USI Consulting Group Acquires Hooker & Holcombe
Wealth Management
APRIL 29, 2023
USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.
Consulting Related Topics 
Customer Service Consulting: The Benefits Of CX Consulting
Steven J. Wilson
NOVEMBER 3, 2022
Customer service consulting is not a new concept, but it is one that is gaining in popularity as businesses strive to improve their customer experience (CX). The post Customer Service Consulting: The Benefits Of CX Consulting appeared first on Steven J. In order to meet. In order to meet.
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Webinars
Putting the ‘Tech’ in Spend Management Techniques
Navigating Financial Storms: Strategies for Building Resilient Balance Sheets
Trending Sources
How AI Will Improve Your SEO – Without a Consultant!
Advisor Perspectives
MAY 9, 2023
Any financial advisor can turn their content into a powerful SEO engine without engaging an expensive consultant.
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Brand Consultants: Guide To Spotting A Shady Branding Consultant
Steven J. Wilson
OCTOBER 10, 2022
You’ve likely wasted money on firms, agencies, and consultants who under-delivered if you’ve been in business for any length of time. It’s easy to get taken advantage of when you’re unfamiliar with all the options and brand consultants out there. When trying to find.
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The CPA Firm Growth Strategy: From Compliance to Consulting
Speaker: Rita Keller - President of Keller Advisors, LLC
It's time to embrace a whole new personality as a skilled business consultant and finally become a business consulting firm. For some, the transition will be easy. For others, it will be a significant challenge. No matter where you are in the process, you need to be aware of the challenges and opportunities.
How do consultants get paid?
Steven J. Wilson
OCTOBER 14, 2022
Typical payment terms for consultants are either an hourly rate, a flat fee per project, or a combination of the two. In some cases, consultants may also receive a commission for finding new clients or completing specific tasks. The post How do consultants get paid? However, Read more. However, Read more.
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Communications Consulting: Do You Actually Need A One?
Steven J. Wilson
NOVEMBER 17, 2022
Look for communications consulting firms with extensive knowledge and experience and creating business communications plans. Some communications consultants are generalists who can help from start to finish; others specialize in specific communications tools or strategies. The post Communications Consulting: Do You Actually Need A One?
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Captrust Acquires $5.8B Monroe Vos Consulting
Wealth Management
MARCH 9, 2023
In its first acquisition of the year, Captrust adds a $5.8 billion firm with wealth, retirement planning, and endowment and foundation businesses.
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SEO for Consulting Firms: Get High-Quality Organic Traffic
Steven J. Wilson
OCTOBER 19, 2022
SEO for consulting firms can be a bit different than other businesses. After all, clients are looking for consultants to help them with specific projects or problems, which means that your SEO strategy needs to be focused on generating leads and driving conversions.
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How Personal Branding Consultants Help You Reach Next Level
Steven J. Wilson
SEPTEMBER 9, 2022
That’s where finding the right personal branding consultant comes in. The post How Personal Branding Consultants Help You Reach Next Level appeared first on Steven J. But what if you’re not sure how to build one? With a solid personal brand, you’ll gain an advantage over […].
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Innovation Consulting: Need To Knows And How To Get Started
Steven J. Wilson
OCTOBER 17, 2022
Many organizations are now turning to innovation consultants to help them create and implement a plan that will allow them to stay ahead of the competition. The post Innovation Consulting: Need To Knows And How To Get Started appeared first on Steven J. The daily tasks and.
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Customer Experience Consultants: How To Pick Or Become One
Steven J. Wilson
OCTOBER 14, 2022
The post Customer Experience Consultants: How To Pick Or Become One appeared first on Steven J. With technology playing a more significant role in our lives, customers now expect a streamlined experience with quick and easy solutions to their problems.
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#FA Success Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate, With Charesse Spiller
Nerd's Eye View
APRIL 18, 2023
Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas. Welcome back to the 329th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Charesse Spiller.
Justin Duft on a Consultative Approach to Client Service
Wealth Management
DECEMBER 10, 2022
Justin Duft, vice president of advanced planning at Commonwealth Financial Network, discusses holistic strategies for deepening client relationships.
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Gavin Spitzner, Popular and Outspoken Advisor Tech Consultant, Dies at 57
Wealth Management
JANUARY 31, 2023
On social media and at industry gatherings, Spitzner was open and transparent about his acute myeloid leukemia diagnosis.
