Nerd's Eye View

JULY 12, 2022

Welcome back to the 289th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kamila Elliott. Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households. What's unique about Kamila, though, is how she and her partners built an independent advisory firm, comprised entirely of Black CFP professionals, dedicated to supporting the

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Abnormal Returns

JULY 12, 2022

Markets S&P 500 companies paid out a record amount of dividends in Q2 2022. (wsj.com) Stock-bond correlation worked against the 60/40 portfolio this year. (caia.org) Every major asset class yields more than it did at the beginning of 2022. (compoundadvisors.com) Crypto Bitcoin is no stock market hedge. (blogs.cfainstitute.org) Multicoin Capital is now investing out of its third fund.

Financial Advising 130

Financial Advising Media Economy Economics 130

The Reformed Broker

JULY 12, 2022

Final Trades: Occidental, Qualcomm, JPMorgan & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

130

130

Andrew Thrasher

JULY 12, 2022

One of the charts I sent to Thrasher Analytics subscribers on Sunday looked at the large increase in stocks that were trading below average volume on Friday. Since the end of last year, this has been a bearish development for Continue reading Using Volume to Help Identify Market Regimes → The post Using Volume to Help Identify Market Regimes first appeared on.

Marketing 101

Marketing Marketing 101

Advertisement

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

Accounting

Carson Wealth

JULY 12, 2022

By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . I could say “Tammy, a CLU and ChFC ® , reviewed a DIA against a SPIA with a COLA to maximize his client’s Monte Carlo success rate.

Financial Advising 98

Financial Advising Ethics Financial Planning Financial Services 98

Investment Writing

JULY 12, 2022

Check out my top posts from the second quarter! They’re a mix of practical tips on grammar (#1 & #2), marketing (#3), investment commentary (#4), and blogging (#5). My posts that attracted the most views during 2022’s second quarter: My five favorite reference books for writers —These books would be great additions to your library. “In order to” versus “to” —The results of my research into whether it’s ever necessary to write “in order to” instead of “to” surprised me. 10-minute

Investing 97

Investing Investments Marketing Marketing 97

Covisum

JULY 12, 2022

Inflation is a top concern for consumers and advisors alike, and that’s why our team prioritized adding an inflation stress test to our product offering. Our advisor-led team understands the concerns of your retired clients and how the right financial planning software can make addressing them easier. Read on to see how we've updated our software to help you quickly and easily address client needs and demonstrate the value of your financial advice.

Retirement Planning 92

Retirement Planning Retirement Planning Financial Advice 92

The Irrelevant Investor

JULY 12, 2022

Today’s Animal Spirits is brought to you by The Peak Group and Masterworks: See here for The Peak Groups’ current portfolio of homes owned by the Peak Housing REIT. See here to learn more about investing in contemporary art. On today’s show we discuss: Elon is terminating the deal Comments on the June employment report from Calculated Risk Car repos are exploding Gas station owners are blamed when prices.

Portfolio 85

Portfolio Investing Investments 85

Million Dollar Round Table (MDRT)

JULY 12, 2022

By Andreas T. Dailey Sr., CLTC In our industry, especially in MDRT, we participate in a lot of joint work with other financial advisors and specialists. This can be a winning situation for all involved. It allows us to: Help clients better in complex cases or areas that aren’t our strengths. Work on bigger cases. Expand our knowledge. If you’re not comfortable managing one area of financial planning for your client and you know someone who does well in that area, bring them in.

Financial Advisor 77

Financial Advisor Clients Financial Planning Planning 77

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

Clever Girl Finance

JULY 12, 2022

Are you looking to stay inspired as you work on your life goals ? Or maybe you need some home decor creativity , career tips, or travel ideas. Whatever it is, this list is full of the best lifestyle blogs for the modern woman! So let's get into why lifestyle blogs are great! Why lifestyle blogs are inspiring. Sometimes lifestyle blogs may seem like just a fun thing to skim through in our spare time.

Budgeting 71

Budgeting Food Planning Education 71

Leading Advisor

JULY 12, 2022

You can’t be a successful entrepreneur without having solid sales skills. And you can’t be a stellar salesperson without some entrepreneurial traits. You can be… The post How To Stop being a Salesperson and Develop a Growth Mindset appeared first on Leading Advisor - Simon Reilly.

Sales 61

Sales 61

Trade Brains

JULY 12, 2022

EKI Energy Services: With the world taking on the imminent threat of climate change, many countries and organizations have been taking steps to reduce carbon emissions and, at the same time, shift towards other cleaner sources of energy. In the past couple of years, one company has done something so unique and relevant to the current scenario it has become impossible for us to ignore it.

Certification 52

Certification Consulting Government Clients 52

NAIFA Advisor Today

JULY 12, 2022

Do you ask your clients for trusted contacts? Since 2018, brokerage firms have been required by FINRA Rule 4512 to ask their retail customers to provide the name and contact information of a trusted contact person. Although the rule applies only to broker-dealers, it’s still a best practice for all wealth management and financial advisory firms to gather this information from clients.

