February, 2021

article thumbnail

Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios

Brown Advisory

Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios jharrison Fri, 02/26/2021 - 05:00 Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C. may intersect with ESG portfolios. The incoming Biden Administration has pledged a dramatically different environmental strategy from its predecessor and is prepared to execute this ambitious a

article thumbnail

This Isn’t Your Father’s Overvalued Market

Mauldin Economics

Many analysts contend that current stock valuations resemble the dot-com era. You can see it visually at CurrentMarketValuation.com. Some highlights… The classic “Buffett Indicator” certainly seems to be in nosebleed territory. Notice that the valuations in 1966, the beginning of a long-term bear market, were also high. Source: CurrentMarketValuation.com Then there is the ever-popular price-to-earnings ratio.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Who Are You Called to Serve? (Video)

Indigo Marketing Agency

Who are you called to serve? The answer to this question should be at the very heart of your marketing message. When I went to business school and studied marketing, the biggest takeaway I learned was that those who are intimately aware of their clients’ needs are the ones who become the best marketers and reach the most people. I expand on this concept even more in the short video below.

article thumbnail

3 Steps for Finding Future Rainmakers for Your Company

C2P Enterprises

On this month’s Rainmaker Multiplier OnDemand episode, Jason sits down with business partner, Don Chamberlin, to discuss different approaches to finding and adding the right advisors who are a good fit to become rainmakers for your firm. For the last two years, Don’s office has been the top office with C2P, doing the most amount [.]. The post 3 Steps for Finding Future Rainmakers for Your Company appeared first on Clarity 2 Prosperity.

52
article thumbnail

Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

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.

article thumbnail

What the Heck is Facebook Pixel, and Why Should Advisors Care?

Midstream Marketing

It’s important to make sure that you’re building a marketing strategy that rides independently above whatever vendor you use. At its core, a Facebook Pixel is a powerful analytics tool that gives you the chance to accurately measure the effectiveness of your Facebook advertising for financial advisors, all by better understanding the actions that people are actually taking on your website.

More Trending

article thumbnail

Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios

Brown Advisory

Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios. jharrison. Fri, 02/26/2021 - 05:00. Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C. may intersect with ESG portfolios. The incoming Biden Administration has pledged a dramatically different environmental strategy from its predecessor and is prepared to execute this ambitiou

article thumbnail

Agriculture Industry: Trading and Risk Management

Risk Management Guru

There is a race on across the globe towards increasing productivity and efficiency in the agriculture industry and making the businesses more sustainable. What we need is a fundamental shift in the way agriculture companies handle trading and risk operations and processes. Continuous pressure to increase operational efficiency, decrease reaction times, drive efficient collaboration and take informed decisions is at an all-time high.

article thumbnail

Why You Should NOT Send Weekly Market Commentaries (Video)

Indigo Marketing Agency

There are tons of advisors out there who still send their clients market commentaries each week like clockwork. (I know because I’m on several of these email lists and see the same commentaries sent out dozens of times.) Today, I want to challenge the assumption that market commentaries are a good use of your time. Watch the 3-minute video as I talk about: Why market commentaries confuse your clients and do more harm than good Why you should take the “quality over quantity” approach and focus

article thumbnail

3 Signs It’s Time to Hire Your Next Rainmaker

C2P Enterprises

You have probably heard the term “rainmaker” thrown around before when discussing sales or growth with other advisory firms, but what is a “rainmaker?”. Often, a rainmaker is an advisor who is brought into a firm to secure more clients and/or increase the company’s overall revenue. Looking around at your current team, you probably already [.]. The post 3 Signs It’s Time to Hire Your Next Rainmaker appeared first on Clarity 2 Prosperity.

Sales 52
article thumbnail

2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

article thumbnail

The Top Qualified Lead Resources for Financial Advisors

Midstream Marketing

Note: This article has been updated for 2021 after two more years of being in the marketing trenches. You can see the updates below about SmartAsset and DaveRamsey.com. As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads.

article thumbnail

We Need Infrastructure Spending to Avoid Another Texas-Sized Mess

Mauldin Economics

I just talked with one of the most successful hedge fund managers in the country (in terms of returns over the last four years). He will not allow me to use his name. But I can tell you he is a raging bull. He believes the stimulus that we already had plus what we will get—coupled with a major infrastructure bill, plus extraordinarily easy monetary policy, combined with significant new technology innovations—adds up to a new bull market.

article thumbnail

2021 Asset Allocation Perspectives and Outlook

Brown Advisory

2021 Asset Allocation Perspectives and Outlook. jharrison. Fri, 02/26/2021 - 13:22. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Download the full report >. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report.

article thumbnail

21 Realistic Ways For How To Save Money Fast!

Clever Girl Finance

You may have a big have a goal you want to achieve or an upcoming financial obligation and you need to figure out how to save money fast. I should know, I was once a thousand dollars short for my tuition and had less than a month before the college I attended dropped me from my classes. I was able to figure it out, but that one lesson in circumstances changing at any time has stayed with me even as an adult.

