MazumaBusinessAccounting
OCTOBER 6, 2020
Social Media Tips For Your Small Business. Social media has become a game-changer for small businesses. It has become the marketing platform that provides the best results for the lowest cost. Accounts are free and easy to maintain. In this article, we’ll explore five things you can do to get the most out of social media. Post Consistently. Consistency is key.
Brown Advisory
OCTOBER 31, 2020
Global Leaders Investment Letter - Q3 2020 ajackson Sat, 10/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q3 2020 In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. Download the Letter Past performance is not a guarantee of future performance and you may not get back the amount invested.
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AdvisorPR
OCTOBER 28, 2020
Identifying COIs to force it in your direction. We all know referrals are the most impactful way to grow your business. An endorsement from someone you already like and trust goes a long way in getting you to want to take the next steps with the recommended vendor. Whether it’s a car repair, new restaurant or the latest show on Prime Video – if someone in your trusted network says to do it, they’ve already done half the work for you – the research.
Yardley Wealth Management
OCTOBER 26, 2020
The post Worried about your future Social Security benefits? Fleshing out current concerns and common myths. appeared first on Yardley Wealth Management, LLC. [link]. Social Security Retirement Planning . Worried about your future Social Security benefits? Fleshing out current concerns and common myths. By Michael Garry Yardley Wealth Management October 26, 2020.
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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.
Mr. Money Mustache
OCTOBER 23, 2020
Way back in the olden days, people used to be amazed at my life story. I was “The Man Who Retired at 30”, and it was so unusual that it would show up in news headlines all over the place. Thankfully, this is no longer such a surprising story. The idea of financial independence has spread far and wide with the rise of the FIRE movement , and people now realize it’s not such a big deal after all.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Workable Wealth
OCTOBER 14, 2020
Money is a tool; a tool that can help you shape, design, and live the life you want. Way too often, people talk about money as the destination, when it’s really a medium to facilitate the journey. Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. It can illuminate your priorities and get you thinking about money differently.
Brown Advisory
OCTOBER 31, 2020
Global Leaders Investment Letter - Q3 2020. ajackson. Sat, 10/31/2020 - 09:50. Global Leaders Strategy Investment Letter - Q3 2020. In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. . . Download the Letter. . . Past performance is not a guarantee of future performance and you may not get back the amount invested.
AdvisorPR
OCTOBER 28, 2020
If you look at your hometown newspaper or TV station’s website, you’ll notice a common theme when scanning the headlines. Many of the articles are localizing national news stories. Whether it’s related to the pandemic, the current economic climate or even politics, news reporters are often looking for that local hook. When not reporting or localizing the national news, reporters also cover local stories that directly impact the majority of its city’s residents.
Indigo Marketing Agency
OCTOBER 6, 2020
Millennials—you either love ’em or you hate ’em. They’re passionate about causes like sustainability and social responsibility, but they’re also upending traditional American institutions like marriage and casual dining. . Either way, millennials now make up the majority of the global workforce, and as they rise to the top, they’ll be looking for financial advisors to help them manage their growing wealth. .
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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.
Yardley Wealth Management
OCTOBER 7, 2020
The post Is COVID-19 affecting your Retirement Planning? Here’s what you should do. appeared first on Yardley Wealth Management, LLC. Is COVID-19 affecting your Retirement Planning? Here’s what you should do. Retirement Planning Financial Planning Risk. [link]. This year has been a real eye-opener for many pre-retirees and retirees. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans.
SEI
OCTOBER 14, 2020
We’re proud to have launched our Neurodiversity@Work program in 2018.
Workable Wealth
OCTOBER 28, 2020
Much of our daily behavior relies on habits. Take your morning routine. Do you jump right out of bed or do you snooze a few cycles? Are you a brush-your-teeth-before-breakfast or after- breakfast type of person? Do you tie your shoes with a single or double loop? Some of these things you might not even notice unless pointed out to you. They are learned behaviors and preferences that move you through the world, and they greatly impact your life.
Brown Advisory
OCTOBER 6, 2020
How Municipal Bonds Influence Justice & Equality ajackson Tue, 10/06/2020 - 16:56 Our firm has intentionally expanded its focus on sustainable investing over the past decade—in part because we believe it helps us make better investment decisions, and in part because we believe it helps our clients make a positive impact on the world with their capital.
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.
AdvisorPR
OCTOBER 15, 2020
Alana Kohl for Elements. Hosted By: Reese Harper of Dentist Advisors. In this week’s episode of Elementality , Reese Harper brings in Alana Kohl, founder, and president of AdvisorPR, to talk about marketing communications for financial advisors. They discuss the key components of good marketing, strategies for differentiating yourself in a “me too” market, and all-too-common advisor mistakes.
Indigo Marketing Agency
OCTOBER 22, 2020
Struggling to figure out the best niche for your firm? You’re not alone. When a financial advisor tells us they need help to select their niche, we recommend they do three things: . Watch our workshop webinar on embracing a specialty. Send out a client survey. Create a “Who We Serve” statement. We’ve had dozens of advisors follow these three foolproof steps.
Brown Advisory
OCTOBER 6, 2020
How Municipal Bonds Influence Justice & Equality. ajackson. Tue, 10/06/2020 - 16:56. Our firm has intentionally expanded its focus on sustainable investing over the past decade—in part because we believe it helps us make better investment decisions, and in part because we believe it helps our clients make a positive impact on the world with their capital.
AdvisorPR
OCTOBER 29, 2020
As seen in Family Wealth Report. The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. Another task is for clients not to let their own politics lead them to make bad investment decisions. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
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