Advisor Perspectives

JANUARY 3, 2023

In preparation for the new year, let’s look at the importance of celebrating what’s been done and learning from mistakes made.

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The Big Picture

AUGUST 26, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries.

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Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

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The Big Picture

AUGUST 31, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries. The post 10 Thursday AM Reads appeared first on The Big Picture.

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Economics Valuation Strategic Planning Consulting 246

The Big Picture

SEPTEMBER 4, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries. Is America’s minimum wage becoming irrelevant?

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Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

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Taxes Financial Advisor Planning Retirement Planning 206

NAIFA Advisor Today

JULY 28, 2022

NAIFA CEO Kevin Mayeux, CAE , who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.

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The Big Picture

SEPTEMBER 1, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries. A default cycle has started, and markets are not paying attention.

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The Big Picture

SEPTEMBER 6, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries. The post 10 Wednesday AM Reads appeared first on The Big Picture.

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Economy Strategic Planning Retirement Medicine 130

Million Dollar Round Table (MDRT)

AUGUST 30, 2022

By Matt Pais, MDRT Content Specialist With seven advisors and six support staff in the office, Carrie Rae Mullins recognizes how essential it is to get some space – away from client meetings, operations questions and more – for strategic planning. Read more about MDRT members who leave the office to do their strategic planning.

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Nerd's Eye View

SEPTEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when (..)

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The Big Picture

SEPTEMBER 2, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries.

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Valuation Strategic Planning Economics Startup 173

NAIFA Advisor Today

OCTOBER 21, 2022

He was also a member of the NAIFA 2025 Strategic Planning Committee, which developed the NAIFA 2025 strategic plan with a goal of increasing DEI in the association and industry.

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NAIFA Advisor Today

AUGUST 9, 2022

NAIFA's 2025 Strategic Plan includes both a focus on DEI initiatives , as well as an emphasis to support programs that develop the next generation of financial security professionals. Gandy and Johnson were able to meet at the event and connect with several additional NAIFA members.

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Tobias Financial

AUGUST 9, 2023

Without sufficient knowledge and diversification, investing can resemble gambling rather than a strategic plan. The biggest advantage of having a financial advisor is having someone to guide you and help you avoid costly investing mistakes.

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Nerd's Eye View

NOVEMBER 17, 2022

And by identifying how to break up their process into smaller, more manageable steps and keeping the potential failure of each particular step in perspective, advisors can more easily see their plan through.

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Integrity Financial Planning

SEPTEMBER 8, 2023

1] Game #3 – Monopoly Monopoly, a classic board game, encourages strategic planning, negotiation, and financial management. It tests players’ decision-making skills, as they must manage resources, plan ahead, and negotiate with their opponents.

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MarketWatch

JUNE 23, 2023

The board unanimously decided to end the sale process and “instead focus on all potential opportunities to create value, including through the enhanced execution of the company’s strategic plan under refreshed leadership,” the company said. Shares of Mercury ended the regular trading day down 4.2%.

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SEI

AUGUST 23, 2022

Strategic planning. Tue, 08/23/2022 - 08:49. Internal Account Executive. IT Professionals (ITS). IT professionals (US). Business Development. Process improvement. acarr@seic.com.

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Nerd's Eye View

MARCH 28, 2023

We also talk about how, while working in a marketing role at an advisory practice, Erica began to track data on their individual advisors’ marketing efforts because she realized that she didn’t have the data to support her suggestions for the firm’s strategic planning and decided to start measuring how the firm was performing at each (..)

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SEI

AUGUST 16, 2022

Marketing Specialist, Strategic Sponsorships. Strategic planning. Emily Knechel is a Marketing Specialist concentrating on strategic sponsorships for SEI Sphere. Emily Knechel SEI Sphere. IT Professionals (ITS). IT professionals (US). Sponsorship and event management. Relationship building. eknechel@seic.com.

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Brown Advisory

SEPTEMBER 25, 2023

Click Here to Download the Six Considerations MORE ON THIS TOPIC Good financial planning happens at every stage of life and we believe a family mission statement – and a strategic plan to implement that mission – allows a family to filter out the “background noise” of day-to-day challenges and focus on long-term goals and objectives.

