Wealth Management

MAY 21, 2024

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

Strategic Planning 105

Strategic Planning Valuation Taxes Clients 105

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.

Strategic Planning 237

Strategic Planning Sales Clients Planning 237

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

Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Financial Planner 225

Financial Planner Strategic Planning Retirement Planning Retirement 225

The Big Picture

AUGUST 26, 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.

Strategic Planning 246

Strategic Planning Distribution Consulting Insurance 246

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

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 91

Strategic Planning Planning Clients Management 91

Nerd's Eye View

SEPTEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when (..)

Financial Planner 223

Financial Planner Strategic Planning Retirement Planning Retirement 223

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 52

Strategic Planning Planning Portfolio Investing 52

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

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

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 240

Taxes Planning Financial Advisor Strategic Planning 240

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

NAIFA Advisor Today

NOVEMBER 12, 2024

As NAIFA President, he formed and led NAIFA’s 2002 Transformation Task Force, which developed a strategic plan focused on delivering legislative advocacy and bottom-line benefits for NAIFA members. He joined the NAIFA-National Board of Trustees in 1996 and was elected Secretary in 2000. Koob was politically involved and active.

Strategic Planning 52

Strategic Planning Recruitment Financial Services Insurance 52

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 274

Strategic Planning Education Sales Food 274

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

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

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

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 214

Strategic Planning Planning Communication Financial Advisor 214

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

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

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.

Strategic Planning 130

Strategic Planning Consulting Investing Investments 130

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

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

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

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 219

Marketing Marketing Financial Advisor Strategic Planning 219

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

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.

Strategic Planning 52

Strategic Planning Distribution Financial Services Sales 52

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

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

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

Indigo Marketing Agency

AUGUST 13, 2024

There’s also the option of hiring support staff or partnering with virtual assistants to allow you to focus on high-value activities like client relationship management and strategic planning. Benefit: Immediate reduction in administrative tasks, allowing you to focus more on client interactions and strategic planning.

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 52

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

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

Harness Wealth

OCTOBER 23, 2023

Accounting advisory services are a suite of strategic planning offerings that extend beyond the realm of traditional tax return preparation and filing. This can also include advice on business structure, operational efficiencies, cash flow forecasting, and long-term strategic planning.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52