The Big Picture

JULY 30, 2022

How colours affect the way you think Our world is awash with a rainbow of colours, but certain shades can have a surprising impact on our ability to concentrate, our mood and even the flavours we experience. ( Could the US highways that split communities on racial lines finally fall? The weekend is here!

Engineering 268

Engineering Media Clients Marketing 268

Steve Sanduski

DECEMBER 9, 2022

In a Nutshell: By appreciating the connections between capital, communities, the environment, and equality a new generation of social justice investors and advisors want to broaden the definition of wealth. Filtering decisions through a wider variety of perspectives will lead your firm to more thoughtful and impactful initiatives.

Certified Financial Planner 75

Certified Financial Planner Clients Investing Investments 75

Tobias Financial

APRIL 15, 2024

Catalina and Yesenia’s contributions extend beyond day-to-day client service, as they both have embraced our values to make a positive impact on society and have engaged in charitable endeavors that improve our community. ” Join us in congratulating Yesenia, Catalina, and Edgar on this significant achievement. .

Financial Advisor 52

Financial Advisor CFP Wealth Advisor Clients 52

Tobias Financial

APRIL 12, 2024

Catalina and Yesenia’s contributions extend beyond day-to-day client service, as they both have embraced our values to make a positive impact on society and have engaged in charitable endeavors that improve our community. ” Join us in congratulating Yesenia, Catalina, and Edgar on this significant achievement. .

Financial Advisor 52

Financial Advisor CFP Wealth Advisor Clients 52

Abnormal Returns

FEBRUARY 4, 2023

(insidehook.com) More cities are questioning the impact of parking garages. airports are using swoop landings vs. staircase descents, and why it matters. npr.org) Do you really want a spaceport in your community? washingtonpost.com) There are limits to neuroplasticity and the use of psychedelics. ft.com) More U.S.

Medicine 130

Medicine Media Ethics Financial Advising 130

MazumaBusinessAccounting

JUNE 6, 2023

We need a community of care who will come alongside us to support, challenge, and tend to us as we grow.” ” Mazuma USA launched their $10K giveaway to bolster small businesses making a positive impact in their community. I don’t do this for brownie points. And not a lot of them are getting it at home.”

Accounting 52

Accounting Clients 52

Nationwide Financial

FEBRUARY 14, 2023

FARE was formed with the mission to increase racial diversity, drive greater equity and foster inclusion within the financial services industry and the communities we serve. However, we must first understand the challenges individuals and communities of color face in order to create change, make an impact and deliver results.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Million Dollar Round Table (MDRT)

DECEMBER 10, 2023

To overcome this, create a culture and mindset that celebrates the impact you have on your clients and community. Reframing prospecting Most of us want to avoid prospecting and facing rejection. By Joseph W. Jordan This business has so much negativity and rejection that self-driven motivation is not enough.

Financial Services 88

Financial Services Numbers Clients Management 88

Brown Advisory

JULY 7, 2022

2022 Annual Report | Mountains mhannan Thu, 07/07/2022 - 10:44 We usually think of mountains as the Earth’s surface rising abruptly toward the sky, but with a broader perspective, we find their likeness in the challenges that we face as investors and advisors for our clients, as teammates of our colleagues and as citizens in our communities.

Clients 52

Clients Investing Investments 52

SEI

SEPTEMBER 1, 2022

We’re in a state of constant transformation, requiring us to continuously build and evolve a company culture in which everyone feels welcomed, respected, valued, heard, recognized, and empowered to bring their authentic self to do their best work every day. Thu, 09/01/2022 - 12:14. Enterprise (Corporate). View transcript. Close transcript.

Clients 52

Clients 52

SEI

SEPTEMBER 1, 2022

We’re in a state of constant transformation, requiring us to continuously build and evolve a company culture in which everyone feels welcomed, respected, valued, heard, recognized, and empowered to bring their authentic self to do their best work every day. Thu, 09/01/2022 - 12:14. Enterprise (Corporate). View transcript. Close transcript.

Clients 52

Clients 52

Harness Wealth

MARCH 5, 2024

At Harness, our mission has always been to bring clarity to the tax advisory process, making it more accessible and impactful for everyone involved. This new platform from Harness is designed to deliver an exceptional client experience while providing increased efficiency and impact for advisors. Today, we’re proud to enter a new era.

Taxes 52

Taxes Clients Communication Financial Advice 52

Brown Advisory

AUGUST 3, 2023

Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JUNE 5, 2023

2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Taxes 52

Taxes Portfolio Management Portfolio Communication 52

XY Planning Network

OCTOBER 24, 2022

Hint: Think Community. For those of you who joined us, thank you for your incredible energy, engagement, and passion. For those who couldn’t make it this year, here’s a recap of the most impactful parts of XYPN LIVE for attendees. 6 MIN READ. It’s been two weeks since the 8th annual XYPN LIVE in mile-high Denver, CO.

