Steve Sanduski

SEPTEMBER 28, 2023

But financial advisors know that the connection between true happiness and money is a lot more complicated than that. ” How financial advisors are evolving into financial life advisors. Using a “Past, Present, and Future” framework to understand clients’ relationships to money.

Financial Advisor 59

Financial Advisor CFP Clients Retirement 59

Random Roger's Retirement Planning

NOVEMBER 24, 2023

I'm starting in on this post mid-afternoon and so far, no structure fires or any other calls for service! We just had a very serious structure fire a couple of weeks ago so it will probably be a while before we have another. I view that as a form of walking the walk as an advisor who gets paid to help people with their financial stuff.

Clients 55

Clients Retirement Taxes Accounting 55

eMoney Advisor

APRIL 4, 2023

As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. Earning your own money instills confidence and those receiving an inheritance may need help building their own financial confidence.

Education 97

Education Financial Advisor Clients Planning 97

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. Why volunteer? Foundation for Financial Planning.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

FMG

JANUARY 5, 2023

So, how often should financial advisors email their clients? There’s no doubt that email plays an important role in a financial advisor’s marketing strategy. After all, no one fires their advisor for communicating too much, but they might if they communicate too little. What are my goals?

Financial Advisor 72

Financial Advisor Communication Clients Education 72

Steve Sanduski

MARCH 14, 2023

Guest: Gayle Colman , Certified Financial Planner®, Master Integral Coach®, and author of the new book The Body of Money. In a Nutshell: Financial decisions are often framed as a tug of war between the head and the heart. You can get by in life with just your head and belly, being smart and feeling secure. Talk about irony!

Certified Financial Planner 119

Certified Financial Planner Financial Planner Clients Planning 119

Sara Grillo

JULY 18, 2022

I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” If you are a new advisor or are looking to get into the industry, listen to the story of Jon Luskin. I am a CFA® charterholder and I used to be a financial advisor.

Financial Advisor 52

Financial Advisor Recruitment Insurance Financial Planning 52

Sara Grillo

MAY 9, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly 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. So please subscribe!

Portfolio 72

Portfolio Clients Financial Advisor Taxes 72

Carson Wealth

MARCH 2, 2023

While the FIRE (Financial Independence, Retire Early) movement has been spreading like, well, wildfire on social media, that’s not what we’re talking about here. FIRE aficionados are a small subset of consumers who are saving aggressively with the goal of retiring extremely early. How Early Is Early?

Retirement 98

Retirement Taxes Financial Advisor Accounting 98

Gen Y Planning

MAY 1, 2023

You’ve probably heard the phrase “financial independence” thrown around a time or two — but have you ever stopped to consider what it really means? As you work hard building your savings and growing your net worth, it may be worthwhile to consider what you need to do in order to achieve your own version of financial independence.

Financial Planner 52

Financial Planner Retirement Budgeting Planning 52

Midstream Marketing

DECEMBER 19, 2020

I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic. Do Facebook Ads Really Work for Financial Advisors?

Financial Advisor 52

Financial Advisor Advertising Financial Services Media 52

Dear Mr. Market

MARCH 17, 2024

Our Final Four Investing Bracket slots 48 positions against each other and we mainly want to show why we see one investment doing better than another over the course of the next year. When , not if, we get a decent market correction this year, watch for this to play out further with a change in leadership.

Investing 105

Investing Investments Portfolio Assets 105

Random Roger's Retirement Planning

APRIL 8, 2023

We made it to Gallup, NM when I first got word of what became the Crooks Fire. It was tiny, we kept driving getting just short of Tucumcari, NM when I found out that the fire blew up and was a serious event. For anyone new, I am the fire chief where I live and we were about to become the center of the fire universe.

Insurance 91

Insurance Compliance Engineering Planning 91

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. We were communist, why settle for average, all those things.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Good Financial Cents

JANUARY 26, 2023

Early retirement has become a popular financial goal. Whatever it is that lights your fire in the present moment will be a huge influence for not only deciding when you’re ready for retirement but how you plan on approaching that retirement once it’s here. Click your state to get started. And well it should be.

Retirement 122

Retirement Taxes Retirement Planning Accounting 122

The Big Picture

MAY 7, 2024

Anytime I get to speak with Joanne, I always come away feeling like I’ve learned so much and, and gained so much from the experience. And I spent six months there and said, get me out of here. It doesn’t matter if it’s Elon Musk or Google just tweaking to get better results. Like, not all startups are great.

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Startup Advertising Engineering Numbers 141

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. I’ll get to that in just a second. Ryan would like to really get into the type of U.S. He defines it as “narrow”, and he’ll get more into that. And I’ll talk about later on in the webinar, why that’s the case.

Marketing 52

Marketing Marketing Banking Numbers 52

The Better Letter

DECEMBER 30, 2022

How and why we did it are the subjects of this week’s TBL. Subscribe now Share The Better Letter Read The Better Letter in the Substack app Available for iOS and Android Get the app NOTE: Some email services will likely truncate TBL. We get one week, and the various in-laws get the other. We alternate weeks.

Planning 80

Planning Communication Investing Investments 80

The Big Picture

MAY 30, 2023

He is the founder of Operation HOPE and one of the leading voices for financial literacy. In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. And how’d you get rich legally?” What do you do for a living?

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

AUGUST 8, 2022

Why has technology developed the way it has and, more or less, exempt from a lot of government regulations or protected by government regulations? Really a fascinating conversation about everything from misinformation to technology, to banking and financial fragility, I found the discussion to be quite fascinating and I think you will also.

