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Welcome everyone! Welcome to the 416th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Fran Toler. Fran is the CEO of Toler Financial Group, an RIA based in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. What's unique about Fran, though, is how she decided to transition from the independent broker-dealer model to a 'supported independence' corporate RIA platform in order to avoid the compliance he
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. At 8:30 AM, Housing Starts for November. The consensus is for 1.344 million SAAR, up from 1.311 million SAAR. During the day, The AIA's Architecture Billings Index for October (a leading indicator for commercial real estate).
Technology is transforming the wealth management industrynot just by automating calculations and analysis, but by empowering advisors to connect more deeply with clients.
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in November A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.09 million in November , up 3.3% from Octobers preliminary pace and up 4.6% from last Novembers seasonally ad
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
The Van Halen story illustrates that true achievement is not solely rooted in talent but is also a product of relentless dedication, strategic partnerships and an unwavering focus on ones goals.
Earlier from the Fed: Industrial Production and Capacity Utilization Industrial production (IP) moved down 0.1 percent in November after declining 0.4 percent in October. In November, manufacturing output rose 0.2 percent, boosted by a 3.5 percent increase in the index for motor vehicles and parts. The indexes for mining and utilities fell 0.9 percent and 1.3 percent, respectively.
What’s the right way to spell the plural of Treasury, as in U.S. Treasury bond? Should it be “Treasurys,” following the rule that the members of the Murphy family become Murphys? Or should it follow the normal rules of creating plurals for words that end in the letter y? I panicked when I saw “Treasurys” in The Wall Street Journal.
Welcome everyone! Welcome to the 416th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Fran Toler. Fran is the CEO of Toler Financial Group, a DBA firm under the RIA Rossby Financial, in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. What's unique about Fran, though, is how she decided to transition from the independent broker-dealer model to a 'supported independence' corporate RIA platform in or
Jennifer des Groseilliers details The Mather Groups balanced approach to growth that includes scaling responsibly through both internal development and strategic acquisitions.
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
3 Small Ways to See Big Marketing Results Financial advisors often feel overwhelmed by the idea of tackling marketing. What many of them dont realize is that seeing big results doesnt have to mean investing major amounts of time or money. With just 3060 minutes a monthless than 1% of your timeyou can take simple actions that make a HUGE difference in attracting and engaging clients.
The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach.
Wirehouses are exploring how to combine direct indexing, manager-traded separate accounts and alternative investments into unified managed account platforms, reports FundFire. BlackRock and Franklin Templeton each published private market outlooks for 2025. These are among the investment must reads we found this week for wealth advisors.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Join Matt Zeigler and Jack Forehand as they break down some of the most insightful frameworks from our interviews with macro thinker Andy Constan. Drawing from multiple conversations with Andy, they explore: Andy’s experience at Bridgewater Associates and their fascinating approach to systematic investing The four pillars of macro analysis that help make sense of complex market environments A practical framework for evaluating market deleveraging events Essential lessons about personal por
Here are some things I think I am thinking about: 1) A Win for Assflation? My greatest contribution to the field of economics is my General Theory of Assflation. No, that’s not a theory about the obesity epidemic and its causes. I am referring to my explanation of “asset price inflation” relative to QE. Perhaps the most common narrative in the last 15+ years has been the theory that the stock market was only going up because of the Fed and asset price inflation.
Opto Investments, a private markets platform for wealth management firms, has launched Planner, a new tool to simplify the private markets investing process.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
From T Rowe Price on ten year Treasuries. And from a different Bloomberg article quoting the same CIO. We've talked about this plenty of times. I don't know about volatility relative to other sovereigns but US treasuries have become more volatile than they used to be and that volatility is now less predictable than it used to be. There was a stretch there earlier in the year where a lot of pundits were saying to lock in yields for intermediate and longer dated treasuries.
The S&P 500 index, which consists of the largest companies driving the US stock market, represents a benchmark of success for many investorsand it has delivered an average annualized return of 10.26% since its 1957 inception through the end of 2023. The index is so popular that it is the basis for the three largest […] The post Meet Wealthfronts S&P 500 Direct: A New Way to Invest In the S&P 500 and Save On Taxes appeared first on Wealthfront Blog.
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
New exchange-traded funds riding buzzy investment themes are helping fuel record industry growth this year. Yet, it’s also shaping up to be a banner era for money managers revamping their tried-and-tested mutual funds into the tax-efficient product.
New Year, New Growth: Is Your 2025 Marketing Plan Ready? The start of a new year is the perfect time to reflect, plan, and set your business up for success. For financial advisors, this means implementing a marketing strategy that doesnt just exist on paperit drives results. At Indigo Marketing Agency, weve helped advisors like Steve Seals grow by 40% in 2024, thanks to tailored solutions like a custom website that spoke directly to his ideal clients.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
International commerce often follows the simple rule: one nation’s loss can result in another’s gain. China’s loss from escalating trade tensions with the U.S. is generating gains for several Asian economies, but India is not one of them.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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