Nerd's Eye View

JUNE 20, 2023

In this episode, we talk in-depth about how, just months after her retirement from nursing, Tony’s mother became depressed and decided to take her own life, which made him see first-hand how entering retirement means so much more than just being financially prepared (as even though his mom was financially stable, she lacked purpose and was not (..)

Retirement 239

Retirement Clients Financial Advisor Financial Planning 239

Nerd's Eye View

JULY 13, 2023

For some, this means acquiring more credentials, while for others, it can mean devoting more time reading books and articles, listening to podcasts, and/or attending workshops or seminars.

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Clients Financial Planning Financial Planner Communication 207

Million Dollar Round Table (MDRT)

SEPTEMBER 12, 2022

We still do radio shows and educational workshops but with a new twist. For instance, vinyl record players, once considered outdated technology, are making a comeback in the modern music scene. The same is true in our profession. We still do client events but with a new twist. What are some other old but new ideas?

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Marketing Marketing Education Media 74

Trade Brains

FEBRUARY 13, 2024

Workshops RVNL has expertise in planning and delivering State-of-the-Art railway Workshops and improving the capacity of production units. It has completed 13 workshop projects till 2021-22. During this financial year, it completed 4 workshop projects and 1 metro depot.

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Commission Government Budgeting Transportation 59

Million Dollar Round Table (MDRT)

OCTOBER 23, 2022

By Sandy Schussel As I was preparing to present a workshop in Indiana to a room full of young financial advisors, I overheard a small group of them discussing fishing. Chris,” I called out to one of them at the beginning of the workshop.

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Clients Financial Advisor Marketing Marketing 65

Investment Writing

MARCH 4, 2024

On this blog—and in my writing workshops —I’ve written about things that affect reading ease. I’ve focused on the average number of syllables per word, words per sentence, and sentences per paragraph. However, Harold Evans’ Do I Make Myself Clear?

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Commission Numbers Investing Investments 96

International College of Financial Planning

JANUARY 31, 2024

These include certification programs, professional development courses, and specialized workshops, each offering unique benefits and learning experiences. Specialized Workshops: Workshops offer practical, hands-on experience in specific areas of finance, ideal for those looking to gain specific skills in a short time frame.

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Certification Education Financial Planning Wealth Management 52

NAIFA Advisor Today

JULY 20, 2022

Lifetime was founded on giving financial education workshops. Lifetime Financial Group Owner Jay Meneely has been a loyal NAIFA member since 1983. Now, his whole team benefits from NAIFA membership. Education First. As Meneely says, “We're an educational firm that specializes in the delivery of financial products.”

Education 52

Education 52

Indigo Marketing Agency

FEBRUARY 12, 2024

Educational Workshops and Webinars Hosting educational events, either in person or virtually, demonstrates a commitment to client education. Workshops and webinars provide opportunities to share knowledge, address common concerns, and connect with potential clients in a meaningful way.

Financial Advisor 52

Financial Advisor Marketing Marketing Advertising 52

Risk Management Guru

SEPTEMBER 22, 2021

It will be 5 days of the most interesting workshops and will occur between 11th and 15th of October. This event is considered to be the biggest virtual conference about Risk Management topics, delivering more than 50 interactive workshops with more than 30 speakers, including the best Risk Management professionals in the planet.

Risk Management 52

Risk Management Government Management Planning 52

Steve Sanduski

APRIL 3, 2023

How Schwab distilled its Diversity, Equity, and Inclusion (DEI) culture strategy into a five-part workshop. Resources Related to This Episode Building an Inclusive Firm Learn more about Schwab’s culture workshops for RIAs. Lowering the waterline on your Cultural Iceberg.

Financial Services 52

Financial Services Clients Consulting Education 52

NAIFA Advisor Today

MARCH 7, 2023

Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. Led by CEO Jeremiah Desmarais , Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow.

