eMoney Advisor

MAY 2, 2023

As a financial professional, you have probably noted how different clients react to the presentation of their financial plans. Or perhaps they like it when you show them charts and graphics while others like to have a physical interaction with the information you are presenting.

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Financial Planning Clients Planning Consulting 103

Abnormal Returns

FEBRUARY 9, 2023

Strategy How a big, successful trade can distort your thinking for years to come. youngmoney.co) Meb Faber on why more people don't invest in managed futures funds. rcmalternatives.com) Companies Activist investors are lining up against Salesforce ($CRM). wsj.com) Just how big is Apple's ($AAPL) services business?

Financial Advising 212

Financial Advising Startup Communication Economy 212

Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

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Alpha Architect

MARCH 13, 2023

Artificial Intelligence: the Past, the Present and the Future was originally published at Alpha Architect. This article examines the state of Artificial Intelligence (AI). We examine its history with an eye toward what it may mean for the world in years to come. Please read the Alpha Architect disclosures at your convenience.

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eMoney Advisor

JANUARY 10, 2023

When financial professionals know how to effectively present a financial plan, they can better engage clients in the planning process and earn clients for life. Presenting a financial plan, however, isn’t as simple as running through the numbers. Financial Plan Presentations Are an Opportunity for Better Relationships.

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Financial Planning Planning Financial Planner Communication 76

Don Connelly & Associates

AUGUST 22, 2022

Any chance you have to make a presentation is a golden opportunity to engage with people and demonstrate your worth. Financial advisors who can deliver exceptional presentations can differentiate themselves while connecting with potential clients in a memorable way. Here are five critical elements of a successful presentation.

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Financial Advisor Clients 52

Advisor Perspectives

JULY 12, 2023

I’m always stunned by how very smart people can struggle with ways to communicate clearly and effectively so the audience knows what’s being shared.

Communication 96

Communication 96

Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

Wealth Advisor 40

Wealth Advisor CFP Financial Planning Planning 40

Don Connelly & Associates

NOVEMBER 28, 2022

The post Presenting the Strategy Paper to Turn Prospects into Clients appeared first on Don Connelly & Associates. In relation to the latter, I found the best time to do that was after I had proceeded through the strategy paper up to the point of discussing the shortfall with them. More on that later.

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Clients Numbers Sales Insurance 52

Advisor Perspectives

MARCH 13, 2024

Using time in all the best ways possible should be a lifelong goal and something you want to encourage your clients to think about too.

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Clients 52

Alpha Architect

MARCH 20, 2023

Comparing past and present inflation rates can be tricky was originally published at Alpha Architect. The run-up in inflation we are currently experiencing is difficult to contextualize because it is inconsistent with past practices, weights on expenditures have changed, and the treatment of housing costs.

Investing 52

Investing Investments 52

Tobias Financial

OCTOBER 17, 2023

We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17 th.

Financial Services 52

Financial Services Wealth Advisor CFP Clients 52

Advisor Perspectives

APRIL 21, 2024

Some experts think that efforts to expand blockchain technology are being forced upon end users and investors.

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Wealth Management

DECEMBER 5, 2023

As usual, the challenge is communication.

Insurance 102

Insurance Planning Communication 102

NAIFA Advisor Today

MARCH 15, 2024

NAIFA members, mark your calendars for April 11th at 12 pm Eastern for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

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Strategic Planning Planning 52

Wealth Management

JANUARY 24, 2024

Creating competition while managing expectations and risks.

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Management 106

Wealth Management

MAY 4, 2023

As office real estate continues to navigate headwinds, investors are realizing that certain assets and markets within the sector can offer stability in volatile times.

Assets 102

Assets Marketing Marketing Investing 102

Wealth Management

JULY 13, 2023

While the loan assumption process is not for the faint of heart, the effort and cost it takes to complete can quite possibly result in underlying financing that is far more favorable than where debt markets have gone today.

Marketing 98

Marketing Marketing 98

Wealth Management

NOVEMBER 3, 2022

During IMPACT, Schwab outlined a far more detailed timeline for advisors to make the transition from TD Ameritrade.

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The Big Picture

FEBRUARY 22, 2023

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. Of the 35 slides, 30 were brand new.

Clients 297

Clients Economy Portfolio Marketing 297

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places.

