Nerd's Eye View

MAY 10, 2023

But while it’s one thing to know that it’s good to ask questions, it’s another thing to know which questions to ask to make the client feel comfortable enough to open up and discuss the personal topics of money and finance. ”: By starting with a basic question such as, “Why does money matter to you?

Clients 162

Clients Communication 162

International College of Financial Planning

MAY 30, 2023

The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s success and credibility. As a finance student, understanding and practicing ethical behavior is crucial for building a responsible and reputable career.

Ethics 40

Ethics Compliance Education Clients 40

The Big Picture

DECEMBER 7, 2023

Each week, we are going to spend 10 minutes diving into a specific topic that affects you and your money: Acquiring it, spending it, and most of all, investing it. When we launched Masters in Business in 2014, there were no long-form interviews with people in finance discussing their careers and investing philosophies.

Investing 152

Investing Investments Portfolio Management 152

Clever Girl Finance

OCTOBER 29, 2022

Here are a few common behaviors to look out for with toxic people : Aggressive or passive-aggressive behavior. Is there any form of abusive behavior? Do you experience passive-aggressive/aggressive behavior from the other person? Toxic partners can negatively impact your finances. No boundaries. Gaslighting.

Budgeting 89

Budgeting Education License Communication 89

Trade Brains

AUGUST 19, 2022

Trade brains blog is focused to teach stock market investing and personal finance to the DIY (do-it-yourself) Investors. You can read a number of interesting articles regarding stock investing, mutual funds, real estate, income tax, personal finance, etc on this blog. Moneyexcel Personal Finance.

Marketing 59

Marketing Marketing Education Investing 59

Clever Girl Finance

AUGUST 15, 2022

In fact, finances in marriage are one of the leading causes of divorce in America. So that being said, the key ingredient to conquering finances in marriage is communication. In this article, we will discuss how to talk about finances when married. Why handling finances in marriage is so important. Let's dive right in!

Communication 69

Communication Accounting Budgeting Planning 69

Your Richest Life

APRIL 19, 2022

This is a topic that I’m passionate about, because I believe that everyone should have access to the knowledge that will help them create wealth and stability in their lives. Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money by Mary Beth Storjohann – Work Your Wealth isn’t your traditional personal finance book.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

Walkner Condon Financial Advisors

DECEMBER 13, 2022

My desire to reenter the workforce had more to do with my need to get out of the house (especially after COVID), be intellectually challenged, and have a positive impact on the lives and finances of others. But, assuming you have combined family finances, a dollar is a dollar regardless of where it comes from.

Accounting 98

Accounting Financial Advisor CFP Retirement 98

Clever Girl Finance

MARCH 9, 2024

Whether through the use of apps, spreadsheets, or an old-school notebook and pen, tracking your expenses is one of the first steps toward exercising control over finances. Automate your bill payments Automating our finances is one of the most effective strategies for staying organized. No longer is money the taboo topic it used to be.

Budgeting 75

Budgeting Accounting Planning Transportation 75

Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. A little too MMT focused, but very good on most topics.

Investing 52

Investing Investments Asset Allocation Risk Management 52

Nationwide Financial

MAY 9, 2023

This gathering covered a wide range of topics beyond finance and featured prominent voices from global governments, media, entertainment and the business community. Innovative solutions to enhance lifetime financial security This challenge was part of the agenda at the Milken Institute’s 2023 Global Conference in Southern California.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Services 52

Trade Brains

APRIL 3, 2023

Value Investing and Behavioral Finance by Parag Parikh This is one of the best books written by an Indian author that I ever read. The book educates the readers about the much-needed topics that are ignored by most financial websites, books, and media. The Little Book of Value Investing by Christopher H.

Investing 98

Investing Investments Valuation Education 98

Nationwide Financial

JUNE 5, 2023

A recent survey from the Nationwide Retirement Institute® uncovered topics business owners are looking to discuss including economic pressures and business-specific challenges such as access to capital, the tight labor market, employee benefits, and supply chain disruptions. Remind business owners not to neglect their personal finances.

Economics 52

Economics Risk Management Clients Financial Services 52

Indigo Marketing Agency

JANUARY 17, 2022

Daniel Crosby Daniel Crosby is a psychologist and behavioral finance expert who’s passionate about helping financial advisors understand the intersection of mind and markets. A self-dubbed shrink, he’s the go-to person if you want to learn more about behavioral finance and investor psychology.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Clever Girl Finance

OCTOBER 16, 2023

A toxic workplace is not just an uncomfortable place to work – it’s an environment where negative behaviors, attitudes, and practices are not only tolerated but often encouraged or ignored. Hostile behavior and unhealthy competition among colleagues Toxic workplaces often breed a culture of hostility and competition.

Medical 77

Medical Communication Commission Budgeting 77

Carson Wealth

APRIL 6, 2023

Share Your Money Values While school curriculums are increasingly covering general finance topics, the issue of money can be extremely personal. Communicate your expectations and reiterate that for the time being you’re keeping some guardrails up so you can step in over questionable behavior.

Management 52

Management Investing Investments Budgeting 52

eMoney Advisor

JUNE 1, 2023

You can glean a lot of information from a simple questionnaire, especially if it has a few behavioral finance questions, to help personalize conversations right from the start. Utilize a Prospect Questionnaire Consider asking your prospective client to fill out a brief questionnaire before your discovery meeting.

Financial Advisor 75

Financial Advisor Clients Financial Planning Financial Planner 75

Indigo Marketing Agency

JANUARY 24, 2024

In case you haven’t noticed, the finance world is changing fast! He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. You can follow Dave on X (Twitter).

