The Big Picture

MAY 4, 2024

New York Times ) • Having a Plan for When S**t Hits the Fan: A Journey in Prepping : What disaster preparedness experts have to say about best-laid plans for worst-case scenarios. She was named one of Ad Age’s 100 Most Influential Women in Advertising. A Strong U.S.

Advertising 180

Advertising Retirement Media Planning 180

Nerd's Eye View

NOVEMBER 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

Financial Planner 214

Financial Planner Communication Insurance Advertising 214

Steven J. Wilson

SEPTEMBER 20, 2022

You write a marketing action plan by first understanding your target market and then creating a detailed strategy to reach them. This is done through various marketing channels, such as advertising, public relations, or online marketing. The post How do you write a marketing action plan? appeared first on Steven J.

Planning 52

Planning Advertising Marketing Marketing 52

Mish Talk

NOVEMBER 24, 2022

The Chicago Tribune reports Retailers Attempt to Lure Price-Weary Shoppers With Deep Discounts The American Girl store advertised a Black Friday early access sale at 20% off. Forever 21 was up to 70% off, American Eagle was up to 60% off, Hollister was 25% to 40% off and Aeropostale advertised price cuts of between 50% and 70% off.

Advertising 221

Advertising Retail Budgeting Sales 221

Steven J. Wilson

SEPTEMBER 20, 2022

The 4 elements of digital marketing include 1) market research, 2) website development, 3) online advertising, and 4) social media marketing. Each of these elements is important in its own right and should be carefully considered to create a successful digital marketing plan. appeared first on Steven J.

Planning 52

Planning Advertising Marketing Marketing 52

Nerd's Eye View

AUGUST 25, 2023

Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)

Financial Planner 199

Financial Planner Retirement Retirement Planning Advertising 199

Abnormal Returns

DECEMBER 12, 2022

(investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. riaintel.com) Older Americans are planning to stay in the homes.

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. If you hold shares of Reddit as part of your equity compensation, here’s how you can start planning ahead for a liquidity event. How does Reddit make money?

Planning 52

Planning Taxes Advertising Tax Planning 52

Trade Brains

OCTOBER 5, 2023

The article concludes with a highlight of future plans and a summary. Future Plans Of Siyaram Silk Mills So far we looked at the previous fiscals’ data for our fundamental analysis of Siyaram Silk Mills. The post Fundamental Analysis of Siyaram Silk Mills – Future Plans & More appeared first on Trade Brains.

Planning 105

Planning Manufacturing Assets Distribution 105

Nerd's Eye View

FEBRUARY 1, 2023

In recent years, though, the growing use of lead-generation services, advisor networks, and ‘advisor-matching’ tools, referred to as “operators” in the Marketing Rule’s Adopting Release, has given rise to third-party solicitation activity that often looks more like advertising directly to prospective clients.

Compliance 165

Compliance Advertising Marketing Marketing 165

Abnormal Returns

NOVEMBER 9, 2022

variety.com) Taiwan Semi ($TSM) is planning another fab in Arizona. cnbc.com) Apple's ($AAPL) advertising push is troubling. (ft.com) Disney ($DIS) gained streaming customers at the expense of operating profits. wsj.com) Meta ($META) is laying off some 11,000 employees. macworld.com) Amazon ($AMZN) HQ2 now looks like an anachronism.

Investing 235

Investing Investments Financial Advising Advertising 235

Abnormal Returns

JANUARY 21, 2023

slate.com) How Hertz ($HTZ) plans to help cities build charging networks. bloomberg.com) Just because a drug is advertised on television doesn't mean it is better than (cheaper) alternatives. abnormalreturns.com) Podcast links: the advertising downshift. EVs EVs made up 10% of global auto sales in 2022.

Advertising 234

Advertising Food Financial Advising Media 234

Pacifica Wealth

FEBRUARY 17, 2022

The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not! 1) Computer software.

Estate Planning 52

Estate Planning Planning Insurance Advertising 52

Trade Brains

APRIL 9, 2023

A highlight of the future plans and a summary to conclude the article at the end. The company is basically engaged in mobile/smartphone advertising through its unified platform. Its solutions help businesses and apps to advertise more effectively with data-centric scientific targeting. Source: Affle India Ltd. 12,800 EPS ₹18.8

Planning 52

Planning Advertising Media Digital Media 52

Nerd's Eye View

DECEMBER 20, 2022

In this episode, we talk in-depth about how, as Emily progressed in her career from working on 401(k) plans to focusing on financial planning, she faced challenges and eventual burnout while building a successful financial planning offering in a firm that was still primarily focused on 401(k) plans first and foremost and didn’t want to allocate (..)

Financial Advisor 225

Financial Advisor Financial Planning Planning Financial Planner 225

Nerd's Eye View

SEPTEMBER 15, 2023

Further, the survey results suggest that advisors who offer comprehensive services tailored to the needs of their target clients are likely to be more successful both retaining their current clients and in attracting clients who might be dissatisfied with their current advisor and their service offering.

