Advisor Websites
JANUARY 14, 2022
The process of creating a great financial services website design is more than making it aesthetically pleasing; it requires the use of strategic language (your website copy) as well as content that will attract and engage your ideal client. In order to grow your business and acquire new clients , you need a website designed with your target audience top of mind.
The Richer Geek
JANUARY 12, 2022
Joining us today is Mike Silvestrini, co-founder and managing partner of Energea, a renewable project developer and retail investment platform that is focused on emerging and frontier markets. Mike took his FIRST company, Greenskies Renewable Energy, to a nearly half-billion-dollar valuation before selling and is now focused on connecting investors to renewable energy projects and developing renewable energy around the world.
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Brown Advisory
JANUARY 12, 2022
Global Leaders Investment Letter: December 2021. jharrison. Wed, 01/12/2022 - 04:28. Just want the PDF? Download it here >. What Drives Intrinsic Motivation. In his book, Drive 1 , Daniel Pink delves into what intrinsically motivates us to complete and master a task for no visible reward. Intrinsic motivation appears to emanate from a number of fundamental drivers which are important both individually and within a team.
Mr. Money Mustache
JANUARY 11, 2022
I’ve been writing about money for almost eleven years now, and in that time the world has become an immensely richer place. Here in the US, our economy has grown by about 25% even after inflation, world economic output has grown even faster, and the number of people living in extreme poverty has been cut roughly in half. US Real Economic Growth over the Mustachian Era.
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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.
Prosperity Coaching
JANUARY 10, 2022
Welcome back to my blog and today’s post: Financial advisors working with or marketing to small business owners. This blog post is part of the Ideal Client Blog Post Series which I announced last month. In today’s post, you’ll learn about a target market that you may have overlooked, why […]. The post Financial advisors attracting small business owners appeared first on The Prosperous Advisor Coaching Blog.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
JANUARY 12, 2022
Global Leaders Investment Letter: December 2021 jharrison Wed, 01/12/2022 - 04:28 Just want the PDF? Download it here > What Drives Intrinsic Motivation In his book, Drive 1 , Daniel Pink delves into what intrinsically motivates us to complete and master a task for no visible reward. Intrinsic motivation appears to emanate from a number of fundamental drivers which are important both individually and within a team.
Risk Management Guru
JANUARY 11, 2022
Introduction. Risk management can be defined as the “process which aims to help organizations understand, evaluate and take action on all their risks with a view to increasing the probability of success and reducing the likelihood of failure” (Hopkin, 2010, p. 37). This is the definition made by the Institute of Risk Management (IRM), which also published ‘A Risk Management Standard’ (IRM, 2002), a guide that lays out a framework for managing risks.
Zajac Group
JANUARY 14, 2022
If you have equity compensation and are in an abnormally high-income tax year, it often makes sense to consider how you may be able to offset that pending tax liability. One way to mitigate the tax bill might be to give to charity. Giving to charity in a high-income tax year makes sense for several reasons. First and foremost, the high-income tax year might be the result of cashing out stock, giving you the cash flow necessary to make such a contribution.
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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.
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