Financial Advisor 52

Financial Advisor Insurance Media Sales 52

Nerd's Eye View

AUGUST 23, 2022

In this episode, we talk in-depth about how Shari developed her 5-prong “Maximize the Return on Life” approach with clients and how she and the rest of the advisors in her firm iteratively built over time their “CFO Family Checklist” of planning issues to discuss with clients, how Shari’s firm uses the Diamond Teams approach (..)

Clients 187

Clients Planning Financial Advisor Financial Planning 187

International College of Financial Planning

NOVEMBER 16, 2023

Digital Literacy Workshops: ICOFP regularly conducts workshops focusing on digital literacy. By integrating learning on online presence through seminars and workshops, we ensure that our students are not only well-equipped to excel in the financial world but are also savvy digital citizens.

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Certified Financial Planner Financial Planner Ethics CFP 52

MainStreet Financial Planning

MARCH 8, 2024

Local Workshops and Events : Check out local wellness centers, yoga studios, or women’s organizations offering workshops, retreats, or gatherings centered on self-care practices. I dedicate time each day to reflect and journal, using resources like Jenna Kutcher’s 5 Minute Reflection. The options are endless!

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Budgeting Healthcare Planning Financial Planning 52

Fortune Financial

JANUARY 11, 2024

Our team at Fortune Financial conducts interactive educational workshops for organizations and their employees. Offer Financial Wellness Programs Financial Education Workshops: Organize workshops and seminars covering budgeting, investment basics and retirement planning.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

The Richer Geek

JANUARY 4, 2023

19:02] About his decision and the process changing hotel brands, but more deeply about the upcoming workshop in Spring of 2023 Resources from Mike Gatewaype.com | LinkedIn. [15:16] What is his criteria if he’s looking to buy a hotel, what would it be coming out of COVID, versus was it before? [19:02]

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Nerd's Eye View

AUGUST 23, 2022

In this episode, we talk in-depth about how Shari developed her 5-prong “Maximize the Return on Life” approach with clients and how she and the rest of the advisors in her firm iteratively built over time their “CFO Family Checklist” of planning issues to discuss with clients, how Shari’s firm uses the Diamond Teams approach (..)

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Clients Planning Financial Advisor Financial Planning 144

Fortune Financial

DECEMBER 23, 2022

Help Your Employees Grow With Business Workshops. If you are looking for useful financial tools and would like to have options explained to your employees, Fortune Financial offers interactive workshops that are valuable to organizations. What types of financial education does your organization currently provide?

Planning 52

Planning Retirement Planning Retirement Distribution 52

MarketWatch

MARCH 9, 2023

Build-A-Bear Workshop Inc. stock BBW soared 12% in premarket trade Thursday, after the maker of teddy bears and other soft toys topped estimates for its fiscal fourth quarter. Louis-based company posted net income of $20.5 million, or $1.39 a share, for the quarter to Jan. 28, down from $24.1 million, or $1.48

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Marketing Marketing 40

Integrity Financial Planning

APRIL 21, 2023

There are many types of painting to consider, such as oil, watercolor, or acrylic, and many classes and workshops available to learn new techniques. Many retirees find painting to be a therapeutic and meditative activity that allows for self-expression and creativity.

Retirement 92

Retirement Financial Planning Planning 92

Integrity Financial Planning

JANUARY 6, 2023

It entails interactive workshops, artisan coffee and coffee cocktail stalls, as well as food stands, live music, and art exhibitions. Taking place in the heart of vibrant London, the London Coffee Festival brings together coffee lovers and professionals, offering an enriching three days of java-infused fun.

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Retirement Food Retail Financial Planning 91

Nerd's Eye View

MARCH 14, 2023

And be certain to listen to the end, where Nancy shares how she coped with failing her Series 7 exam 5 times in the span of a year before she realized she may have a learning disability and then after consulting with her doctor, she was able to find the right medication for her that improved her focus so much, that years later she got the highest grade (..)

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Management Financial Advisor Clients Wealth Management 130

Trade Brains

JUNE 5, 2023

The sum has been deployed to build a module workshop, a large crane, a new wet basin to hold vessels, a submarine workshop, etc. In this section, we will try to get some sense of what lies ahead for the company and its investors. MDL has been working towards modernization with a huge capital expenditure of Rs 900 crore.

