Nerd's Eye View

AUGUST 8, 2024

In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can navigate the "calculus" between growth, time, and margins to define success on their own terms, then build a firm to fit their vision.

Communication 130

Communication Numbers Financial Advisor Clients 130

The Big Picture

MARCH 4, 2025

Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? Melissa Smith : Definitely not. What was the original plan? Melissa Smith : For three years.

Banking 130

Banking Economy Startup Marketing 130

BlueMind

SEPTEMBER 3, 2022

Determining the client’s risk tolerance is not an exact science and requires you to communicate with your client. That’s the simple definition, however, the financial definition has a more definitive meaning. Category: Clients Risk. What Does The Word “Risk” Mean For Your Clients?

Risk Tolerance 105

Risk Tolerance Clients Portfolio Financial Advisor 105

Discipline Funds

JUNE 6, 2023

The economy has decelerated sharply in the last year, but we aren’t seeing data that is consistent with what the NBER would define as a “recession” So how concerned should we be about these technical definitions? In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 105

Economy Asset Allocation Valuation Communication 105

Nationwide Financial

AUGUST 3, 2022

What drives our cognitive belief that we are in a recession, even if technical definitions say that we are not? The Federal Reserve can control expectations through open, transparent communication and not allow uncertainty to creep into the financial markets.

Economics 105

Economics Banking Economy Communication 105

eMoney Advisor

MARCH 21, 2023

By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. Use Continuous Communication Be proactive in your outreach to clients rather than waiting for them to call you. Loss Aversion: Definition, Risks in Trading, and How to Minimize.” February 16.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

The Big Picture

SEPTEMBER 12, 2022

And so, there’s definitely a pre and post. BITTERLY MICHELL: Yeah, we definitely need to get into — to pizza. BITTERLY MICHELL: It’s hard to say that definitively, right, because interest rates are important, liquidity …. BITTERLY MICHELL: We’re helping people customize the risk return profile …. RITHOLTZ: Right.

Clients 299

Clients Wealth Management Banking Investments 299

Trade Brains

MAY 14, 2024

Three Inside Up Candlestick Pattern – Definition Three inside up is a bullish candlestick pattern which generally indicates a strong bullish reversal in the security. In this article, we will delve into the Three Inside Up candlestick pattern, exploring its formation, Psychology, and trading ideas with its example.

Risk Management 105

Risk Management Communication Marketing Marketing 105

Clever Girl Finance

JUNE 27, 2023

Also, you’d have a definite advantage in getting online part-time jobs as tech support if you’re a student taking those programs. Qualifications for therapists Being a mental health professional requires excellent communication and listening skills. Qualifications for travel consultants Strong communication skills help.

Certification 98

Certification Recruitment Media Engineering 98

Clever Girl Finance

JULY 12, 2022

For example, their articles feature topics like exercise, nutrition, skincare, personalities, communication, travel tips , and more. Oneika the Traveler is definitely a fun site to check out for travel inspiration. Definitely a great website to check out if you're planning a trip. Definitely worth a visit! The Home Edit.

Budgeting 98

Budgeting Food Planning Education 98

Trade Brains

FEBRUARY 9, 2024

The AGR case emerged from a dispute between telecom players and the DoT concerning the definition of AGR, which determines the volume of range usage and permissible costs telecom providers must pay to the government. The ongoing disagreement revolves around the AGR definition, a key factor in calculating dues.

Marketing 111

Marketing Marketing Government Assets 111

MarketWatch

JUNE 20, 2023

My AI definitely helps provide a privacy-safe intent signal,” he said. When people are communicating with My AI, we can then use those insights to help improve recommendations across our platform.” Spiegel added the company “certainly thinks” AI is a safe product for its community of young users.

Communication 40

Communication Marketing Marketing 40

Harness Wealth

FEBRUARY 19, 2025

Make sure you provide complete information for each individual who meets the definition of a beneficial owner. This email address will be used for communication regarding the report. The Corporate Transparency Act’s requirements apply only to a specific set of reporting companies existing under the CTA definition.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

The Irrelevant Investor

OCTOBER 17, 2016

While many of the best investors are able to clearly communicate their philosophy, many of the investors that have earned their legendary status might not be able to get to the root of what drove their success. If you haven't read this book, check it out, Mallaby brilliantly tells the definitive history of hedge funds.

