MazumaBusinessAccounting
DECEMBER 3, 2019
As we approach tax season, it is important to understand different types of tax forms, and why we need them. If you’re hiring a new employee, or trying to report your income tax returns, you have come to the right place! Tax forms are essential for all small businesses and must be filled out properly. The Internal Revenue Service (IRS) is constantly on the move and requires every small business to file their taxes.
Indigo Marketing Agency
OCTOBER 25, 2019
Embracing a Niche As a Financial Advisor. We know that embracing a specialty is the most critical decision you can make in your marketing. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. We will review how he built his firm from the ground up by embracing a niche, including: How he chose his specialty.
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The Irrelevant Investor
DECEMBER 31, 2019
On today's show we discuss: Why you never have time Why people are miserable at work Most people say they deserve to make more money People are bearish on college Super Saturday record spending Beyond Meat falls -0.01% Listen here Tweets [link] [link] Recommendations Happy Gilmore rewatachables Do you shave in the shower? My first detective book Charts The post Animal Spirits: Everybody’s Busy appeared first on The Irrelevant Investor.
Brown Advisory
DECEMBER 31, 2019
Global Leaders Investment Letter - Q4 2019 ajackson Tue, 12/31/2019 - 09:50 Global Leaders Strategy Investment Letter - Q4 2019 In this edition, the team discuss their view of human psychology and herd mentality, and how this can result in certain investing concepts becoming overly simplified and detached from economic reality. A pertinent example of this is the increase in companies buying back equity.
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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
Midstream Marketing
DECEMBER 29, 2019
As someone who has been tasked with helping independent financial advisors, RIAs and other financial professionals deliver predictable, quality leads over the last decade, I often find that most of these pros ultimately have the exact same goal when it comes to their online presence. At the end of the day, they just want to be able to generate more leads – either because they want to secure a better future for their firm or because they simply want to grow their AUM as much as possible.
Truemind Capital
NOVEMBER 7, 2019
🔊 Play Audio. How often is that you chose someone for a particular task just because he is nice and end up making a bad choice? This is the phenomenon of Halo effect where one attribute of a person overshadows the other attributes and influences the decisions we take. The attribute niceness of your partner has overshadowed the other essential attributes like competence and intelligence.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MazumaBusinessAccounting
DECEMBER 10, 2019
Here at Mazuma, we know financial statements are important for running a small business. There are three basic financial statements; the balance sheet, income statement, and the statement of cash flow. A balance sheet is a description of a company’s assets, liabilities and equity at a specific point in time. This is a snap shot of the business of what it owns, owes, and the amount of investments it has.
Brown Advisory
DECEMBER 31, 2019
Global Leaders Investment Letter - Q4 2019. ajackson. Tue, 12/31/2019 - 09:50. Global Leaders Strategy Investment Letter - Q4 2019. In this edition, the team discuss their view of human psychology and herd mentality, and how this can result in certain investing concepts becoming overly simplified and detached from economic reality. A pertinent example of this is the increase in companies buying back equity.
The Irrelevant Investor
DECEMBER 28, 2019
Articles The global political future may be uncertain, but the environmental and technological trends are pretty clear — and pointing in the right direction By Matt Ridley What is in the SECURE Act, and how will it affect your retirement plan? By Blair duQuesnay You haven’t seen this movie before. No one has By Charlie Bilello Process over outcome has gotten too crowded in the age of analytics By Ryan Krueger Work expands to fill the available time.
The Irrelevant Investor
DECEMBER 27, 2019
The S&P 500 is up 29%* this year, but it has been more of a grind than a blistering advance. This is fairly common bull markets. You might think that big annual gains are defined by big daily gains, but that's not necessarily the case. This year there have been 20 days where the S&P 500 gained between 1 and 2%. Last year, that happened 27 times even though the market was down nearly 5%.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
The Irrelevant Investor
DECEMBER 25, 2019
On today's show we discuss A look back on the 2018 bear market What we said during decline Peter Lynch in Barron's Peter Lynch's track record The best decade in human history Gradual improvements go unnoticed A new look at the illiquidity premium Robo annuities Tesla short sellers Disney crushed the box office in 2019 Listen here Recommendations One up on Wall Street Charts Tweets [link] [link] [link] [link] The post Animal Spirits: The Best Decade In Human History appeared first on The Irreleva
The Irrelevant Investor
DECEMBER 23, 2019
This time last year we were on the doorstep of a bear market. Or were we? The decline in stocks in the fourth quarter of 2018 won't make it into the textbooks because on a closing basis, stocks never fell 20%. But as you can see, if we go from high to low on an intraday basis, then stocks did break the plane. To me this is tom-ay-toe tom-ah-toe. If you're going to make the argument that this wasn't a bear market, then it should have less to do with depth and more to do with duration.