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The Culture of the Audit Department: Cop or Consultant?
Norman Marks
SEPTEMBER 26, 2022
I had the privilege of working with Mike Jacka as a member of an IIA International Committee for many years. He’s not only smart, but funny – a great speaker if you can get him. He continues to write for the IIA’s magazine and blog. His latest is Mind of Jacka: Not Quite a Manifesto. Mike […].
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MiB: Joe Barratta, Blackstone’s Global Head of Private Equity
The Big Picture
APRIL 15, 2023
He is an entrepreneur, attorney, consultant, and advocate for independent investment advisers, which is a $97 trillion industry. Be sure to check out our Masters in Business next week with Brian Hamburger, founder of MarketCounsel and Hamburger Law Firm.
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MTA: Peter Borish, Tudor Investments
The Big Picture
APRIL 28, 2023
He was the founding Trustee of the Robin Hood Foundation in 1988He was also Chairman and CEO of Computer Trading Corporation, an investment and advisory firm whose largest consulting client is the Canadian Imperial Bank of Commerce (CIBC). He was a staff member of the U.S.
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Gavin Spitzner is Future Proof
The Reformed Broker
FEBRUARY 1, 2023
Gavin was the founder of Wealth Consulting Partners and he was one of the most well known and beloved voices in the business. Gavin Spitzner loved the wealth management industry and the industry loved him back.
Is this chart going up or down?
The Reformed Broker
AUGUST 29, 2022
You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.
10 Friday AM Reads
The Big Picture
APRIL 21, 2023
He is an entrepreneur, attorney, consultant, and advocate for independent investment advisers, which is a $97 trillion industry. Here, for the first and only time since her assailant’s guilty verdict on three felony counts, she talks about moving past what happened.
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WealthStack Roundup: Asset-Map Partners with Cetera; Elements Receives $5M in Funding; Lumiant Partners with DMW Strategic Consulting
Wealth Management
JANUARY 25, 2023
Asset-Map brings visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals.
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$33 Trillion in Sovereign Wealth Funds
The Big Picture
APRIL 3, 2023
The consulting firm Global SWF tracks all the important info about Sovereign Wealth Funds (SWFs) and Public Pension Funds (PPFs). Its an amazing collection of charts and data. The asset value peak was $33.6 trillion (USD) in 2021; that’s down only slightly to $31.4 trillion as of the end of 2022.
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My Life as a Client: Just Listen to Me!
Wealth Management
MAY 5, 2023
We talked to Stan Kimer, president of Total Engagement Consulting by Kimer, a diversity and career consulting firm in Raleigh, NC. A lot can be learned listening to clients’ experiences with financial advisors—good and bad.
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The Fastest Drop in Home Prices Since 2009
The Reformed Broker
OCTOBER 3, 2022
Previous to her current position, Skyler founded a consultancy supporting public-facing economic data program, was head of economics at a digital mortgage start-up, and spent 8 years supporting the Zillow economic research department. Skylar Olsen joins Michael Batnick and I on a special episode of Live from The Compound!
Economics 256
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10 Sunday Reads
The Big Picture
APRIL 23, 2023
He is an entrepreneur, attorney, consultant, and advocate for independent investment advisers, which is a $97 trillion industry. But now, connections are emerging. ( NPR ) Be sure to check out our Masters in Business interview this weekend with Brian Hamburger, founder of MarketCounsel and Hamburger Law Firm.
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10 Monday AM Reads
The Big Picture
APRIL 24, 2023
He is an entrepreneur, attorney, consultant, and advocate for independent investment advisers, which is a $97 trillion industry. That moment is when the point guard trapped in the 7-footer’s body is most unstoppable. (
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My Life as a Client: My Advisor Takes Care of Me
Wealth Management
MAY 11, 2023
an executive at a tech consulting company. A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Mahesh Eswar of Princeton, N.J.,
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Adviser links: vulnerable later in life
Abnormal Returns
APRIL 24, 2023
Podcasts Michael Kitces talks operational efficiency with Charesse Spiller who is Founder and Principal Consultant for Level Best. kitces.com) Daniel Crosby talks kids and money with Mac Gardner, Founder and Chief Education Officer for FinLit Tech. podcasts.apple.com) IRAs The traditional IRA is less attractive than it used to be.