Communication 52

Communication Marketing Marketing Investments 52

The Irrelevant Investor

JULY 22, 2018

By Nick Maggiulli The inversion would likely be a premature “sell equities” signal By Tim Duy China uses control over electronic communication in vastly draconian cyber dystopia ways compared to the wide range of opinions that are allowed online in the rest of the world. By Ben Carlson The outrage meter on SPX concentration can vary wildly.

Electronics 52

Electronics Communication Investments Investing 52

Clever Girl Finance

DECEMBER 21, 2022

You definitely want to plan for extra expenses in your wedding budget breakdown. Here are a few tips to help you stay focused on your goals while paying for a wedding: Communicate with your partner. Remember, communication is key. Try to communicate about costs and discuss who is paying for what.

Budgeting 98

Budgeting Food Planning Communication 98

Validea

JULY 27, 2022

Suggestions are likely a better way to accomplish this than laying down a definitive mandate, using a “communicate to influence” method instead of a “command-and-control” approach—something the article terms “intelligent autonomy.”. Too much control will suffocate staff; not enough will be chaos.

Distribution 59

Distribution Communication Investments Investing 59

Indigo Marketing Agency

AUGUST 22, 2024

Client Retention Definition & Why It’s Important Client retention is a measure of a business’s ability to keep its customers over a specified period of time. How a Marketing Agency Can Help: A marketing agency can facilitate soliciting feedback through email communication and social posts.

Financial Advisor 52

Financial Advisor Clients Communication Education 52

Trade Brains

APRIL 12, 2023

Communication. Understanding these terminologies will put you on a fast track to comprehend how to invest and trade and further make your communication more effective! Understanding these terms would definitely get anyone a foot through the door into the world of investing. Research into Common Stocks and Invest.

Marketing 98

Marketing Marketing Accounting Investments 98

Investment Writing

APRIL 16, 2024

Also, if you use many abbreviations, you may find it useful to “ Help your readers by linking to definitions ,” as I discuss on my blog. Tool helps you distinguish between seemingly similar words Check out the WikiDiff website if you want to compare the definitions of two words that seem similar.

Wealth Management 52

Wealth Management Clients Investments Investing 52

Clever Girl Finance

OCTOBER 8, 2024

My investing success story investing As someone who believes in long-term investing when it comes to building my assets, I can definitely say that sticking to a regular investment routine pays off. The key is maintaining consistent investment. They can chip away at your returns. Think long-term I can’t stress long-term thinking enough.

Investing 98

Investing Investments Risk Tolerance Portfolio 98

The Irrelevant Investor

SEPTEMBER 6, 2021

In fact, while we were in the early stages of discussing what the show would look like, what we would name it, and how we would produce it, The New Yorker dropped this cartoon that definitely scared the s**t out of me. Not everybody has the ability to communicate clearly with their words. I'm glad this didn't stop us.

Communication 52

Communication Financial Advisor Clients Investments 52

Clever Girl Finance

JUNE 5, 2025

So, if you need help ditching debt, saving money, and want to learn more about growing your money , then you definitely need to listen to our amazing podcast! Instead, you can listen to this episode to get insights on how to communicate with your partner about money. Financial freedom doesn’t have to be complicated.

Certified Financial Planner 52

Certified Financial Planner Financial Advice Budgeting Food 52

Carson Wealth

SEPTEMBER 23, 2024

on Thursday after the rate cut, so this might be early, but it is most definitely off to a nice start. Cyclical sectors, including energy, communications, industrials, consumer discretionary, materials, and financials all outperformed the broad index, whereas more defensive sectors like consumer staples underperformed. Matching the 13.9%

Marketing 96

Marketing Marketing Economy Economics 96

Random Roger's Retirement Planning

JULY 8, 2022

In this context, it would definitely appeal some people. I'm a no on a whole portfolio of these but for a couple of more volatile tech or communications companies, it could be a very useful way to leverage down in building a portfolio.