Financial Planner 209

Financial Planner Retirement Retirement Planning Advertising 209

Trade Brains

MARCH 8, 2024

Beyond its roots in advertising and event and exhibition management, Praveg has evolved into a pioneer in tourism and hospitality, offering comprehensive and innovative solutions. The post Fundamental Analysis Of Praveg – Financials, Future Plans & More appeared first on Trade Brains. Market Cap(Cr) ₹ 2,011.83cr EPS 9.43

Planning 59

Planning Economy Management Portfolio 59

Nerd's Eye View

MAY 1, 2023

only' checking client portfolios for tax-loss harvesting every other day, after having advertised daily checks) – a first for the SEC in scrutinizing an RIA not for failing to execute its investment promises to clients, but for failing to execute tax-loss harvesting promises instead.

Taxes 178

Taxes Retirement Planning Advertising Retirement 178

Nerd's Eye View

DECEMBER 27, 2023

On the other hand, the advisor needs to understand what process the technology uses to begin with to ensure that their processes are being followed as described in their advertising and communications.

Financial Advice 186

Financial Advice Communication Compliance Clients 186

Trade Brains

APRIL 3, 2023

A highlight of the future plans and a summary conclude the article at the end. The company supplies its products to a broad range of customers from different industries including pharmaceuticals, agrochemicals, mining, FMCG, advertising, electronics, manufacturing, automotive, and more. Company Overview SRF Ltd. 70,500 EPS ₹74.4

Planning 98

Planning Manufacturing Accounting Pharmaceutical 98

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Clients 206

Clients Fee Only Planning Advertising 206

Million Dollar Round Table (MDRT)

JANUARY 9, 2024

By Antonette Reyes From having a previous career as a managing partner in an advertising agency, Lester Angelo Reyes , a six-year MDRT from Quezon City, Philippines, says storytelling is his most helpful skill he took from his past career. “I Before recommending solutions, I must understand their struggles and life targets.”

Clients 78

Clients Advertising Media Planning 78

The Big Picture

NOVEMBER 27, 2023

Behavioral Scientist ) • How Elon Musk Spent Three Years Falling Down a Red-Pilled Rabbit Hole : His tweet endorsing an antisemitic theory that sent advertisers fleeing comes after years of increasing interaction with extremist content. I dipped my toe in with a one-DVD-at-a-time plan, but I soon upgraded that to two. (

Advertising 246

Advertising Economy Media Government 246

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Fee Only 198

Fee Only Portfolio Clients Planning 198

Nerd's Eye View

AUGUST 15, 2022

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

Clients 160

Clients Financial Advice Financial Planning Fee Only 160

Nerd's Eye View

JANUARY 27, 2023

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Financial Planner 193

Financial Planner Nonprofit CFP Advertising 193

Nerd's Eye View

AUGUST 15, 2022

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

Clients 147

Clients Financial Advice Financial Planning Fee Only 147

Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy. The potential advantages of taking RMDs in stock rather than in cash during the current market downturn.

Financial Planner 177

Financial Planner Retirement Planning Advertising Taxes 177

Nerd's Eye View

MARCH 27, 2023

SEO tactics, drip marketing campaigns, and online advertisements). Further, the benefits of how the CFP marks are perceived as a valuable brand appear to have a meaningful impact not only on how advisors spend their time, but also on their revenue growth as well.

CFP 244

CFP Clients Certification Financial Advice 244

Nerd's Eye View

JUNE 16, 2023

Among other highlighted areas of interest, the regulator also flagged whether certain “ineligible persons” have been compensated for testimonials or endorsements and advisors’ use of third-party ratings in advertisements.

Financial Planner 198

Financial Planner Advertising Clients Taxes 198

Midstream Marketing

MARCH 21, 2023

That does not mean those programs or services don’t work in general, but it does mean these advisors probably don’t have a comprehensive marketing plan of action to achieve their business growth goals. ” As a result, they have not developed a marketing plan that can get real results. Keep it simple.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Trade Brains

JANUARY 10, 2024

Nil Berger Paints Vs Indigo Paints – Future Plans So far, we studied the financial statements of the company and understood how each company is performing. With the plans the companies have set in place, the outlook of both companies looks favorable for the future. Fiscal Year Berger Paints Indigo Paints 2019 0.2 Nil 2022 0.26

Planning 59

Planning Manufacturing Retail Portfolio 59

FMG

JUNE 22, 2022

That’s why it’s essential to go in with a marketing plan. We created this blog to help provide you with a foundation for your marketing plan. Along with steps to get you started and a way to continue marketing once your plan has been established. Getting Started on Your Plan. Find a Voice for Your Brand.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Nerd's Eye View

OCTOBER 5, 2022

Ultimately, the key point is that tax-loss harvesting is a tax planning strategy and not (just) a portfolio management strategy. In this light, it may be worth spending a little extra time on the tax planning side before handing the process over to automation, to ensure that the losses harvested will be truly valuable in the long run.

Taxes 196

Taxes Tax Planning Portfolio Management Advertising 196

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm's actions in areas including proxy voting, cybersecurity, personal trading of the firm's employees, material nonpublic information, and the firm's business continuity plan.

Compliance 224

Compliance Clients Advertising Accounting 224

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

The Big Picture

FEBRUARY 15, 2023

Investors Need a Long-Term Plan. Now he wrote Spotify CEO Daniel Ek to argue for keeping the Ringer’s mass audience on Apple and its advertising revenue, driven by the explosion of sports betting. There is no one to induct. ( Businessweek ) see also ChatGPT Sparked an AI Craze. Here’s how to build an AI portfolio.

Advertising 271

Advertising Media Startup Retail 271