The Big Picture

JANUARY 28, 2023

What are the things we do today that will seem embarrassing or otherwise regrettable to our future selves — the stuff that will make us cringe when we look back on how we lived our lives in the early 2020s? The weekend is here! Many hot technology trends get over-hyped far before the market catches up.

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Indigo Marketing Agency

SEPTEMBER 11, 2023

As Indigo’s most-tenured team member, Lisa Gaines’ positive impact on our success cannot be overstated! Lisa breaks down the process as follows: “Once an article is written and proofed by the writing team, and approved by the advisor and account manager, they hand it off to me.

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FMG

JUNE 29, 2023

It’s time for our “Meet the Team” blog for June, and we got to chat with Marketing Associate, Aubrey Seymour. To learn more about Auburey, you can keep reading! We love hearing more about where everyone lives, especially with the team working remotely! If so, what teams do you cheer for?

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Indigo Marketing Agency

OCTOBER 4, 2023

Meet Katie Cress, our Digital Marketing Consultant and Sales & Client Strategist. Join us as we delve into this dynamic team member’s story and her role in our mission to help financial advisors attract their ideal clients with custom content solutions. We are thrilled to have Katie as part of our team.

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Indigo Marketing Agency

FEBRUARY 7, 2023

Whether it’s for our health, our loved ones, or our career, getting more than one perspective can help us make more informed decisions. Doing research and gathering different opinions can give us more confidence in our choices and can often lead to better results. Additionally, a team approach can help foster creativity.

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Planning Marketing Marketing Financial Services 98

Walkner Condon Financial Advisors

JULY 27, 2023

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She was a great fit in an administrative role for us during her tenure. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

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Walkner Condon Financial Advisors

MAY 12, 2023

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She was a great fit in an administrative role for us during her tenure. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

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Million Dollar Round Table (MDRT)

MARCH 5, 2023

In his 2014 Annual Meeting presentation “Essence of excellence,” John Spence, who at 26 oversaw projects in 20 countries as CEO of an international Rockefeller foundation, identified business achievement as the product of a formula: (T+C+ECF) X DE = success. What does that stand for? But here’s the key idea,” he said.

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The Big Picture

JULY 11, 2023

They run about a $1.5 Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. Let’s talk a little bit about your background.

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FMG

FEBRUARY 27, 2023

Read on to learn more about each website and why we chose to include it on our list. 10 Examples of Female-Led Firms and Their Websites The eight firms below have continued to impress us with their lead-generation tactics, the unique niches that they cater to, and much more, so we just had to show them off. Steven Guelich, CFP®, WMPC®.

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Dear Mr. Market

MARCH 17, 2024

Dear Mr. Market : If your alma mater or favorite college team did not make the tournament on Selection Sunday, we’ve got another option for you! We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

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The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them.  The transcript from this week’s, MiB: Tom Hancock, GMO Focused Equity , is below. Maybe they’re a little below the radar or institutionally facing.

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The Big Picture

DECEMBER 5, 2023

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. Were you always thinking about going into finance? The transcript from this week’s, MiB: Michael Fisch, American Securities , is below. 00:00:07 [Barry Ritholtz] This week on the podcast, I have an extra special guest.

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FMG

OCTOBER 27, 2022

It’s time for our next “Meet the Team” blog! Talk about the ability to multitask. To learn more about Dylan, be sure to check out our latest blog. I was born in Beverly Hills, CA and lived in Los Angeles for about 11 years. What would you say is your favorite part about this role?

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Abnormal Returns

FEBRUARY 4, 2023

slate.com) Air transport Americans are unhappy with the flying experience and its not just about Southwest ($LUV). airports are using swoop landings vs. staircase descents, and why it matters. airports are using swoop landings vs. staircase descents, and why it matters. wired.com) AI has a lot to learn about rocket science.

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FMG

APRIL 20, 2023

It’s time for our “Meet the Team” blog for April, and we got to chat with People Team Coordinator, Lexie Williams. She is such an integral part of our team at FMG, but when she isn’t crushing it at work, she loves to spend time outdoors, play tennis and is even planning a trip to the US Open this summer!

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Trade Brains

DECEMBER 4, 2023

But unfortunately, on the morning of November 28th, the billionaire passed away ‘peacefully’ at the age of 99, leaving behind his philosophy, memorable quotes, and stories to guide us in thinking and living better. But how did Charlie Munger start his career, and how did he meet Warren Buffet? When did he team up with Warren Buffet?

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MainStreet Financial Planning

AUGUST 8, 2022

How : Zoom Meeting, Free to ongoing clients; $10 for guests. The big question is how do we balance our own life, creating a family, raising our kids while also making sure that we can take care of our parents when they need us. Have A Team Approach. “MainStreet Chalk Talk”. The MainStreet Financial Planning Discussion Club.

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Financial Planning CFP Medical Retirement 81

eMoney Advisor

FEBRUARY 8, 2023

What your website says about you and the services you offer impacts the likelihood of a potential client taking the next step to engage further. Use your website to share your “why”—the special sauce that makes your firm the one that will meet the needs of your ideal audience.

