the office, Carrie Rae Mullins recognizes how essential it is to get some space – away from client meetings, operations questions and more – for strategic planning. Read more about MDRT members who leave the office to do their strategic planning.

Strategic Planning 88

Strategic Planning Planning Clients Management 88

Advisor Perspectives

JULY 2, 2024

Unlocking your practice's full potential involves strategic planning and a comprehensive understanding of these critical factors. Whether you’re planning an exit or aiming for growth, these insights will help you maximize your practice's value.

Strategic Planning 72

Strategic Planning Planning 72

NAIFA Advisor Today

AUGUST 9, 2022

NAIFA's 2025 Strategic Plan includes both a focus on DEI initiatives , as well as an emphasis to support programs that develop the next generation of financial security professionals. Gandy and Johnson were able to meet at the event and connect with several additional NAIFA members.

Strategic Planning 98

Strategic Planning Financial Services Financial Advisor Insurance 98

Advisor Perspectives

JANUARY 3, 2023

In preparation for the new year, let’s look at the importance of celebrating what’s been done and learning from mistakes made.

Strategic Planning 40

Strategic Planning Planning 40

Tobias Financial

OCTOBER 12, 2023

According to Catalina, empowering the Latino community financially requires knowledge, advocacy, and strategic planning. Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently featured in Morningstar, sharing her thoughts on the unique challenges facing Hispanic households and how to help mitigate them.

Financial Planning 98

Financial Planning Planning Wealth Accumulation Strategic Planning 98

The Big Picture

SEPTEMBER 1, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries. A default cycle has started, and markets are not paying attention.

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Strategic Planning Consulting Investing Investments 130

The Big Picture

SEPTEMBER 6, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries. The post 10 Wednesday AM Reads appeared first on The Big Picture.

Strategic Planning 130

Strategic Planning Medicine Economy Consulting 130

NAIFA Advisor Today

OCTOBER 21, 2022

He was also a member of the NAIFA 2025 Strategic Planning Committee, which developed the NAIFA 2025 strategic plan with a goal of increasing DEI in the association and industry.

Strategic Planning 59

Strategic Planning Financial Services Insurance Planning 59

Integrity Financial Planning

SEPTEMBER 8, 2023

1] Game #3 – Monopoly Monopoly, a classic board game, encourages strategic planning, negotiation, and financial management. It tests players’ decision-making skills, as they must manage resources, plan ahead, and negotiate with their opponents.

Retirement 97

Retirement Strategic Planning Retirement Planning Planning 97

Carson Wealth

APRIL 19, 2024

Tips for Success While the 50/20/30 budget rule provides a helpful framework, mastering your finances requires discipline and strategic planning. However, be mindful of overspending and prioritize experiences that align with your values and long-term goals.

Budgeting 143

Budgeting Retirement Strategic Planning Accounting 143

MarketWatch

JUNE 23, 2023

The board unanimously decided to end the sale process and “instead focus on all potential opportunities to create value, including through the enhanced execution of the company’s strategic plan under refreshed leadership,” the company said. Shares of Mercury ended the regular trading day down 4.2%.

Sales 75

Sales Strategic Planning Planning Marketing 75

SEI

AUGUST 23, 2022

Strategic planning. Tue, 08/23/2022 - 08:49. Internal Account Executive. IT Professionals (ITS). IT professionals (US). Business Development. Process improvement. acarr@seic.com.

Strategic Planning 52

Strategic Planning Accounting Assets Planning 52

SEI

AUGUST 16, 2022

Marketing Specialist, Strategic Sponsorships. Strategic planning. Emily Knechel is a Marketing Specialist concentrating on strategic sponsorships for SEI Sphere. Emily Knechel SEI Sphere. IT Professionals (ITS). IT professionals (US). Sponsorship and event management. Relationship building. eknechel@seic.com.

Strategic Planning 52

Strategic Planning Media Assets Management 52

Brown Advisory

NOVEMBER 1, 2023

An important complement to a family’s mission statement is the strategic plan put in place to communicate its goals and implementation steps to the family. Such a plan should address: Empowerment : How will family members be empowered to advance the family mission? What should be our financial goal for giving?

