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Getting Known In Your Local (Facebook Group) Community To Quickly Add $30M In The First 2 Years: #FASuccess Ep 446 With Misty Lynch

Nerd's Eye View

What's unique about Misty, though, is how she grew her AUM by $30 million in 2 years in part by being recognized as a financial planning expert within Facebook groups for her ideal target clients of small business owners and families in her local area.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). There are even advisors that focus on planning for employees of specific companies. Working with an independent firm can reduce the risk of receiving biased advice. Do you have a unique situation?

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What is an 83(i) Election and How Do You You File One?

Harness Wealth

As a result, they were left holding valuable stock certificates that came with a sizable tax bill they couldnt pay. In these cases, the taxes owed would be triggered earlier than expected, which could disrupt the employees financial planning. Broad-based equity plan: At least 80% of U.S.-based Starting at $1,500 per year.

Taxes 52
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Tips to Build Wealth with Patience and Time

WiserAdvisor

Best 1,000-dollar investment instruments High-yield savings accounts or certificates of deposit (CDs) : High-yield savings accounts and CDs are excellent entry points for those who prioritize safety and stability. Experts recommend sticking to your investment plan, especially during market turbulence.

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5 Effective Marketing Strategies for Financial Advisors to Reach and Engage A+ Clients

Indigo Marketing Agency

A good marketing plan does it every time. Don’t forget to showcase your credibility through client testimonials, case studies , and any relevant certifications or achievements that build trust—in a compliant way, of course. Or book a call with us today , and we’ll guide you every step of the way.

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2 Stocks to buy now for an upside of up to 23%; Recommended by Trade Brains portal – June 11

Trade Brains

In FY25, the business had its highest-ever loan book of Rs 5.67 The company, which has a current book value of Rs 58,000 crore, plans to invest Rs 3 lakh crore in renewable energy by 2030. With 36% of the overall loan book as of December 31, 2024, the company is also exposed to client concentration risk. points, or 1.67%.

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2 Stocks to buy now for an upside of up to 25%; Recommended by Trade Brains Portal

Trade Brains

The company also aims to maintain a 3x order book to revenue ratio, 15–20% revenue growth, 13–15% EBITDA margins, a RoCE >20%, ROE >15%, and an annual order intake of Rs 6,000–7,000 crore. It has 26 million square feet of current projects in addition to 16 million square feet of planned launches. billion RFQs anticipated.