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Sending (Private) Client Newsletters: How Advisors Can Do It Effectively To Reinforce Value

Nerd's Eye View

For clients, more frequent communication can be a source of behavioral coaching and helpful information that can better equip them to stay the course through rocky markets.

Clients 187
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The 10 Best Financial Advisor Conferences To Attend In 2024

Nerd's Eye View

In addition, we've also updated our popular " Master Conference List " of all financial advisor conferences in 2024, both for advisors looking for a wider range of events to attend (if you want to delve deeper into a particular topical area), and for vendors looking for more conferences to exhibit at!

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Navigating Finances Together: A Guide for Newlyweds and Engaged Couples

Walkner Condon Financial Advisors

Designate one joint savings account that contains your emergency fund. This money should only be accessed in the case of an emergency or when you need a significant amount of cash quickly that your other accounts are unable to cover. Pro Tip: For any savings accounts that you use, consider opening a high-yield savings account.

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Content Marketing Amplified: Game-Changing Tactics With LinkedIn Documents Posts

Indigo Marketing Agency

In the ever-evolving landscape of financial advisory, staying ahead means continually innovating your content marketing. Among the plethora of platforms available, LinkedIn has emerged as a goldmine for financial advisors seeking to promote their services and engage with potential clients. The secret weapon? LinkedIn Documents.

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CIO Perspectives Podcast: The Outlook for 2023, a deep dive into the venture landscape and dissecting the AI buzz

Brown Advisory

Topics in this episode include: The macro outlook for the new year, as markets kick it off with a meaningful tailwind and the first few months see a wave of stronger-than-expected data. As the world’s second-largest economy emerges from years of COVID-19 lockdowns, consumers there are flush with cash and could boost U.S.

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Insights into Fitch Rating Downgrade of U.S. Debt

Tobias Financial

This has emerged as a byproduct of increased polarization in the domestic political landscape. The recent downgrade, while significant, doesn’t introduce new information that would warrant market panic. These concerns are intimately tied to the projected fiscal challenges and governance issues in the United States.

CFP 52
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The importance of layoff preparation for your clients

Nationwide Financial

Key Takeaways: To prepare for a layoff, your clients may want to build their emergency savings, continually review their budget and income, and foster relationships in their industry to build up their network. Any marketable skill your client has could potentially be monetized. In 2022 alone, there were 15.4

Clients 52