Yardley Wealth Management

JULY 31, 2020

The post The Importance of Talking with Your Kids about Finances When Times are Tough appeared first on Yardley Wealth Management, LLC. The Importance of Talking with Your Kids about Finances When Times are Tough. FINANCIAL PLANNING, FINANCIAL MANAGEMENT. The recent news on job loss is staggering. Unemployment rose higher in three months of COVID-19 than it did in two years of the Great Recession.

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AdvisorPR

JULY 28, 2020

The global pandemic has brought a seismic shift to nearly all aspects of our lives, and it doesn’t stop short of public relations. In the last several months, coronavirus and the ever-changing news cycle has impacted the way we help our clients in their public relations initiatives. From a dramatic increase in virtual media interviews to evolving communication strategies, some critical public relations lessons have come from the COVID-19 outbreak.

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Indigo Marketing Agency

JULY 23, 2020

Financial Advisor Prospecting Are you curious about top advisor marketing results? Well, I just got off a call with a veteran advisor that has been a client of ours for about 3 months. He was blown away that he is currently onboarding 6 new high-net-worth clients. He’s been an advisor for 35 years and always had a successful firm, but he’s never gotten 6 new highly qualified clients in the same month!

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Brown Advisory

JULY 22, 2020

China: The Next Frontier In Venture ajackson Wed, 07/22/2020 - 11:37 In Thomas Friedman’s award-winning 2005 book, The World Is Flat , he highlighted how globalization had leveled the playing field, offering all competitors an equal opportunity. The book focused heavily on outsourcing and offshoring, which were dramatically changing industrial manufacturing in the U.S. at that time.

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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.

Brown Advisory

JULY 22, 2020

China: The Next Frontier In Venture. ajackson. Wed, 07/22/2020 - 11:37. In Thomas Friedman’s award-winning 2005 book, The World Is Flat , he highlighted how globalization had leveled the playing field, offering all competitors an equal opportunity. The book focused heavily on outsourcing and offshoring, which were dramatically changing industrial manufacturing in the U.S. at that time.

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Startup Government Manufacturing Clients 52

Brown Advisory

JULY 14, 2020

2019 Global Leaders ESG Transparency Report. ajackson. Tue, 07/14/2020 - 08:15. Download the Report. . A Letter of Introduction From The Portfolio Managers. . At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

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Indigo Marketing Agency

JULY 12, 2020

Most advisors struggle with marketing simply because it’s not their expertise. They either don’t know where to start or they’re already doing it themselves but they’re not sure if they’re doing it right. Sound familiar? We thought it would be helpful to put together a checklist of the most important things top advisors are doing that you should be doing too.

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Indigo Marketing Agency

JULY 1, 2020

At Indigo Marketing Agency, we’re always looking for ways to better serve financial advisors. One way we do this is through an annual client survey. . On May 31, we sent out an email to our current clients asking them to fill out a 5-minute survey online. All the questions were open-ended to encourage advisors to give us feedback in their own words.

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Indigo Marketing Agency

JULY 1, 2020

What are the trends in business for 2020? Well, the financial services industry has experienced a lot of change these past six months. There’s no denying it. The real question is, what trends have emerged from these economic and social changes? And how can advisors use them to their advantage? At Indigo Marketing Agency, we send out a client survey each year asking advisors to share their feedback on how we can improve our services.

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Financial Planning Clients Planning Financial Services 52

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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.

Banking

Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? appeared first on Yardley Wealth Management, LLC. Is Financial Planning a Pandemic Necessity? By Michael Garry Yardley Wealth Management . Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software.

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Yardley Wealth Management

JULY 7, 2020

The post Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry appeared first on Yardley Wealth Management, LLC. Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry. This past month, I had the honor of being interviewed by Marie Swift for the NAPFA Mindset Mastery podcast about life lessons learned from completing an IRONMAN Triathlon.

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Brown Advisory

JULY 7, 2020

The Materiality of The "S" In ESG ajackson Tue, 07/07/2020 - 17:28 Environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as somewhat of a forgotten middle child. Investors have concentrated on quantifiable environmental targets such as carbon emissions, and on best governance practices for compensation and board composition; meanwhile, social investment risks—especially risks related to rac

Ethics 52

Ethics Investing Investments Government 52

Brown Advisory

JULY 7, 2020

The Materiality of The "S" In ESG. ajackson. Tue, 07/07/2020 - 17:28. Environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as somewhat of a forgotten middle child. Investors have concentrated on quantifiable environmental targets such as carbon emissions, and on best governance practices for compensation and board composition; meanwhile, social investment risks—especially risks related to

Ethics 52

Ethics Investing Investments Government 52

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.

Financial Advice

Indigo Marketing Agency

JULY 23, 2020

Financial advisor blogging really isn’t complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. You want to cover the topics and questions your ideal clients are thinking about, but where should you start? The key here is that you want to educate and provide value to your ideal prospects.

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Financial Advisor Clients Education Financial Planning 52

Indigo Marketing Agency

JULY 18, 2020

Most of the advisors I work with are true specialists, so they want their website and brand, presentations, and social media profiles to be truly unique. The best way to make an impact through your marketing imagery is with original photography of you, your office, and your team. Beyond a great headshot, original photography can be used to enhance your website, presentations, and social media profiles.

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Media Financial Advisor Advertising Wealth Management 52

Indigo Marketing Agency

JULY 11, 2020

Whether you’re a current client of ours or are doing your own marketing, here are three tips you can use to supercharge your marketing—so you stay top-of-mind as the go-to person who can solve your target audience’s biggest problem. 1. Get Your Message Out To More People. My #1 tip to supercharge your marketing is to get your message out to as many people as possible.

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