FMG

JUNE 28, 2022

For the last “Trending This Tuesday” of June, we have some awesome marketing articles for you! With tips on how to tell great stories to showing your value as an advisor to prospects and much more, this is a “must-read” roundup. 1. Can You Still Tell A Fantastic Story With A Technical Topic? via Perfectly Planned Content. You can find story-telling in some pretty unlikely places, and it’s beneficial in almost all aspects of marketing.

Clients 78

Clients Planning Economy Marketing 78

Hubly

JUNE 28, 2022

New entrant to the Wealth Management Industry, Hubly, announced as finalist in the Workflow Automation – Business Support Systems category for the Wealth Management Industry Awards.

Wealth Management 52

Wealth Management Management 52

Steven J. Wilson

JUNE 28, 2022

When it comes to lead generation, financial services companies have a lot to consider. Several factors can impact your ability to generate leads and close deals, from identifying the right target market to understanding the complex sales process. That’s why we’ve put together this guide on lead generation strategies for financial services companies.

Financial Services 52

Financial Services Sales Marketing Marketing 52

Hubly

JUNE 28, 2022

Have you ever wondered why clients leave their financial advisors? What if your actions are preventing you from retaining clients? Learn how you may be losing your client's trust and how to fix it.

Financial Advisor 52

Financial Advisor Clients 52

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Mullooly Asset Management

JUNE 28, 2022

Retirement is often thought of as one big decision. But planning for retirement is actually a series of small decisions made along the way. It usually starts out as wanting to know the answer to the BIG question of can I financially afford to retire? Or do I have to continue working? Yes or no? […].

Retirement 52

Retirement Planning 52

Norman Marks

JUNE 28, 2022

Congratulations to NIST for recognizing that what matters is not risk to information assets, but risk to enterprise objectives. Or so it might seem at first glance when you read their draft Using Business Impact Analysis to Inform Risk Prioritization and Response. But first, I want to thank and congratulate Matt Kelly, editor of Radical […].

Assets 55

Assets Compliance Government 55

Inside Information

JUNE 28, 2022

Some years back, as a standard part of my industry presentations, I would ask the audience how many of them would, if they could, go back to where they were 10 or 15 years ago, career-wise or, for that matter, life-wise. . Very rarely would a hand go up. And then I would draw the obvious conclusion: 10-15 years of change have been beneficial to you in your career and in your life—all of you, without exception.

Clients 40

Clients Financial Services Retirement Planning Estate Planning 40

Accounting for Good

JUNE 28, 2022

The post Accounting For Good turns 25 first appeared on ACCOUNTING FOR GOOD.

Accounting 52

Accounting 52

The Irrelevant Investor

JUNE 28, 2022

Today’s Animal Spirits is brought to you by Nasdaq and Masterworks: See here for Nasdaq's research on the shifting profile of retail investors. Go to Masterworks.io/animal to learn more about investing in contemporary art. On today’s show we discuss: Facebook, Netflix, and PayPal are now value stocks How the Fed and the Biden Administration got inflation wrong America's cash hoard could cushion a downturn Sequoia is down bad What should we do about inflation?

Retail 52

Retail Investing Investments 52

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