James Hendries

NOVEMBER 3, 2022

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates. All index data from FactSet.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

James Hendries

AUGUST 15, 2022

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates. All index data from FactSet.

Clients 52

Clients Marketing Marketing Valuation 52

Inside Information

MARCH 29, 2023

I wrote the very first tech survey when Barry Vinocur, then editor of Investment Advisor magazine, discovered that I was keeping a running spreadsheet of the various tech solutions in the 1990s—because so many people were asking me about this or that program. Real advisors didn’t need that fancy stuff.

Medicine 40

Medicine Financial Planner Financial Planning License 40

WiserAdvisor

MAY 31, 2022

The objective is to thoroughly understand the background of the broker or investment advisor from whom you intend to buy a product or engage in a business. From opening bank accounts, applying for loans, filing licenses, opening investment accounts to buying a home – everything is now online. of the salesperson.

Investing 52

Investing Investments License Accounting 52

ClearMoney

DECEMBER 5, 2021

The UK Financial Conduct Authority cited a number of concerns as it prohibited the sale of “cryptoasset” investment products to retail investors last year. Prohibiting the sale to retail clients of investment products that reference cryptoassets,” Financial Conduct Authority, June 10, 2020. Dimensional Japan Ltd.,

Commission 52

Commission Retail Distribution Sales 52

Trade Brains

DECEMBER 20, 2022

Crore will be an offer for sale. The company requires statutory and regulatory permits, licenses, and approvals for its operations from time to time. Book Running Lead Managers: IIFL Securities Limited, Motilal Oswal Investment Advisors Limited, and YES Securities (India) Limited. Offer for Sale (OFS) ₹327.94

Management 52

Management Retail Banking Clients 52

ClearMoney

MARCH 1, 2022

It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Commission 52

Commission Distribution Asset Allocation Investing 52

ClearMoney

DECEMBER 13, 2021

It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Marketing 52

Marketing Marketing Commission Distribution 52

James Hendries

JULY 26, 2022

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and does not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Manufacturing Insurance 52

ClearMoney

FEBRUARY 22, 2022

It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

ClearMoney

NOVEMBER 4, 2021

Conversely, sales can be delayed for securities exhibiting upward momentum. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. This material is not a sales communication.

Asset Allocation 52

Asset Allocation Commission Portfolio Distribution 52

Ballast Advisors

JUNE 30, 2023

3 The long list of occupations that are most exposed to advances in AI includes many types of knowledge workers, such as postsecondary teachers, analysts, lawyers, mathematicians, accountants, human resources specialists, sales representatives, journalists, and other communications professionals.

Communication 40

Communication Economics Taxes License 40

ClearMoney

SEPTEMBER 24, 2021

It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Investing 52

Investing Investments Commission Financial Advisor 52

ClearMoney

DECEMBER 14, 2021

It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Japan Ltd.,

Investing 52

Investing Investments Commission Distribution 52

Sara Grillo

DECEMBER 12, 2022

I don’t care what that sales rep is making. With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. Charles King is a financial advisor licensed in 55 states and territories.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Midstream Marketing

FEBRUARY 13, 2021

Once it feels like you’ve gotten enough activity to your sales funnel and you’ve found all the potential clients you can, move onto another and start the process again. At its core, Paladin Registry is a solution built to match up clients with pre-screened fiduciaries – in other words, financial advisor firms like yours.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

ClearMoney

JANUARY 4, 2022

It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Marketing 52

Marketing Marketing Commission Government 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

Insurance 59

Insurance Retirement Financial Advisor License 59

James Hendries

AUGUST 23, 2022

Existing home sales fell 5.9% Existing home sales plummet but inventory stays low. Existing home sales fell 5.9% Although the rate of sales is slowing dramatically, the market is still short on supply of homes. At the current sales rate, it would take roughly three months to clear inventory [Figure 2].

Marketing 98

Marketing Marketing Sales Economy 98

Clever Girl Finance

DECEMBER 21, 2022

There are also mutual funds, exchange-traded funds, and index funds that you can continually invest in, in order to get a large profit later. You can begin with any of these using Robo-advisors or an investment advisor. After that, you get to sit back and make sales! License some music. Sell stock photos.

Advertising 110

Advertising Accounting Investing Investments 110

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Retail Sales Data Supports Initial Holiday Shopping Trends. over the last 20 years, pre-2020.

Retail 52

Retail Marketing Marketing Sales 52

Clever Girl Finance

AUGUST 2, 2023

Once it’s set up, you’ll earn ongoing income from any affiliate sales your content generates. Once your app is available for sale, there’s little ongoing work besides making any necessary updates. After that, you get to sit back and make sales! License some music Are you musically talented?

Accounting 62

Accounting Advertising Taxes License 62

ClearMoney

FEBRUARY 21, 2022

It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Japan Ltd.,

Commission 52

Commission Portfolio Government Distribution 52

James Hendries

JUNE 26, 2023

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

SEPTEMBER 13, 2022

Home Sales Fall (Again). Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and does not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JULY 3, 2023

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

JUNE 20, 2023

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Asset Allocation 52

James Hendries

MARCH 13, 2023

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Assets 52

Assets Marketing Marketing Asset Allocation 52

James Hendries

MARCH 6, 2023

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

OCTOBER 11, 2022

In addition, a major structural re-organization is in the planning stages that will involve sales of assets and spinning off parts of the international business. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

JANUARY 20, 2023

LPL Research’s quantitative research team created a revisions composite factor, which combines four estimate revisions metrics (current and following fiscal year EPS and sales estimate revisions over last three months) into one standardized score. Indexes are unmanaged statistical composites and cannot be invested into directly.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

SEPTEMBER 7, 2022

Home Sales Fall (Again). Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and does not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

OCTOBER 25, 2022

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economics Economy 52

James Hendries

JANUARY 31, 2023

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

NOVEMBER 15, 2022

comparatively faster sales or earnings growth) than peers. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. large cap S&P 500 Index.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

NOVEMBER 22, 2022

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

JANUARY 13, 2023

Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52