The Impact of Continued Learning on Business Development With Joey Davenport
NAIFA Advisor Today
MAY 25, 2023
He is the executive producer for HPN and serves as a speaker, coach, and consultant to HPN clients worldwide. Joey is responsible for leading all sales and marketing, enterprise client relationships, solutions development, and team development for the organization.
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How Geopolitics Are Impacting Real Estate Decisions
Wealth Management
APRIL 5, 2023
Newmark’s managing director of geopolitical strategy consulting talks about the risks and opportunities the current economic and political climate brings.
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Wholesale Used Car Prices Declined in October; Prices Down 10.6% Year-over-year
Calculated Risk
NOVEMBER 7, 2022
From Manheim Consulting today: Wholesale Used-Vehicle Prices See Smaller Decline in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 2.2% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in October from September. and is now down 10.6%
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Absolute Engagement Tech Tracks Client Confidence and Concerns
Wealth Management
APRIL 18, 2023
Julie Littlechild's practice management consultancy's recently launched "Engagement Engine" wants to drag the client survey into the digital age.
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Research links: an ensemble of models
Abnormal Returns
MARCH 28, 2023
papers.ssrn.com) Pension funds with more politicians on the board rely more on consultants. Pension funds University endowments are more likely to invest in funds run by alumni. institutionalinvestor.com) Quant stuff This is one big advantage that quantitative investors have over fundamental investors.
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#FA Success Ep 306: Restructuring Partner Compensation And Roles To Align For The Next Stage Of Growth, With Cean Kenefick-Rogers
Nerd's Eye View
NOVEMBER 8, 2022
What's unique about Cean, though, is how the path that he and his partners took to break away from the insurance and brokerage worlds to run their own independent RIA inadvertently created a three-way struggle to find the proper compensation and accountability structure across their differing books of business, and ultimately forced them to seek third-party (..)
Used Vehicle Wholesale Prices Decreased 0.1% in July
Calculated Risk
AUGUST 5, 2022
From Manheim Consulting today: Wholesale Used-Vehicle Prices Decrease Minimally in July From Seasonal Adjustment Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 0.1% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in July from June.
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MiB: Brian Hamburger, MarketCounsel
The Big Picture
APRIL 22, 2023
This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters.
Wholesale Used Car Prices Increased in February, Down 7.0% Year-over-year
Calculated Risk
MARCH 7, 2023
From Manheim Consulting today: Wholesale Used-Vehicle Prices See Large Increase in February Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) increased 4.3% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in February from January. from a year ago.
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A Net 17 Percent Say They Will Spend Less This Holiday Season
Mish Talk
NOVEMBER 7, 2022
Graphic courtesy of Morning Consult. A Morning Consult offers a First Look at Consumers' 2022 Holiday Plans Key Takeaways Financial Service: To avoid going into debt this holiday season, consumers are being smarter about budgeting in advance and are more likely to favor a BNPL approach to cover holiday expenses over opening a new credit card.
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#FA Success Ep 316: Building A COO Society To Help Advisory Firms Scale Up Their Efficiency, With Matt Sonnen
Nerd's Eye View
JANUARY 17, 2023
My guest on today's podcast is Matt Sonnen.
The Fed is Hiking at the Most Aggressive Pace Ever (And What it Means for Housing)
Mish Talk
NOVEMBER 29, 2022
Cost of Owning "Nationally, it cost $888 a month more to buy an entry-level single-family home than to rent it, according to September data from John Burns Real Estate Consulting. Image courtesy of John Burns Real Estate Consulting. The crash is in transactions, not price. The Current Housing Cycle Landscape 1-3 Year Housing Outlook.
Economics 285
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Highlights From The 2023 T3 Advisor Conference
Nerd's Eye View
APRIL 10, 2023
Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference covered everything from how technology providers are continuing to expand their features and integration capabilities to how advisors can manage their own expanding tech stacks to the ever-present question of how AI tools like ChatGPT will impact the advisory industry.
Meet Loyal NAIFA Member Melissa Snively
NAIFA Advisor Today
APRIL 17, 2023
When Melissa Snively graduated from college, she began working as a national consultant for her University of Florida sorority. The job required long and strenuous hours, though, so she wanted to find a new opportunity. She had a friend who worked for State Farm who suggested she join the company.
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10 Tuesday AM Reads
The Big Picture
APRIL 25, 2023
He is an entrepreneur, attorney, consultant, and advocate for independent investment advisers, which is a $97 trillion industry. These are the books, old and new, she gives her highest recommendation.
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