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Donor-Advised Funds Explained: Tax-Smart Giving for High-Income Professionals

Harness Wealth

Strategic tax planning with donor-advised funds One particularly powerful strategy involves “bunching” contributionsconsolidating multiple years of charitable giving into a single tax year. Table of Contents What Are Donor-Advised Funds, and How Do They Work?

Taxes 52
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How to Develop a Winning Financial Marketing Advisor Plan

Midstream Marketing

Key Highlights A good marketing plan is important for financial advisors. This guide shows key strategies to build a financial advisor marketing plan. Introduction In financial services, finding the right clients requires a smart marketing plan. It is important to show your skill in financial planning.

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Exclusive interview with Umar Balwa, MD of Sealmatic India, on growth and future plans

Trade Brains

Edited excerpts: The company expanded its operation across the Middle East and Russia last year, are there any specific markets or regions where Sealmatic plans to expand its presence in the coming years? Is the company planning any capital expenditures (capex) in the next 3 to 5 years? If yes, how much is the company aiming to invest?

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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

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. Robert Bragg is our audio engineer. That seemed like enough.

Clients 279
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Double Your Reach and ROI: 5 Effective Content Strategies for Marketing Yourself As a Financial Advisor

Indigo Marketing Agency

Amp Up Your Search Engine Optimization The Problem: What good is great content if no one can find it? Search engine optimization (or SEO for short) helps your content get discovered, but unfortunately many advisors overlook SEO, resulting in fewer visitors, which directly translates into fewer leads. Can Indigo help you with that?

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Transcript: Joanne Bradford

The Big Picture

And Microsoft was an, an insanely good company to work for to learn how to work at an engineering led company. So I went to a company called Demand Media, which was sort of the first reverse engineering of the algorithm. Like a coupon, but it, it’s really a shopping search engine to find better prices.

Startup 147
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Building Online Influence: Key for Financial Advisors

Midstream Marketing

By using effective digital marketing and strategic planning, you can be seen as a thought leader in the financial services industry. Best Practices for LinkedIn: Networking and Thought Leadership Creating a strong LinkedIn presence takes careful planning and networking. You should check if search engines see your site.