The Big Picture

NOVEMBER 4, 2023

By engineering and reprogramming our own cells, we may be able to cure cancer, manufacture drugs inside our body, regenerate organs, and even reverse aging. He is the author of the new book, “ Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” But it’s not clear why these seas exist at all.

Medicine 304

Medicine Startup Engineering Manufacturing 304

Nerd's Eye View

APRIL 15, 2024

Growing an advisory firm is no easy task – and advisors who start firms often have few resources to spare (beyond their own knowledge and time), face huge to-do lists, and are required to wear a number of hats.

Marketing 240

Marketing Marketing Engineering Media 240

The Big Picture

SEPTEMBER 26, 2022

. • Why Jack Welch Wouldn’t Cut It Today : Bill George, a legendary CEO in his own right, says good quarterly numbers aren’t necessarily indicative of strong leadership. The Era of Monster-Truck Sneakers Treats Soles as Engineering Marvel : Tread anything but lightly when you’re wearing these sneakers. Institutional Investor ).

Engineering 307

Engineering Economy Manufacturing Retirement 307

Nerd's Eye View

FEBRUARY 2, 2024

Which suggests that building trusting relationships with their clients and giving them added confidence in their financial decision-making (rather than focusing on ways to juice investment returns) could be the keys to improving client retention!

Financial Planner 246

Financial Planner Compliance CFP Clients 246

Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 246

Financial Planner Certification Retirement Planning Retirement 246

The Big Picture

JANUARY 25, 2023

Bloomberg ) • For Tech Companies, Years of Easy Money Yield to Hard Times : Rock-bottom rates were the secret engine fueling $1 billion start-ups and virtual attempts to conquer the physical world. NYSE says it’s investigating issues with the opening auction. But in 2023, reality bites. ( 6 committee’s legacy.

Wealth Management 295

Wealth Management Medical Engineering Investments 295

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 246

Estate Planning Financial Planning Clients Wealth Management 246

The Big Picture

MAY 31, 2024

We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. Prior to joining DoubleLine in 2009, Sherman was a senior vice president at TCW Group Inc. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 190

Asset Allocation Math Portfolio Management Engineering 190

The Big Picture

JULY 25, 2022

There are so many variables in answering this question reverse engineering possible Q3 and Q4 earnings and coming up with some multiple seems to be a fool’s errand. We don’t make investments based on forecasts, and any number of random surprises could make the economy appreciably better or worse.

Economy 345

Economy Economics Engineering Food 345

The Big Picture

JANUARY 13, 2023

Life Lessons from 1,000 Years : I asked a number of 90-year-olds a simple question: “If you could speak to your 32-year-old self, what advice would you give?” Be sure to check out our Masters in Business interview this weekend with Jennifer Grancio, CEO of Engine No. But some habits are hard to break. ( New York Times ).

Media 277

Media Transportation Engineering Distribution 277

Calculated Risk

DECEMBER 7, 2022

Usually, when inflation starts to become a concern, the Fed tries to engineer a "soft landing", and frequently the result is a recession. All of these events are possible, but they are unpredictable, and the probabilities are low that they will happen in the next few years or even decades. 2) Significant policy error.

Sales 361

Sales Economy Engineering Investments 361

Nerd's Eye View

SEPTEMBER 18, 2024

Today, AI is now almost ubiquitous across many of the tools that we use, from smartphone cameras to search engines to office productivity software. In the nearly 2 years since the launch of ChatGPT, there has been an explosion of new technology solutions incorporating Artificial Intelligence (AI).

Engineering 246

Engineering Clients Financial Advisor Financial Planning 246

FMG

MARCH 6, 2025

AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors. AI-powered search engines, including Googles AI Overviews and tools like ChatGPT, now generate responses by pulling information from multiple sources.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

Nerd's Eye View

AUGUST 21, 2023

For instance, niche firms have greater satisfaction with the number of leads received, the ‘fit’ of the prospects with the firm, and the effectiveness of their lead generation strategies when compared to non-niche firms. Nonetheless, one group of advisors reported more marketing success than others: those serving client niches.

Marketing 246

Marketing Marketing Financial Planner Clients 246

Nerd's Eye View

JANUARY 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Docupace launches an ‘RIA Productivity Toolkit’ as it increasingly expands beyond its document management roots in a bid to become more of the back-office workflow engine of small-to-mid-sized advisor enterprises.

Insurance 246

Insurance Engineering Financial Advisor Clients 246

The Big Picture

AUGUST 6, 2022

It’s the intersection of business, people, psychology, sociology, and numbers. Can we engineer our way out? . • Reflections on the Investing Process with Michael Mauboussin : “This is the nature of what we do. It’s just inherently fascinating. ” ( Compound Manual ). And at what cost? Businessweek ).

Engineering 288

Engineering Economics Food Banking 288

Calculated Risk

SEPTEMBER 16, 2022

Usually, when inflation starts to become a concern, the Fed tries to engineer a "soft landing", and frequently the result is a recession. All of these events are possible, but they are unpredictable, and the probabilities are low that they will happen in the next few years or even decades. 2) Significant policy error.

Sales 363

Sales Economy Economics Investments 363

Midstream Marketing

NOVEMBER 7, 2024

They help attract the right leads and improve your search engine rankings. This includes content marketing, keyword research, and tips to enhance your website for search engines. Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM).

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Indigo Marketing Agency

JANUARY 16, 2025

Whether its a YouTube video description, a social post, or a website sales page, financial planner search engine marketing gives a competitive edge in this marketplace to advisors who are working from a solid SEO plan. Build Your Number-One AssetYour Email List Email marketing is one of the most vital activities for every financial planner.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Trade Brains

SEPTEMBER 13, 2022

Harsha Engineers IPO Review: Harsha Engineers International Limited is coming up with its Initial Public Offering. In this article, we will look at the Harsha Engineers IPO Review and analyze its strengths and weaknesses. In this article, we will look at the Harsha Engineers IPO Review and analyze its strengths and weaknesses.

