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. Wave goodbye to social media. If you want to really enjoy your staycation activities, get off social media. Are your budgeting goals in good shape?

Budgeting 98

Budgeting Food Planning Media 98

Abnormal Returns

OCTOBER 29, 2023

sacra.com) Federal debt How worried should you be about the budget deficit? newsletter.abnormalreturns.com) Mixed media Higher streaming prices are going to push more people to ad-supported tiers. (tker.co) The AI investing boom is going to break a lot of hearts. ft.com) Meet the kids dropping out of college to start AI companies.

Financial Advising 259

Financial Advising Retirement Budgeting Economy 259

The Big Picture

NOVEMBER 25, 2022

That will cause a drop in property taxes and strain city budgets. Records show Jones transferred millions from his media company to firms that he or his family members controlled. Falling property values in cities are likely driven by richer, more skilled residents leaving high-value properties. New York Times ). New Yorker ).

Commission 313

Commission Budgeting Economics Retail 313

Clever Girl Finance

APRIL 11, 2025

But when I finally reviewed my business expenses, I realized I was paying for multiple social media schedulers, stock photo memberships, and video editing toolsmany of which had overlapping features. Shifting to budget-friendly meal planning I started packing snacks and easy meals before we left the house. And if I was out and hungry?

Budgeting 79

Budgeting Food Banking Planning 79

Nerd's Eye View

AUGUST 22, 2023

What's unique about Cary, though, is how she navigated selling her practice to United Capital and after several years of establishing herself in a leadership role, she then had to navigate the sale of United Capital itself to Goldman Sachs, and the complexities and challenges that followed as she found herself in a very different kind of culture that (..)

Financial Advisor 245

Financial Advisor Media Sales Clients 245

eMoney Advisor

DECEMBER 13, 2022

million households in three key groups who want customized, actionable advice on budgeting, saving, investing, insurance, and planning to help provide peace of mind regarding their finances. Because budgeting was a hot topic with this group, get their attention by incorporating it into the outreach messaging. Our research found 66.4

Budgeting 84

Budgeting Clients Financial Planning Retirement 84

The Big Picture

JUNE 27, 2024

We have tried to identify the causal factors by considering social media , increases in partisanship , ignorance, even trolling of pollsters. and energy as a percentage of your household budget is less than it ever was. These explain some of the odd trends, but not enough to fully rationalize the disconnect between data and sentiment.

Budgeting 321

Budgeting Economics Sales Media 321

MainStreet Financial Planning

MARCH 12, 2025

Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic. Reassess Your Budget Take a close look at your spending. Are there areas where you can scale back or eliminate expenses?

Economics 84

Economics Asset Allocation Financial Planning Taxes 84

Nerd's Eye View

DECEMBER 5, 2023

billion of AUM (and is now increasing the firm's marketing budget and hiring a dedicated marketing professional to help further expand his firm's reach).

Compensation Planning 245

Compensation Planning Planning Financial Advisor Clients 245

Midstream Marketing

OCTOBER 29, 2024

Millennials need help with budgeting, investing, and managing debt. Therefore, a complete digital marketing plan that includes social media posts is crucial. This plan should focus on social media, engaging content, and an easy-to-use website. Use social media and online platforms to connect with this tech-savvy group.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Clever Girl Finance

DECEMBER 15, 2022

Set a budget for self-care expenses. If it’s important to you, budget for it. This way you’re not buying on impulse or spending more than you allocated on your budget. Work and budgeting hacks for women. It’s even more amplified with social media nowadays. Yes, put the bi-weekly nails or lashes down.

Budgeting 98

Budgeting Food Sales Planning 98

Clever Girl Finance

FEBRUARY 11, 2025

In a low-buy year, you might allow yourself a $100 clothing budget for the year or one new item per season. Unsubscribe from marketing emails, unfollow brands on social media, and delete shopping apps from your phone. It could even be that your find yourself watching haul video after haul video on social media.

Budgeting 93

Budgeting Food Media Accounting 93

Abnormal Returns

SEPTEMBER 3, 2024

frontofficesports.com) Global Ireland is running a budget surplus. newsletter.abnormalreturns.com) Mixed media Josh Brown's new book "You Weren’t Supposed To See That: Secrets Every Investor Should Know" is now out. (sherwood.news) Why a specialized unit of the Israeli army creates so many cybersecurity startups. than Europe.

