Midstream Marketing

DECEMBER 16, 2024

Key Highlights Attract ideal clients and amplify your firm’s growth with these proven marketing tactics. Discover the secrets of a high-impact marketing strategy, tailored specifically for financial advisors. Learn how data-driven marketing can revolutionize your approach and deliver measurable results. Explore effective lead-generation strategies and conversion techniques to expand your client base.

Financial Advising 52

Financial Advising Marketing Marketing Media 52

Indigo Marketing Agency

DECEMBER 17, 2024

3 Small Ways to See Big Marketing Results Financial advisors often feel overwhelmed by the idea of tackling marketing. What many of them dont realize is that seeing big results doesnt have to mean investing major amounts of time or money. With just 3060 minutes a monthless than 1% of your timeyou can take simple actions that make a HUGE difference in attracting and engaging clients.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

The Big Picture

DECEMBER 18, 2024

@TBPInvictus here Our story so far : California has been raising its minimum wage for the past decade, starting at $8/hour through 2013. Many fast food workers (specifically) got bumped to $20/hour, from $16, in April (the law is very specific about who is eligible for the increase). Over that decade, with its minimum wage rising, California’s fast food industry has bested the rest of the US by leaps and bounds.

Food 306

Food Math Numbers Economics 306

Nerd's Eye View

DECEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current 30 hours) and, for candidates for certification, a tightening of the Experience requirement (so that qualifying experience for the 6,000-hour "Stan

Financial Planner 243

Financial Planner Certification CFP Education 243

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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?

Sales

Abnormal Returns

DECEMBER 15, 2024

Also on the site Stuff is stuff: on the challenges of cleaning out a late parent's home. (abnormalreturns.com) Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com) Top clicks this week Lessons learned from the young Warren Buffett. (wsj.com) Google ($GOOGL) has never been this cheap relative to the market. (sherwood.news) Want to understand the current market regime?

Investing 173

Investing Investments Marketing Marketing 173

Carson Wealth

DECEMBER 20, 2024

Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals.

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

Nerd's Eye View

DECEMBER 18, 2024

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.

Financial Planning 227

Financial Planning Planning Compliance Advertising 227

Abnormal Returns

DECEMBER 14, 2024

Cruise GM's ($GM) Cruise unit is exiting the robo-taxi business. (cnbc.com) Why GM ($GM) is pulling the plug on Cruise. (axios.com) Autos Chinese automakers are making inroads in Mexico. (nytimes.com) The risk to pedestrians from giant SUVs and pickups is growing. (vox.com) EVs The Lucid ($LCID) Motors Gravity SUV has a 450 mile range. (techcrunch.com) New Rivian ($RIVN) owners really like their cars.

Media 147

Media Food Financial Advising Medical 147

Wealth Management

DECEMBER 19, 2024

With the advantage of hindsight, the U.S. can leverage Europe's decade-long experience with crypto ETPs to avoid pitfalls and accelerate crypto adoption.

Marketing 116

Marketing Marketing 116

The Big Picture

DECEMBER 14, 2024

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: You Want That Gift to Arrive Today? This Is What It Takes. Retailers like Amazon, Walmart and Target have figured out that if they get you your online order today, you will probably spend more tomorrow. ( New York Times ) Have we reached peak PreCheck?

Medicine 246

Medicine Retail Management Investing 246

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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

Accounting

Nerd's Eye View

DECEMBER 17, 2024

Welcome everyone! Welcome to the 416th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Fran Toler. Fran is the CEO of Toler Financial Group, an RIA based in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. What's unique about Fran, though, is how she decided to transition from the independent broker-dealer model to a 'supported independence' corporate RIA platform in order to avoid the compliance he

Compliance 223

Compliance Financial Advisor Financial Advice Clients 223

Abnormal Returns

DECEMBER 18, 2024

Podcasts Peter Lazaroff talks stock options with Ally Jane Ayers, co-founder of Brooklyn FI and host of The Liquidity Event podcast. (peterlazaroff.com) Christine Benz talks money scripts with Brad Klontz, co-author of "Start Thinking Rich: 21 Harsh Truths to Take You from Broke to Financial Freedom." (morningstar.com) Katie Gatti Tassin talks with Ramit Sethi author of "Money for Couples: No More Stress.

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Wealth Management

DECEMBER 19, 2024

The $103 billion firms deputy CIO Tom Cohn discusses Ceritys investment philosophy.

Marketing 115

Marketing Marketing Investing Investments 115

Alpha Architect

DECEMBER 20, 2024

Systematic factor-driven value strategies have underperformed broad market indices (such as the S&P 500) over the past 15+ years. That has led many to question whether intangible assets, such as patents and proprietary software, are properly treated. Current accounting standards, which require companies to expenserather than capitalizetheir outlays on activities that create intangible capital, lead [.

Accounting 113

Accounting Assets Marketing Marketing 113

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Assets

Nerd's Eye View

DECEMBER 16, 2024

When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. However, some firms may unintentionally limit the applicant pool by using a promotion and selection process that doesn't focus on the most important traits or that introduces biases, which can lead to missing out on candidates who might otherwise have been well-suited for the position.

