International College of Financial Planning

JANUARY 15, 2021

The stepping stone to success in life is choosing your career wisely. Unless you walk the right path in life, you cannot taste success. For a student it often becomes difficult to determine the right path in life. If you have until now followed the footsteps of your elders or blindly trusted the judgment of others, now is the time for you to step out of your cocoon and see the world in a new light.

Education 52

Education Management Communication Planning 52

Midstream Marketing

JANUARY 14, 2021

Some advisors insist they generate only low-quality leads from Facebook. That need not be the case. With the right approach, Facebook marketing can be incredibly effective for financial services businesses in particular. There are those out there who insist that the quality of the leads they’re generating from Facebook users aren’t exactly good, I’ve seen first-hand that they CAN be—it just requires a deeper understanding of what is really going on to get to that point.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

C2P Enterprises

JANUARY 12, 2021

In our January episode of the Bucket Plan On-Demand podcast series, Dave Alison sat down with longtime friend and business partner, Greg Hammer, to discuss Greg’s experience and success running The Bucket Plan® Process in his office. Greg is a top advisor in the country, gathering $40,000,000+ in new client assets each year. He [.]. The post Holistic Financial Planning: A Success Story appeared first on Clarity 2 Prosperity.

Financial Planning 52

Financial Planning Planning Assets Clients 52

Indigo Marketing Agency

JANUARY 11, 2021

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. The November/December 2020 issue was all about behavioral science; most notably how advisors can help clients make rational investment decisions by understanding and identifying common biases they hold.

Investing 52

Investing Investments Education Ethics 52

Advertisement

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.

Accounting