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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.
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 content marketing helps you to attract new clients by boosting your visibility and showing that you can solve their problems. Great financial content takes time to create. But you don’t always have big chunks of time to devote to your content strategy, writing, editing, and promotion. Don’t despair! You can give your content a boost when you have as little as 10 minutes to spare.
There was some optimism that peak inflation might be behind us. It looks like that was wishful thinking. We just got the numbers for May and everything is coming in hot. At 8.6% y/o/y, price increases are accelerating. Basically everything is going up. The airfare component skyrocketed 37.8%, by far the highest reading of my lifetime. Fuel oil climbed 106.7% y/o/y and 16.9% m/o/m.
The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. . CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants.
In this week’s podcast, Tom and Casey discuss how the current economic data is telling two stories. We have historically low unemployment numbers but also historically high inflation, so what does that mean for everyday investors? The guys draw on historical examples to show how the economic levers the Fed is pulling take time to […] In this week’s podcast, Tom and Casey discuss how the current economic data is telling two stories.
As a financial advisor, you know the importance of, and difficulty in, continually finding new ways to connect with your existing clients while attracting new clientele.
As a financial advisor, you know the importance of, and difficulty in, continually finding new ways to connect with your existing clients while attracting new clientele.
As the financial services landscape continues to evolve, so do the opportunities for financial service professionals to reach and engage their target audiences. One of the most effective ways to reach consumers is through search engine optimization (SEO). SEO for financial services is the practice of optimizing a website for Google search to earn higher […].
Are you considering a Roth IRA conversion? If so, the stock market downturn may be your opportunity to act. Recently, our CEO Marianela Collado was quoted on CNBC sharing her expertise on Roth conversions. “You need to consider how many years it will take to break even on that upfront tax bill.” . Read more of Marianela’s thoughts on a Roth IRA conversions during times of market volatility here: [link].
In this week’s video Casey looks at how long **on average** it has taken for the stock market to bottom. Each market environment is different. But with everyone trying to “nail the bottom” it helps to have this context in mind. Our goal is not to try and time these events but to help investors […].
With rising interest rates, that refi you did a couple years ago is looking pretty good now so does it make sense to pay down or pay off your mortgage early? We typically recommend our clients pay off their mortgage before retiring. This way, they have a smaller amount of living expenses during a time when there’s no employment income. Reducing debt is also a way to get closer to financial independence.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
The post What is the Yield Curve? appeared first on Yardley Wealth Management, LLC. The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)! Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield curve to begin with, and what does it have to do with you and your investments?
More and more investors are now seeking sustainable investing opportunities, including ESG investments. Once upon a time, sustainable investing meant a strategy that held up against the test of time. These days, sustainable investing focuses on environmental, social, and governance (ESG) factors when selecting investments. This is also called socially responsible investing (SRI) and even values-based investing.
In a Nutshell: Many of the best leaders are avid learners. But if you want to reach the absolute pinnacle of your potential, learning in and of itself isn’t enough. David Novak says that leaders have to be “action learners” who use what they’ve learned to make an impact. Once you’ve flipped that switch, you’ll effectively be coaching yourself to perform better and achieve more.
How often do clients ask if Social Security will be there when they retire? How many have no idea that they should be worried at all? Too many retirees are either misinformed or under-informed about Social Security , how it’s funded, and what the Social Security Administration (SSA) is saying about the health of the program’s future. There’s no shortage of information — and misinformation — about the future of Social Security, so it’s crucial for financial advisors to be a trusted resource for r
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts' latest research on the real impact of mega-cap stocks on your portfolio. On today’s show we discuss: Targets margins are getting squeezed The state of the economy survey Wages are still going up The dark side of the hot labor market Job growth remains strong The tech crash could lead to a talent bonanza for big tech Retail investors are buying U.S.
More and more investors are now seeking sustainable investing opportunities, including ESG investments. Once upon a time, sustainable investing meant a strategy that held up against the test of time. These days, sustainable investing focuses on environmental, social, and governance (ESG) factors when selecting investments. This is also called socially responsible investing (SRI) and even values-based investing.