Portfolio 80

Portfolio Communication Management Assets 80

Brown Advisory

NOVEMBER 16, 2021

Family Office Client Stories eberkwits Tue, 11/16/2021 - 12:54 One size definitely doesn't fit all. Every family is unique and we approach each relationship as such. Drawing on our extensive experience with generations of families, we design creative, advantageous strategies to help families reach their goals.

Clients 52

Clients Taxes Communication Investments 52

Brown Advisory

NOVEMBER 16, 2021

One size definitely doesn't fit all. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. Tue, 11/16/2021 - 12:54.

Clients 52

Clients Taxes Communication Investments 52

Indigo Marketing Agency

MARCH 6, 2023

I decided to get a textbook definition of what culture is, and I continue to be surprised that this was not something that was addressed by the masses earlier. How Indigo Can Help Marketing plays a significant role in communicating your firm’s culture to prospects. To learn more about Larry, connect with him on LinkedIn.

CFP 52

CFP Advertising Clients Communication 52

Abnormal Returns

JANUARY 14, 2025

wsj.com) TikTok Ryan Broderick, "If youre an American thats been relying on TikTok as a publishing or communication tool it means that you fundamentally do not understand what the app is." (thinkadvisor.com) A look at JP Morgan's ($JPM) ambitions in Europe. garbageday.email) Which companies win in a TikTok ban? is shrinking.

Compliance 176

Compliance Communication Media Economy 176

FMG

MARCH 8, 2023

Gear for Your Dog We love this unique idea that Leigh D’Angelo , Sr Communications Analyst for NASA, shared. Coffee Swag As if coffee weren’t already a popular gift in company culture, 2020 definitely heightened the necessity when multi-tasking reached an all-time high. It’s a gift that you can keep using and shoes aren’t cheap!

CFP 52

CFP Transportation Wealth Management Communication 52

Cornerstone Financial Advisory

AUGUST 1, 2022

It was the second-consecutive quarter of negative economic growth, meeting the technical definition of a recession. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. economy shrank at an annualized rate of 0.9% a Registered Investment Advisor.

Marketing 104

Marketing Marketing Taxes Economics 104

Diamond Consultants

AUGUST 15, 2023

Rather than a flat ‘no,’ the attitude is far more advisor centric: ‘Let’s figure out a way to get this done.’” “Freedom to communicate with clients is tremendous. Marketing freedom and communication was another major positive that respondents noted. “I can’t say enough about the ease of doing business. We would leave sooner.

Clients 52

Clients Assets Communication Insurance 52

Brown Advisory

JUNE 23, 2016

among the world’s top three oil producers, reducing its imports from 60% of total supply to 25%— an achievement that, a decade ago, seemed definitely out of reach. This communication and any accompanying documents are confidential and privileged. Their boldness vaulted the U.S. They are intended for the sole use of the addressee.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

among the world’s top three oil producers, reducing its imports from 60% of total supply to 25%— an achievement that, a decade ago, seemed definitely out of reach. . This communication and any accompanying documents are confidential and privileged. Their boldness vaulted the U.S. They are intended for the sole use of the addressee.

Economy 52

Economy Communication Clients Taxes 52

Million Dollar Round Table (MDRT)

JULY 5, 2022

Frankenstein” was a hit movie, but it definitely won’t grow your business. If they don’t work organically, they’re not likely to work with paid traffic. It’s money not well-spent. Piece together a whole bunch of different strategies to grow your business.

Financial Advisor 52

Financial Advisor Financial Services Clients Marketing 52

Darrow Wealth Management

APRIL 11, 2022

Black Monday, the Asia Monetary Crisis, and 2018 Trade War did not meet the definition of a recession per NBER. This is a general communication for informational and educational purposes only and not to be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision.

Economics 52

Economics CFP Wealth Management Investments 52

Brown Advisory

SEPTEMBER 6, 2022

For many investment committees, it helps to consider the 17 Sustainable Development Goals (SDGs) , set by the United Nations Department of Economic and Social Affairs, which constitute a formal definition of SDGs across the spectrum of sustainability concerns. An important part of the process is securing stakeholder buy-in.

Government 98

Government Investing Investments Portfolio 98