The Irrelevant Investor
DECEMBER 21, 2019
Articles The fund has beaten the S&P 500--at least over the past four and a half decades--even though it has largely missed out on the booms in technology and healthcare By Kevin McDevitt Anyone who tells you that money is a commodity has never raised capital, done a deal, or had a partner By Brent Beshore None of us is as good as we think we are By Bob Seawright What if investors will actually pay a higher price and accept a lower expected return for very illiquid assets?
The Irrelevant Investor
DECEMBER 18, 2019
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss The charts of the decade Jerome Powell's burner account The slow demise of mutual funds Wall Street predictions Why mom and pop don't chase anymore Does this make any sense? Check out Myles Udland's new newsletter 52 things learned in 2019 Best memes of 2019 Drunk shopping survey Adventur.es Scout Network Charts Recommendations Rotten
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
The Irrelevant Investor
DECEMBER 18, 2019
In Charlie Ellis's Winning the Loser's Game , he talks about three ways to win*. The first option is physically exhausting. You work harder than the competition in hopes of gaining an informational edge*. There are ten times as many CFA charterholders per stock as there were in the early 1990s, meaning few stones are left unturned. And the days of people getting information before others has disappeared, thanks to reg FD.
Indigo Marketing Agency
DECEMBER 18, 2019
Why Do Financial Advisors Benefit From Working With Marketing Companies? Most financial advisors don’t have a lot of time to devote to their marketing strategy. Not only are they busy running their business and serving their clients, marketing may not be their expertise or interest. That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. .
The Irrelevant Investor
DECEMBER 16, 2019
Today's Animal Spirits Talk Your Book is presented by Newfound Research. You can find Corey's blog here and his excellent podcast here Listen here: On today's show we discuss: The Newfound/ReSolve Robust Equity Momentum Index Fact sheet with hypothetical performance ROMO website ROMO fact sheet Fragility case study Global Equity Momentum: A Craftsman's Perspective Fast and slow failure The post Animal Spirits, Talk Your Book: The Case for Tactical Equity appeared first on The Irrelevant Investor
Indigo Marketing Agency
DECEMBER 16, 2019
Released Today: The Marketing Guide for Financial Advisors! I am proud to announce that my new book, The Marketing Guide for Financial Advisors , was officially released today! This book includes everything that I know about marketing including: Why digital marketing is so challenging in financial services. How to create a website that converts. Email marketing strategies for financial advisors.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Indigo Marketing Agency
DECEMBER 16, 2019
Hi, financial advisors. It’s Claire Akin with Indigo Marketing Agency, and today I want to ask you for a favor. I hate asking for favors, but it’s really important and I need your help. Today, I want to ask you to leave a review on Amazon for my book The Marketing Guide for Financial Advisors. My book is coming out officially on January 1st, but I know a lot of you have already read it, or a lot of you have already benefited from the knowledge in this book through my blog posts, my w
The Irrelevant Investor
DECEMBER 15, 2019
Articles People hate asking sensitive questions. However, it turns out that people don’t hate being asked sensitive questions. By Tom Whitwell Stocks with unusually high growth rates get stretched well past fair value By Jamie Catherwood This didn’t show up in our backtest By Joe Wiggins The benchmarks are now arguably as smart as the pros. By Don Phillips I pride myself on being one of the biggest finance readers By Nick Maggiulli That $800 billion stockpile of commitments isn’t going to rush
The Irrelevant Investor
DECEMBER 12, 2019
Suze Orman : If you waste money on coffee, it's like 'peeing $1 million down the drain. I don't know when this started, but there is a corner of the internet where personal finance has become a place that puts people down instead of lifting them up. Making people feel guilty about spending money does not motivate them to do the opposite. They've tapped into something here, because guilt is one of the most visceral emotions.
