Nerd's Eye View

JULY 5, 2022

Welcome back to the 288th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Patrick Kilbane. Patrick is a Partner and the Director of the Divorce Advisory Group for Ullmann Wealth Partners, an independent RIA based in Jacksonville Beach, Florida, that oversees $800 million in assets under management for 350 client households.

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Good Financial Cents

JULY 5, 2022

It’s a sad fact, but we’re all mortal and one day we will all die. This is true whether we have retired or not and there’s a 100% chance of that happening. According to Vanguard, over 25% of all Americans have a 401k plan. This means 1 out of every 4 Americans will be forced to deal with a 401k plan after someone passes away. That brings us to the all-important question: What happens to our 401k when we die?

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Distribution Retirement Accounting Taxes 73

Clever Girl Finance

JULY 5, 2022

Sometimes, life happens and you need ideas for how to make $300 fast. You’re not alone, we’ve all been in a pinch before. We’re also here to tell you there are ways to make the amount of money you need now. So, let’s dive in! What can $300 buy? Bankrate says, more than half of Americans cannot cover an unexpected $1,000 bill with savings. This means people struggle when cars break, appliances stop working, or someone gets sick.

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Media Advertising Food Sales 52

XY Planning Network

JULY 5, 2022

XY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We help make connections by inviting our journalist friends to submit requests for XYPN members' expert input using our media portal.) We've compiled this roundup of recent articles featuring some superstar XYPN member advisors.

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Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Million Dollar Round Table (MDRT)

JULY 5, 2022

By Sandy Schussel I’ve given some thought about how not to grow a successful financial services practice or increase your income. I came up with these guidelines of what you do not want to do: Message someone because you need a client instead of asking questions, adding value and helping solve their problems. Market in a way that’s inauthentic to you, such as by following the 26-year-old financial advisor crushing it on TikTok and building automated funnels, even though you’re 50 years old, happ

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Conneqtor

JULY 5, 2022

The age old question – How to get clients as a financial advisor? Well, as an actively practicing advisor who’s brought in clients 100% digitally let me answer this question for you below. First, some context.

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Fortune Financial

JULY 5, 2022

Some companies offer the benefit of employees owning stock in the employer company through 401(k) plans, profit-sharing plans, stock bonuses and employee stock ownership plans (ESOP). Anyone who owns company stock will eventually have to decide how to distribute those assets when leaving the company or entering retirement. One major thing to consider when doing so is the tax bill that may come along with it.

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Investment Writing

JULY 5, 2022

When you’re writing a heading, headline, or title using title case , when do you use initial capitals for prepositions? Simple rule for when to capitalize prepositions. Some sources simply lower-case any shorter preposition. I like the approach taken by Jan Venolia in Write Right! She says, “Capitalize prepositions if they consist of four or more letters, or if they are connected with a preceding verb ” (emphasis added by me).

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Carson Wealth

JULY 5, 2022

Jamie Hopkins, Managing Partner, Wealth Solutions . Marques Ogden thinks back on 2013, when he was living in Raleigh, North Caroliona. He had no financial planning knowledge. He had no resources. He had no money. He had no savings. . “My entire days were full of stress and anxiety,” Ogden said. “I was just in a state of constant panic. What am I going to get done?

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Advertisement

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Norman Marks

JULY 5, 2022

I commend Marco Nutini for his recent LinkedIn post, Risk and decision: egg or chicken? He asks: In your opinion, which of the two alternatives best represents the Enterprise Risk Management process? 1) From an Objective >> Identify a Risk >> Analyze and prioritize >> Decide how to treat it; or 2) From the need […].

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Risk Management Management Compliance Government 49

FMG

JULY 5, 2022

How is it already July? We’re bringing you some hot tips as the summer rolls on, and we are excited to share them with you! From tips for creating a stronger SEO strategy to taking the best action during a volatile market and more, be sure to give this roundup a read. 1. 6 Tips for Effective SEO: Bringing Your Marketing Game to the Next Level via Advisorpedia.

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Brown Advisory

JULY 5, 2022

2022 Berkshire Hathaway Annual Shareholder Meeting: Back in Force mhannan Tue, 07/05/2022 - 10:18 Just want the PDF? Download it here > The Berkshire Hathaway annual meeting was a celebration of American business surging back to life and a testament to the resounding optimism that long term investing can continue to be a force for value creation and societal advancement.

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