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Marketing Marketing Clients Certification 81

Trade Brains

SEPTEMBER 9, 2023

Chavda Infra IPO Review – About The Company Chavda Infra Limited, part of Chavda group, is a construction company based in Ahmedabad, Gujarat. It has a team of over 217 technical staff and generates revenue from three business verticals: Contracting Services(Revenue-91.9%) : The company works as a contractor for renowned builders in Gujarat.

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The Big Picture

SEPTEMBER 19, 2023

Let’s talk about your background, which is really kind of fascinating. The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. Elizabeth Burton : Hi Barry.

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Diamond Consultants

AUGUST 23, 2023

UBS advisors describe a culture defined by wins and losses—and they are asking tough questions about what the future holds. This has left many advisors – including top, long-tenured teams – to struggle day-to-day, balancing the desire to serve clients best and grow the business against the challenges they face.

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Carson Wealth

NOVEMBER 5, 2022

Estate Planning isn’t fun to think about. No one wants to talk about dying. And that may drive us to avoid the conversation altogether. The kind of estate planning may vary, but in the end most of us need a scaffolding for success. . In your 20s, estate planning is about mapping the “what-ifs” of life.

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Ballast Advisors

JULY 13, 2023

Stevie has been an integral part of our team and has shown dedication and commitment to our clients and our organization. Bi comes to us with five years of experience in client service management, and we are thrilled to have her on board. Our team is dedicated to meeting your needs and exceeding your expectations.

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Indigo Marketing Agency

APRIL 16, 2024

It used to be that if you were a financial advisor, all you needed was a website to have credibility in the marketplace. And one of the most tried-and-true ways to do this is with an intro video on your home page: A video is like a digital handshake, letting visitors meet you without the commitment or investment of meeting in person.

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Financial Advisor Engineering Education Communication 52

Carson Wealth

NOVEMBER 28, 2022

You can work with a qualified estate planning team to develop a plan that helps your family members in great times of need and provides cash and liquidity when they need it most. Your estate plan should be designed to meet two goals: Ensure your property effectively and efficiently passes to your family and community according to your wishes.

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SEI

SEPTEMBER 6, 2022

There are three first steps every leadership team should take to properly re-assess their cybersecurity strategy. . Start thinking about cyber risk on par with credit risk, default risk, economic risk, and other traditionally understood financial risks. The great reassessment: Your cybersecurity strategy to kick start 2023. vlaskowski.

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FMG

DECEMBER 15, 2022

It’s time for our last “Meet the Team” blog of 2022! To learn more about Chris, be sure to check out our latest blog. With our team working remotely, it’s fun to see where everyone is located! The best part about being in web development is that every project can be your favorite.

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Media Planning Marketing Marketing 52

FMG

MARCH 16, 2023

It’s time for our “Meet the Team” blog for March, and this time, we caught up with Sales Manager, Richard DeTeresa. To learn more about Richard, be sure to check out our latest blog! What is your favorite part about your role as a sales manager? What’s your favorite part about where you live?

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Fortune Financial

MARCH 5, 2024

It signals to potential hires that you’re serious about their long-term prosperity, setting you apart from competitors who may skimp on employee benefits. A 401k plan is a vital benefit and statement of your company’s values and commitment to its team. What is 401k?

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Retirement Planning Financial Advisor Retirement Taxes 52

Diamond Consultants

JUNE 28, 2023

They want to have a sense of ownership over how they run their practice—including the ability to hire and fire team members, distinguish themselves from their colleagues by marketing their business creatively, and be allowed to run their practice without as much interference from compliance.

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Compliance Recruitment Clients Compensation Planning 52

Brown Advisory

MAY 31, 2022

For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. We hope you find this report informative, and we welcome a conversation with you about the work we are doing. and Brown Advisory Trust Company of Delaware, LLC.

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Brown Advisory

MAY 31, 2022

For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. We hope you find this report informative, and we welcome a conversation with you about the work we are doing. . Tue, 05/31/2022 - 15:22. . Sincerely, .

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Steve Sanduski

JANUARY 5, 2023

Create a “path to partnership” for your team members who want to be on that track with Lisa Salvi. If you have a top team, they want to know what their potential career path looks like. They want to know what criteria you’re using to determine promotions and pay raises. Why the wrong team? In 2022, I published 45 shows.

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The Big Picture

JANUARY 24, 2023

So let’s talk a little bit about that MBA/JD, that’s quite a combination. RITHOLTZ: Sorry about the theft of that last (inaudible).  The transcript from this week’s, MiB: Steven Klinsky, New Mountain Capital , is below. He eventually goes to a Forstmann Little where he’s one of the first five founding partners.

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Harness Wealth

MARCH 5, 2024

Introducing Harness for Advisors We’re proud to unveil Harness for Advisors , a comprehensive tax advisory solutions platform that seamlessly brings together advanced software, an in-house Concierge team, and a professional community, all in one place. Today, we’re proud to enter a new era. Read the full announcement in TechCrunch.

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Taxes Clients Communication Financial Advice 52

AdvisorPR

AUGUST 10, 2020

We think that it is safe to say that what we are all witnessing around us is “unprecedented.” With all the negativity out there, we thought this would be an appropriate time to show you how our conversations with advisors and teams are letting in some “rays of sunshine” on an otherwise very gloomy environment. Dinner is my treat!

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