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RWM Is Coming to Chicago!
The Big Picture
FEBRUARY 17, 2023
Spots are limited, so if you want in, please contact us ASAP. Investors who want to learn more about how we manage assets, create financial plans, optimize your taxes, and are interested in working with us, please reach out. Chicago, here we come!
The Compound and Friends: Surprise! A Conversation with CrowdStrike CEO George Kurtz
The Irrelevant Investor
DECEMBER 28, 2023
On today’s show, we discuss: CRWD performance in 2023 Tech stock volatility post-pandemic Tech spending in 2024 CrowdStrike’s latest earnings results AI and generative AI in 2024 and beyond Listen here: Charts: Contact us at askthecompoundshow@gmail.com with any feedback, recommend.
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Specialist accounting for Not For Profit organisations
Accounting for Good
APRIL 10, 2024
Contact us today for | AFG NFPs require specialist accounting services with a firm focusing only on the NFP sector. Accounting For Good is that firm.
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The Compound and Friends: Big Market Delusions
The Irrelevant Investor
SEPTEMBER 14, 2023
On today’s show, we discuss: Listen here: Charts: Research Affiliates: Twitter Contact us at askthecompoundshow@gmail.com with any feedback, recommendations, or questions. Follow us on Instagram and YouTube.
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Onboard with Accounting For Good
Accounting for Good
FEBRUARY 19, 2024
Contact Us Today | AFG Getting onboard with Accounting For Good improves your day to day processes and ensures high-performance support.
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The Compound and Friends: How To Find the Biggest Winners
The Irrelevant Investor
JANUARY 4, 2024
The post The Compound and Friends: How To Find the Biggest Winners appeared first on The Irrelevant Investor.
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Accounting For Good training and support
Accounting for Good
JANUARY 29, 2024
Contact us today | AFG Accounting For Good’s training and support services reach all levels of your organisation. Experts in Xero implementation.
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Accounting For Good training and support
Accounting for Good
JANUARY 29, 2024
Contact Us Today | AFG Accounting For Good’s training and support services reach all levels of your organisation. Experts in Xero implementation.
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The Compound and Friends: Entering Year Two of the Bull Market with Tom Lee
The Irrelevant Investor
OCTOBER 19, 2023
Follow us on Inst. The post The Compound and Friends: Entering Year Two of the Bull Market with Tom Lee appeared first on The Irrelevant Investor.
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Wealth Advisors Edzai Chimedza and Franklin Gay lead Financial Planning Seminars at Nova Southeastern University – April 12th and May 3rd at 11 a.m.
Tobias Financial
APRIL 11, 2024
If you’re interested in learning more about the topics covered in our Financial Planning Seminars, don’t hesitate to reach out to us, we are here to help. Contact us today, and let’s discuss how we can assist with your specific financial situation. appeared first on www.tobiasfinancial.com.
2023 Highlights: Q4 Update
Carson Wealth
OCTOBER 17, 2023
Contact us to speak with a financial advisor. Carson Groups’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. The post 2023 Highlights: Q4 Update appeared first on Carson Wealth.
The Compound and Friends: The Trillion Dollar Question
The Irrelevant Investor
OCTOBER 26, 2023
How economists got it wrong for 3 years Listen here: Charts: Recommendations: Same As Ever Rick Brink: LinkedIn Contact us at askthecompoundshow@gmail.com with any fee. On today’s show, we discuss: New normal or no normal?
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The Compound and Friends: Surprise! A Conversation with CrowdStrike CEO George Kurtz
The Irrelevant Investor
DECEMBER 27, 2023
On today’s show, we discuss: CRWD performance in 2023 Tech stock volatility post-pandemic CrowdStrike’s latest earnings results AI and generative AI in 2024 and beyond Listen here: Charts: Contact us at askthecompoundshow@gmail.com with any feedback, recommendations, or questions.
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C2P Podcast Guest Alana Kohl: “The Branding Blueprint: Essential Tips for Creating a Standout Brand”
AdvisorPR
JANUARY 26, 2024
Discover how to evaluate and transform your marketing using the “4 C’s” framework to ensure your brand is: Cohesive Compelling Credible Consistent Watch below or download the podcast audio here. Ready to take your brand to the next level?
C2P Podcast Guest Alana Kohl: “The Branding Blueprint: Essential Tips for Creating a Standout Brand”
AdvisorPR
JANUARY 26, 2024
Discover how to evaluate and transform your marketing using the “4 C’s” framework to ensure your brand is: Cohesive Compelling Credible Consistent Watch below or download the podcast audio here. Ready to take your brand to the next level?
Mid-Year Outlook ’23 Highlights
Carson Wealth
JULY 13, 2023
Contact us to speak with a financial advisor. Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. The post Mid-Year Outlook ’23 Highlights appeared first on Carson Wealth.
6 Signs It’s Time to Ditch DIY Retirement Planning
Carson Wealth
MARCH 28, 2024
Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. But at some point, most of us need to graduate from the DIY approach and seek advice from a retirement planning professional. Contact us when you are ready for retirement advice.
2023 Market Update: Q2 Highlights
Carson Wealth
APRIL 14, 2023
Contact us to speak with a financial advisor. Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in 2023. The post 2023 Market Update: Q2 Highlights appeared first on Carson Wealth.
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CTA IAS Growthlab meet our reps
SEI
SEPTEMBER 8, 2022
Contact us. Connect with us. CTA IAS Growthlab meet our reps. Thu, 09/08/2022 - 18:06. No Image or Icon. Our business development representatives are ready to help you.
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The Compound and Friends: Gold is About to Break Out Big
The Irrelevant Investor
JANUARY 6, 2023
The post The Compound and Friends: Gold is About to Break Out Big appeared first on The Irrelevant Investor.
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SEO for Financial Advisors: Answering Our Most Asked Questions
Indigo Marketing Agency
MARCH 21, 2024
Conversion Rate: Analyzing the percentage of website visitors who take desired actions, such as filling out a contact form or scheduling a consultation. Keyword Rankings : Monitoring the positions of your targeted keywords in search engine results pages.
Beware of Impostors: MainStreet Financial Planning, Inc Sets the Record Straight
MainStreet Financial Planning
JANUARY 31, 2024
If you have been receiving robo-calls from the number with the “855” area code, please be aware that it is not us ( MainStreet Financial Planning, Inc ) making those calls. National Do Not Call Registry]([link] Your Phone Carrier : Contact your phone carrier and report the robo calls. MainStreet Financial Planning, Inc.
Stop cold calling and attract prospects through social media
Million Dollar Round Table (MDRT)
JULY 14, 2022
Yet, as insurance agents and financial advisors, we are taught to prospect using our lists of 100 contacts or referrals from people who don’t know us, and we make call after call. And if some stranger calls them, they feel it’s an intrusion on their privacy — almost an offense!
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Our New Website is Live!
Investing Caffeine
JUNE 1, 2022
By visiting the site, you can get a bird’s-eye view of our workplace, read our monthly blog (Investing Caffeine), meet the Sidoxia team, watch informative videos, make an appointment, or you can simply contact us to let us know what you think! Missed a Newsletter? No problem. Click Here for previous articles.
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Chalk Talk: The State of the Insurance Industry
MainStreet Financial Planning
FEBRUARY 7, 2024
Ramona Johanneson from Arthur J Gallagher Risk Management joins our Chalk Talk series to give us the state of the insurance industry, starting with our largest investment, our home.
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Ways to use gifts to say thank you — and drive referrals
Million Dollar Round Table (MDRT)
MARCH 2, 2023
By Tristan Karl Robert Hartey If someone sends us a referral, we always send a thank-you card or something along those lines. As soon as we know one of our clients or someone down the generations is having a child, it doesn’t cost us much to do it. Maybe we should get in contact with them and have a chat about XYZ.”
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4 Pitfalls of Not Having a Financial Plan
Carson Wealth
APRIL 25, 2024
A Financial Advisor Can Help None of us knows what the future holds. Contact us today to build a financial plan that helps you pursue your goals. Contact us today to build a financial plan that helps you pursue your goals. Why most of us retire earlier.” 2 USA Today, “Think you’ll work past 70?
Key Elements of Successful Financial Advisor Website Design
Indigo Marketing Agency
APRIL 4, 2024
Easy contact details: Make it simple for website visitors to get in touch with you via phone, email, or web form. Contact us today to schedule a financial advisor website design consultation and discover how your website can (and should) be a high-quality representation of your company.