Content marketing can be a great way to connect with potential and current customers, but it can be challenging to stand out in such a crowded field. There is much content out there that will supposedly help customers save for retirement, get out of debt, or invest their money. So how can you make content […]. The post 9 Achievable Content Marketing Tips for Financial Services appeared first on Steven J.
There was a time when many advisors would never have considered a move. Why would they? In the short term, there was nothing to solve for. But now they’re thinking differently. Ten years ago, if I asked a successful advisor in the prime of their career to explain their succession plan and glide path to retirement, they likely would have looked at me like I had three heads.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
5 MIN READ. Two years into the pandemic, it’s clear that life and work have changed in lasting ways. At #XYPNLIVE 2022, you’ll find a schedule designed to help you re:imagine, re:define, and re:invent what the next normal will look like for you and your firm. Every year, #XYPNLIVE is the place the Network gathers. You’ll step out of your day-to-day experience of financial planning and firm ownership to reconnect with the brain trust you need to succeed.
You may have caught a headline or heard some murmurers from colleagues about I Bonds and their currently high interest. If so, you’ve likely wondered how they have that interest rate in this market environment or if you should be … Continued. The post Can I Really Earn 9% on I Bonds? appeared first on Financial Symmetry, Inc.
Using our Fresnel framework, The Seaside Wealth Management site takes inspiration from the sea for its design while providing relevant information in an efficient manner. Site navigation is clean, ensuring visitors and clients can easily find the information they’re seeking.
In my experience, solo entrepreneurs are more familiar with the SEP-IRA than the Solo 401(k). A SEP (simplified employee pension) plan allows employers to contribute to traditional IRAs (SEP-IRAs) set up for employees. A business of any size, even self-employed, can establish a SEP. While both allow you to save $61,000 in 2022, there are some advantages to the Solo 401(k), also known as a one-participant 401k plan, that may make it the right choice for you. . #1 – Solo 401(k) plans allow you to
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Today’s Talk Your Book is brought to you by Harbor Capital: We had Don Casturo, Founding Partner and CIO of Quantix Commodities, and President and CIO of Harbor Capitals Kristof Gleich on the show to talk about their All-Weather Inflation Focus ETF. On today’s show we discuss: Where we are in the commodity cycle What is driving inflation today Why supply isn't coming back online as quick Timing the energy transition Why gold is underperforming The complexities of investing in commodities The nic
Photo Credit: Marco Verch Professional Photographer || With some private investments, you can’t tell what the value truly is. Third party professional help occasionally assists dishonesty. Part of my career was based on concealing volatility. I sold Guaranteed Investment Contracts. I helped design and manage several different types of stable value funds.
Richard Chambers has returned to the topic of audit reports in 5 Strategies For More Timely Internal Audit Reports. I agree with much of what he has to say, especially this: …it can sometimes take as long to issue a report as it took to perform the audit! This is a major problem, a total […].
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Articles Things are too hot (By Kyla Scanlon) A lot of people trading on insider information still lose money. (By Morgan Housel) If you "win" the rat race, you're still a rat. (By Jack Raines) Multiple Web 2.0 giants are integrating Web3 ideas and solutions. (By Dror Poleg) Don't be afraid to forget (By Frederik Gieschen) Sometimes, these rallies are a warning of what’s to come.
There are whispers among your neighbours, community, and maybe even family and friends that an imminent recession is coming. Should you halt all of your… The post 11 Steps To Thrive In A Recession appeared first on Leading Advisor - Simon Reilly.
The Roth IRA (Individual Retirement Account) is a tax-advantaged retirement savings account wherein you contribute after-tax dollars, earn tax-free growth, and make tax-free withdrawals (subject to fulfilment of certain conditions). The Roth IRA is a popular retirement savings vehicle along with the 401(k) and the traditional IRA. It was first established in 1997.
This is the first in a series of best books for financial advisors posts. Each post will cover a certain aspect of being an indispensable advisor and guide you along your path to mastering advice. Regardless of where you are in your financial advisor journey, you will find deep wisdom in these best books for financial advisors. I’ve read all of them and refer back to them regularly.
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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