FMG

APRIL 19, 2023

The only problem with video marketing is figuring out where to start. For many advisors dipping their feet into the video marketing pool, finding the starting line can be daunting. In this blog, we’ll be sharing with you how to get started with video marketing as a financial advisor. Most likely, your answer is yes.

Financial Advisor 52

Financial Advisor Marketing Marketing License 52

Clever Girl Finance

SEPTEMBER 4, 2022

You can get a similar experience for less money. One great perk of the save more live better idea is that you often can get the same experience for less money. Whether it’s referring to a college education, a car, a honeymoon , or smaller items, there’s almost always a cheaper way to get it. That’s terrific. without the expense.

Food 66

Food Retirement Budgeting Accounting 66

Steven J. Wilson

OCTOBER 17, 2022

The post Innovation Consulting: Need To Knows And How To Get Started appeared first on Steven J. Some businesses’ innovation capabilities are hidden within their organization. The daily tasks and.

Consulting 52

Consulting Planning Marketing Marketing 52

Pacifica Wealth

FEBRUARY 17, 2022

Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. The post Where to Get Started with Estate Planning first appeared on Pacifica Wealth Advisors. Of course not! You’d immediately do whatever you could to help.

Estate Planning 52

Estate Planning Planning Insurance Advertising 52

Advisor Perspectives

FEBRUARY 9, 2024

I met with seniors from Duquesne University recently, all of them about your age. They are Finance Majors graduating in the spring and were looking for insights into investing, career advice and strategies for building successful careers.

Investing 52

Investing Investments 52

Advisor Websites

SEPTEMBER 14, 2022

Most of today's population relies on email to work, communicate with loved ones, get discount codes on their favourite products, stay up to date on news, and so much more.

Financial Advisor 98

Financial Advisor Communication Marketing Marketing 98

Advisor Perspectives

NOVEMBER 8, 2023

Hoisington Investment Management Co. was pummeled by its bullish stance on US bonds in recent years, driving its Treasury fund to some of the industry’s biggest losses as the Federal Reserve’s rate hikes sent prices tumbling.

Management 52

Management Investing Investments 52

Abnormal Returns

APRIL 14, 2024

theirrelevantinvestor.com) Once you start humble bragging, it's time to rein things in. nytimes.com) What perma-bears get wrong about this stock market. (awealthofcommonsense.com) Two things you probably don't need to worry about, including index concentration. theatlantic.com)

Media 279

Media Portfolio Management Investing 279

Wealth Management

NOVEMBER 2, 2022

SEC Chair Gary Gensler told securities lawyers on Wednesday that his agency would continue to pursue violations wherever and however they occur.

Marketing 92

Marketing Marketing 92

The Big Picture

MARCH 13, 2024

Jim Bianco discusses initial unemployment claims data and wage gain to identify when the Fed will start lowering rates. Investors might find it useful to know when is the Fed going to start a new cycle of cutting rates. So Jim, let’s just start with the basics. In late 1994, and the Fed started to cut rates.

Numbers 274

Numbers Insurance Economy Marketing 274

Advisor Perspectives

AUGUST 25, 2023

Generative artificial intelligence (AI) investing is taking the world by storm this year. With that, there are substantial, long-term investment implications.

Investing 52

Investing Investments 52

Abnormal Returns

APRIL 8, 2024

awealthofcommonsense.com) Once you start humble bragging, it's time to rein things in. om.co) Defunct publications are getting turned into AI-generated zombies. Strategy It's way too easy to mislead someone with charts. radreads.co) Companies Taiwan Semi ($TSM) is doubling down on its U.S. production plans. digiday.com)

Financial Advising 264

Financial Advising Economy Manufacturing Media 264

Abnormal Returns

MARCH 24, 2024

economist.com) We should start to see more innovation when it comes to commissions. nytimes.com) Public health John Green, "Of the 10 million people who will become sick with tuberculosis this year, between 3 million and 4 million will go undiagnosed, often dying before they can get an accurate test."