article thumbnail

Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

article thumbnail

How Do You Compare to the Average Financial Advisor? (Video)

Indigo Marketing Agency

Do you ever wonder how your business compares to other financial advisors? Watch this short video to find out: How much AUM the average advisor manages How many clients they have on average How many advisors are in the US The average age of financial advisors How much money financial advisors make on average How much the average advisor charges in fees .

article thumbnail

The Timeline of a U.S. Expat, Part 1: Pre-arrival

Brown Advisory

The Timeline of a U.S. Expat, Part 1: Pre-arrival jharrison Tue, 02/23/2021 - 05:15 In this series of articles, we will discuss the timeline of a U.S. expat living in the U.K. — from pre-arrival all the way to lifetime resident. Each article will outline the challenges and planning opportunities to consider during each step of the journey. U.S. citizens are in the unenviable position of being taxed on their worldwide income and gains.

Taxes 52
article thumbnail

The Timeline of a U.S. Expat, Part 1: Pre-arrival

Brown Advisory

The Timeline of a U.S. Expat, Part 1: Pre-arrival. jharrison. Tue, 02/23/2021 - 05:15. In this series of articles, we will discuss the timeline of a U.S. expat living in the U.K. — from pre-arrival all the way to lifetime resident. Each article will outline the challenges and planning opportunities to consider during each step of the journey. U.S. citizens are in the unenviable position of being taxed on their worldwide income and gains.

Taxes 52
article thumbnail

The Importance of Building Your Own Facebook Pixel (and Not Your Vendor’s!) for Your Financial Advisory Firm

Midstream Marketing

Have you ever hired a marketing firm that you really thought understood your business and spent literally thousands of dollars on “the right” marketing campaign, only to walk away with little – if anything – to show for it? Of course you have – it’s happened to most financial advisors. What I want to talk about today involves an opportunity to avoid this type of situation in the future.

article thumbnail

Navigating Financial Storms: Strategies for Building Resilient Balance Sheets

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.

article thumbnail

Investment Insights: What you need to know about Technology in 2021

Brown Advisory

Investment Insights: What you need to know about Technology in 2021 jharrison Fri, 02/05/2021 - 05:00 On the 27 January 2021, Priyanka Agnihotri , Head of the Equity Research Team at Brown Advisory in London and our Equity Research Analysts, John Canning and Lauren Cahalan took part in a virtual panel discussion on What you need to know about Technology in 2021.

article thumbnail

Investment Insights: What you need to know about Technology in 2021

Brown Advisory

Investment Insights: What you need to know about Technology in 2021. jharrison. Fri, 02/05/2021 - 05:00. On the 27 January 2021, Priyanka Agnihotri , Head of the Equity Research Team at Brown Advisory in London and our Equity Research Analysts, John Canning and Lauren Cahalan took part in a virtual panel discussion on What you need to know about Technology in 2021.

article thumbnail

What Are the Leading and Lagging Indicators of Marketing Success? (Video)

Indigo Marketing Agency

Marketing for financial advisors is a long-term game. It generally takes one year from the time someone learns about you for them to officially move over their accounts. Still, there are certain indicators you can look for to know whether or not your marketing is working. Watch this 3-minute video to learn about: The leading and lagging indicators of success for marketing Key data points to look at to know if your marketing is working Results you should expect to see within 6 to 12 months of

article thumbnail

Global Leaders Investment Letter - Q4 2020

Brown Advisory

Global Leaders Investment Letter - Q4 2020 jharrison Mon, 02/01/2021 - 08:25 Just want the PDF? Download it here > What is Time? What is Space? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. In particular, what is the right time-frame? Behavioural psychologists have repeatedly and consistently demonstrated that in periods of intense stress, our brain’s limbic system (a.k.a. survival system) overrides kick-in and our time horizon

article thumbnail

Putting the ‘Tech’ in Spend Management Techniques

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!

article thumbnail

Global Leaders Investment Letter - Q4 2020

Brown Advisory

Global Leaders Investment Letter - Q4 2020. jharrison. Mon, 02/01/2021 - 08:25. Just want the PDF? Download it here >. What is Time? What is Space? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. In particular, what is the right time-frame? Behavioural psychologists have repeatedly and consistently demonstrated that in periods of intense stress, our brain’s limbic system (a.k.a. survival system) overrides kick-in and our time hori

article thumbnail

Powell: We Need More Stimulus & Inflation Is Not a Worry

Mauldin Economics

Fed Chairman Jerome Powell believes the US unemployment rate, officially at 6.3% in January, is clearly understated. That rate is likely closer to 10%, if they include those who left the labor force because of the pandemic. That isn't the only data in need of adjusting. Just look at the Labor Department’s business birth/death estimates. Those are aspirational.

Numbers 40