Thu.Jul 14, 2022

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Kitces & Carl Ep 90: Standing Out On Social Media By Finding The ‘Minimum Viable Audience’

Nerd's Eye View

In recent years, many financial advisors have turned to social media as a marketing tool to connect with prospective clients. Its ease of use and potential to reach large audiences have made it a very attractive channel to generate potential leads. But as a highly competitive venue with an excess of information, personal finance personalities, trends, and products, social media is rife with individuals all vying for everyone’s attention.

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Thursday links: bear market endings

Abnormal Returns

Markets The yield curve is once again inverted. (morningstar.com) Comparing the last three big bear markets. (priceactionlab.com) Finance VCs are once again doing due diligence. (theinformation.com) Jamie Dimon is cautious about the economy. (finance.yahoo.com) Netflix Netflix ($NFLX) is uniquely at-risk of losing licensed content. (variety.com) Netflix ($NFLX) has teamed up with Microsoft ($MSFT) to power a ad-supporting tier.

Marketing 130
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Clips From Today’s Halftime Report

The Reformed Broker

Final Trades: NXP Semi, Compass, Shake Shack from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Longform links: fitting the pieces back together

Abnormal Returns

Books An excerpt from “American Cartel: Inside the Battle to Bring Down the Opioid Industry” by Scott Higham and Sari Horwitz. (washingtonpost.com) An interview with David Wengrow, co-author of "The Dawn of Everything." (wired.com) An excerpt from "Arbitrary Lines: How Zoning Broke the American City and How to Fix It" by M. Nolan Gray. (fastcompany.com) Health Researchers are looking more at the relationship between circadian rhythms and health.

Startup 130
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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

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.

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Everything Must Fall

The Irrelevant Investor

Some stocks hold up well during corrections, but bear markets eventually take down everything. And that’s about where we are today. As of this morning, only nine stocks* representing $1 trillion of market cap are within 5% of their 52-week high. 145 stocks representing $9 trillion in market cap are within 5% of their 52-week low. Bear markets experience indiscriminate selling, but there’s an order to it.

Marketing 106

More Trending

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Stop cold calling and attract prospects through social media

Million Dollar Round Table (MDRT)

By Cynthia Nallely Rodriguez Barbosa For some of the people you’re calling, you’re creating a negative experience. It’s not personal. A telecommunications company surveyed thousands of young people and found that 81% of respondents feel anxious about making or receiving a phone call. Why? They consider it a waste of time. They do not like to do favors, and many times when someone calls, it’s to ask for something.

Media 94
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The Dangers of Margin Investing

Mullooly Asset Management

Margin investing, or taking on debt to invest, is very risky. It always seems to gain popularity during market peaks. And make matters worse on the way back down. In this week’s podcast, Tom and Casey discuss some recent events in the cryptocurrency space. We saw some really speculative investing trends, like margin investing, occur […] Margin investing, or taking on debt to invest, is very risky.

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How to Create an Annual Client Service Calendar for Financial Planning Engagements

AdvicePay

The adoption of the fee-for-service financial planning model is changing the dynamics of business operations inside wealth management firms. As low-cost online automated investment services have increased competition for portfolio management and asset allocation services, financial advisors have responded by moving up the value chain and adding a wide array of financial planning services to their business.

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How Do Social Security Benefits Work When You Retire?

WiserAdvisor

Social Security is a federal program in the United States run by the Social Security Administration (SSA). Under the program, retirement benefits and disability income are provided to qualified people including their spouses, children, and survivors. A person must be at least 62 years old and have contributed to the Social Security program for a period of 10 years or more to qualify for Social Security retirement benefits.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

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Derek Notman Rising Star Award & Wealthies Finalist Press Release

Conneqtor

Derek Notman awarded Rising Star Award and is Named a Finalist in the 2022 WealthManagement.com Industry Awards (Wealthies) for Innovator of the Year Thought Leader of the Year (July 14, 2022) — Derek Notman, CFP® was named one of this year’s Rising Stars in the 2022 WealthManagement.com Industry Awards program.

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Cycle Watch | July 2022: Inflation threatens the expansion

Nationwide Financial

With inflation rising to its fastest pace in decades, the Federal Reserve raised interest rates twice in recent months. Heading into their July meeting, another 75 basis point hike is expected after a similar increase in June. But raising rates could come at a cost. The fear is that raising rates too fast could force the economy into a recession. No doubt, economic uncertainty remains high amid surging inflation, but the hope is that the worst is behind us.

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Get Out the Vote Resources Now Available

NAIFA Advisor Today

Whether you're new to political advocacy or a grassroots leader, NAIFA's Get Out the Vote is a great resource for everything you need to know about NAIFA's political advocacy. Find information on polling dates and locations, ballot measures, and your elected officials. Brush up on Government 101 or find the text of individual bills—this site has useful information for everyone.

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Financial Advisor Website Showcase: Navis Wealth Advisors

FMG

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. We asked Letizia handpicked questions about the firm, its strategies and it’s processes. It was great to talk with Letizia and hope you enjoy her answers as much as we did. Modernize Your Website. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass.

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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

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What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 1

Zajac Group

If there’s such a thing as a match made in philanthropic heaven, it may be the ability to donate a portion of your equity compensation shares to a Donor Advised Fund (DAF). DAFs are relatively easy to fund, easy to manage, and they ensure that you get a tax deduction for the full, appreciated value of your donated stock. A tax deduction that can be especially beneficial in a high-income tax year, as may be the case when you have significant equity compensation activity.

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Marketing Funnels For Advisors Explained: Turn Prospects Into Clients

Advisor Websites

If you're a rock-star financial advisor, you already know that creating connections with your clients is the key to a successful business. It's not enough to simply deliver excellent service, you need to ensure that every interaction is meaningful and that every touchpoint along the buyer's journey delivers value.

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TCS Vs Infosys – A Detailed Analysis! Which One Should You Choose?

Trade Brains

TCS vs Infosys: In the digital era, everyone has a vested interest in technology. Upgrading and upskilling oneself digitally is at its peak. So is the investor’s interest in investing in the top IT companies in the country. When we say top IT company the two big names that come to our mind are Infosys and everyone’s favorite TCS. In this article on TCS vs Infosys, we will take a closer look at the fundamentals of the company.

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The Woeful State of Enterprise Risk Management

Norman Marks

My thanks go to Professors Mark Beasley and Bruce Branson of North Carolina State University’s Poole College of Management (the Enterprise Risk Management Initiative). They recently published 2022 The State of Risk Oversight: An Overview of Enterprise Risk Management Practices – 13th Edition. I believe this is their best edition and thank them for the […].

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Transforming Lending: Understanding the Power of Digital Platforms

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.

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7 Best Travel Insurance of 2022: Your Picks for Summer Travel

Good Financial Cents

Travel can be one of the most pleasurable activities in life. That is, as long as nothing goes wrong. And that’s where travel insurance comes into the picture. For a relatively small additional cost, you can add a travel insurance plan to your itinerary that will give you complete peace of mind on your trip. That’s why we’ve assembled this list of the seven best travel insurance of 2022.

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Can BuyWrite Funds Actually Work?

Random Roger's Retirement Planning

Yesterday's post about the single stock, option combo ETFs got me thinking about older options-centric funds that we've looked at over the years. I've dabbled with a couple of these but they can be tricky to own and it has been a long time since I used any in client accounts. I thought it might be useful to check in on a few to see whether they can play some sort of role and if so, what that role might be.