Don’t Leave Your Retirement Stability Up to Chance
Integrity Financial Planning
DECEMBER 18, 2023
Don’t hesitate to contact us today for a complimentary evaluation of your financial situation. So, instead of flying by the seat of your pants and crossing your fingers to strike it rich, one of our financial professionals can work with you to achieve realistic financial stability.
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: Amazon: AWS experienced outage
MarketWatch
JUNE 13, 2023
AMZN acknowledged late Tuesday that its AWS service is “experiencing degraded contact handling” in the US-EAST-1 Region. Amazon.com Inc. In an email message, a company spokesperson pointed to a health status web link that said “Callers may fail to connect and chats may fail to initiate.
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Leading a life of significance
Million Dollar Round Table (MDRT)
DECEMBER 10, 2023
Reframing prospecting Most of us want to avoid prospecting and facing rejection. So, here’s a suggestion: Set up a daily contact commitment. When you have a purpose that creates value first, the money follows. Firms driven by profit-only seldom are the most profitable. That’s the No. 1 issue we face.
The Benefits of Digital Marketing for Financial Advisors
Indigo Marketing Agency
JANUARY 3, 2024
Digital marketing lets consumers know about your company, the services and products you deal with, and also get business contact information for future reference. Contact us today , and we will get you started on a successful digital marketing journey.
Tips From Top Websites for Financial Advisors
Indigo Marketing Agency
APRIL 16, 2024
Whether you’re still doing your initial brainstorming or just looking for areas to improve on your own site, don’t hesitate to reach out to us at Indigo and get a full, complimentary site audit , built to give you point-by-point advice to make your website your #1 tool for welcoming new leads. Contact a team member today!
6 Items to Put on Your Estate Plan Checklist
Integrity Financial Planning
MAY 23, 2023
Contact us today to get started! By including the basic components of a will, trusts, power of attorney, a healthcare directive, beneficiary designations, and a letter of instruction, you can protect your assets and provide for your loved ones in the future.
Digital Marketing for Financial Advisors: Harnessing the Power of Email Campaigns
Indigo Marketing Agency
APRIL 2, 2024
Email campaigns don’t have to be wholly focused on pushing someone toward contacting you right this second. Constant Contact provides extensive support and training resources, alongside powerful email marketing features tailored for small businesses and professionals, making it a great choice for digital marketing for financial advisors.
How To Upload Your Contact Lists To LinkedIn & Grow Your Network In Seconds
Indigo Marketing Agency
JUNE 21, 2020
While you’re working from home, upload your contact lists to LinkedIn as an easy step to supercharge your marketing. . All you need is an exported contact list from your CRM, email marketing platform, or a spreadsheet of clients and prospects you created yourself. Browse for your contact list and click Upload. .
NAIFA is a Proud Sponsor of TJ Johnson as Announced at The American College's 2022 CAAFP
NAIFA Advisor Today
AUGUST 9, 2022
If you're a NAIFA member and interested in getting to know TJ, getting involved with next-generation advisors, and/or supporting our Future Leaders program, please contact us.
5 criteria for successful prospecting strategies
Million Dollar Round Table (MDRT)
APRIL 30, 2023
We have all seen confusing ads on TV that leave us wondering, What is the product? or What do they want us to do? The ideal prospecting strategy delivers the message that you offer valuable services and you want to be contacted. Your prospecting strategy must focus on your ideal prospects. Those are the ones you want to reach.
What To Do If Your Identity Is Stolen: 15 Key Steps
Clever Girl Finance
NOVEMBER 16, 2022
When you file the police report, be sure to have a copy of your FTC report and proof of your identity being stolen, in addition to your address and ID, according to US News. If you suspect someone has stolen your license, contact your local DMV and let them know about the situation. Contact the Social Security Administration.
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How To Grow Your Email List (Exporting Your Contacts & Importing To Mailchimp)
Indigo Marketing Agency
JUNE 20, 2020
Grow Your Email List (Export Your Contacts From Outlook Or Gmail & Import To Mailchimp). If you use Gmail, follow these steps to export your contact list as a CSV file. If you use Outlook, follow these steps. Click the Manage Audience drop-down menu and select Import Contacts. . Then click Continue to Review.
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