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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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.
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.
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Companies are increasingly choosing to automate their month-end close process, hoping to get rid of manual activities, save time, and get control of the close. By allowing technology to take the wheel, finance leaders can streamline and optimize the close, leading to greater accuracy, reduced risk, and improved efficiency. This being said, it can still be difficult to find the best month-end close solution for your team.
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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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.
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. .
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.
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
DECEMBER 2, 2019
A Climate Change Reckoning For The Municipal Bond Market ajackson Mon, 12/02/2019 - 12:38 What do Houston, Miami and Phoenix have in common? Besides being among the biggest and fastest-growing cities in the U.S., they are also facing some of the biggest risks from climate change. Phoenix already suffers from a heat-wave season that grows longer and more intense every year.
Brown Advisory
DECEMBER 2, 2019
A Climate Change Reckoning For The Municipal Bond Market. ajackson. Mon, 12/02/2019 - 12:38. What do Houston, Miami and Phoenix have in common? Besides being among the biggest and fastest-growing cities in the U.S., they are also facing some of the biggest risks from climate change. Phoenix already suffers from a heat-wave season that grows longer and more intense every year.
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.
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
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!
Brown Advisory
NOVEMBER 1, 2019
2019 Year-End Planning Letter. ajackson. Fri, 11/01/2019 - 13:44. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Our goal in year-end discussions is to ensure that client plans are updated as needed, based on changing external conditions as well as the client’s circumstances, so that we stay on track to deliver the long-term outcomes that each client seeks.
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 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.
Midstream Marketing
OCTOBER 27, 2019
One of the major points that I’ve been telling my wealth management and financial planning clients for years is that, almost more so than any other industry, theirs is a business that lives and dies on trust. You’re not just trying to help someone make better decisions – you’re literally trying to get them to trust you to secure their financial future.
Indigo Marketing Agency
OCTOBER 25, 2019
Preparing to Sell Your Financial Advisory Firm? Ron Carson is one of my heroes and mentors. He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times bestselling author of Avalanche and The Sustainable Edge. In this episode, he’ll help us understand how advisors can prepare to sell their financial advisory firm, including: What’s the selling landscape like for advisory firms today?
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 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.
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.
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