Banking 195

Banking Government Insurance Taxes 195

The Big Picture

DECEMBER 28, 2022

How did you get involved with them? As people said, you know, it’s just out of date, I’m going to get a performance fund. These guys will never get out of the slow that they’re in. Going to raise a pretty serious amount of money, it was very hard to get Wall Street to agree to do the underwriting.

Management 177

Management Investing Investments Clients 177

The Big Picture

JUNE 6, 2023

Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. RITHOLTZ: Get out. I’ve chatted with Ramit before.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

AUGUST 29, 2022

And that’s why he is really a — a fascinating character. And when I basically don’t get to have my questions because we’re just, what about this, tell me about that. You could be 25 and you get headhunted for like all these jobs. BALCHUNAS: Journalists need a — journalists need to get a reason for everything.

Assets 161

Assets Management Marketing Marketing 161

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Steve Sanduski

NOVEMBER 10, 2023

RIA owners often tell me how frustrated they are that the associate advisors at their firms avoid business development work and seem to plateau. In many cases, the reason why those associate advisers are not aggressively pursuing new business is because they have already reached a plateau at their level of personal and professional comfort.

Commission 52

Commission Planning Management Clients 52

Sara Grillo

MAY 3, 2024

They left me, after all – why should I care about them?” I hope this blog about what to do about how to get a lost client back was helpful. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Alright that’s all for now.

Clients 52

Clients Financial Advisor Media Marketing 52

BlueMind

DECEMBER 23, 2022

Movies related to the financial world predominantly reveal the greedy and corrupt nature of specific individuals. We can watch the lead characters chase their goals by aiming to earn big bucks, fast and easy, and making reckless and high-risk financial decisions. You will Like: How Advisors Deal With High Net Worth Clients.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 I would be forever thankful to the guys at Morgan Stanley because they gave me the first opportunity to work, to get a full-time job in the U.S. What is the financial advice world like in Europe? billion deal.

Clients 152

Clients Investing Investments Management 152

Carson Wealth

JUNE 24, 2022

Belief is the hope that someone is going to get something done, but trust is the full confidence that somebody is going to do what they say they’re going to do to help you succeed. If you don’t have a coach in life, you’re going to get stuck. The Financial Advisor as a Coach. Great coaches turn belief into trust.

Financial Advisor 52

Financial Advisor Financial Advice Planning Retirement 52

Good Financial Cents

AUGUST 5, 2023

Depending on your current financial situation, and the intensity of your effort, you can reach millionaire status in anywhere from a few years to two or three decades. Make it a goal, and pursue it like your financial future depends on it – because it really does. Even if you start with a little bit, you’ll get yourself on track.

Retirement Planning 90

Retirement Planning Retirement Planning Portfolio 90

Good Financial Cents

AUGUST 5, 2022

It often seems as if everyone is looking for the secret sauce to get rich off stocks, and many other investments as well. There’s nothing magic about investing in stocks, and no guarantees you’ll ever get rich. Is it Possible to Get Rich Off Stocks? That’s why we put together this list of 10 steps on how to get rich off stocks.

Portfolio 102

Portfolio Accounting Retirement Planning Investing 102

The Big Picture

AUGUST 29, 2023

Undergraduate, you get a BS in insurance from Penn State. And with the goal of actually getting, becoming gainfully employed when I graduated college, I thought, hey, having a somewhat unique background would be helpful. And I had an opportunity to be an underwriter for a few years before I decided to go back to school to get the MBA.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Better Letter

JANUARY 26, 2024

In 1999, just before the Great Financial Crisis and a huge market drop, he wrote The Roaring 2000s: Building the Wealth and Lifestyle You Desire in the Greatest Boom in History. His anticipatory call on the 2008-09 financial crisis was spot-on, brought in lots of money, and made him a ton of money. Hussman is a smart guy.

Assets 103

Assets Valuation Management Investing 103

The Better Letter

MARCH 16, 2023

They have been “sent for” and are marking time by flipping coins and getting heads each time. It surprises me everybody gets surprised because it happens every year like this that there are surprises. This wild randomness is why March Madness is so great. That’s why my bracket is a mess. seconds left.

Math 92

Math Numbers Medicine Compliance 92

MarketWatch

JUNE 18, 2023

Ultimately, it will be up to economic data to determine whether the market has gotten ahead of itself by thinking that the Fed won’t have the nerve to deliver two more 2023 rate hikes.Read: Why the stock market shook off a ‘Jekyll and Hyde’ Fed meetingChris Zaccarelli, chief investment officer for Independent Advisor Alliance in Charlotte, N.C.,

Marketing 75

Marketing Marketing Economics Management 75

Good Financial Cents

AUGUST 1, 2022

“The cash in my savings account is on fire,” groans Scott Lieberman, Founder of Touchdown Money. When I decide to get my money back, the I bond will have been protected against inflation by being worth more than what I bought it for. You can get even higher rates on bonds with lower ratings, which we will cover in the next section.

Investing 64

Investing Investments Certification Accounting 64

The Big Picture

MARCH 27, 2023

First of all, before we get started, I very much enjoyed the book. RITHOLTZ: Well, it’s best described as a branding exercise and a way to sort of get things off your chest. You get an MBA at Stanford. RITHOLTZ: So you do win a couple of accolades at Stanford when you’re getting your MBA.

Assets 274

Assets Investing Investments Management 274