Accounting 52

Accounting Taxes Assets Valuation 52

Wealth Management

JUNE 21, 2023

How to give agents value for their cash.

Insurance 117

Insurance Marketing Marketing 117

Wealth Management

OCTOBER 11, 2023

It’s not just the technical, it’s also the technique.

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NAIFA Advisor Today

DECEMBER 22, 2023

NAIFA members, set a reminder! The Q1 State of NAIFA 2024 webinar is happening on January 25th at 12 pm Eastern. Don't miss this first update of the year, as it's a key part of our commitment to keeping you well-informed about our developments and future goals.

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Advisor Perspectives

MARCH 1, 2024

The only thing that matters to Alphabet Inc. investors is whether it can get artificial intelligence right.

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Indigo Marketing Agency

FEBRUARY 2, 2023

The post Marketing Your Specialty As an Advisor: 3 Takeaways From Our Presentation at Heath Walters’ 2023 Innovation Summit appeared first on Indigo Marketing Agency.

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Marketing Marketing Financial Advisor Clients 81

NAIFA Advisor Today

MAY 25, 2023

Join NAIFA’s partner White Glove at their 2023 Virtual Summit, an exciting event that sets the stage for financial professionals eager to expand their businesses. The summit will take place on Wednesday, June 7th, 2023, from 1 pm - 6 pm eastern, offering a range of insightful discussions and learning opportunities.

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Advisor Perspectives

SEPTEMBER 26, 2023

We started RBA in 2009 primarily because we thought the US stock market was entering one of the biggest bull markets of our careers. However, most investors did not agree with our bullishness. Now, risk aversion seems a thing of the past.

Marketing 45

Marketing Marketing 45

The Big Picture

OCTOBER 26, 2023

Earlier this year, I gave my first presentation since the pandemic began. I got lots of good feedback about the presentation, but my favorite note from someone in the room was: “ Thanks for identifying these issues, but how do I navigate them ? ” Great question.

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Taxes Investing Investments 140

Wealth Management

NOVEMBER 23, 2022

His acceptance speech highlighted importance of multi-disciplinary collaboration and diversity.

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Wealth Management

OCTOBER 31, 2022

Smaller accounts that may slip under the radar of endowment/foundation consultants often can be sizable for independent advisors.

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Consulting Accounting 52

NAIFA Advisor Today

AUGUST 19, 2022

On August 24, join LIBRA Senior VP of Business Development Jon Jacobs for a 15-minute industry update. Jacobs will discuss: Major trends in insurance and financial services. The relationship between the insurance and wealth management industries. The potential impact of brokerage mergers and acquisitions.

Wealth Management 52

Wealth Management Insurance Financial Services Management 52

The Reformed Broker

DECEMBER 8, 2022

This is a presentation for wealth management and asset management professionals, you can reg. Each Christmas season I do a webinar with my friends at YCharts where we take a look back at the most important charts of the year and discuss which of these trends will remain important going forward.

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Wealth Management Assets Management 338

The Big Picture

AUGUST 25, 2023

The first post-pandemic presentation I pulled together for my pal Joe Fitzgerald (we worked together in the late 2000s) was a new deck titled: Biggest Mistakes Made by UHNW Investors. below is my discussion of what the presentation will be like at the MoneyShow in Orlando on October 30.

Wealth Management 246

Wealth Management Economics Assets Management 246

The Big Picture

FEBRUARY 15, 2024

The ever-present question: How much does the FOMC recognize how behind the curve this data is? It was a reaction to data that was either old or very old. It would not surprise me to see that as people figure this out, we claw back that sell-off over the next few days or weeks.

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A Wealth of Common Sense

APRIL 21, 2024

The idea was to figure out how well the stock market tracks the present value of future cash flows in the short-term. In the early-1980s, Robert Shiller set out to answer the question: Do stock prices move too much to be justified by subsequent changes in dividends? Shiller concluded that, no, stock prices do not neatly track fundamentals.

Marketing 107

Marketing Marketing 107

The Big Picture

JANUARY 26, 2023

I am genuinely excited about a new presentation I have been working on since the holidays: How to Avoid Financial Disasters. The presentation delves into why you make bad decisions around money, and what you can do to improve your decision-making process. Entrusting their capital to someone else who loses it for them; 3.

Accounting 282

Accounting Portfolio Investing Investments 282