International College of Financial Planning

JUNE 20, 2022

Finance planning : Having a personal finance plan keeps you searching for your dreams without taking you away from your responsibilities. It helps you ensure financial security for your family without affecting your primary goals. Thus, everyone should have a personal finance plan to keep more of his hard-earned money. . Financial planning is a holistic exercise to evaluate your current and future financial standing, enabling you to achieve all your goals systematically.

Financial Planning 52

Financial Planning Planning Investing Investments 52

Don Connelly & Associates

JUNE 20, 2022

How often have you been in a meeting with a client or prospect and felt like you lost control of the conversation? After starting on one subject, the other person goes off on tangents or takes the conversation in a new direction. Clients who are upset may launch into a rant with no particular point or one that isn’t related to the work you do with them.

Clients 52

Clients 52

Financial Symmetry

JUNE 20, 2022

Too many investors become anxious when the stock market is falling and excited when the stock market is rising. Unfortunately, that is why the average investor dramatically under performs the broad markets as they sell after prices have fallen and … Continued. The post How to Not Worry About a Falling Stock Market appeared first on Financial Symmetry, Inc.

Marketing 52

Marketing Marketing Financial Planning Management 52

Meb Faber Research

JUNE 20, 2022

Episode #424: Dr. Robin Goldstein & Daniel Sumner – The Economics of Weed Guests: Robin Goldstein is an economist and author of The Wine Trials, the controversial exposé of wine snobbery that became the world’s best-selling guide to cheap wine. He is Director of the Cannabis Economics Group in the Department of Agricultural and […]. The post Episode #424: Dr.

Economics 52

Economics Investing Investments Marketing 52

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

Norman Marks

JUNE 20, 2022

PwC has shared with us the results of their 2022 Global Risk Survey. It has some interesting stuff, although (as usual) doesn’t go far enough for me. Their food stuff includes: In this turbulent business environment, many executives find the need to revise and adapt their strategies and operating models at a rapid pace. They […].

Risk Management 53

Risk Management Management Food Compliance 53

Sara Grillo

JUNE 20, 2022

If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha, a former financial advisor with Edward Jones – you’ll hear the real story about what it’s like from someone who spent six years there. This blog/podcast talks about, from Nathan’s perspective: What was it like being an Edward Jones financial advisor?

Financial Advisor 52

Financial Advisor Sales Commission Clients 52