Strategic Planning 52

Strategic Planning Communication Clients Planning 52

Advisor Perspectives

OCTOBER 7, 2023

Thomas Jefferson University (TJU) developed a strategic resource allocation framework to rationalize and simplify the complex legacy portfolio structures it had inherited through mergers and acquisitions.

Strategic Planning 40

Strategic Planning Planning Portfolio Investments 40

Trade Brains

AUGUST 6, 2024

In conclusion, while the recent market dip presents a potential buying opportunity, investors should approach it with caution and a strategic plan. It is crucial to consider both the broader economic landscape and sector-specific performances before making investment decisions.

Strategic Planning 75

Strategic Planning Pharmaceutical Investment Planning Planning 75

SEI

AUGUST 16, 2022

Strategic planning. Kevin is a Financial Services Sales Executive with a proven track record of establishing and cultivating strategic partnerships in the investment, insurance, trust, legal, and accounting communities. Director of Sales. Kevin Kline SEI Sphere. IT Professionals (ITS). IT professionals (US). kkline@seic.com.

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Strategic Planning Distribution Financial Services Sales 52

oXYGen Financial

MARCH 1, 2024

These platforms offer tailored advice, comprehensive case management, and strategic planning tools that have revolutionized how individuals and businesses manage their legal and financial affairs. This article illuminates how legal. ]]

Strategic Planning 40

Strategic Planning Management Planning 40

Steve Sanduski

AUGUST 27, 2024

How to create a strategic plan and hold team members accountable for following through. Integrating key strategic initiatives into paths to promotion and succession planning. Lisa Salvi and I discuss: Intentionally creating and managing your brand.

Strategic Planning 59

Strategic Planning Clients Communication Assets 59

Tobias Financial

AUGUST 9, 2023

Without sufficient knowledge and diversification, investing can resemble gambling rather than a strategic plan. The biggest advantage of having a financial advisor is having someone to guide you and help you avoid costly investing mistakes.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Strategic Planning Financial Planner 52

Brown Advisory

FEBRUARY 23, 2022

Speakers: Brad Dunn, Portfolio Manager; Brian Copeland, CPA, Tax Manager, Realize Moderator: Meredith Shuey Etherington, Portfolio Manager MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Taxes 52

Brown Advisory

FEBRUARY 23, 2022

Planning for Your Liquidity Event and Beyond. On May 6, our panel of experts focused on investment, tax and strategic planning advice to help you prepare for this moment and beyond. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs. Thursday, May 6, 2021.

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Taxes 52

Brown Advisory

JULY 30, 2015

Strategic planning for families often focuses on tax avoidance or minimization, and this emphasis on tax planning is understandable because reducing the tax drag on earnings and intergenerational wealth transfers is the functional equivalent of boosting investment returns.

Planning 52

Planning Strategic Planning Tax Planning Risk Tolerance 52

MarketWatch

APRIL 10, 2023

Visa Chief Executive Ryan McInerney said in a statement that Murphy’s “extensive operational experience in technology, cybersecurity, international business operations and strategic planning will be invaluable to Visa as we accelerate our strategy to facilitate global commerce and money movement.” Visa shares rose less than 0.1%

Strategic Planning 40

Strategic Planning Planning Marketing Marketing 40

Steve Sanduski

AUGUST 2, 2023

The differences between wealth management and financial planning. Crafting a strategic plan that balances clear business goals with an inspiring vision of the future. How Heritage’s motto, “Every detail matters,” informs its client experience.

Strategic Planning 52

Strategic Planning Wealth Management Clients Planning 52

MarketWatch

MARCH 16, 2023

While Citi is mindful of the more uncertain operating environment and current volatility, the bank’s overall strategic plan is intact, including its divestiture strategy, growth priorities, and cost reduction plans,” Usdin said. Citi stock is up 0.2% in premarket trades.

Strategic Planning 40

Strategic Planning Marketing Marketing Planning 40

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Some of these firms are growing organically, many more are only growing at the rate of market returns.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52