Nerd's Eye View

JANUARY 10, 2023

What's unique about Lisa, though, is how, by digging deeper into an existing firm niche focus of Coca-Cola employees and talking extensively with employees there about their common needs and issues that affected their financial goals, she began to write white papers for them, which was so successful in building her reputation and expertise – (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Nationwide Financial

FEBRUARY 14, 2023

According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites. Those individuals will also serve as future mentors and leaders in this industry.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Tucker Advisors

SEPTEMBER 8, 2021

Indexed Annuities: The New Retirement Pensions? In other words, the large majority of us can no longer rely on our employers to fund our retirement plans. For one, it can be a better instrument for growing retirement savings. But, without pensions, employees also can’t predict an exact monthly income for their retirement.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. This finding, in addition to many more included in the paper, mirrors my own experience. Whether it’s an objective topic (e.g.,

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Walkner Condon Financial Advisors

AUGUST 13, 2022

A 401(k) is a qualified retirement plan that is sponsored by an employer. It allows employees to deduct a portion of their salary and put it into an account that is invested for their retirement. The short answer is that they are tax-advantageous vehicles that can help you get to your retirement goals. Mitch DeWitt, CFP®, MBA.

Taxes 52

Taxes Financial Advisor Retirement Retirement Planning 52

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ll review: – How has the retirement landscape been affected by COVID-19? – How can advisors grow their retirement business in the current crisis? I’m super excited to welcome the team at Retirement Learning Center.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

FMG

JULY 13, 2023

As you can see below, Dorsey Wealth Management has provided a financial advisor landing page that only asks for an email address and a first name, Then visitors can download the free guide to learn how to prepare to retire on time with confidence. Include the Benefits/Value of the Offer Why should your visitors want to take action?

Financial Advisor 52

Financial Advisor Retirement Financial Consultant Wealth Management 52