Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Fee Only 231

Fee Only Clients Financial Planning Financial Advisor 231

Abnormal Returns

APRIL 24, 2023

ft.com) Don't discount Apple's ($AAPL) push into financial services. manufacturingdive.com) A case study in how influencers can drive sales of a product, i.e. Goli Apple Cider Vinegar Gummies. (dariusforoux.com) Recency bias is the bane of investors. macworld.com) Twitter has stopped funding VCs it has committed to.

Marketing 234

Marketing Marketing Financial Advising Startup 234

NAIFA Advisor Today

JUNE 19, 2023

Craig Garofolo always knew he wanted to be in the insurance and financial services industry. After several years in sales and marketing positions, he found the right opportunity with Guardian in 2011 and started his financial services career.

Financial Services 98

Financial Services Insurance Sales Marketing 98

Abnormal Returns

MAY 21, 2023

wsj.com) Apple ($AAPL) is playing the long game in financial services. tker.co) The mix of light vehicle sales keeps shifting toward pickups and SUVs. (awealthofcommonsense.com) Every investment plan needs some room for error. humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get?

Financial Advising 191

Financial Advising Startup Taxes Financial Services 191

Walkner Condon Financial Advisors

MAY 9, 2024

Read more on what impact this will have on financial services and Clint’s comments HERE. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only.

Wealth Management 59

Wealth Management Management Financial Advisor Commission 59

The Chicago Financial Planner

FEBRUARY 2, 2024

Here are six questions to ask when choosing a financial advisor: How do you get paid? Fee-only advisors receive no compensation from the sale of investment or insurance products. This argument continues in the financial services industry as the regulators work through this issue.

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

NAIFA Advisor Today

JULY 10, 2023

He considered a sales career in a few different sectors before finally settling on insurance and financial services. So, in 2021, he joined Dipaola Financial Group as a financial service professional. He wanted to help educate people on a topic he didn’t learn much about growing up—personal finance.

Financial Services 52

Financial Services Education Insurance Sales 52

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Steve Sanduski

APRIL 2, 2024

” you usually have to steel yourself against a shady sales pitch. On today’s show, Vinay Nair and I survey the state of AI in financial services. ” Applying AI’s powers of personalization in different financial service contexts. .” AI is proving to be an exception to that rule.

B2B 52

B2B Financial Services Financial Advisor Sales 52

MarketWatch

MARCH 29, 2023

stocks opened higher Wednesday, as investors await home sales data and congressional testimony from the Federal Reserve’s Michael Barr on bank oversight. home sales expected to be released at 10 a.m. House Financial Services Committee on bank oversight after recent regional bank failures. Eastern time. Also at 10 a.m.,

Financial Services 74

Financial Services Banking Sales Economics 74

Validea

APRIL 10, 2024

It scores 100% from our Growth/Value Investor model, which looks for companies with strong earnings growth, high returns on capital, and low price/sales ratios, among other factors. price/sales ratio. sales growth with an attractive 2.5% The model looks for low-volatility stocks with strong dividend yields and share buybacks.

Investing 52

Investing Investments Financial Services Sales 52

NAIFA Advisor Today

AUGUST 4, 2022

Gonzales, MBA, LACP , Vice President of Sales at Ohio National Financial Services and Vice President of Women in Insurance and Financial Services (WIFS).

Financial Services 52

Financial Services Insurance Sales 52

MarketWatch

MAY 17, 2023

Western Alliance Bancorp is also nearing the completion of about 50% in sales of the $6 billion of loans reclassified to held-for-sale in the first quarter, as part of its balance sheet repositioning. and PNC Financial Services Group Inc. As of May 12, the bank said it had about $50 billion in deposits, up from $47.6

Banking 75

Banking Financial Services Sales Marketing 75

SEI

AUGUST 16, 2022

Director of Sales. Kevin is a Financial Services Sales Executive with a proven track record of establishing and cultivating strategic partnerships in the investment, insurance, trust, legal, and accounting communities. Kevin Kline. vlaskowski. Tue, 08/16/2022 - 13:37. Kevin Kline SEI Sphere. IT Professionals (ITS).

