Thu.Apr 28, 2022

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Lessons In Resilience From A Coffee Farmer

Fortune Financial

During our recent trip to Brazil, my wife and I visited the Sitio Eliza coffee plantation in Mandaguari, a rural city in the Brazilian state of Parana. While touring the plantation, I had the privilege of spending a good deal of time talking about the coffee business with the plantation’s owner, Jose Carlos Rosseto, who is the third generation in his family to manage the plantation.

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SEO Basics For Financial Advisors Looking To Rank

Advisor Websites

If you are a financial advisor looking to attract more business, there are several strategies that you can adopt to help you stand out above your competitors.

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The SEC’s Own Compliance Culture

Inside Information

I’m beginning to think the term ‘compliance’ ought to be repurposed. To simply ‘comply’ with legal and regulatory guidelines is not exactly a lofty standard, yet that’s the term that broker-dealers and wirehouse firms have adopted, and it seems to be the term preferred by the our regulatory friends over at the SEC. Maybe you see something different, but from where I sit, there is no actual encouragement from federal regulators to go beyond (somewhat grudging) compliance and embrace highe

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The Scale Versus the Casino

Aleph

Photo Credits: Jen and www.david baxendale.com with help from pinetools || The casino is exciting. The scale is honest and unrelenting. I want to give an update to one of the major concepts of Ben Graham, in order to make it fit the modern era better. Ben Graham said: “In the short run, the market is a voting machine but in the long run, it is a weighing machine.

Banking 52
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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste