The Chicago Financial Planner
JUNE 13, 2022
After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. The S&P 500 index was down about 17.6% on a year-to-date basis as of Friday’s close. The combination of higher inflation, higher interest rates and the situation in Ukraine are all fueling this market volatility. Nobody can predict how long this will last.
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.
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AdvicePay
JUNE 9, 2022
As your firm introduces fee-for-service financial planning to your clients, you may be considering a variety of services to offer that align with your areas of expertise as well as the interests of clients. This overlap is known as the product-market fit, as your well-defined financial planning services are in high demand among households with specific needs seeking to pay a straightforward, transparent fee for such engagements.
Fortune Financial
JUNE 21, 2022
Inflation is now front and center in the minds of investors as domestic measures of consumer prices reach levels not seen in a generation: This is obviously a sea change for investors long accustomed to the benign inflationary environment that has prevailed with little interruption for several decades. Since I have written on the topic and its impact on financial assets on several different occasions I thought it would be worthwhile to revisit some of those ideas now that inflation has returned.
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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.
Don Connelly & Associates
JUNE 6, 2022
I have a thought I want you to pass on to your clients. Tell them this from me. The only people who lose weight are the people who hire trainers. People that buy equipment and put it in a house don't use the equipment. How many times have you seen a treadmill with a neck tie or a blouse hanging on it? You're the trainer. You make them do sit ups and you get them on the treadmill.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Clever Girl Finance
JUNE 2, 2022
We all have them - those self-limiting beliefs that keep us from achieving our goals and living our best lives. Those voices inside our heads that tell us we’re not good enough or capable of reaching for the stars. In this article, we'll explore the top 10 self-limiting beliefs and how to let them go for good. We'll also discuss how to change limiting beliefs.
Investing Caffeine
JUNE 1, 2022
It was time to freshen up the digital scenery. Check out our new and improved website (Sidoxia.com). www.Sidoxia.com. After almost a decade, we decided to revitalize our website (Sidoxia.com). We invite you to stop by and explore our brand new website – its first facelift since 2013. By visiting the site, you can get a bird’s-eye view of our workplace, read our monthly blog (Investing Caffeine), meet the Sidoxia team, watch informative videos, make an appointment, or you can simply contact
AdvicePay
JUNE 22, 2022
Powered by innovative technologies, the financial planning business model is rapidly evolving into a sustainable fee-based revenue stream. The financial services enterprise companies that have already empowered their advisors to implement the latest approaches demonstrate powerful growth and are driving incremental revenues to scale. For some, like LPL Financial, the gross financial planning revenue has almost doubled since implementation!
Your Richest Life
JUNE 30, 2022
As we continue to deal with record-high inflation and economic instability, you might be wondering how you should manage your investments. It can feel disheartening to check on your portfolio and see poor returns, but don’t panic; we’ll cover why it’s better to weather the turbulent times to get the long-term rewards. Historically speaking, stocks have done well over time, even during periods of high inflation.
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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.
International College of Financial Planning
JUNE 30, 2022
Hiring a wealth manager is one of the biggest financial decisions you’ll make. When it comes to finding the right person for the job, you want to make sure you do your research. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. It’s also important to find someone who will work with you—not for you. .
Wealthfront
JUNE 13, 2022
When you’re building long-term wealth, compounding can help you get there faster by increasing the rate at which your money grows. Understanding compounding is key to achieving your long-term financial goals, so in this post, we’ll tell you exactly what you need to know. What is compounding? Compounding is the name for when your earnings […].
Truemind Capital
JUNE 30, 2022
It’s common knowledge now that benchmark Indian & US (S&P 500) indices are down by 16% & 21% respectively with some stocks down by more than 50%. The sharp uptick in yields caused the mark to market losses in long-term debt instruments. There is a lot of chaos recently after Russia’s attack on Ukraine and the market seems directionless & confused on the way forward.