The Irrelevant Investor
DECEMBER 11, 2019
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss Buffered Annuities Dalio is more famous than ever JPM guide to alternatives CalPERS fires most of its equity managers Record outflows Stop trying to raise successful kids Pay off your student loans with your 401(k) The most popular search terms of 2019 AgeUp Banana on the wall Charts Recommendations The Economists' Hour Murder on The Or
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
The Irrelevant Investor
DECEMBER 11, 2019
If a picture is worth a thousand words, then this brilliant GIF from Nick Maggiulli is worth them all. After falling 9% in the 2000s, U.S. large cap stocks returned nearly 250% in the 2010s. After gaining 99% in the 2000s, commodities fell 41% in the 2010s. One of the only iron rules that exists in the world of investing is that the future will not look like the past.
The Irrelevant Investor
DECEMBER 10, 2019
10. It's a banana [link] 9. "Where the sun don't shine" has lost all its meaning [link] 8. The Fed cuts rates for the third time in 2019 [link] 7. Negative rate mortgages [link] 6. 40 pizzas in 30 nights [link] 5. Ray Dalio goes to burning man [link] 4. The worst (best?) product demo ever [link] 3. $91 million [link] 2. Infinite leverage [link] 1. LOL [link] H/t @vixologist for the idea The post 10 Weirdest Stories From 2019 appeared first on The Irrelevant Investor.
Indigo Marketing Agency
DECEMBER 10, 2019
Last Chance To Get Started On Your Marketing For 2020! It’s your last chance to get your marketing ready to hit the ground running in January 2020 with our Total Marketing Package. January is a critical time for financial advisors because prospects have an unprecedented urgency to act. It’s important to come out swinging with your marketing on January 1st.
The Irrelevant Investor
DECEMBER 8, 2019
Articles The most dangerous of all people is the fool who thinks he is brilliant. By Jason Zweig The lightspeed rejection we now get from communities that we’d previously not known we weren’t welcome heightens the sense that we need to be all-in or all-out. By Myles Udland A cocktail of self-interest, cooperation, the assembly line, brand, and the processor has yielded more stakeholder value, as measured by GDP, in the last 50 years than in the previous 2,000.
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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?
Midstream Marketing
DECEMBER 5, 2019
As part of my job delivering predictable, quality leads for independent financial advisors on a regular basis, naturally a big part of my focus involves staying up-to-date on all things Google. So when I began hearing rumblings of yet another “major” Google algorithm change rolling out – this one affectionately called BERT – naturally a slow, creeping sense of dread began to take over.
The Irrelevant Investor
DECEMBER 4, 2019
On today’s show we talk about Breathtaking (Seinfeld) Five economic reasons Why to be thankful Why child care is so ridiculously expensive This is nothing like 1999 Robinhood pulls out of banking Narrative violation Butt influencers We got lit up for this daycare take What would you do with $800 million a year? Listen here Charts Tweets [link] [link] Recommendations Young Money Russ Roberts and Free Market Health Care The post Animal Spirits: It’s What it Is appeared first on The Irrelevan
The Irrelevant Investor
DECEMBER 2, 2019
Today’s Animal Spirits Talk Your Book is presented by Graniteshares Topics discussed XOut summary How many losers are in the S&P 500? So many losers XOut Fact Sheet Listen below: Charts The post Animal Spirits Talk Your Book: Elimination Alpha – How to XOUT Your Portfolio Losers appeared first on The Irrelevant Investor.
The Irrelevant Investor
DECEMBER 2, 2019
This message popped up on my phone last week. I've been on Twitter for ten years. Wow. This got me thinking about the last ten years and how much my life has changed, so I decided to document them year by year. With the world moving so quickly, I don't often pause to think about where I am and where I've been. This was a cathartic exercise and I would encourage everyone to take a minute and do this, if only in your head.
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
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