Clients 52

Clients Wealth Management Retail Financial Planning 52

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

FMG

JULY 12, 2022

When stocks go down, communication from your financial advisor should go up. However, many financial advisors don’t know what to say to clients during times of extreme volatility. So, they either don’t say anything or they communicate but don’t want to keep reaching out, since they don’t know how much communication is too much.

Communication 52

Communication Financial Advisor Clients Marketing 52

Wealthfront

JULY 12, 2022

Individual retirement accounts (IRAs) are a popular way to save for retirement, and with good reason—they come with numerous benefits for investors building long-term wealth. They also come with a few drawbacks you should be aware of. In this post, we’ll break down what you need to know, focusing on two popular account types: traditional […]. The post What Are the Benefits and Drawbacks of IRAs?

Retirement 52

Retirement Accounting Investing Investments 52

Mullooly Asset Management

JULY 12, 2022

What are your odds of making money in the stock market? On a day-to-day basis it’s basically a coin flip. But what about over a year? What about over 5 years? What about over 20 years? The longer your time horizon the more history is on your side. Tom breaks it all down in this […].

Marketing 52

Marketing Marketing 52

Trade Brains

JULY 12, 2022

An investor enters the market with the obvious intention of accumulating higher returns and booking massive profits. For this, they invest in various types of stocks that are trading in the market. In this article on Growth stocks or Dividend stocks, we will take a look at the two most famous types of stocks. Keep reading to find out! What are Dividend Stocks?

Distribution 52

Distribution Investing Investments Consulting 52

Advertisement

Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

Clever Girl Finance

JULY 12, 2022

This Think and Grow Rich Summary post contains affiliate links from Amazon. Affiliate links help us grow Clever Girl Finance! Please see our disclosures for more information. There are many self-help and inspirational books on the market, but some stand the test of time more than others. One such book is Think And Grow Rich by Napoleon Hill. Although the original text was in more complex terms, in this article, I will share my personal Think and Grow Rich summary and takeaways in simple terms th

Planning 52

Planning Marketing Marketing 52

Trade Brains

JULY 12, 2022

Education Stocks in India: “An Investment in knowledge pays the best interest.” This quote is over three centuries old but still holds true to this day. Education is one aspect that Indians have always been obsessed with. Although it is not the only metric for success it surely gives us the building blocks to achieve our goals! Luckily this obsession also presents an opportunity in many forms in the Indian stock market.

Education 52

Education B2C Retail Manufacturing 52

Steve Feinberg

JULY 12, 2022

Business owners need to be cognizant of their business in owning or using a vehicle. There may be personal use of that vehicle and it can be included as taxable income on the employees’ W-2. How do we qualify the vehicle as a business expense? First, it will qualify as a business-used vehicle if it is an ordinary or necessary expense. Ordinary means that the expense is common in your work or line of business.

Valuation 52

Valuation Transportation Consulting Taxes 52

Clever Girl Finance

JULY 12, 2022

We all know we should save more of our money to prepare for coming events, so learning how to make a savings plan is essential. That said, a weekly or bi-weekly savings plan can help you reach goals. Saving on a monthly basis is great, but maybe you need to adjust your thinking about setting money aside. Could you jumpstart your savings by setting aside cash more frequently?

Planning 52

Planning Budgeting Accounting Numbers 52

Advertisement

All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!

Accounting

Steve Feinberg

JULY 12, 2022

Business owners need to be cognizant of their business in owning or using a vehicle. There may be personal use of that vehicle and it can be included as taxable income on the employees’ W-2. How do we qualify the vehicle as a business expense? First, it will qualify as a business-used vehicle if it is an ordinary or necessary expense. Ordinary means that the expense is common in your work or line of business.

Valuation 52

Valuation Transportation Consulting Taxes 52

Good Financial Cents

JULY 12, 2022

If you owe more than a few thousand dollars, especially on high-interest credit cards, you’ve probably considered debt consolidation. But exactly what is debt consolidation and how does it work? More specifically, when does it make sense, and when is it the wrong strategy? Let’s drill down into the basics of debt consolidation to help you decide when it’s the right move, and when it holds the potential to only make your situation worse.

Budgeting 64

Budgeting Management Accounting Numbers 64

Random Roger's Retirement Planning

JULY 12, 2022

The other day in a post about capital efficiency and leveraging down we looked at a bunch of 2x long and short, single stock ETFs in a filing from Kurv and mentioned the possibility that these would be coming to the market soon. A batch of these from AXS appear to have been approved and more are coming. You can see then that PFEL will allow you to double exposure to Pfizer (PFE) or go short with 2x leverage.

Portfolio 58

Portfolio Clients Management Investing 58

FMG

JULY 12, 2022

We hope everyone’s week is going well! This roundup is a good one, full of some great articles on niche marketing tips, social media content prompts, client communication tips and much more. 1. 5 Niche Marketing Tips For Financial Advisors (With Tyler Hackenberg) via The Podcast Factory. We often talk about the importance of choosing a niche to serve and really honing in on that.

Communication 52

Communication Financial Advisor Media Clients 52

Advertisement

Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.

Communication