Financial Advising 144

Financial Advising Startup Budgeting Manufacturing 144

Nerd's Eye View

OCTOBER 30, 2023

As someone who has been speaking at 50–70 conferences a year for 18 years myself, I've seen the good and bad of our wide range of industry events, from the industry associations to the broker-dealers and insurance companies and RIA custodians, the rise of vendor conferences and media-driven events, private company events, and more.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

Nerd's Eye View

OCTOBER 4, 2022

What's unique about Ramit, though, is how he literally wrote the book (and subsequently launched an online educational platform and brand) on how consumers can not just learn more about their finances but change their financial behaviors, without focusing on a budget or setting retirement savings goals, and instead helping them focus their money more (..)

Clients 246

Clients Financial Advisor Education Retirement 246

Nerd's Eye View

OCTOBER 17, 2022

As someone who has been speaking at 50-70 conferences a year for 18 years myself, I’ve seen the good and bad of our wide range of industry events, which are spread across membership associations, broker-dealers, insurance companies, RIA custodians, product manufacturers, media companies, private events, and more.

Financial Advisor 246

Financial Advisor Education Budgeting Management 246

Indigo Marketing Agency

AUGUST 15, 2024

While we don’t have a one-size-fits-all answer, we do know that a carefully crafted budget can make the difference between a strategic and effective marketing plan and one that lacks direction and impact. Once you understand your overall financial picture, you can get to work building your ideal marketing budget.

Budgeting 52

Budgeting Financial Advisor Marketing Marketing 52

Midstream Marketing

DECEMBER 28, 2024

This unique way of marketing focuses on being creative and making a big impact without a big budget. Its about discovering new and authentic ways to reach your audience, all while staying within budget and using the resources you have. This is true for financial advisors who have a small budget. There isnt just one way to do it.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

OCTOBER 29, 2024

This includes using social media, improving your SEO, and designing effective email campaigns. They help you work better and use your advertising budget wisely. These tools let you plan and automate your social media posts. If you are doing advertising for the first time, it is smart to begin with a small budget.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Clever Girl Finance

APRIL 14, 2025

I created a budget I could actually stick to 3. A trendy top from a social media ad, another skincare product I didnt need, or yet another journal I wouldnt use. I created a budget I could actually stick to When I started living stingy, budgeting became my best friend. I asked, Does this spending spark joy? Now, I pause.

Budgeting 55

Budgeting Retirement Sales Food 55

Twenty Over Ten

DECEMBER 7, 2022

Video marketing has become the most effective and popular digital media strategy. In fact, according to our Twenty Over Ten’s recent digital marketing study of 200+ advisors, advisors getting 11+ more clients per year from digital marketing were most likely…

Digital Media 78

Digital Media Financial Advisor Budgeting Marketing 78

Your Richest Life

MARCH 15, 2023

Planning means including a set amount into your budget each month for fun purchases, or creating savings funds for those extras that you really want. When you’ve built a “treat yourself” fund into your budget, you know exactly how much you can spend without blowing your financial plans. This achieves a couple different things.

Budgeting 111

Budgeting Financial Planner Planning Financial Planning 111

Abnormal Returns

SEPTEMBER 4, 2022

axios.com) State budget surpluses are in danger of going away. newsletter.abnormalreturns.com) Mixed media Movie theaters have a supply problem. (morningstar.ca) Policy Unpaid caregiving is a drag on labor force participation. nytimes.com) The jobs situation is unlikely to get better until immigration is increased. nytimes.com).

Financial Advising 130

Financial Advising Budgeting Media Economy 130

Abnormal Returns

JULY 14, 2022

variety.com) Are big budget movies like the coming 'The Gray Man' going to help Netflix ($NFLX)? newsletter.abnormalreturns.com) Mixed media Some summer reading including Vaclav Smil’s book "How the World Really Works." (finance.yahoo.com) Netflix Netflix ($NFLX) is uniquely at-risk of losing licensed content.