Engineering 52

Engineering Manufacturing Electronics License 52

Nerd's Eye View

AUGUST 29, 2023

What's unique about Jeff, though, is how he built his own financial planning spreadsheets in Excel, and has developed coding and integrations that automatically populate into a PowerPoint presentation, that he then shows clients to help build a story for their financial plans and give them the motivation they need to achieve their financial goals… (..)

Planning 245

Planning Clients Financial Planning Financial Advisor 245

Abnormal Returns

FEBRUARY 16, 2023

theblock.co) Companies Cory Doctorow, "In its nearly 25-year history, Google has made one and a half successful products: a once-great search engine and a pretty good Hotmail clone. apricitas.io) There are a near-record number of housing units currently under construction. Everything else it built in-house has crashed and burned."

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

Random Roger's Retirement Planning

FEBRUARY 8, 2025

That's Davis talking, I don't know but assuming those numbers are accurate, I won't say there are plenty of places to get that kind of yield but there are some. And on a personal note, we got the graphics done for the new Engine 86 which is our primary structure fire engine. annualized versus 12% for the S&P 500.

Assets 52

Assets Engineering Food Communication 52

NAIFA Advisor Today

AUGUST 14, 2023

Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people. So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college.

CFP 98

CFP Engineering Financial Services Insurance 98

Calculated Risk

MAY 29, 2023

Usually, when inflation starts to become a concern, the Fed tries to engineer a "soft landing", and frequently the result is a recession. All of these events are possible, but they are unpredictable, and the probabilities are low that they will happen in the next few years or even decades. 2) Significant policy error.

Sales 363

Sales Economy Banking Economics 363

Abnormal Returns

SEPTEMBER 10, 2022

engadget.com) Environment Shane Shifflett, "(C)ompanies looking to offset their emissions are buying credits in vast numbers that do little to help neutralize their carbon output." daily.jstor.org) Animals Beavers are 'highly skilled environmental engineers.' statnews.com) The number of children orphaned by Covid is on the rise.

Financial Advising 130

Financial Advising Medical Numbers Engineering 130

Midstream Marketing

DECEMBER 6, 2024

Check important numbers like bounce rate, time on site, and conversion rates. SEO Strategies for RIA Visibility Search engine optimization, or SEO, makes your website appear more in search engine results, known as SERPs. This will help you get more visibility on search engines. This can bring in more organic traffic.

Marketing 52

Marketing Marketing Media Engineering 52

Abnormal Returns

JULY 25, 2023

behaviouralinvestment.com) TCW Group is buying the ETF business of Engine No. nytimes.com) Housing The May Case-Shiller numbers showed a 0.5% (ritholtz.com) ETFs Joe Wiggins, "While it may be difficult for investors to make money from thematic funds, it is easy for asset managers." bloomberg.com) Hotels are gearing up for longer stays.

Financial Advising 130

Financial Advising Media Engineering Sales 130

Norman Marks

FEBRUARY 3, 2023

He helps the finance organizations of his clients in a number of interesting ways, including process engineering. On my flight to meet with internal auditors at their company’s annual IA conference, I sat next to a partner in the advisory practice of Deloitte. One of the types of projects where he is asked to assist […]

Engineering 85

Engineering Numbers Clients Government 85

The Big Picture

FEBRUARY 25, 2025

00:27:54 [Speaker Changed] Let’s put some, some numbers, some mean on that bone. However, if you’re an electrical engineer, it’s not a pejorative. And because indexing was created by a group of electrical engineers and mechanical engineers, they just used what they thought was the sensible terminology.

Investing 163

Investing Investments Management Engineering 163

MarketWatch

JUNE 22, 2023

The number of people Ford plans to lay off in this latest round couldn’t be learned, the report said. The cuts are expected to affect employees on Ford’s businesses focusing on internal combustion engines as well as EVs and software, the newspaper said. The layoffs are expected to include mostly U.S.

Engineering 97

Engineering Numbers Planning Marketing 97

Nerd's Eye View

JUNE 18, 2024

Brent is the founder of Advisor Rankings, a marketing firm based in Boise, Idaho that specializes in search engine optimization for financial advisors. Welcome back to the 390th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brent Carnduff.

Financial Advisor 130

Financial Advisor Clients Engineering Planning 130

Midstream Marketing

NOVEMBER 12, 2024

Improving your website with key words can boost your search engine optimization (SEO). You should provide a phone number to book a consultation. Using social media, making your website better for search engines, and doing content marketing can help you find many people who need financial help. Be active in industry groups too.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Random Roger's Retirement Planning

FEBRUARY 25, 2023

I am less interested in the sensational numbers they are throwing around than a couple of smaller observations in the article. Using the 4% rule for safe withdrawal percentages, if you're 10 years away from when you want to retire, how do the numbers look? I am in that camp and I guess I am surprised that the number isn't much higher.

Retirement 98

Retirement Numbers Portfolio Portfolio Management 98

Indigo Marketing Agency

MARCH 21, 2024

With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. However, navigating the world of SEO (Search Engine Optimization) can be daunting, leaving many financial advisors with questions and uncertainties.

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

The Big Picture

FEBRUARY 21, 2023

So we sat down and said, okay, like, could we build another engine of value? Engine 1 being in funds, and Engine 2 being advice. So we looked at those and said, well, we got to address those and we want to build this new engine of value with advice. So that’s a number I hadn’t seen before.

Clients 280

Clients Investing Investments Retirement 280