Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

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Financial Planning Planning CFP Financial Advisor 98

Park Place Financial

MARCH 16, 2022

FINANCIAL PLANNING 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Given the complex nature of their portfolios, HNWIs require assistance from experienced financial planners who understand their unique situations and needs.

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Financial Planner Estate Planning Certified Financial Planner Retirement Planning 52

Darrow Wealth Management

FEBRUARY 20, 2023

Working for a startup can pay off big financially, but a lot must go right along the way. Depending on your life stage and financial position, you may be looking to increase or reduce the role of equity in your offer in exchange for more cash compensation today. Further, negotiations are inherently a give and take.

Startup 98

Startup Taxes Wealth Management Tax Planning 98

International College of Financial Planning

MARCH 31, 2023

Technology and Innovation in Finance: The rise of fintech startups has disrupted the traditional banking industry, with many new players emerging to offer innovative financial services. AI-powered tools can help financial institutions identify fraud, automate routine tasks, and provide personalized financial advice to customers.

Startup 52

Startup Financial Services Banking Compliance 52

BlueMind

MAY 10, 2022

To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. Category: Client Relations.

Financial Planning 52

Financial Planning Clients Planning Financial Advisor 52

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. To get you started on your search, here are some suggestions that will help you find the right one. To ensure that an advisor who will help you plan your finance, follow these steps. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

JULY 18, 2022

I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” If you are a new advisor or are looking to get into the industry, listen to the story of Jon Luskin. I am a CFA® charterholder and I used to be a financial advisor.

Financial Advisor 52

Financial Advisor Recruitment Insurance Financial Planning 52

FMG

JUNE 22, 2022

Advisors use marketing as a way to grow your business and increase clients. Now as a financial advisor, your marketing might look different compared to someone in the insurance field or the grocery game. We created this blog to help provide you with a foundation for your marketing plan.

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Financial Advisor Planning Marketing Marketing 52

Harness Wealth

AUGUST 3, 2023

Leaving a career at a Big 4 (Deloitte, PwC, Ernst & Young, KPMG) or other prominent accounting firm to start your own CPA firm can be an exciting and rewarding entrepreneurial experience. In recent years, however, through technological innovation, it’s become easier than ever to chart your own path to the top.

Accounting 52

Accounting Taxes Clients Planning 52

The Better Letter

FEBRUARY 23, 2023

I am part of the latest Building the Behavioral Advisor cohort offered by Brian Portnoy, Joy Lere, and the terrific group at Shaping Wealth. It is an intensive, 100-day program to train advisors to guide their clients on timely financial decisions and on timeless considerations of how money fits into a meaningful life.

Portfolio 70

Portfolio Clients Management Portfolio Management 70

Good Financial Cents

SEPTEMBER 7, 2022

Maybe you need to fill up your gas tank so you can get to work, or perhaps you have bills that need to be paid before your next check comes in. Either way, it’s easy to stress over making ends meet when your bank balance is teetering dangerously close to $0. Click your state to get started. Ads by Money.

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Electronics Accounting Food Clients 145

Steve Sanduski

JANUARY 5, 2023

Create a “path to partnership” for your team members who want to be on that track with Lisa Salvi. By contrast, if your team is not asking for this information, that means you’ve either already shared this info with them or you have the wrong team. Download my Financial Advisor Career Path to Partnership roadmap for free here.

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Clients Financial Advisor Investing Investments 52

Yardley Wealth Management

SEPTEMBER 28, 2022

Back to the Investment Basics Part 2: First Save, Then Invest In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Investing is personal. In contrast, your basic savings account is unremarkable.

Investing 52

Investing Investments Accounting Wealth Management 52

Clever Girl Finance

OCTOBER 30, 2023

Well in this article, you’ll learn just how to find your own perfect job so you too can start making money online today! Articles related to working from home Leverage these stay at home job ideas to achieve your goals! Have you always wanted a standing desk but your employer never supported such arrangements?

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Recruitment Engineering Certification Communication 52

Clever Girl Finance

OCTOBER 24, 2022

Teaching your kids financial literacy is essential and can help them succeed later in their life. As part of teaching your kids about budgeting , you should also teach them about investing. But how do you know which stocks to buy your kids? Keep reading to find out how to choose the right stock for your kids!

Accounting 40

Accounting Taxes Investing Investments 40

The Big Picture

MAY 30, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. He is the founder of Operation HOPE and one of the leading voices for financial literacy. He is the founder of Operation HOPE and one of the leading voices for financial literacy.

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Banking Economics Economy Business Planning 140

Clever Girl Finance

JANUARY 26, 2024

In addition to all of the resources available to help you develop your own plan to get out of debt, there are public agencies that can offer assistance, too. What is a risk when using a counseling service? Consumer credit counseling services offer financial education and assistance with debt management as it relates to using credit.

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Debt Management Financial Counseling Budgeting Nonprofit 52

The Big Picture

DECEMBER 28, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. That’s an activity you never ever personally enjoyed at all. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say?