Advertising 246

Advertising CFP Financial Advisor Financial Planning 246

Abnormal Returns

DECEMBER 16, 2024

Podcasts Josh Brown talks practical adviser marketing with Samantha Russell of FMG Suite. (youtube.com) Daniel Crosby talks with Joe Duran of Rise Growth Partners about the future of wealth management. (standarddeviationspod.com) Thomas Kopelman and Jacob Turner talks charitable giving strategies with Blake McKibbin. (podcasts.apple.com) Hiring Adviser hiring is not a just-in-time exercise.

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Wealth Management

DECEMBER 17, 2024

Technology is transforming the wealth management industrynot just by automating calculations and analysis, but by empowering advisors to connect more deeply with clients.

Financial Advisor 115

Financial Advisor Wealth Management Clients Management 115

Investment Writing

DECEMBER 17, 2024

What’s the right way to spell the plural of Treasury, as in U.S. Treasury bond? Should it be “Treasurys,” following the rule that the members of the Murphy family become Murphys? Or should it follow the normal rules of creating plurals for words that end in the letter y? I panicked when I saw “Treasurys” in The Wall Street Journal.

Communication 98

Communication Banking Investing Investments 98

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

Management

Nerd's Eye View

DECEMBER 17, 2024

Welcome everyone! Welcome to the 416th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Fran Toler. Fran is the CEO of Toler Financial Group, a DBA firm under the RIA Rossby Financial, in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. What's unique about Fran, though, is how she decided to transition from the independent broker-dealer model to a 'supported independence' corporate RIA platform in or

Compliance 216

Compliance Financial Advisor Financial Advice Clients 216

Advisor Perspectives

DECEMBER 19, 2024

FINRA has released new data for margin debt, now available through November. The latest debt level is at $890.852 billion, the highest level since February 2022. Margin debt is up 9.3% month-over-month (MoM) and up 34.8% year-over-year (YoY). However, after adjusting for inflation, debt level is up 9.3% MoM and up 31.2% YoY.

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Wealth Management

DECEMBER 17, 2024

The Van Halen story illustrates that true achievement is not solely rooted in talent but is also a product of relentless dedication, strategic partnerships and an unwavering focus on ones goals.

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Calculated Risk

DECEMBER 14, 2024

The key economic reports this week are Retail Sales, Housing Starts, Existing Home Sales, the 3rd estimate of Q3 GDP, and November Personal income and outlays. For manufacturing, November Industrial Production, and the December New York, Philly and Kansas City Fed surveys will be released this week. The FOMC meets this week and is expected to cut rates by 25bp. -- Monday, December 16th -- 8:30 AM: The New York Fed Empire State manufacturing survey for December.

Retail 105

Retail Manufacturing Sales Economics 105

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

A Wealth of Common Sense

DECEMBER 15, 2024

Some things I like and don’t like at the moment: I like big up years in the stock market. Last year the S&P 500 was up 26%.This year it’s up nearly 29%. Since 1928 there have only been three other instances of 25%+ returns in back-to-back years: 1935 (+47%) and 1936 (+32%) 1954 (+53%) and 1955 (+33%) 1997 (+33%) and 1998 (+28%) So what happened next?

Marketing 101

Marketing Marketing 101

Advisor Perspectives

DECEMBER 19, 2024

At a time when the American consumer’s resiliency has been questioned amid signs of a slowing economy, Walmart Inc. has thrived. The world’s largest retailer, famed for its discount prices but increasingly known for its pursuits in advertising and an online marketplace, is headed for its best year since 1998.

Retail 98

Retail Advertising Economy 98

Wealth Management

DECEMBER 17, 2024

Stone Ridges Alternative Lending Risk Premium Fund (LENDX) leads the way.

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Calculated Risk

DECEMBER 18, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI November 2024: Architecture firm billings remain flat Despite the AIA/Deltek Architecture Billings Index (ABI) score dipping slightly below 50 for the month , it remains close enough to that threshold to indicate that the share of firms that reported declining billings was essentially the same as the share that reported increasing billings.

Investing 112

Investing Investments Economics Numbers 112

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

XY Planning Network

DECEMBER 16, 2024

Walking through a financial planning conferences doors, you might expect to find a room full of strangers dressed to the nines. But thats not what you get at XYPN LIVE. XYPN LIVE events are casual by designthink t-shirts and shortsso you can come as you are and find real connections.

Financial Planning 89

Financial Planning Planning Fee Only Financial Advisor 89

Advisor Perspectives

DECEMBER 19, 2024

Nominal retail sales in November were up 0.69% month-over-month (MoM) and up 3.80% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.37% MoM and up 1.04% YoY.

Retail 98

Retail Sales 98

Wealth Management

DECEMBER 20, 2024

A Nevada probate commissioner rejected the proposed modification.

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Calculated Risk

DECEMBER 16, 2024

Altos reports that active single-family inventory was down 1.1% week-over-week. Inventory is now 7.7% below the peak for the year (8 weeks ago). Inventory will continue to decline seasonally until early next year. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2024.

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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

Planning