Strategic Planning 52

Strategic Planning Distribution Financial Services Sales 52

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% The September retail and food services sales data underlined the economy’s momentum. Overall retail sales and food services rose at an annualized pace of 8.6% Restaurant and bar sales rose at a 9.6% annualized pace over the last three months.

Marketing 143

Marketing Marketing Economy Retail 143

Nationwide Financial

DECEMBER 8, 2022

Key Takeaways: The Financial Alliance For Racial Equity was formed to do more than just encourage firms to build diversity in their workforce. The group is also focused on attracting diverse talent who may not previously have considered a financial services career. What does it take to attract top diverse talent to your firm?

Recruitment 52

Recruitment Financial Services Certification CFP 52

Nerd's Eye View

AUGUST 22, 2023

Read More.

Financial Advisor 178

Financial Advisor Media Sales Clients 178

Don Connelly & Associates

OCTOBER 16, 2023

There was a time in the not-so-distant past when the only skill you needed to succeed in financial services was how to sell. The business of selling investments was almost entirely transactional, and all a financial advisor needed to do was shake the bushes for prospects and close them on a product sale.

Financial Advisor 52

Financial Advisor Financial Services Sales Assets 52

NAIFA Advisor Today

SEPTEMBER 6, 2022

Angela White is committed to recruiting diverse talent into the insurance and financial services industry and making sure they have the resources they need to succeed. After several years in sales, White took a job recruiting agents and fell in love with the industry. Getting Started.

Recruitment 52

Recruitment Financial Services Insurance Sales 52

Trade Brains

AUGUST 28, 2023

High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. Furthermore, we’ll briefly talk about their financials. Talking about its financials, NHPC earned a net profit of Rs 3.889.98

Financial Services 111

Financial Services Banking Government Manufacturing 111

Trade Brains

SEPTEMBER 14, 2023

Elgi Equipments earned a net profit of Rs 370 crore on sales of Rs 3,041 crore in FY23 clocking a net profit margin of 12.19%. Small Cap Stocks with High FII Holdings #3 – AAVAS Financiers Particulars Amount Particulars Amount CMP ₹1,661.95 crore on sales of Rs 971.83 on sales of Rs 10,388 crore in FY23. respectively.

Healthcare 59

Healthcare Financial Services Manufacturing Banking 59

NAIFA Advisor Today

MAY 19, 2023

Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence , in order to help more women with their finances with advice that was never taught in school.

Financial Services 98

Financial Services Clients Marketing Marketing 98

Mish Talk

NOVEMBER 7, 2022

A Morning Consult offers a First Look at Consumers' 2022 Holiday Plans Key Takeaways Financial Service: To avoid going into debt this holiday season, consumers are being smarter about budgeting in advance and are more likely to favor a BNPL approach to cover holiday expenses over opening a new credit card.

Food 279

Food Budgeting Consulting Retail 279

Trade Brains

JUNE 7, 2023

However, FY 22 still remains the best financial year for NMDC, as the company brought in ₹25,882 crores in revenues and ₹9398 crores in net profits. FY 23 saw the company’s sales, margins and net profits fall from the previous year. Despite steady sales, the company’s net profits have fallen significantly year on year.

Financial Services 52

Financial Services Government Sales Investing 52

Trade Brains

MARCH 11, 2024

The project has already sold out 2141 units with a sale value of Rs. Sale of Energy increased by 12.79% due to higher generation of power. Kotak offers banking products and financial services in consumer Banking, Commercial Banking, and Asset Reconstruction. 44.36% Oracle Financial Services ₹7,019.30 ₹44,074.00

Banking 59

Banking Financial Services Consulting Retail 59

Calculated Risk

MARCH 13, 2023

as Successor to Signature Bank, New York, NY Signature Bank, New York, NY, was closed today by the New York State Department of Financial Services, which appointed the Federal Deposit Insurance Corporation (FDIC) as receiver. a full-service bank that will be operated by the FDIC as it markets the institution to potential bidders.