Financial Advising 59

Financial Advising Fee Only Financial Planning Planning 59

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

2022 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Portfolio Management 52

Portfolio Management Portfolio Communication Investing 52

Carson Wealth

FEBRUARY 1, 2024

These will be the first Carson Wealth locations in both states, showcasing the firm’s commitment to extending its reach and impact. As we’ve grown, the need for additional expertise became apparent, and Carson’s expansive resources can help fill a lot of buckets for us, like portfolio management and tax and estate planning.

Financial Advisor 52

Financial Advisor Wealth Advisor Estate Planning Clients 52

Indigo Marketing Agency

SEPTEMBER 11, 2023

As Indigo’s most-tenured team member, Lisa Gaines’ positive impact on our success cannot be overstated! As Content Deployment Manager, she is responsible for deploying our clients’ blog content in a timely fashion, a crucial component of their overall marketing strategy. Then I draft the marketing email that corresponds with the blog post.

Financial Advisor 96

Financial Advisor Accounting Management Clients 96

The Better Letter

MAY 2, 2024

However, rather than transporting us out of our lives, the lyrics activate thoughts of someone or something, present or past, that is or was part of our lives. These songs draw us into the performer’s place and to think of someone, our own personal “you,” who we want to be with and love. It is inherent.

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Transportation Numbers 82

The Irrelevant Investor

APRIL 26, 2022

Follow us on Facebook , Instagram , and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here. Subscribe here: iTunes Android Stitcher Spotify The post Animal Spirits: Elon Buys Twitter appeared first on The Irrelevant Investor.

Portfolio 52

Portfolio Planning Marketing Marketing 52

The Irrelevant Investor

MAY 10, 2022

Today’s Animal Spirits is brought to you by YCharts: See here for YCharts' latest research on the real impact of mega-cap stocks on your portfolio. Follow us on Facebook , Instagram , and YouTube. On today’s show we discuss: Building wealth slowly (2021) How long do bear markets last?

Sales 52

Sales Portfolio Marketing Marketing 52

Brown Advisory

JUNE 18, 2020

Our firm has had a long-term commitment to sustainability principles, and to the prosperity of our clients, colleagues, communities and society at large. have shaken the foundations of our communities and society, creating immense economic and public health fallout that we are only beginning to comprehend.

Fiduciary Duty 52

Fiduciary Duty Ethics Clients Education 52

Brown Advisory

JUNE 18, 2020

Our firm has had a long-term commitment to sustainability principles, and to the prosperity of our clients, colleagues, communities and society at large. have shaken the foundations of our communities and society, creating immense economic and public health fallout that we are only beginning to comprehend. Community and society.

Fiduciary Duty 52

Fiduciary Duty Ethics Clients Education 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2021 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). This year, we are upping the ante, with more guests speakers, more live podcast recordings, and more fun! We made a concerted effort to have women and people of color attend as well.

Wealth Management 152

Wealth Management Portfolio Management Management Investment Advisor 152

Brown Advisory

OCTOBER 6, 2020

Matters of racial and environmental justice are important to us and to our clients, and we have always considered these factors as part of our ESG research and our process for evaluating investments. Municipal bonds, and the projects that they fund, can be connected to justice within a community or region.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52

Brown Advisory

OCTOBER 6, 2020

Our firm has intentionally expanded its focus on sustainable investing over the past decade—in part because we believe it helps us make better investment decisions, and in part because we believe it helps our clients make a positive impact on the world with their capital. Munis Can Be a Part of the Solution….

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52

James Hendries

DECEMBER 13, 2022

Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.

Financial Advice 52

Financial Advice Economy Economics Planning 52

eMoney Advisor

NOVEMBER 15, 2022

Gratitude can have a significant impact on our lives, from physical and mental health to improved decision-making. We acknowledge that other people—or even higher powers, if you’re of a spiritual mindset—gave us many gifts, big and small, to help us achieve the goodness in our lives.” The good news?

Financial Planning 76

Financial Planning Planning Clients CFP 76

Brown Advisory

SEPTEMBER 6, 2022

To be most effective, we believe that any effort to build greater alignment and/or impact should be approached holistically and in conjunction with the organization’s broader investment policy. There are many terms in use today that describe aspects of mission-aligned investing. DEFINING MISSION-ALIGNED INVESTING.

Government 98

Government Investing Investments Portfolio 98

Steve Sanduski

JANUARY 5, 2023

They want to know what criteria you’re using to determine promotions and pay raises. Since 2014, I’ve published 678 podcasts and the vast majority were interview shows. In 2022, I published 45 shows. Here are 10 ideas from my top podcasts of 2022 that particularly resonated with me and my audience (in chronological order).

Clients 52

Clients Financial Advisor Investing Investments 52

Gen Y Planning

NOVEMBER 2, 2023

As the holiday season approaches, many of us are not only gearing up for festive celebrations but also considering ways to give back to our communities. Some companies offer a contribution match, making your donations have an even bigger impact. There are a few key questions to consider: How much will I donate?

Taxes 59

Taxes Financial Planning Distribution Budgeting 59