Commission 284

Commission Financial Advising Medical Insurance 284

Abnormal Returns

APRIL 1, 2024

(morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). theverge.com) Generative AI search engine Perplexity is planning to start selling ads. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: getting really clear.

Assets 224

Assets Financial Advising Wealth Management Engineering 224

Advisor Perspectives

JANUARY 23, 2023

There was much mirth online when the US Justice Department announced the arrest of crypto exchange Bitzlato’s founder last week.

52

52

Advisor Perspectives

FEBRUARY 6, 2023

We are now seeing clear signs of a broad-based decline in inflation.

40

40

The Big Picture

APRIL 25, 2024

Some of this is that “long and variable lag” of higher rates starting to bite — but it’s not just that. Swap out OER for the more timely Zillow Rent Index / Apartment List Index, you get a CPI with a 2 handle. Or, just back out lease renewals, and you get the same results.

Economy 201

Economy Economics Banking Investing 201

Abnormal Returns

SEPTEMBER 10, 2023

awealthofcommonsense.com) What investors get wrong about the 'Yale Model.' behaviouralinvestment.com) Higher starting rates make bonds more attractive. Also on the site Public predictions are exhausting. abnormalreturns.com) Top clicks this week How investors should re-think about their bond allocations. stock market of late.

Wealth Management 286

Wealth Management Retirement Management Investing 286

Abnormal Returns

APRIL 19, 2023

Podcasts Meb Faber talks with Ramit Sethi about his new Netflix show 'How to Get Rich.' marketwatch.com) Getting started The best time to start saving is now. investmentnews.com) The hardest thing in investing is getting started. morningstar.com) Morgan Housel on why you need to play your own (money) game.

Taxes 221

Taxes Planning Retirement Accounting 221

MarketWatch

MARCH 13, 2023

To gauge the panic-like activity of bank investors in the wake of the recent failures of SVB Financial Group’s SIVBSilicon Valley Bank and Signature BankSBNY, investors can check out the Nasdaq’s “Current Trading Halts” page. Multiple banks have had their stock halted for volatility, some more than once, since the opening bell.

Banking 76

Banking Marketing Marketing 76

Nerd's Eye View

JANUARY 9, 2024

What's unique about Kimberly, though, is that after building a practice jointly with her husband, in 2015, she had to reinvent herself after a divorce left her without a practice and starting over with just 12 clients and $7M in assets and how, in the 8 years since, she has built herself up by developing a highly customized 12-month onboarding process (..)

Financial Advisor 216

Financial Advisor Financial Planner Clients Food 216

Abnormal Returns

JANUARY 18, 2023

awealthofcommonsense.com) Joachim Klement, "Your investment portfolio is a tool to get to know yourself, not a reflection of who you are." retirebeforedad.com) Credit cards Why you should get a credit card with travel insurance. thomaskopelman.com) How banks get you to play the credit card rewards game. And that's okay.

Asset Allocation 221

Asset Allocation Insurance Banking Portfolio 221

The Big Picture

MARCH 16, 2023

Having full access to bank accounts meant those tech start-ups that make up much of SVB’s depositors would be able to make their weekly payrolls. The truth requires a concerted effort to get at all of the buried private files and conversations among the key players. Don’t get angry; opportunism just comes with the territory.

Banking 335

Banking Accounting Insurance Management 335

Nerd's Eye View

MARCH 25, 2024

As a starting point, to get the most out of a team retreat, it's important to focus on 1 key theme driving the feeling that team members should leave with at the end of the retreat. This can be curated by assessing present team needs (which means the theme will likely change from retreat to retreat).

Planning 222

Planning Taxes Management Clients 222

Abnormal Returns

DECEMBER 7, 2023

ft.com) VC SimpleClosure, a start-up that helps other start-ups wind down their operations, is doing a booming business. carsongroup.com) Not everything is getting more expensive. (housingwire.com) Companies P&G ($PG) is still writing down the value of Gillette. nytimes.com) Is Austin, TX losing its luster as a startup hub?

