Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

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Harness Wealth

AUGUST 3, 2023

Transitioning From Employee to Entrepreneur Establishing Your New Business Marketing Your Firm: How to Find New Clients Technology and Tools: How to Run a Modern Practice Harness Tax: A Trusted Partner for Your Journey Opportunity Awaits: Why Should You Go Solo? The tax industry is changing. Let’s dive into the details.

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Harness Wealth

OCTOBER 5, 2023

From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.

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Good Financial Cents

OCTOBER 17, 2022

To sweeten the deal, Robinhood didn’t require account minimums, so even investors with limited capital could start investing. Gone were the restrictions of many investing platforms with account minimums and hefty trading commissions. Young people could trade stocks and cryptocurrency from their phones with little money upfront. Charles Schwab.

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Tucker Advisors

APRIL 4, 2023

By Sam Deleo Tucker Advisors Senior Content Specialist/Editor Follow Follow Follow Follow Follow Follow We are about to experience a major transformation of our labor force in the United States. Why are older adults working longer? Is it the change we want? This incentivized people to work longer and, in fact, the U.S.

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Sara Grillo

APRIL 25, 2022

If I were a financial advisor wanting to grow my business, I would do it weird as hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth. Niched down like hell.

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Clever Girl Finance

JULY 29, 2023

Factor in transportation costs Expert tip: Choose your niche first, and then scale slowly How profitable is a cleaning business? If you want to start a cleaning business, by creating an executable strategy, it won’t be too long before you’re on your way to becoming a successful entrepreneur. Table of contents 1. Pick your niche 3.

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Indigo Marketing Agency

AUGUST 11, 2020

Webinar marketing for financial advisors is the key to unlocking high conversion rates. Way back when I was working at one large marketing firm serving advisors, I ran a statistical analysis to see which efforts correlated most with new sales revenue. Get more free traffic through advisors searching for marketing help on Google.

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The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. NORTON: That’s right.

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The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. Tom joined Vanguard back in 1988. My special guest this week is Tom Rampulla.

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Harness Wealth

OCTOBER 11, 2023

In this guide from Harness Tax , we’ll explore why cybersecurity is increasingly important in the accounting industry, delve into the types of cybersecurity risks, and offer a set of best practices for risk management. Cybersecurity has become a pressing concern for businesses across all industries, including accounting firms.

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The Big Picture

JANUARY 30, 2024

I think they’re the largest independent digital advisor that’s out there. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They’re now over $40 billion. They’re now over $40 billion. What was the career plan?

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Good Financial Cents

SEPTEMBER 2, 2022

Share insights in a community and access a wealth of educational content. Most experts suggest having three to six months of expenses in emergency savings where it is easily accessible. Most people are well aware that investing is the key to building long-term wealth, yet that doesn’t mean that getting started is easy.

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Good Financial Cents

SEPTEMBER 29, 2022

By covering 10, we’re providing an opportunity to mix several strategies to provide the right combination of liquidity, safety, income and long-term growth. As a long-term investor, you’ll need to be focused on all four criteria to be successful. More detailed descriptions of each strategy will follow.

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Good Financial Cents

AUGUST 10, 2023

Paid Time Off for Hourly Employees Earning $35 per Hour How Much Is $35 An Hour After Taxes? Paid Time Off for Hourly Employees Earning $35 per Hour How Much Is $35 An Hour After Taxes? Expert Tip: Remember, this is your gross income, not net income. Sounds amazing, doesn’t it? as of July. This figure is up from $32.18

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The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is not an official transcript. 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News. David Snyderman.

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Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. Is selling annuities to them the answer?

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WiserAdvisor

FEBRUARY 19, 2024

A financial advisor can help you identify common retirement planning blind spots. A financial advisor can help you identify common retirement planning blind spots. As a couple aged 65 in 2023, you may need approximately $315,000 saved (after tax) to cover your healthcare expenses. Health insurance is a viable option.

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Retirement Retirement Planning Healthcare Estate Planning 66

Sara Grillo

MAY 23, 2022

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.” I am an irreverent and fun marketing consultant for financial advisors. What’s up with these “advice-only financial planners?”

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Clever Girl Finance

AUGUST 2, 2023

Table of contents Top 30 best passive income ideas Expert tip: Give yourself time to build passive income Taxes and passive income How can I make $1,000 a month in passive income? The first is the traditional way: getting out of bed in the morning and going to work at a full-time job. How to passively make $2,000 a month?

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Accounting Advertising Taxes License 62

Good Financial Cents

APRIL 10, 2023

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? There are several memories from my own childhood that made me think I knew how to tell if someone was rich, yet one in particular still sticks in my mind. I could only imagine how rich his family was.

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The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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. Great to be here with you. RITHOLTZ: God.

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The Big Picture

AUGUST 29, 2022

Transcript: The transcript from this week’s, MiB: Eric Balchunas on the Vanguard Effect , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. Time to start.”

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Good Financial Cents

FEBRUARY 17, 2023

The apps are free to join, and you can purchase everything from individual stocks and mutual funds to ETFs and REITs. That’s because M1 Finance is a robo-advisor that lets you choose your own investments. Account Minimum $100 * Build custom portfolios (or) * Choose expert portfolios * Stocks, ETFs, REITs Open an account 2.

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The Big Picture

MARCH 26, 2024

She, she’s so insightful and so knowledgeable and has such a wonderful perch overseeing, you know, eight and a half trillion dollars of both individual mom and pop investors, advisors. They’re the biggest platform as a custodian for advisors. I have the delightful Liz Ann Sonders on. It was 2015. You were great.

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Good Financial Cents

APRIL 19, 2023

“Making money while you sleep” has a nice ring to it, doesn’t it? After all, one of the goals of financial independence is to build wealth that doesn’t eat up your time, so you can enjoy life and do the things you choose to do. The truth is that building a passive income stream usually isn’t passive at first. This is your nest egg.

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Accounting Investing Investments Media 105

The Big Picture

NOVEMBER 15, 2022

In 1992, when I joined, they gave me the highfalutin title of Managing Director of Corporate Strategy. So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below.

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The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.  The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below.

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