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Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base

Indigo Marketing Agency

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

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Practical Lessons from Bob Elliott

Validea

” Income-Driven vs. Debt-Driven Economic Cycles Discover why the post-COVID economy behaved differently than many expected and why the Fed’s rate hikes didn’t crash the economy Elliott explains the crucial difference between income-driven and debt-driven economic cycles.

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GIFT City: India’s Strategic Gateway to Global Finance

International College of Financial Planning

With the right blend of policy support, investor engagement, and technological innovation, GIFT City can become a cornerstone of India’s vision to emerge as a $5 trillion economy. It is not just a financial district, but a national strategy in motion—a gateway not only to global finance, but to India’s economic aspirations.

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Managing Money Stress in Turbulent Times

Your Richest Life

Check out LetsMakeaPlan.org for a list of certified financial planners that suit your needs. Or, if youve found that you struggle to meet your financial goals, it might be a good idea to bring in a financial therapist.

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Decoding The Art of Investing

International College of Financial Planning

You get to own a fraction of shareholding in a trust that owns multiple high ticket properties ranging from 250-500 crores If the Economy needs to grow, businesses have to have offices which will push the demand higher. Cut that down to REIT traded as ETF in the Live market.

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Robert D. Kaplan on Understanding the Geopolitical Context to Be a Successful Investor

Steve Sanduski

The globalization of the economy kept inflation low. The spending boom and then the retirement wave of the baby boomers kept the economy humming. Kaplan 4 Ways to Learn Faster Than the World is Changing Financial planner, author, podcast host, and speaker Taylor Schulte on why all financial advisors need to be lifelong learners.

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Tax Advisor Weekly – April 11, 2025

Harness Wealth

percent, as some of the benefits of the tax cuts and larger economy go to foreigners in the form of higher interest payments on the debt. Long-run GDP would be 1.1 percent higher, offsetting $710 billion, or 16 percent, of the revenue losses. Long-run GNP (a measure of American incomes) would only rise by 0.4

Taxes 52