Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 245

Financial Planning Clients Planning Financial Advisor 245

Nerd's Eye View

MAY 18, 2023

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss best practices for gracefully letting an employee go when the advisory firm owner decides they no longer want to grow into a business but would rather revert to being a solo advisor instead.

Communication 242

Communication Management Clients Numbers 242

Clever Girl Finance

JULY 30, 2022

The importance of reading books is often overlooked. Although the value found in the pages of a good book is regularly underestimated, reading can transform your life in many ways. Let’s explore how reading books can impact your life for the better. The importance of reading books. Advantages of reading books.

Communication 98

Communication Numbers Banking Investing 98

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

The Big Picture

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication. He is the author of the new book, “ Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.”

Advertising 130

Advertising Portfolio Management Economy Food 130

Indigo Marketing Agency

MARCH 19, 2025

With well-crafted, high-converting ads marketing your financial advisor services, you will attract the right audience and keep your schedule booked with highly qualified leads. Action Steps: Use simple, direct language that immediately communicates the value of your services. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Random Roger's Retirement Planning

FEBRUARY 8, 2025

I would imagine that once the new communications sector begins to get ten year rolling periods under its belt, it too will outperform in a similar manner with the same tradeoff. With communications, the top three holdings are Meta, Google and Netflix. annualized versus 12% for the S&P 500. They didn't cite a source for that 15.2%

Assets 52

Assets Engineering Food Communication 52

Trade Brains

JUNE 10, 2025

REC has also diversified into the non-power infrastructure sector, which includes ports, roads and expressways, metro rail, airports, IT communication, and electro-mechanical (E&M) projects associated with various other industries, such as steel and refineries. In FY25, the business had its highest-ever loan book of Rs 5.67

Financial Services 72

Financial Services Certification Investments Investing 72

Trade Brains

JUNE 26, 2025

Through the development of budget hotels, carefully thought-out travel packages, commercial promotion, information exchange, and communication with global reservation systems, it also makes a substantial contribution to the expansion of both domestic and international travel. Its internet ticketing revenue climbed to Rs 372.5

Insurance 66

Insurance Media Certification Marketing 66

Million Dollar Round Table (MDRT)

NOVEMBER 27, 2022

Better booking. I use an online booking tool called OnceHub. Now it is simple — I can block out the times when I am unavailable, and people can see a live feed of my calendar and book when it suits them. and give them the numbers so they can have an idea of how much they will need. It saves time and sends reminders.

Clients 95

Clients Wealth Management Communication Education 95

Indigo Marketing Agency

APRIL 26, 2021

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. You don’t have time to waste on “yet another book” that promises results but doesn’t deliver. To help you out, I’ve gathered a list of the top books for financial advisors. This book changes that.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. That’s why I’m excited to share the top books for financial advisors in 2020. That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020. This book changes that.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down. So derivatives were a part where I was very intimidated.

Clients 299

Clients Wealth Management Banking Investing 299

Investment Writing

MAY 7, 2024

Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” You might also enjoy “ Investment commentary numbers: How to get them right.” For a handy overview of my approach to investment commentary, you can buy my mini e-book.

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Indigo Marketing Agency

FEBRUARY 19, 2025

Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.

Financial Services 59

Financial Services Financial Planner Advertising Compliance 59

Indigo Marketing Agency

MAY 31, 2025

Ericsson reports that video makes up about 60% of all smartphone traffic ; and that number was expected to jump to 74% by the end of 2024. They help you communicate your value, connect with prospects, and convert them into loyal clients without needing a production studio or fancy setup. Or book a call with our team. Not at all.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

NOVEMBER 8, 2024

E-books that provide in-depth information on a subject. E-books and White Papers: Offer detailed information on specific areas of financial planning. Leveraging Email Marketing Campaigns for Personalized Communication Email marketing is a good way to connect with leads and stay in touch with potential clients.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

Trade Brains

OCTOBER 1, 2023

Under the defence segment, the company manufactures Radar and Fire Control Systems, Weapon Systems, Communication, Electronic Warfare Systems, Network network-centric systems (C4I), Avionics, Anti-Submarine Warfare Systems and sonars, Electro-Optics, Tank Electronics, Gun Upgrades, and Strategic Components. Price to Book Value 7.43

Electronics 119

Electronics Manufacturing Engineering Medical 119

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

FMG

OCTOBER 2, 2024

You’re juggling client meetings, market analysis, and a never-ending stream of communications. Text-Enable Your Office Number Consider text-enabling your existing office phone number. By enabling texting on your office line, you ensure that all client communications come through a single, familiar number.

Financial Advisor 52

Financial Advisor Communication Clients Numbers 52

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. That explaining that process and communication to people built confidence. And we held it for, I don’t know, for a number of years.

