FMG

JANUARY 2, 2023

A webinar is simply an online video workshop, lecture, or presentation. Start mapping out your presentation and agenda. Evergreen topics: Taxes, social security and medicare are reliable, evergreen topics for any time. What Post-Webinar Communications Should You Implement? What is a Webinar? Choose a title/topic.

Communication 52

Communication Media Budgeting Financial Services 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Presented by Cornerstone Financial Advisory, LLC. UAL), The PNC Financial Services Group, Inc. Tax Benefits For Charitable Giving. Giving back to others feels good and is a great way to support your community and those in need, but it also has tax advantages. This Week: Companies Reporting Earnings.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

eMoney Advisor

DECEMBER 19, 2022

I’m also passionate about diversity, equity, and inclusion in the financial planning industry, and currently serve as the co-host of the Asian American Pacific Islander Knowledge Circle for the Financial Planning Association, and as the co-chair of the DEI committee for the National Association of Personal Financial Advisors.

Financial Planner 52

Financial Planner Financial Planning Education CFP 52

eMoney Advisor

APRIL 26, 2023

The financial services industry is a prime target for cybercriminals. A supply chain attack is a specific type of cyberattack where your system is infiltrated through a third-party vendor, such as your financial planning software, computer system monitoring platform or phone system provider.

Financial Advisor 52

Financial Advisor Financial Services Education Planning 52

Brown Advisory

JUNE 16, 2022

Opportunities that recent dislocations may present to long-term investors and how we are positioned for them. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice.

Asset Allocation 52

Asset Allocation Clients Taxes Investing 52

Cornerstone Financial Advisory

JULY 11, 2022

Presented by Cornerstone Financial Advisory, LLC. Bancorp (USB), The PNC Financial Services Group, Inc. The Small Business Health Care Tax Credit. In an effort to extend health care benefits to more people, the IRS introduced the small business healthcare tax credit. Helen Keller. Tip adapted from IRS.gov 5.

Marketing 52

Marketing Marketing Taxes Economics 52

Brown Advisory

AUGUST 19, 2022

Opportunities that recent dislocations may present to long-term investors and how we are positioned for them. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice.

Clients 52

Clients Asset Allocation Investing Investments 52

Cornerstone Financial Advisory

OCTOBER 10, 2022

Presented by Tim Flick. prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. C), Morgan Stanley (MS), The PNC Financial Services Group, Inc. Essential Tax Reminders for People Selling a Home. Stocks Start Strongly. Bancorp (USB).

Marketing 59

Marketing Marketing Taxes Economics 59

Inside Information

JUNE 28, 2022

Some years back, as a standard part of my industry presentations, I would ask the audience how many of them would, if they could, go back to where they were 10 or 15 years ago, career-wise or, for that matter, life-wise. . I’m bringing this up again because I’m seeing an uncomfortable dynamic in the advisor community.

Clients 40

Clients Financial Services Retirement Planning Estate Planning 40

Cornerstone Financial Advisory

JULY 17, 2023

Weekly Market Insights: Bad News For Bears; Good News Buoys Markets Presented by Cornerstone Financial Advisory, LLC Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. Cambridge and Cornerstone Financial Advisory are not affiliated.

Marketing 52

Marketing Marketing Economics Taxes 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. According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

eMoney Advisor

FEBRUARY 8, 2023

Offering niche financial advice allows you to deliver as much value as possible to meet particular client needs. As a niche financial professional, you want your clients to know that you can customize their plan to meet their unique circumstances. Presenting the Real You Authenticity is key in connecting with an audience.

Marketing 81

Marketing Marketing Clients Certification 81

The Better Letter

APRIL 6, 2023

According to Fidelity , the financial services firm that administers about $10 trillion in assets and has more than 40 million workplace participant accounts, the average 401(k) balance is only around $100,000 and the average Boomer balance (a demographic that is in or near retirement) is only around $200,000. . ” ~ N.T.

Retirement Planning 100

Retirement Planning Retirement Planning Nonprofit 100

Indigo Marketing Agency

AUGUST 11, 2020

Time is money in the financial services industry. During your presentation, you can talk about your minimum investable assets and your minimum account size. Remember, your prospects don’t necessarily care about the tax strategies you use or the risk analysis software you swear by. Webinars weed out unqualified prospects.

Financial Advisor 52

Financial Advisor Clients Sales Risk Analysis 52

Brown Advisory

OCTOBER 28, 2019

The sector, therefore, presents fertile ground for investors but also contains plenty of danger. Please see disclosure statements at the end of this presentation for the complete Large-Cap Sustainable Growth GIPS-compliant disclosure. BLOOMBERG, is a trademark and service mark of Bloomberg Finance L.P.,

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

The sector, therefore, presents fertile ground for investors but also contains plenty of danger. Please see disclosure statements at the end of this presentation for the complete Large-Cap Sustainable Growth GIPS-compliant disclosure. BLOOMBERG, is a trademark and service mark of Bloomberg Finance L.P.,

Investing 52

Investing Investments Medical Portfolio 52

eMoney Advisor

JUNE 12, 2023

The way you present data has a far-reaching impact on the way that clients understand, engage with, and follow through on their financial plan. If a client has expressed that they get lost when they’re presented with lots of data, showing them a bunch of charts and numbers is going to make them feel overwhelmed.

