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#FA Success Ep 347: When The Firm You Sell To Gets Sold And You Have To Reinvent Yourself, With Cary Carbonaro

Nerd's Eye View

In this episode, we talk in-depth about how, in 2001, Cary left her Director of Marketing role at Lord Abbett selling mutual funds and in the face of the tech crash realized that mutual fund companies were so cutting their marketing budgets that she may as well just launch her own advisory practice instead, how after years of growing successfully on (..)

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Top Compliance Challenges Financial Advisors Face

BlueMind

Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors. The primary cause of the 2008 global financial crisis was the deregulation of the financial industry.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

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.

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Top Indian Stocks Held By Societe Generale – Portfolio Analysis

Trade Brains

The company was incorporated in 2008 with the leadership of a first gen civil engineer with 47 years of experience. Operating Profit Margin 11.872% Net Profit Margin 6.95% PLI scheme and government budget allocation heavily leaning towards infra development and real estate will be a key factor in the company’s future growth prospects.

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Market Commentary: S&P 500 Has Another Strong Month, but Watch Out for October Jitters

Carson Wealth

This is true, as 1929, 1987, and 2008 all saw spectacular meltdowns in this spooky month. Of course, a 22% drop in the fourth quarter of 2008 pulled back the average return by a good deal, but to say stocks will be lower three months from now is probably a low probability event. on average, making it the 7 th best month of the year.

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

However, financial advisors will find that special clients and their families are unanimous about their main concern: to have a financial plan in place that will provide support for the special needs person in the future. Related: How Financial Advisors Should Engage With Female Clientele?

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Market Commentary: How Bad Is It?

Carson Wealth

Consider this: Real GDP growth has grown faster than what the Congressional Budget Office projected just before the pandemic in January 2020. So, households feel less urgency to save and solidify their balance sheets, unlike what happened after the stock market and housing crash in 2008. Median net worth rose 37% between 2019 and 2022.