Management 294

Management Economy Investing Investments 294

The Big Picture

MARCH 4, 2025

And generally speaking, we are sort of number one or number two in everything that we do, which, which again is a great privilege to work there from that perspective. So again, when we first started specialized industries, I’m not gonna remember the exact number, but we probably had five industries within, within that, right?

Banking 130

Banking Economy Startup Marketing 130

eMoney Advisor

APRIL 25, 2023

3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners. There are a growing number of values exercises you can use with clients, some borrowed directly from the field of psychology.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Midstream Marketing

DECEMBER 10, 2024

By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Including video marketing in your plan can improve communication with clients. They have unique needs and ways of communication. Basic financial advice doesnt work anymore.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Validea

OCTOBER 25, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500. See the Factor Report for XLE.

Investments 72

Investments Investing Communication Assets 72

Clever Girl Finance

DECEMBER 21, 2022

We've looked at the percentage of your budget you'll likely spend on certain things, but what are the real numbers? Of course, be mindful of costs, because it's easy to spend so much on supplies that you don't actually save money, so run the numbers first. Remember, communication is key. Catering: $75 per person. Venue: $10,500.

Budgeting 98

Budgeting Food Planning Communication 98

Clever Girl Finance

DECEMBER 7, 2022

Brush up on your communication skills and also look for websites that are hiring freelance writers. Create a r ecipe book. Create a book of original recipes and sell it as an eBook. Sometimes companies hire for this, too, to book multiple appointments. Sell old books. Get paid to write. Sell dishes. Try it out!

Media 97

Media Accounting Budgeting Communication 97

Clever Girl Finance

JUNE 23, 2023

Brush up on your communication skills and look for websites hiring freelance writers. Create a r ecipe book A fun answer to the question, “What can I sell from home to make money” is creating an original recipe book. There are a lot of good places to sell old books online, including Amazon and Decluttr.

Media 105

Media Accounting Sales Budgeting 105

FMG

AUGUST 24, 2022

When finding your goals, ask yourself some of these questions: I have X clients right now, what number do I want to reach by the end of the year? We communicate X amount of times with clients a week, what do we want to raise it to? How can we make client communication better? Book a Demo to Find Out More. Social Media.

Financial Advisor 75

Financial Advisor Planning Marketing Marketing 75

Trade Brains

SEPTEMBER 14, 2024

Advanced Rail Controls Pvt Ltd (90% holding) Subsidiary acquired in 2024 Specializes in locomotive communication products 3. Order Book The company has witnessed a significant leap in its order book over the last 3 years. The order book went up from 37 crores to 197 crores between FY23-24 indicating a 5-fold jump.

Transportation 85

Transportation Manufacturing Government Distribution 85

Good Financial Cents

MARCH 15, 2023

Despite declining overall employment numbers in the field, there are close to 400,000 job openings annually for customer service representatives, according to the Bureau Of Labor Statistics – a testament to how critical the industry is to the U.S. Technical Support Representative Salary: $57,910/year Education: High school diploma.

Communication 69

Communication Education Retail Banking 69

Carson Wealth

DECEMBER 16, 2024

We Still Believe in Santa Stocks fell overall last week, with some of the weakness masked by big gains from the communications services and consumer discretionary sectors. We think so and continue to expect a potential year-end rally and more new highs before 2024 is officially in the books. Should you still believe in Santa?

Marketing 52

Marketing Marketing Insurance Food 52

FMG

JANUARY 31, 2023

She’s breaking down what content marketing analytics are, how to start tracking them and the three metrics advisors need to be tracking, Average engagement time Number of unique pageviews Top-visited pages Give it a read and boost your strategy! How Often Should Financial Advisors Send Emails? (4 Well, struggle no more.

Financial Advisor 52

Financial Advisor Media Communication Clients 52

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. And so the magic number was $388 a month. That they could add to PayPal’s numbers. If the leader from your organization goes out and shows up in the community, it’s going to attract other people from the community.

Startup 147

Startup Advertising Engineering Numbers 147

MazumaBusinessAccounting

MAY 31, 2023

When you are passionate about your business but the numbers are overwhelming and challenging for you, competent and professional bookkeeping services can easily take care of the dollars and cents on your behalf. So, it is important to make sure that your communication style and the communication style of your bookkeeper work well together.

Accounting 52

Accounting Communication Numbers Taxes 52

MazumaBusinessAccounting

JUNE 1, 2023

When you are passionate about your business but the numbers are overwhelming and challenging for you, competent and professional bookkeeping services can easily take care of the dollars and cents on your behalf. So, it is important to make sure that your communication style and the communication style of your bookkeeper work well together.

Accounting 52

Accounting Communication Numbers Taxes 52

Brown Advisory

MARCH 14, 2023

More than 70% of Pros stated that they were booked out the SAME OR MORE compared to 2022." "We Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. It includes those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth values.

Clients 97

Clients Investments Investing Sales 97