Digital Media 231

Digital Media Electronics Financial Advising Startup 231

A Wealth of Common Sense

FEBRUARY 23, 2024

You get lucky. The majority of the uber-wealthy class in this country who didn’t get their money handed down to them created it by starting a business (or becoming an equity owner in a business). And starting a business i. Your family is rich. You take big risks and work really hard.

Numbers 106

Numbers 106

The Reformed Broker

NOVEMBER 5, 2022

Just wanted to start by saying thanks to everyone who made a donation to our Long Island Cares food drive for Thanksgiving. Getting the kids involved is important becaus. The money really goes a long way, we’re going to be making a big difference in the lives of people who need help this holiday season.

Food 278

Food 278

The Big Picture

JANUARY 27, 2023

Whenever I get together with Pete, it’s just two idiot friends BS-ing about whatever. We start at the 15:15 mark). Most podcasts have a Q&A between a guest and the host. I hope you enjoy this hour-long discussion about everything and nothing. (We

253

253

Abnormal Returns

DECEMBER 18, 2023

citywire.com) After some false starts, Apex Fintech, the clearing firm, filed for an IPO. It's time to get up to speed. (standarddeviationspod.com) Thomas Kopelman talks planning for people planning to move outside the U.S. with Jack Thomas. podcasts.apple.com) The biz What is the endgame for Betterment?

Retirement 254

Retirement Accounting Planning Clients 254

Nerd's Eye View

APRIL 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that many small- and mid-sized advisory firms that use "supported independence" platforms for their technology and back-office needs, have the potential to see greater growth in the years ahead given (..)

Financial Planner 205

Financial Planner Recruitment Insurance Financial Advisor 205

Abnormal Returns

JANUARY 10, 2024

theretirementmanifesto.com) As you get older your skills change. slate.com) Financial plans Your financial plan should start with your goals. thomaskopelman.com) If you get paid by 1099 you need to do more work to manage your tax liabilities. (humbledollar.com) Being forced into retirement before you are ready is a big problem.

Investing 216

Investing Investments Financial Planning Retirement 216

Abnormal Returns

FEBRUARY 12, 2024

wsj.com) Alts Things can get very complicated when a PE-backed firm starts offering funds from its owner. (standarddeviationspod.com) The biz Fidelity now oversees some $12.6 trillion in assets. riabiz.com) Does Citigroup ($C) have a path forward in wealth management?

Wealth Management 205

Wealth Management Retirement Communication Investment Planning 205

The Big Picture

JANUARY 24, 2024

They’ve become more popular because you get to keep more of your net after-tax returns. Barry Ritholtz : So, before we get started, full disclosure, my firm, Ritholtz Wealth Management, was one of the first clients to use O’Shaughnessy’s direct indexing product, Canvas. Savvy investors understand this.

Taxes 234

Taxes Portfolio Wealth Management Management 234

Nerd's Eye View

FEBRUARY 27, 2024

What's unique about Dianne, though, is how she has been able to both expand the marketing of her firm, and its profitability, by taking the divorce financial planning work that has been a loss leader service of the business for years, and turning it into a positive revenue diversifier, by getting clear on the value that Dianne's divorce clients really (..)

Financial Advisor 130

Financial Advisor Communication Clients Financial Planning 130

Abnormal Returns

APRIL 13, 2024

nytimes.com) New York City's airports are getting big upgrades. axios.com) How to get rid of anger. ryanholiday.net) It's never too late to start strength training. nytimes.com) Teens who start vaping find it tough to quit. (theatlantic.com) Grizzly bears don't love dogs. msn.com) The airport lounge battle is heating up.

Media 208

Media Financial Advising Food Education 208

The Big Picture

MAY 18, 2023

The tagline is “ Want to create content, but not sure how to get started? Still, if you are interested in blogging, podcasting, or YouTubing as a way to enhance your brand and reputation, it’s a good place to start.

Wealth Management 150

Wealth Management Management Investing Investments 150