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Clever Girl Finance

APRIL 29, 2024

Table of contents For your finances To build your career For your health To improve your relationships For your personal development Expert tip: Make your goals smaller for success How to set your goals What are some examples of 1 year goals? Also, a social media detox can even be beneficial for your finances. Start a new hobby!

Budgeting 59

Budgeting Retirement Food Planning 59

Indigo Marketing Agency

JANUARY 24, 2024

In case you haven’t noticed, the finance world is changing fast! He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. You can follow Dave on X (Twitter).

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Carson Wealth

JULY 12, 2022

Doctor of Philosophy is a graduate degree awarded in the sciences, branches of economics and social or behavioral areas. This summary considers designations by topic frequently used by financial advisers and omits those used in the property-casualty, insurance operations and underwriting. Someone with a Ph.D.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

The Big Picture

SEPTEMBER 19, 2022

In this case, “ Watch Rapport review ” led to a Rolex Forum on the very topic. Learning about Behavioral Finance/Psychology has been a key aspect of my career. Whenever you confront a deal too good to be true, fire up the Google machine and see where it leads you.

Retail 326

Retail Economy Economics Accounting 326

Indigo Marketing Agency

DECEMBER 19, 2022

He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. The author of seven national bestsellers, he does an excellent job of breaking complex topics down into plain language. You can check out his podcast and books for more info.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

OCTOBER 24, 2022

I knew finance had a close corollary to econ. But I think closet indexing was a big topic when I was in research and there was a lot of work around active share, and the like. And so, we’re trying to find that behavioral discipline. And I know you’re interested in behavioral finance, we are as well.

Portfolio 130

Portfolio Management Assets Investing 130

Clever Girl Finance

DECEMBER 1, 2022

Track your finances. With a good book, you can learn about a topic that fascinates you or escape into a fictional world—however you like to read ! And don’t forget to add free Clever Girl Finance courses to your list too! A behavior isn’t a habit if you only do it once in a while. appeared first on Clever Girl Finance.

Budgeting 59

Budgeting Insurance Planning Investing 59

Carson Wealth

JANUARY 4, 2024

Your 20s are about taking career and money risks while simultaneously building a foundation of positive financial behavior and savings. Build your positive financial behaviors. Check in regularly on your finances and your mind. Taking control of your finances can help you take care of yourself and reduce stress.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. Why is the fiduciary standard important in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Clever Girl Finance

APRIL 19, 2023

Money itself isn't evil ; it is our attitudes and behaviors surrounding money that can be problematic. Personal finance is confusing and complicated One of the biggest myths Clever Girl Finance works to combat is that personal finance is confusing and complicated and should be left to the professionals.

Retirement 79

Retirement Education Medical Investing 79

Envision Wealth Planning

MARCH 31, 2022

Over the course of a half-hour conversation, a new client used the word “anxiety” four or five times when talking about her finances. Feelings of fear, anxiety, and insecurity are common for women around the topic of retirement planning. Most women are actively involved in managing our households’ finances.

Retirement Planning 52

Retirement Planning Education Financial Planning Retirement 52

The Big Picture

SEPTEMBER 7, 2022

One topic that CEOs are very focused on at the moment is ESG, environmental, social and governance, and how they are bringing sustainable practices to the market. MARTIN: Ultimately, if there is questionable behavior, we police that. You see behavior that sometimes it’s just — that looks pretty stupid.

Communication 294

Communication Engineering Marketing Marketing 294

The Big Picture

AUGUST 8, 2022

Yale didn’t even have a programming in finance. This was back in the late ’70s, early ’80s and he was just teaching people all they needed to know about finance, which was just coming up. So, that all — I was totally in the sort of finance bubble, first kind of market microstructure, trading mechanism.

Banking 195

Banking Government Insurance Taxes 195

The Big Picture

JANUARY 24, 2023

They were starting to get topical and they set up a two-person group with a guy named Fred Eckert as vice president and me as the associate. When we’re talking about a structure of a financing and their senior mezzanine and junk, essentially, that’s the payout order in the event of a bankruptcy. RITHOLTZ: Right.

Investing 257

Investing Investments Numbers Banking 257

The Big Picture

MARCH 7, 2023

But in my case, it was very helpful because I had the opportunity to spend over 10 years doing intensive research in the intersection of macro and finance and asset pricing. So there’s a behavioral side. And then I sorted them, and created the deciles and so on, and tracked how the behavior is over time. VASSALOU: Yeah.

Assets 161

Assets Management Portfolio Marketing 161

Brown Advisory

JUNE 12, 2017

An appendix lists the time and topic of each question in the webcast, not all of which are covered in these notes. Buffett explained that Berkshire counts more heavily on its culture and principles of behavior than on a rule book to guide managerial and employee behavior. First, the system led to some bad behavior.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

An appendix lists the time and topic of each question in the webcast, not all of which are covered in these notes. Buffett explained that Berkshire counts more heavily on its culture and principles of behavior than on a rule book to guide managerial and employee behavior. First, the system led to some bad behavior.

Investing 52

Investing Investments Ethics Taxes 52

Clever Girl Finance

OCTOBER 30, 2023

It gives you the opportunity to share information with an audience that is interested in your topic. Occupational therapists, cognitive behavioral therapists and divorce therapists are all popular services that people require. So start investing in yourself through books , personal finance courses , podcasts , etc.

Recruitment 52

Recruitment Engineering Certification Communication 52

The Better Letter

APRIL 5, 2024

After graduate school in the United States, he became an eminent scientist, eventually winning a Nobel Prize and the Presidential Medal of Freedom for his founding work in behavioral economics, by which he became the world’s leading authority on human error. He was wrong, he said, about the work that had won the Nobel Prize.

Economics 80

Economics Medicine Sales Investing 80