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.

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Financial Planning Clients Planning Marketing 73

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.

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Clients 64

The Irrelevant Investor

JUNE 10, 2022

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.

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Economy Numbers Marketing Marketing 52

International College of Financial Planning

JUNE 10, 2022

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.

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CFP Certified Financial Planner Certification Financial Planner 52

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

Steven J. Wilson

JUNE 9, 2022

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 […].

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Financial Services Engineering 52

Tobias Financial

JUNE 9, 2022

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].

Marketing 52

Marketing Marketing Taxes 52

MainStreet Financial Planning

JUNE 9, 2022

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.

Retirement 52

Retirement Financial Planning Investing Investments 52

The Irrelevant Investor

JUNE 7, 2022

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.

Retirement Planning 52

Retirement Planning Retail Portfolio Government 52

Mullooly Asset Management

JUNE 10, 2022

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 […].

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Marketing Marketing 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

Envision Wealth Planning

JUNE 8, 2022

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.

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Investing Investments Asset Allocation Financial Advisor 52

Steven J. Wilson

JUNE 7, 2022

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.

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Financial Services Marketing Marketing Retirement 52

Tobias Financial

JUNE 8, 2022

Most adults want to make sure that their family members won’t be in an emotional or financial crisis in case of their death. However, many people aren’t sure what to do to ensure it doesn’t happen. Recently our Wealth Advisor Catalina Franco-Cicero offered a stepwise process to prepare for the inevitable in a recent issue of THE BRIEF powered by CHIP Professionals. .

Wealth Advisor 52

Wealth Advisor 52

Covisum

JUNE 8, 2022

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

Retirement Planning 52

Retirement Planning Retirement Planning Financial Advisor 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

Envision Wealth Planning

JUNE 8, 2022

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.

Investing 52

Investing Investments Asset Allocation Financial Advisor 52

Diamond Consultants

JUNE 7, 2022

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.

Retirement 52

Retirement Recruitment Wealth Management Clients 52

The Irrelevant Investor

JUNE 5, 2022

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

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Assets Investing Investments 52

XY Planning Network

JUNE 6, 2022

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.

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Financial Planning Clients Planning Financial Advisor 52

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.

Financial Planning

Financial Symmetry

JUNE 6, 2022

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.

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Marketing Marketing Financial Planning Management 52

Steve Sanduski

JUNE 5, 2022

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.

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Financial Advisor Clients Management Numbers 52

Twenty Over Ten

JUNE 6, 2022

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.

Wealth Management 52

Wealth Management Financial Advisor Management Clients 52

Envision Wealth Planning

JUNE 6, 2022

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

Taxes 52

Taxes Retirement Accounting Planning 52

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!

Management

The Irrelevant Investor

JUNE 4, 2022

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.

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Aleph

JUNE 4, 2022

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.

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Insurance Investing Investments Accounting 52

Advisor Websites

JUNE 10, 2022

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.

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Financial Advisor Clients Financial Services 52

Norman Marks

JUNE 7, 2022

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 […].

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Government 49

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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

WiserAdvisor

JUNE 9, 2022

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.

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Distribution Taxes Medical Accounting 40

Leading Advisor

JUNE 6, 2022

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.

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Planning 40

David Nelson

JUNE 9, 2022

David joins Fox Business anchor Charles Payne.

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Economy 40