Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

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Nerd's Eye View

OCTOBER 16, 2023

Given that larger firms tend to have more substantial marketing budgets to attract clients, smaller firms and their advisors have had to look for alternative ways to differentiate themselves from the competition.

Financial Planning 246

Financial Planning Marketing Marketing Financial Advice 246

Nerd's Eye View

JANUARY 27, 2023

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several (..)

Financial Planner 246

Financial Planner Nonprofit CFP Advertising 246

Nerd's Eye View

JANUARY 12, 2024

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

Financial Planner 246

Financial Planner Financial Advisor Commission Budgeting 246

Clever Girl Finance

SEPTEMBER 7, 2023

In personal finance, where income, expenses, dreams, and aspirations converge, the budget emerges as a crucial tool. And when you have a family, creating a family budget becomes even more important. Table of contents What is a family budget? How does a typical family budget look? What is the average family monthly budget?

Budgeting 98

Budgeting Transportation Medical Insurance 98

Clever Girl Finance

NOVEMBER 8, 2022

Not to worry if your budget is tight, our staycation ideas are here to save the day! With a regular vacation, a huge part of your budget goes to travel. Our phones nowadays are more than a means of communication. Are your budgeting goals in good shape? The post 29 Staycation Ideas Your Budget Will Love!

Budgeting 98

Budgeting Food Planning Media 98

Nerd's Eye View

DECEMBER 1, 2022

And while these tools are marketed as helping advisors become more efficient, advisors often wonder if technology helps them offer better financial planning or if it simply serves to systematize outreach to more clients with depersonalized and less insightful advice.

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Nerd's Eye View

SEPTEMBER 11, 2023

a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans).

Financial Planning 246

Financial Planning Planning Recruitment Clients 246

Clever Girl Finance

JANUARY 10, 2025

Your money values influence the decisions you make about budgeting, saving, investing, and even giving. That realization encouraged me to create a fun fund in my budget , so I could treat myself to experiences without guilt. Open and honest communication is key. What if my money values conflict with my partners?

Ethics 98

Ethics Budgeting Retirement Accounting 98

Nerd's Eye View

OCTOBER 24, 2023

In this episode, we talk in-depth about how, despite some false starts and initially problematic underpricing, Sarah-Catherine intentionally built her financial planning fee to transparently communicate her value and the work she does as a financial advisor while also pricing within a range for her originally accidental (but now fully embraced) niche (..)

Financial Advisor 246

Financial Advisor Financial Planning Planning Clients 246

Clever Girl Finance

JANUARY 17, 2023

Many of us associate budgets with being an annoying part of managing our financial lives. At worst, some of us think of budgets as a major constraint on how we would like to live our life. But a deeper understanding of the purpose of budgets might make sticking to it a bit more palatable. What is the purpose of budgets?

Budgeting 64

Budgeting Retirement Food Planning 64

Clever Girl Finance

OCTOBER 24, 2022

As a couple, it’s important to spend quality time together because it can help you strengthen your relationship and may help with communication. And maybe you're craving some fun stay at home date night ideas but need them to be budget-friendly as you work on your financial goals. 43 Fun at home date night ideas. Declutter together.

Budgeting 75

Budgeting Planning Food Communication 75

Nerd's Eye View

APRIL 1, 2025

So, whether you're interested in learning about ways to help improve financial communication between members of client couples, the questions that can drive these conversations, or how to incorporate aspects of financial therapy into a practice, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Nick Rodkin.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Good Financial Cents

AUGUST 1, 2022

The best budgeting apps can help you get a better handle on your income, how you’re actually spending it, and the bills you have to pay. They do this by using technology to help you budget according to your goals, and by automatically keeping track of where your money goes each month. Our Picks for the Best Budgeting Apps.

Budgeting 52

Budgeting Accounting Planning Management 52

Nerd's Eye View

AUGUST 22, 2024

As a starting point, providing a fee minimum on their website lets advisors communicate the lowest amount that would still be economically viable for them (and explaining that the fee may change based on complexity).

Planning 100

Planning Financial Advice Communication Clients 100

Clever Girl Finance

DECEMBER 21, 2022

But don't worry, it's possible to have a fantastic wedding on a budget , too. It may help to have a look at what percent of the budget goes for each category for a wedding. Budget and percentages. 7% of the budget would encompass flowers. 7% of the budget would encompass flowers. Hidden costs of a wedding day.

Budgeting 98

Budgeting Food Planning Communication 98

Midstream Marketing

OCTOBER 29, 2024

By understanding their financial concerns, online habits, and how they like to communicate, you can improve your marketing. Millennials need help with budgeting, investing, and managing debt. This includes budgeting, investing, retirement planning, and understanding key financial concepts in wealth management.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Clever Girl Finance

AUGUST 15, 2022

So that being said, the key ingredient to conquering finances in marriage is communication. You may have different spending habits, monthly expenses, and even communication skills when you first get married. Ways to communicate about finances in marriage. It might also be helpful to know how to communicate in a healthy way.

Communication 98

Communication Accounting Budgeting Planning 98

Steve Feinberg

OCTOBER 14, 2022

A study from KPMG found only about a third of all construction projects have been completed within even 10% of the budget in the past three years. Fortunately, though, this also means that a few construction bookkeeping tips can go a long way in keeping your next project from breaking the budget.

Management 89

Management Budgeting Communication Accounting 89

Steve Feinberg

OCTOBER 14, 2022

A study from KPMG found only about a third of all construction projects have been completed within even 10% of the budget in the past three years. Fortunately, though, this also means that a few construction bookkeeping tips can go a long way in keeping your next project from breaking the budget.