Planning 97

Planning Government Portfolio Sales 97

International College of Financial Planning

MAY 30, 2023

Attending financial literacy workshops and seminars Financial literacy workshops and seminars offer a more structured and interactive learning experience. Websites, blogs, online courses, and mobile apps offer a wealth of information and practical advice on various aspects of personal finance.

Retirement Planning 40

Retirement Planning Risk Management Education Debt Management 40

MazumaBusinessAccounting

JUNE 30, 2021

Say there’s a seminar, class, or workshop that could help you gain important skills for your business. That includes books, travel to and from seminars, meals purchased while attending a workshop, etc.

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Taxes Insurance Education Retirement 98

Indigo Marketing Agency

MAY 24, 2021

Bill and I also co-host a workshop webinar on choosing your niche , which you can sign up for if you need help identifying a viable target market. The idea of a “tee box” branding statement came from one of my marketing mentors and dear friends, Bill Cates.

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Clients Marketing Marketing Planning 59

International College of Financial Planning

JUNE 14, 2023

They facilitate industry interactions, guest lectures, and workshops where you can learn from industry experts and gain insights into current trends and practices. These programs provide advanced training, certifications, and workshops to enhance your skills and knowledge throughout your career.

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Investment Advisor Investing Investments Certification 52

Fortune Financial

MARCH 5, 2024

Continuous oversight, including regular reviews with Fortune Financial Advisors and feedback sessions with your employees, and educational workshops guide the plan in remaining beneficial for all parties involved. Sustained Oversight: A successful 401k plan requires more than just initial enthusiasm. 401k Business Owner’s Checklist The U.S.

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Retirement Planning Financial Advisor Retirement Taxes 52

Indigo Marketing Agency

FEBRUARY 10, 2020

Watch this short video below now to learn more, and sign up now for our exclusive Radical Relevance Workshop Webinar with Bill Cates next week ! Once you finish the exercises in the book, you will be ready to embrace a specialty with your marketing and start winning more ideal clients.

Financial Services 52

Financial Services Clients Marketing Marketing 52

Carson Wealth

OCTOBER 6, 2022

Sometimes, the really large corporations will offer employee benefits workshops on routine basis. If you’re working at a big company, there should be some sort of power point presentation that’s offered during the onboarding process that outlines every benefit and how it works. This is a textbook case of “Use it or lose it.”

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Education Insurance Planning Retirement 98

International College of Financial Planning

FEBRUARY 23, 2024

Additionally, ICOFP offers a blend of theoretical knowledge and practical experience, including case studies, workshops, and internships, to ensure that students are job-ready upon completion of their course.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Trade Brains

JANUARY 19, 2024

GRSE) traces its origins back to 1884, starting as a workshop for vessel repairs. Join us as we dive into the depths of GRSE’S business, explore its order book, and take a closer look at the prospects that have propelled it to the forefront of shipbuilding in India. Business Overview Garden Reach Shipbuilders & Engineers Ltd.

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Engineering Planning Government Distribution 105

MazumaBusinessAccounting

JANUARY 27, 2022

Say there’s a seminar, class, or workshop that could help you gain important skills for your business. That includes books, travel to and from seminars, meals purchased while attending a workshop, etc.

Taxes 52

Taxes Insurance Transportation Education 52

eMoney Advisor

FEBRUARY 9, 2023

With that in mind, focus on ensuring that all loose ends are tied and building relationships with the next generation through educational workshops. One way to establish credibility and deepen relationships with your clients’ heirs is to offer educational workshops or seminars on topics of interest to their demographic.

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Financial Planning Clients Planning Education 95

Harness Wealth

MARCH 5, 2024

Weekly coaching and discussion sessions: From industry experts to business coaches and mentors, tax advisors who join Harness gain exclusive access to workshops and presentations that will help them continuously improve their tax practices.

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Taxes Clients Communication Financial Advice 52

Nerd's Eye View

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S.,

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