Indigo Marketing Agency

JUNE 21, 2023

Can you believe we’re halfway through 2023? Looking back to the beginning of the year, the financial headlines spelled a near-certain disaster. Between persistent inflation, rising interest rates, bank failures, and a looming recession, financial advisors across the country have had their hands full with uncertainty and fear.

Financial Advisor 52

Financial Advisor Clients Education Communication 52

Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. Your clients can mitigate interest rate risk simply by holding them to maturity.

Retirement 98

Retirement Clients Certification Taxes 98

Nationwide Financial

MARCH 7, 2023

Key Takeaways You and your clients are probably feeling the pressure of inflation and the anxiety of a potential recession—and now can be a good time to discuss financial security. Helping a client develop a plan and follow through on their goals is a strategy to get them to a place where they feel financially secure.

Clients 52

Clients Retirement Planning Retirement Financial Planning 52

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Throughout your career as a financial advisor, many opportunities may arise for you to take on special needs clients.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

eMoney Advisor

NOVEMBER 22, 2022

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? This means engaging in the same soul-searching and sharing you expect—and want–of your clients.

Financial Planner 59

Financial Planner Financial Advice Clients Financial Planning 59

Nationwide Financial

OCTOBER 12, 2022

In this article, we’ll explore what constitutes a bear market (as well as its counterpoint, the bull market), review the history of bear markets, and discuss how you can help your clients navigate a bear market, so they make informed financial decisions. How long do bear markets last? What causes a bear market?

Investing 105

Investing Investments Risk Tolerance Marketing 105

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

Compliance 100

Compliance Accounting Taxes Banking 100

Nationwide Financial

OCTOBER 27, 2022

The political divide in America is growing, and your clients’ fears about the economy during an election may affect how they view election results. Talking through these strategies during uncertain times, such as the midterm election, can help them navigate the challenges posed by markets, economics, and current events.

Clients 52

Clients Retirement Planning Retirement Taxes 52

Indigo Marketing Agency

NOVEMBER 17, 2021

If you’re a financial advisor, you’ve likely had these questions go through your mind at some point in your career, “How do I position myself as an expert in the field?” and “How do I stay top-of-mind so I’m the first call when someone realizes they need a financial professional?” Our Client Stories.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Retirement 52

Inside Information

AUGUST 30, 2023

But in reality, asking yourself this question every so often creates a path to identifying the core of what you do professionally, on behalf of your clients, and on behalf of the world. How many ‘normal’ people can you say that about? In many cases, they also have a gift that they want to share.

Financial Planner 40

Financial Planner Financial Planning Clients Ethics 40

Nationwide Financial

JULY 15, 2022

Many people experienced anxiety and depression as they had to deal with not only the potential threat to their lives, but also lockdowns, the resulting social isolation and all the other direct and indirect consequences of a global pandemic. Recognizing the scope of the problem. Young adults.

Planning 52

Planning Numbers Clients Management 52

FMG

APRIL 6, 2023

There are numerous things to consider when trying to create a financial company logo. What Makes a Good Financial Advisory Logo? Logos for financial services tend to be more challenging than your average company. Logos for financial services tend to be more challenging than your average company.

Wealth Advisor 52

Wealth Advisor Management Financial Advisor Clients 52

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

Compliance 52

Compliance Accounting Taxes Banking 52

MazumaBusinessAccounting

OCTOBER 22, 2021

It was the opportunity to provide an amazing experience that empowers people, helps them overcome fears, provides joy, that really attracted me to using it as a springboard to whatever I really got into in life.” ” Tyson knew that future success depended on his ability to relate to his clients and staff.

Accounting 98

Accounting Clients Investing Investments 98

The Big Picture

MAY 30, 2023

He is the founder of Operation HOPE and one of the leading voices for financial literacy. In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. I had an a-ha about how the world really works.

Banking 143

Banking Economics Economy Business Planning 143

Clever Girl Finance

AUGUST 10, 2023

How can I get into the medical field without being a doctor? Your tasks may involve taking vital signs, drawing blood, performing EKGs, helping with procedures, and also maintaining patients’ comfort and safety. Choosing to work in healthcare is a truly noble way to spend your working years. Ok, let’s get into it!

Medical 72

Medical Healthcare Certification Education 72

Gen Y Planning

DECEMBER 31, 2022

And, it can even help your wallet. How would you normally prioritize these tasks? You likely know what it is, and want it, but don’t know how to get it. The start of the new year is a great time to review what’s important to you. And, find time to do what you enjoy doing more! This Doesn’t Sound Like Something I Can Do”.

Financial Planning 52

Financial Planning Planning Management Communication 52

Zoe Financial

JUNE 6, 2023

However, the cost of pursuing higher education has skyrocketed in recent years, making the financial component of this dream overwhelming. No matter how far out or close in the timeline this is for you , working on a well-crafted plan that will shape the path to financing higher education is crucial. Did You Know?

Education 52

Education Taxes Financial Advisor Planning 52

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. We do that through online events.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

NOVEMBER 14, 2018

Bubbles and Crises: Twenty Years of Lessons Learned ajackson Wed, 11/14/2018 - 10:25 Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. And it’s important to remember that there was a real foundation for the growth of the sector at the time.

Clients 52

Clients Investing Investments Assets 52

Brown Advisory

NOVEMBER 14, 2018

Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. I didn’t feel “fortunate” to be there for the collapse at the time, but it gave me an extremely valuable perspective on downturns that has helped me immeasurably ever since.

Clients 52

Clients Investing Investments Assets 52

Brown Advisory

MARCH 15, 2019

In this article, our industrials analysts look at some of the reasons for the sector’s recent swings, and how they approach investing in a space where valuations and sentiment can shift rapidly. The resulting relief and optimism about industrial activity helped to buoy stock prices through February. Fri, 03/15/2019 - 09:06.

Valuation 52

Valuation Clients Sales Investing 52

Brown Advisory

MARCH 13, 2018

in the space of just nine trading days, sending shivers through the ranks of professional traders and main-street investors alike. Through January 2018, stocks had risen for 10 straight months, the longest consecutive monthly string since an 11-month streak in 1959. The word “corrections” conjures up all sorts of different images.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

in the space of just nine trading days, sending shivers through the ranks of professional traders and main-street investors alike. Through January 2018, stocks had risen for 10 straight months, the longest consecutive monthly string since an 11-month streak in 1959. Tue, 03/13/2018 - 12:38. From an all-time high on Jan. 2, the U.S.

Investing 52

Investing Investments Economy Assets 52