Random Roger's Retirement Planning

JULY 21, 2025

From yesterday's training, about a third of the department plus three recruits. Volunteering anywhere checks a lot of boxes in terms of interaction, engagement, being mentally challenged and maybe even physically challenged. Obviously I am going to make a plug for volunteer firefighting. I'm by the cab wearing a white helmet.

Recruitment

Nerd's Eye View

JUNE 30, 2023

Also in industry news this week: Concerned about the (insufficient) frequency of its examinations of RIAs, an SEC committee has recommended that the regulator allow third parties to conduct these examinations and to request Congressional authorization to charge investment advisers under its purview a ‘user fee’ that would provide steady (..)

Financial Planner

Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.

Financial Planner

NAIFA Advisor Today

OCTOBER 6, 2023

He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC.

Financial Services

James Hendries

JUNE 18, 2023

Richer matching contributions can help employers gain a competitive edge Employer-sponsored retirement plans, such as 401(k) or 403(b) plans, have become an essential part of the benefits package offered by companies to attract and retain employees.

Recruitment

Robert B. Ritter Jr.

MARCH 28, 2022

The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals. This executive benefit will be difficult to justify if interest rates increase considerably.

Recruitment

Harness Wealth

AUGUST 31, 2023

These can include: Health Insurance Retirement Plans Paid Time Off Workers’ Compensation Insurance Training and Development Programs Before making your first hire, consult an employment attorney to understand the legal obligations and potential liabilities.

Taxes

The Big Picture

FEBRUARY 21, 2023

And a few years ago, we said whether you’re investing directly, whether your investing through an advisor, whether you’re investing through retirement plan, the platforms that we deal with, our service infrastructure, our investment infrastructure, cloud native. So we’ve rebuilt.

Clients

Diamond Consultants

MAY 17, 2022

That is, monetizing the business in the short-term by moving to another traditional firm and taking advantage of a significant recruiting deal—and monetizing again when they retire via the new firm’s sunset program.

Retirement

Inside Information

DECEMBER 26, 2023

They will create more attractive cultures in order to win recruiting battles, and (separate trait) do what is necessary to keep their talent. The decisive owners will restructure their compensation packages to incentivize their firms’ best marketers and pay them based on the clients they personally service.

Wealth Management

Good Financial Cents

APRIL 19, 2023

Invest In the Stock Market, Passively Effort Level: 1 Upfront time commitment: Upfront money commitment: Passive income probability: Investing in public stocks and bonds is the main way people build long-term wealth and passive income through their retirement plans or brokerage accounts.

Accounting

Random Roger's Retirement Planning

DECEMBER 14, 2022

Mr. Backhoe recruited both of us into the fire department in 2002. Somehow, I made it into Prescott, into the parking lot of what I think was an O'Reilly's and it stalled out halfway into the parking spot due to the dip in the lot, four feet short of where I wanted to park. Joellyn and I had a pretty good laugh over that.

Engineering

The Big Picture

JULY 29, 2024

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. So my hypothesis about why that donut exists is the big recruiting classes of the wirehouses diminished over that time period. 00:47:38 [Speaker Changed] You know, it’s really interesting.

Clients