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Taxes Clients Strategic Planning Financial Planning 52

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Some of these firms are growing organically, many more are only growing at the rate of market returns.

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Investment Advisor Valuation Strategic Planning Assets 52

Steve Sanduski

AUGUST 2, 2023

The differences between wealth management and financial planning. Crafting a strategic plan that balances clear business goals with an inspiring vision of the future. How Heritage’s motto, “Every detail matters,” informs its client experience.

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MarketWatch

APRIL 10, 2023

Visa Chief Executive Ryan McInerney said in a statement that Murphy’s “extensive operational experience in technology, cybersecurity, international business operations and strategic planning will be invaluable to Visa as we accelerate our strategy to facilitate global commerce and money movement.” Visa shares rose less than 0.1%

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SEI

AUGUST 16, 2022

Strategic planning. Kevin is a Financial Services Sales Executive with a proven track record of establishing and cultivating strategic partnerships in the investment, insurance, trust, legal, and accounting communities. Director of Sales. Kevin Kline SEI Sphere. IT Professionals (ITS). IT professionals (US). kkline@seic.com.

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MarketWatch

MARCH 16, 2023

While Citi is mindful of the more uncertain operating environment and current volatility, the bank’s overall strategic plan is intact, including its divestiture strategy, growth priorities, and cost reduction plans,” Usdin said. Citi stock is up 0.2% in premarket trades.

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MarketWatch

MARCH 22, 2023

“The Shoe Carnival team successfully delivered operating income margins and overall profitability more than double those generated just three years ago, consistent with our strategic plans and 2022 guidance,” CEO Mark Worden said in a statement. Inventory was higher at $390.4 million at year-end, up $130.9 million versus 2019.

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MarketWatch

APRIL 17, 2023

Blackbox will continue operations in the fintech sector as a subsidiary of the parent company and will continue executing its strategic plan in its ongoing mission to provide its users with the best trading information possible,” said Blackbox Chief Executive Officer Gust Kepler.

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Brown Advisory

FEBRUARY 23, 2022

Planning for Your Liquidity Event and Beyond. On May 6, our panel of experts focused on investment, tax and strategic planning advice to help you prepare for this moment and beyond. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs. Thursday, May 6, 2021.

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Portfolio Management Portfolio Strategic Planning Taxes 52

Brown Advisory

FEBRUARY 23, 2022

Speakers: Brad Dunn, Portfolio Manager; Brian Copeland, CPA, Tax Manager, Realize Moderator: Meredith Shuey Etherington, Portfolio Manager MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.

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Portfolio Management Portfolio Strategic Planning Taxes 52

MarketWatch

JUNE 28, 2023

Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

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James Hendries

JULY 1, 2023

You will need to take an inventory of your current assets and expenses and develop a strategic plan to optimize these factors and help your company reach its potential. 1 Pay Down Debt There are two primary types of debt: productive and reductive.

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NAIFA Advisor Today

MARCH 30, 2023

The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.

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Economics Financial Advisor Financial Services Strategic Planning 52

Brown Advisory

JULY 28, 2022

In all cases, we believe that thoughtful and careful estate planning in conjunction a prenuptial agreement is best way to safeguard family assets. The Family Mission Statement and Strategic Plan. For a more comprehensive conversation, don’t hesitate to contact us. . MORE ON THIS TOPIC.

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Planning Estate Planning Assets Strategic Planning 52

Brown Advisory

JUNE 15, 2022

Good financial planning happens at every stage of life and we believe a family mission statement – and a strategic plan to implement that mission – allows a family to filter out the “background noise” of day-to-day challenges and focus on long-term goals and objectives. Click Here to Download the Six Considerations. .

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Taxes Clients Strategic Planning Financial Planning 52

Getting Your Financial Ducks In A Row

APRIL 24, 2023

Too often the tax-reduction concept is relatively short-sighted in most retirement planning models. When taken in the context of a lifetime process, real value can be provided with strategic planning. As each new concept is unveiled, the concept is applied to each of the case studies, with very good explanatory effect.

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