Investing Caffeine
JUNE 1, 2022
I t was a stormy month in the stock market, but the sun eventually came out and the Dow Jones Industrial Average rallied more than 2,300+ points before eking out a small gain (up +0.04%) and the S&P 500 index also posted an incremental increase (+0.005%). But there are clouds on the horizon. Although the economy is currently very strong (i.e., record corporate profits and a generationally low unemployment rate of 3.6% – see chart below), some forecasters are predicting a recession duri
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.
Integrity Financial Planning
JUNE 29, 2022
Does your plan properly account for inflation, now and in the future? Where is the stock market headed? Let’s talk about the things you need to be thinking about right now in your financial plan. Interest rate hikes continue and inflation keeps going up. Could it level out at some point? What is the inflation rate that Brian factors into financial plans?
Mullooly Asset Management
JUNE 30, 2022
In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term. Things will change over the course of your life, that’s why we believe in ongoing investment management and financial […] In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship.
Aleph
JUNE 30, 2022
Image credit: Diverse Stock Photos || Would that those shiny coins were the real thing. Metal coins are real. Code, not so. As I have said before, look at the underlying economics of an investment rather than its external form. It doesn’t matter whether it is public or private. The form of an investment does not affect its returns, for the most part.
Yardley Wealth Management
JUNE 29, 2022
The post Roadmap For Financial Planning appeared first on Yardley Wealth Management, LLC. Roadmap for financial planning When I say that being a financial advisor is a lot like being a therapist, you probably think I’m joking. In fact, there’s a lot more overlap between the two professions than you might imagine! We all have different values and emotions around money.
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.
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.
James Hendries
JUNE 29, 2022
Implementing a 401(k) plan for your employees is good business. It means you’re thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan: Can help you attract and retain top talent. May make you eligible for tax credits. 1. Can allow you to deduct contributions to employee 401(k)s as business expenses.
Meb Faber Research
JUNE 29, 2022
Episode #426: The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely Run-Time: 46:25 Guests: John Arnold, Whitney Baker, Jeremy Grantham, Ivy Zelman, Gio Valiante, Dylan Grice, Antti Ilmanen, Chris Bloomstran, Peter Zeihan, & Dan Ariely Summary: Today we’re looking back at some of our most popular episode in […].
Mullooly Asset Management
JUNE 29, 2022
In this week’s video, Casey discusses changes to retirement accounts that **could** happen in the near future. If you save for retirement in a 401(k) or IRA, you’ll want to get these potential changes on your radar. We could see the age to begin RMDs pushed back and the allowance of certain penalty-free emergency withdrawals. […].
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!
MainStreet Financial Planning
JUNE 29, 2022
It’s graduation season and I’ve been thinking about the lack of personal finance education in the schools. Here are 4 things I think that every person graduating from high school needs to know by graduation. Banking – We should know how to interact with a bank or credit union, open an account(s) and use the account(s) wisely, tracking what goes in and out of the accounts.
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.
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.
James Hendries
JUNE 29, 2022
Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share with them key financial, medical, and estate planning information. An awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur.
Speaker: Lynnette Khalfani-Cox, The Money Coach®
Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services. How can you better connect with these consumers?
XY Planning Network
JUNE 27, 2022
5 MIN READ. Whether you’ve made the big decision to join XYPN, or you’ve been a member for a while and haven’t taken a deep dive into maximizing your membership, you’re ready to start taking advantage of countless member benefits. So how do you take full advantage of XYPN membership? Enter your Member Experience Specialist. We at XYPN understand how important it is to have someone in your corner, so rest easy knowing that each and every member is assigned to one Member Experience Specialist from
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? […].
Advisor Websites
JUNE 28, 2022
One of the best ways to grow your financial advisory business is through your existing client base in the form of referrals. If you're looking to keep your current clients engaged and fuel excitement in your best prospects, consider hosting a client appreciation event. Client appreciation events provide an opportunity to strengthen your relationships with existing clients while providing a non-committal environment for prospects to get to know you.
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