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Summer Reading List Of “Best Books” For Financial Advisors – 2024 Edition

Nerd's Eye View

client retention rates remaining robust, and at least a bit of client referral growth trickling in. It quickly became a perennial favorite on Nerd's Eye View, and so I've updated it every year, with new lists of books in 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and a fresh round last year in 2023.

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Ideal quarterly investment letters: Meaningful, specific, and short

Investment Writing

Investment managers’ quarterly investment letters should be meaningful to clients, specific to the manager, and short. Clients appreciate honesty, and the best way to demonstrate honesty is to be clear in what you are saying. Always consider the client’s perspective. I believe these conclusions still apply.

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Don't get an "F" on FBAR

Brown Advisory

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

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Equity Beat: The Long and Short

Brown Advisory

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Russell does not promote, sponsor or endorse the content of this communication.

Clients 97
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Equity Beat: The Long and Short

Brown Advisory

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Russell does not promote, sponsor or endorse the content of this communication.

Clients 81
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NOW 2016 | Putin’s World

Brown Advisory

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

Economy 52
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NOW 2016 | Putin’s World

Brown Advisory

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. This communication and any accompanying documents are confidential and privileged. NOW 2016 | Putin’s World. Thu, 06/23/2016 - 10:27.

Economy 52