Financial Planner 52

Financial Planner Clients Financial Planning Planning 52

Brown Advisory

MAY 10, 2018

All charts, economic and market forecasts presented herein are for illustrative purposes only. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. Note that this data does not represent any Brown Advisory investment offerings.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

All charts, economic and market forecasts presented herein are for illustrative purposes only. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. Note that this data does not represent any Brown Advisory investment offerings.

Economy 52

Economy Portfolio Clients Sales 52

Sara Grillo

AUGUST 25, 2023

Also, I am under no obligation to update this list and the conditions of service offered by these firms may change over time without being reflected here. I have no formalized business relationship with any of the firms listed on this list at the present time. Services: I offer investment management as an add-on to financial planning.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Brown Advisory

JULY 23, 2019

Readers seeking to know more about Buffett, Munger or Berkshire’s approach are encouraged to study Berkshire’s Owner’s Manual and Buffett’s many annual letters to shareholders, available at www.berkshirehathaway.com ; the book Poor Charlie’s Almanack , a collection of speeches and presentations by Munger; and the CNBC Buffett Archive.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Readers seeking to know more about Buffett, Munger or Berkshire’s approach are encouraged to study Berkshire’s Owner’s Manual and Buffett’s many annual letters to shareholders, available at www.berkshirehathaway.com ; the book Poor Charlie’s Almanack , a collection of speeches and presentations by Munger; and the CNBC Buffett Archive.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

MAY 7, 2024

And when I told her I was leaving SoFi after four years, just ’cause I was done with my financial services chapter until now, and she said, Hey, I’ve got a company for you in LA that I’m just about to invest in with two great founders. Can you go meet them? And I said, what’s it about? Like, I don’t Right.

Startup 139

Startup Advertising Engineering Numbers 139

Brown Advisory

OCTOBER 11, 2021

The estimated volatility is based on the historical volatility of the indexes presented and defined on the disclosures page at the end of this presentation. Please see the end of the presentation for important disclosures. Please see the end of the presentation for important disclosures. Re-balancing is set at semiannual.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

The estimated volatility is based on the historical volatility of the indexes presented and defined on the disclosures page at the end of this presentation. Please see the end of the presentation for important disclosures. Please see the end of the presentation for important disclosures. Re-balancing is set at semiannual.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

SEPTEMBER 12, 2022

I’m sure you remember this as well in terms of the bond market, whether you were looking at structured products, bonds, this idea that, hey, it’s issued by this bank, that bank, well-known diversified financial services institution. I’m talking about diversified financial services. And so, within the U.S., RITHOLTZ: Sure.

Clients 280

Clients Wealth Management Investing Investments 280

The Big Picture

JULY 18, 2023

RITHOLTZ: This is data, voice, communications no matter where you are on the globe. ” And I was like being the smart ass and young man, and I thought like, you know, there, I kind of told him. And he had no idea what would be presented to me, nor did I at that time. WAGNER: Yes, big, big tax on vehicles there.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

AUGUST 15, 2023

So for a taxable investor, hedge funds generally aren’t tax efficient. And when you look at the assets that are invested, the three trillion in hedge funds, I would guess that north of 90% of that are in institutions that don’t pay taxes. We split the amount and bought a zero coupon bond of the present value upfront.

Management 130

Management Investing Investments Government 130

The Big Picture

APRIL 25, 2023

You could probably build a better communications strategy. We of course can continue to negotiate around the fringes and help mitigate risk and optimize the transaction to fit a more ideal tax structure. HAMBURGER: And then they don’t look at the tax structure, right? You could probably build better digital tools.

Compliance 148

Compliance Clients Wealth Management Management 148

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. And by the middle of December we’re already starting to talk about taxes. We know that we want to get tax done.

Taxes 263

Taxes Banking Clients Management 263

The Big Picture

MAY 16, 2023

I could give you a list of a hundred people, you know, in finance today that trace their roots back to street.com present company included. They kept the reputation intact by communicating with their investors. So I was very heavy in financial services stock, which was a great lead gen engine. LINDZON: Yes. RITHOLTZ: Yes.

Media 273

Media Investing Investments Valuation 273

Brown Advisory

JUNE 28, 2017

Tax Reform, Then & Now: A Conversation with Tax Policy Expert John E. Chapoton achen Wed, 06/28/2017 - 13:28 Since the election in November 2016, investors have been watching for signs of how tax reform might proceed under the Trump administration. How would you compare the environment for tax reform then versus now?

Taxes 52

Taxes Economy Clients Government 52

Brown Advisory

JUNE 28, 2017

Tax Reform, Then & Now: A Conversation with Tax Policy Expert John E. Since the election in November 2016, investors have been watching for signs of how tax reform might proceed under the Trump administration. office, is a valuable resource for us when major changes to the tax code are under consideration.

Taxes 52

Taxes Economy Clients Government 52

Brown Advisory

FEBRUARY 7, 2017

In the second, investors seemed to focus on the prospects for tax cuts and deregulation that would boost corporate profits under the newly elected Trump administration. We say this without taking political sides—which we are always careful to avoid—but rather as an observation on the President’s particular communication style.

Investing 52

Investing Investments Management Portfolio 52

Brown Advisory

FEBRUARY 7, 2017

In the second, investors seemed to focus on the prospects for tax cuts and deregulation that would boost corporate profits under the newly elected Trump administration. We say this without taking political sides—which we are always careful to avoid—but rather as an observation on the President’s particular communication style.

Investing 52

Investing Investments Management Portfolio 52