Marketing 130

Marketing Marketing License Financial Advising 130

Midstream Marketing

DECEMBER 6, 2024

Discover how digital strategies like AI-driven personalization and strong social media campaigns can help. This means having an easy-to-use website, interesting content, and being active on social media. Social media platforms, like LinkedIn and Facebook, are important too. Clients now want financial advice online.

Marketing 52

Marketing Marketing Media Engineering 52

Abnormal Returns

AUGUST 25, 2022

ft.com) Netflix ($NFLX) isn't interested in theatrical releases for big budget movies like the 'Knives Out' sequel. newsletter.abnormalreturns.com) Mixed media What it will take to get 'early retirees' back into the workforce. (bloomberg.com) Streaming Are Amazon's 'The Lord of the Rings' and. youngmoney.co).

Financial Advising 130

Financial Advising Budgeting Economy Media 130

Clever Girl Finance

DECEMBER 14, 2022

It can seem like the whole world is on social media these days. Whether you are starting a business , hoping to become an influencer , or just posting videos for fun, it seems that a lot of people have at least one social media account if not more. However, it's important to understand how to use social media wisely.

Media 52

Media Accounting Numbers Management 52

Clever Girl Finance

JULY 24, 2023

A cash envelope system is a useful budgeting tool for anyone that needs a visual budget to stay on track. Not only will this method help ensure your spending is controlled, but it has also been shown that cash envelope budgeting may lead to spending less money! What is the cash envelope system?

Budgeting 52

Budgeting Taxes Banking Medical 52

Midstream Marketing

NOVEMBER 8, 2024

Learn to use social media, content marketing, SEO, and more. You will learn how to use social media, content marketing, paid ads, and referral programs. Utilizing Social Media Platforms for Engagement and Visibility Social media is important for financial advisors who want to reach potential clients.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Abnormal Returns

JUNE 11, 2023

caia.org) Policy The era of flush state budgets is coming to an end. newsletter.abnormalreturns.com) Mixed media AI is going to create a cognitive burden on all of us. (platformer.news) VC You can expect to see more startups closing up shop as funding dries. wsj.com) How a seed investor approaches valuation discussions.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

Steve Sanduski

NOVEMBER 21, 2023

Why the quality of your company’s website is every bit as important as your social media presence. Strategies and metrics for creating a better marketing budget. How I used SEO and better web design to dramatically improve my Google search ranking for “ top financial advisor coaches.” Download a free example.)

Media 59

Media Marketing Marketing Planning 59

Clever Girl Finance

MAY 15, 2024

Social media manager Average salary: $71,000/year A social media manager must plan, develop, and execute a marketing strategy across different social media platforms. With our go-go-go society and the fast-growing number of social media users , knowing how to use social media effectively is a skill that’s in high demand.

Certification 98

Certification Media License Budgeting 98

Clever Girl Finance

APRIL 22, 2025

These are businesses that meet everyday needs, provide essential services, or deliver comfort and value when people are tightening their budgets. While it can be difficult for parents to pay for things like daycare costs when budgets get tight , it’s still a necessity for many families, especially when both parents work.

Economy 69

Economy Food Healthcare Economics 69

FMG

MAY 19, 2025

Free budget guide below! Everything you need website, email, social media, blogs, events, video and printed cards all in one place. You can create highlight cover images with tools like Canva. Examples of Winning Bios Retirement Ready? “ Helping Gen X professionals retire smart with personalized planning.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Midstream Marketing

NOVEMBER 7, 2024

Create content that is interesting and uses relevant keywords, and consider how social media can complement your strategy. Picking the best keywords and good ad messages lets you use your budget wisely. This can waste your budget. This helps your budget focus on bringing in more qualified leads.

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

Clever Girl Finance

MARCH 14, 2023

But even making a little money before going back to your regular job could help ease the pressure on your budget. Trim your budget Next up, be sure to take a look at your budget. Even the most frugal of parents still need a baby budget. This is why it’s so important to streamline your budget wherever possible.

Media 97

Media Budgeting Insurance Food 97

Clever Girl Finance

MARCH 19, 2024

Is a financial plan the same as a budget? Make a budget Budgeting is a key part of how to create a financial plan that works. A budget must work for you, which means finding a method that suits your circumstances. A budget must work for you, which means finding a method that suits your circumstances.

Financial Planning 99

Financial Planning Planning Budgeting Insurance 99