Banking 52

Banking Financial Services Insurance Assets 52

Trade Brains

JANUARY 9, 2023

Rajoo has an international presence with exports accounting for more than 50% of its sales. The steel producer reported a net profit of Rs 35 crore on sales of Rs 611 crore in FY22. As of the present date, it has a strong foothold in information technology (IT) and Information Technology enabled services (ITES). Airan ITeS 16.4

Investing 101

Investing Investments Manufacturing Engineering 101

Carson Wealth

NOVEMBER 14, 2023

With $150 million in assets, Main Street Financial Group, located in Milton, Georgia, has been a steadfast presence in its community for 21 years, providing comprehensive financial services to its clients. Sharing his perspective on the partnership, wealth advisor, G.C. The addition of advisors like Paul and G.C.

Financial Services 52

Financial Services Wealth Advisor Clients CFP 52

James Hendries

FEBRUARY 23, 2023

Your Client List As a financial services professional, you’ve probably spent years building up your book of business. If so, your book of business ratchets up the sale price. Brand Identity Have you been working with clients as an individual financial professional? Is your list long and full of quality prospects?

Valuation 40

Valuation Retirement Financial Services Commission 40

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Steve Sanduski

MARCH 1, 2023

What the latest revenue data tells us about organic growth trends in financial services. Using consultative sales to create a pipeline for referrals and new business. – Scott Holsopple and I discuss: How Scott applies lessons learned as a javelin thrower at Penn State to his professional mastery.

Financial Services 52

Financial Services Consulting Clients Sales 52

SEI

AUGUST 19, 2022

22, 2022 – SEI (NASDAQ:SEIC) today announced the launch of SEI Data Cloud through a strategic partnership with Snowflake , the Data Cloud company, to address the financial services industry’s demand for more advanced data integration. the success, if any, of the sales and strategic initiatives we pursue.

Financial Services 52

Financial Services Commission Clients Banking 52

Trade Brains

NOVEMBER 23, 2023

If we take a glance at the financials of the company, we can see that it has a net revenue of ₹ 42,839.56 The 4-year CAGR for sales and net profit stood at 20.97% and 27.41%, respectively. Its business is the sale of tobacco products and related goods. The Company has sales in India and outside India. Cr EPS 199.02

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Validea

MARCH 30, 2024

. – Check if inventories are growing faster than sales, a red flag. – For financial firms, look for equity/assets over 5% and ROA over 1%. Annual sales should be over $1 billion and the P/E below 40 for large fast-growers. billion in sales, and a PEG of just 0.16. Over 50% is unsustainably high.

Investing 52

Investing Investments Insurance Assets 52

FMG

OCTOBER 6, 2022

Salesforce — From lead and contact management to customizable reports, Salesforce is one of the most powerful tools to help financial advisors find, nurture, and convert leads faster and easier. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Trade Brains

JULY 28, 2023

Best Low PE Penny Stocks #1 – BN Rathi Securities BN Rathi Securities Ltd is a stock broking firm that provides integrated services including the entire spectrum of activities relating to financial market transactions. The sales and net profits have increased from Rs 43 Crs to Rs 46 Crs and Rs 5 Crs to 7.5 ROE (in %) 19.3

Manufacturing 97

Manufacturing Sales Financial Services Investing 97

Steve Sanduski

JANUARY 16, 2024

With tailwinds turning into headwinds, the financial services industry is about to get a lot more competitive and, for some smaller firms, potentially less profitable. But there’s also a lot of opportunity for growth-minded RIAs to differentiate themselves with a higher quality of service and a more human touch.

Wealth Management 59

Wealth Management Management Clients Financial Services 59