Management 174

Management Investing Investments Clients 174

Good Financial Cents

AUGUST 5, 2023

Depending on your current financial situation, and the intensity of your effort, you can reach millionaire status in anywhere from a few years to two or three decades. Use Your Employer Sponsored Retirement Plan for All it’s Worth 5. Use Your Employer Sponsored Retirement Plan for All it’s Worth 5.

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Retirement Planning Retirement Portfolio Planning 90

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Venture capital investments come with elevated inherent risks but can yield substantial returns if the companies you invest in succeed and experience rapid growth. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Venture capital investments come with elevated inherent risks but can yield substantial returns if the companies you invest in succeed and experience rapid growth. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Indigo Marketing Agency

JUNE 21, 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. But is that still the case going forward?

Financial Advisor 52

Financial Advisor Clients Education Economics 52

Good Financial Cents

APRIL 14, 2023

Personally, I don’t think it matters which statistical bucket you fall in to claim the following: making an extra $1,000 per month would dramatically improve your life. I know this because I’ve personally witnessed how making an extra $100, $500, or $1,000 per month has positively impacted hundreds of families. Ads by Money.

Investing 90

Investing Investments Communication Accounting 90

The Big Picture

AUGUST 8, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. Really a fascinating conversation about everything from misinformation to technology, to banking and financial fragility, I found the discussion to be quite fascinating and I think you will also. So, let’s talk a little bit about your background.

Banking 192

Banking Government Insurance Taxes 192

Good Financial Cents

APRIL 10, 2023

Online Stockbrokers will guide you with their vast knowledge, so you can wisely invest your hard-earned dollars. Don't give it a second thought and click on your state today. Isn’t it funny how childhood experiences shape our views of rich vs. wealthy, as well as who has money compared to who doesn’t? Ads by Money.

Investing 109

Investing Investments Assets Accounting 109

The Better Letter

MARCH 14, 2024

It used to be that you got the game(s) your local CBS affiliate decided to air and had to live with updates if the game you wanted to watch wasn’t on. Subscribe now Share The Better Letter Get more from Bob Seawright in the Substack app Available for iOS and Android Get the app NOTE: Some email services may truncate TBL.

Numbers 81

Numbers Medicine Math Marketing 81

Sara Grillo

MARCH 13, 2023

I wanted to have this talk because a lot of advisors just look at ETFs as well, kinda just there. 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.”

Financial Advisor 59

Financial Advisor Assets Management License 59

International College of Financial Planning

OCTOBER 5, 2021

In this write up we look at the five most important elements of a Financial Advisor and the reasons it is important to have these traits to succeed in the industry. Are you exploring the career option as a Financial Advisor? These traits or elements shall decide your success in the future.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

WiserAdvisor

DECEMBER 11, 2022

The New Year is an excellent time to start planning for your financial needs for the future. It is also an excellent time to plan your tax liabilities and look for ways to minimize them. Additionally, you may need to check if your retirement contributions are on track or not and accordingly make changes. 11,000 or less.

Financial Advisor 52

Financial Advisor Taxes Retirement Planning 52

The Better Letter

MARCH 16, 2023

Looked at another way, if every person who ever lived (around 110 billion of us) had flipped a 100-coin set simultaneously every second since the beginning of the universe (again, about 13.9 Significantly, Guildenstern is less concerned with his losses than in puzzling out what the defiance of the odds says about chance and fate.

Math 92

Math Numbers Medicine Compliance 92

FMG

JULY 19, 2023

Harnessing the Power of Facebook Marketing for Financial Advisors Social media has become a powerhouse for those looking to market to their audience, connect with clients, and increase overall engagement with their customers. Social media continues to grow as one of the most valuable lead-generation platforms for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Inside Information

SEPTEMBER 26, 2022

I think we all know about the long, slow transition from sales, to service, to expertise and advice, and how the early promoters of the trend were rewarded with a first-mover advantage. As a result, more and better software has tended to drive the human professionals to seek higher ground in terms of service and advice.

Clients 40

Clients Sales Management Taxes 40

The Better Letter

DECEMBER 8, 2022

Some email services will likely truncate it for that reason. If it is clipped, you can also click on “View entire message” and you’ll be able to view the entire post in your email app. Gas lighting is thus an inexorable part of my personal history. NOTE: This edition of TBL is another long one.

Management 95

Management Investing Investments Assets 95

The Big Picture

APRIL 25, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. We retained your firm. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Compliance 150

Compliance Wealth Management Clients Management 150

Brown Advisory

MAY 16, 2016

This year, for the first time, the meeting was webcast, so in-person attendance declined a bit from the record 45,000 at the 50th anniversary meeting in 2015. However, Buffett, Munger and Berkshire Hathaway delivered a great in-person experience as usual for the 35,000 in attendance. These are my notes rather than a transcript.

Insurance 52

Insurance Investing Investments Banking 52

FMG

NOVEMBER 8, 2022

Let’s keep it going with a “Trending This Tuesday” with reads on how to keep your social media marketing strategy on track, how to be a video start and whole lot more! . How to Keep Your Social Media Marketing Strategy on Track [Infographic] via Social Media Today. Be A Video Star via Financial Advisor Magazine.

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Media Financial Advisor Financial Services Education 52