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.
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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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.
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. .
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
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.
SEI
OCTOBER 6, 2019
The National Organization on Disability (NOD) Leading Disability Employer seal recognizes companies that demonstrate exemplary employment practices for differently-abled populations.
Wealth Pilgrim
MARCH 14, 2019
My guess is you are reading this post because you need money ASAP and you don’t want to pay an arm and a leg for the cash. Am I right? Good. We’re both on the same page. In this post, I’m going to give you some good leads on potential sources for quick and inexpensive […]. The post How and Where to Borrow Money Fast and Cheap appeared first on Wealth Pilgrim.
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.
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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.
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.
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
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.
Brown Advisory
NOVEMBER 12, 2019
NOW London 2019 | Behavioural Bias, Decision Making & Influence achen Tue, 11/12/2019 - 11:51 Tali Sharot, Professor of Cognitive Neuroscience, Department of Experimental Psychology at University College London spoke about how motivation and emotion determine our expectations of the future, our everyday decisions, our memories and our ability to learn.
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.
Brown Advisory
NOVEMBER 12, 2019
Investment Perspectives | Confidence ajackson Tue, 11/12/2019 - 16:31 Despite making new highs recently, U.S. equities were volatile over the summer and early fall, keeping investors guessing about the future direction of prices. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.
Brown Advisory
NOVEMBER 12, 2019
NOW London 2019 | Behavioural Bias, Decision Making & Influence. achen. Tue, 11/12/2019 - 11:51. Tali Sharot, Professor of Cognitive Neuroscience, Department of Experimental Psychology at University College London spoke about how motivation and emotion determine our expectations of the future, our everyday decisions, our memories and our ability to learn.
Brown Advisory
NOVEMBER 12, 2019
Investment Perspectives | Confidence. ajackson. Tue, 11/12/2019 - 16:31. Despite making new highs recently, U.S. equities were volatile over the summer and early fall, keeping investors guessing about the future direction of prices. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.
Indigo Marketing Agency
NOVEMBER 1, 2019
It’s been a long and winding road that led me to create Indigo Marketing Agency. I know how important financial advisors are in the lives of their clients because my dad is a financial advisor. I created this firm because I know advisors like you are busy and they need help with their marketing so they can serve more people. Here’s why I created my firm and what we do to help advisors like you!
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.
Brown Advisory
OCTOBER 28, 2019
Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Some of the most compelling investments over the next decades, in our view, will be in companies that help solve some of society’s thorniest challenges—resource scarcity, chronic health crises, access to clean water and climate change, to name a few.
Brown Advisory
OCTOBER 28, 2019
Healthy Returns: Sustainable Investing in the Health Care Sector. ajackson. Mon, 10/28/2019 - 14:59. Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Some of the most compelling investments over the next decades, in our view, will be in companies that help solve some of society’s thorniest challenges—resource scarcity, chronic health crises, access to clean water and climate change, to name a few.
Brown Advisory
OCTOBER 22, 2019
Family Matters: New Considerations for Structuring Family Offices ajackson Tue, 10/22/2019 - 15:48 Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.
Brown Advisory
OCTOBER 22, 2019
Family Matters: New Considerations for Structuring Family Offices. ajackson. Tue, 10/22/2019 - 15:48. Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.
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!
Brown Advisory
OCTOBER 22, 2019
Family Matters: New Considerations for Structuring Family Offices. ajackson. Tue, 10/22/2019 - 15:48. Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.
Brown Advisory
OCTOBER 9, 2019
2019 Annual Report | This Time Tomorrow achen Wed, 10/09/2019 - 10:00 We are pleased to share with you Brown Advisory’s 2019 annual report— This Time Tomorrow. The theme of this year’s report is our firm’s purpose, which we state most simply as “Raise the Future.” The future, and all that it represents, dominates our thinking, planning and goals. To raise the bar set by our clients’ expectations, we pursue ideas, strategies and services aimed at supporting their long-term and, often, evolving go
Brown Advisory
OCTOBER 9, 2019
2019 Annual Report | This Time Tomorrow. achen. Wed, 10/09/2019 - 10:00. We are pleased to share with you Brown Advisory’s 2019 annual report— This Time Tomorrow. The theme of this year’s report is our firm’s purpose, which we state most simply as “Raise the Future.” The future, and all that it represents, dominates our thinking, planning and goals.
Brown Advisory
OCTOBER 8, 2019
Global Leaders Strategy: Sustainable Perspectives ajackson Tue, 10/08/2019 - 11:43 Environmental, social and governance (ESG) considerations are being increasingly embraced by investors around the world. The concept of ESG, or sustainable investing, manifests in many ways in our industry, and we are hopeful that capital will continue to flow into shining examples of corporate citizenship.
Speaker: Lynnette Khalfani-Cox, The Money Coach®
Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services. How can you better connect with these consumers?
Brown Advisory
OCTOBER 8, 2019
Global Leaders Strategy: Sustainable Perspectives. ajackson. Tue, 10/08/2019 - 11:43. Environmental, social and governance (ESG) considerations are being increasingly embraced by investors around the world. The concept of ESG, or sustainable investing, manifests in many ways in our industry, and we are hopeful that capital will continue to flow into shining examples of corporate citizenship.
Brown Advisory
SEPTEMBER 30, 2019
Global Leaders Investment Letter - Q3 2019. ajackson. Mon, 09/30/2019 - 09:50. Global Leaders Strategy Investment Letter - Q3 2019. In this letter the team discuss their thoughts on 'growth' vs 'value' given the market fluctuations over the last few months. Additionally they discuss emotion and how this plays a role in investing, relating this to Dr.
Midstream Marketing
SEPTEMBER 24, 2019
The Top 15 Financial Advisor Website Calculators You Need to Be Aware Of. As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. They do an incredible amount of research into their market, making sure beyond the shadow of a doubt they know exactly who their ideal audience members are.
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