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10 Sunday Reads

The Big Picture

My Sunday morning look at incompetency, corruption and policy failures: • The Military Recruiting Crisis: Even Veterans Don’t Want Their Children to Join : Pentagon scrambles to retain the main pipeline for new service members as disillusioned families steer young people away. Avert your eyes! His new excuses are nonsense.

Ethics 259
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3 simple tips for compelling marketing on social media

Million Dollar Round Table (MDRT)

These have helped me gain the trust of new clients and new recruits for my team. Show your ethics and values. Yet, I’ve made great strides in this area. I don’t produce YouTube videos or TikTok content, but I do a few key things that anyone can do. My posts here are more related to my financial planning work to gain greater traction.

Media 88
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#FA Success Ep 298: Navigating The Evolution From Broker-Dealer To RIA Platform Leadership, With Carolyn Armitage

Nerd's Eye View

Vest and Financial Network to improve upon or outright establish new advisory platforms within their existing brokerage businesses, and how in three short years, Carolyn built a new training and development platform for LPL’s largest advisors – helping them recruit and retain advisors, create better compensation packages, and even build (..)

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Understanding the Role and Qualifications of a Financial Advisor

International College of Financial Planning

The FPSB Board also enforces strict ethical code and practice standards, ensuring the integrity of its certificate holders. Additionally, ICOFP provides students with essential soft skills training, including client communication and ethical decision-making.

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Growing Your New Tax Firm: Strategies for Client Acquisition and Retention

Harness Wealth

Whether you’re a senior manager, partner, or at an earlier stage in your accounting career, understanding the intricacies of transitioning existing clients, as well as recruiting and retaining new clients, is paramount to your long-term success.

Taxes 52
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Raising Women's Voices Webinar Series

Brown Advisory

As an Egyptian-American Muslim in the predominantly white, male tech world, she is committed to diversity, equity and inclusion, and to ensuring that AI is developed ethically and addresses concerns around privacy and algorithmic bias.

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Raising Women's Voices Webinar Series

Brown Advisory

As an Egyptian-American Muslim in the predominantly white, male tech world, she is committed to diversity, equity and inclusion, and to ensuring that AI is developed ethically and addresses concerns around privacy and algorithmic bias.