Management 87

Management Budgeting Communication Accounting 87

Clever Girl Finance

DECEMBER 13, 2023

Often, living on one income requires you to get creative with your budgeting and learn to prioritize your needs over your wants. From practical budgeting best practices to money mindset shifts , here’s a look at how to live on one income. And it all starts with building a sustainable budget.

Budgeting 98

Budgeting Planning Financial Planning Accounting 98

Your Richest Life

FEBRUARY 13, 2023

This is where a budget comes in handy. A budget might feel restrictive at first, but it can actually be very freeing for a spontaneous, especially if it includes some categories for guilt-free spending. It can be very helpful for you to see the big picture for their money, and keep a budget.

Budgeting 95

Budgeting Communication Planning Financial Planner 95

Clever Girl Finance

JUNE 15, 2023

Related posts about money questions for couples Communicate effectively with these important questions for couples about money! Learning how to communicate with your partner about finances is an adventure and it’s also very important, so let’s get into the top financial questions couples should discuss.

Budgeting 98

Budgeting Planning Communication Retirement 98

Trade Brains

FEBRUARY 21, 2024

Bharat Electronics: In the budget plan for the year 2023-24, the government increased the money allocated for defense to ₹5.94 Further, in the interim Union Budget 2024-25 the allocation mentioned was over Rs 6.21 lakh crore. It started in 1954 under the Ministry of Defence, and now it’s a top-notch company.

Electronics 105

Electronics Government Communication Budgeting 105

Good Financial Cents

DECEMBER 14, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Zoe Financial

JUNE 18, 2025

It’s not the start of a bad joke but a real challenge in communication. Managing spending doesn’t require strict budgeting—it’s about awareness. What is Financial Literacy? Imagine sitting at a dinner party with an engineer, a zoologist, two physicians, and an artist. Finance is no different.

Insurance 40

Insurance Accounting Taxes Retirement 40

Trade Brains

SEPTEMBER 21, 2023

They have a client base that is in sectors from Aerospace & Defence to Banking, Communications, Consumer Electronics to Healthcare. The post Best Blue Chip Stocks Under Rs 500 – Wealth-Building on a Budget appeared first on Trade Brains.

Budgeting 59

Budgeting Electronics Healthcare Consulting 59

Midstream Marketing

OCTOBER 31, 2024

Great Communication and Teamwork Skills: Good communication and teamwork are key for a strong consultant-client relationship. Choose a consultant who values clear communication. These experts create plans that work within small budgets. It is important they show data that confirms real results.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Clever Girl Finance

JANUARY 22, 2023

Set a shopping budget — and stick to it You can work your stress shopping into your budget. For example, let's say you decide to leave $200 a month in your budget for retail therapy. With a budget, you can enjoy your purchases without guilt. Having trouble sticking to your shopping budget? Then stick to it.

Retail 105

Retail Budgeting Electronics Communication 105

WiserAdvisor

JUNE 13, 2025

Set up advance directives: Outline your healthcare wishes in case you are unable to communicate them yourself in the future. However, financial planning isn’t as simple as managing a budget or picking a few investments. Assign a power of attorney: Pick someone you trust to handle your finances or healthcare decisions if needed.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Good Financial Cents

MARCH 15, 2023

Top skills: leadership, communication, problem-solving Customer care directors must possess strong leadership, communication, and problem-solving skills. These professionals possess excellent communication skills and are able to understand and address a wide range of technical issues effectively.

Communication 69

Communication Education Retail Banking 69

Yardley Wealth Management

NOVEMBER 26, 2024

Communicate with Your Employer Effective communication with your employer is key during the maternity leave planning process. Identify areas where you can reduce spending or reallocate resources to accommodate the temporary loss of income and create a budget that reflects your new financial reality.

Financial Planning 40

Financial Planning Communication Budgeting Planning 40

Clever Girl Finance

OCTOBER 16, 2023

Poor communication and leadership Effective communication and strong leadership are vital parts of a healthy workplace. In toxic environments, however, communication is often lacking or ineffective. And although you can practice enjoying the life you have outside of work, it may still feel overwhelming.

Medical 98

Medical Communication Commission Budgeting 98

Trade Brains

JUNE 21, 2025

For FY26, the Ministry of Defence (MoD) allocated a total budget of Rs. percent increase compared to the previous year budget. Leading the country’s defence manufacturing efforts are prominent public-sector companies such as Bharat Electronics Ltd. BEL) and Hindustan Aeronautics Limited (HAL). lakh crore — a 9.5 Out of this, Rs.

Electronics 59

Electronics Manufacturing Budgeting Communication 59

BlueMind

JULY 15, 2022

Now, “over-the-counter” trades have become increasingly popular with the emergence of digitization and remote communication. The Increasing Costs Of Maintaining Compliance Standards To quote former U.S. It is a constant expense that digs steadily into the budget and can be further exacerbated by cyber attacks.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Trade Brains

JUNE 9, 2025

Backed by the government’s hefty 13% budget increase and an unwavering commitment to “Make in India” initiatives, defence manufacturing has captured serious investor attention. The defence sector in India has transformed into a hotbed of investment activity throughout 2025. Key Performance Indicators: Net Asset Value: ₹21.05

Portfolio 59

Portfolio Manufacturing Budgeting Assets 59

Trade Brains

MAY 17, 2024

Missile batteries provide the electrical energy for various onboard systems within a missile, including guidance systems, communication equipment and detonation mechanisms. They utilize various sensors and communication technologies to detect potential hazards. Missile Batteries HBL manufactures, designs and develops missile batteries.

Electronics 130

Electronics Manufacturing Communication Certification 130