The Motley Fool

FEBRUARY 10, 2024

It makes consultants and bankers really rich, but shareholders really poor. We talked about this a little bit earlier, but I think another area of exploration is the fact that so many businesses in the United States and the economy used to be driven by assets, and now it is driven so much more by knowledge, by information, by data.

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Companies Accounting Assets Banks 246

Walkner Condon Financial Advisors

APRIL 26, 2024

Do you have savings accounts, retirement accounts, individual brokerage accounts, or any other assets that your partner should be aware of? This is especially important in states like Wisconsin, where all assets and liabilities are split 50/50 with your partner once you get married. What about debt?

Finance 103

Finance Financing Accounting Education 103

Sara Grillo

APRIL 11, 2023

For those of you who are new to my blog/podcast, hi! I am an irreverent and fun marketing consultant for financial advisors. Financial Advisor Balance Sheet Again, here I tried to map out what the typical assets and liabilities of a financial advisor practice are. My name is Sara. So please subscribe!

Consultants 97

Consultants Consulting Liabilities Depreciation 97

BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. This article " How Advisors Deal With High Net Worth Clients " was first published on BlueMind Blog.

Liabilities 98

Liabilities Assets Taxes Consultants 98

Sara Grillo

DECEMBER 11, 2023

For those of you new to my blog, my name is Sara G. I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Can I get a whoo hoo on that?

Consulting 59

Consulting Consultants Due Diligence Education 59

Sara Grillo

APRIL 15, 2024

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. For such a recommendation, consult with a financial advisor. WHAT how dare you, Sara?

Consultants 59

Consultants Consulting Prospects Assets 59

The Big Picture

APRIL 29, 2023

Anticipating getting laid off during the GFC, Clymer took a buyout from UBS in 2008 and used the cash to launch a blog dedicated to his enthusiasm for wristwatches and vintage timepieces. Hodinkee was a consultant to Apple in the design of the Apple Watch. The site became the go-to info source for watch enthusiasts and collectors.

Buyout 69

Buyout Consultants Consulting Asset Management 69

Sara Grillo

MAY 31, 2024

Example: “I want to work with families in Voorhees, NJ, having $2 to 5 MM in assets and a need for advanced estate planning.” This blog discusses what the basic components may be. These blogs may help: Financial advisor marketing plan How to find wealthy clients Financial advisor marketing blogs Yeah?

Consultants 52

Consultants Consulting Assets Accounting 52

Steve Sanduski

OCTOBER 10, 2023

Navy veteran, financial coach, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset-building for the working poor. Saundra is a U.S.

Education 105

Education Consulting Consultants Assets 105

Walkner Condon Financial Advisors

MARCH 16, 2023

We also wrote a less technical blog post on bond duration you can read here. When this run started, Silicon Valley Bank (and the two other banks that failed), put into play plans to raise capital beyond selling these assets. They try to find a buyer over the weekend and barring that they sell off the individual assets.

Banks 98

Banks Financial Institutions Startups Assets 98

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.

Accounting 52

Accounting Consulting Consultants Due Diligence 52

Sara Grillo

OCTOBER 7, 2024

In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor flat fee RIA firm with $1.7BB in assets under management. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Flat fee firms are not all solo lifestyle practices!

Consultants 59

Consultants Consulting Assets Investing 59

Sara Grillo

JANUARY 3, 2025

For those of you who are new to my blog, my name is Sara. I am a CFA charterholder and financial advisor marketing consultant. For the sake of conversation, lets assume that by traditional we mean assets under management or commission style firms. Check it out! How did he start his hourly finanical planning firm?

Consultants 59

Consultants Consulting Law Firms Assets 59

Integrity Financial Planning

SEPTEMBER 26, 2022

For one person, that might mean reassessing their risk tolerance and portfolio holdings to make sure that they hold assets that will at least sustain their value or provide a safer return, such as an interest rate or a dividend yield. That’s why it’s more important than ever to consult a financial advisor that has your best interests in mind.

Consultants 98

Consultants Consulting Finance Financing 98

Walkner Condon Financial Advisors

APRIL 6, 2022

With the adoption of digital assets such as non-fungible tokens, or NFTs, questions around estate planning will become more prevalent. At the date of death, many assets “step-up” in basis , effectively wiping away any unrealized gains. NFTs are treated as either property or as a collectible depending on the type of asset it is.

Consultants 52

Consultants Consulting Taxes Assets 52

Sara Grillo

JUNE 7, 2024

Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. Sara G Did you sign up for my daily newsletter ?

High Net Worth Individuals 52

High Net Worth Individuals Consultants Consulting Legal 52

Integrity Financial Planning

DECEMBER 11, 2023

Your portfolio may not be set up with the best possible spread of investments and assets. When businesses are doing poorly, investors turn to bonds as a more stable, interest-yielding asset. With a 60/40 stock/bond split, the increase in bond yields likely won’t offset the fall in prices of both asset classes. [1][3]

Portfolios 97

Portfolios Consultants Consulting Assets 97

Sara Grillo

AUGUST 26, 2024

For those of you who are new to my blog/podcast, my name is Sara. I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

Startups 52

Startups Education Consultants Consulting 52

SEI

SEPTEMBER 6, 2022

The Sphere blog. For instance, 56% of cybersecurity teams weren’t consulted, or consulted too late, when leadership teams made these urgent, executive level cybersecurity decisions, according to the EY Global Information Security Survey 2021 (GISS). More from The Sphere Blog. More blog posts. The Sphere Blog.

Consultants 52

Consultants Consulting Financial Services Finance 52

Sara Grillo

MAY 10, 2024

My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. As a fiduciary, I charge 1% of your assets, and do not accept commissions.” ” Do the same at the end of the newsletters and blogs you write.

Taxes 52

Taxes Consultants Consulting Assets 52

Sara Grillo

MARCH 13, 2023

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The way an ETF trades, there is a value based intrinsically on the underlying assets. Are we in a market regime shift?

Exchange-Traded Funds 59

Exchange-Traded Funds Consultants Consulting Bidding 59

Steve Sanduski

JULY 20, 2022

In a Nutshell: If you view your website and blogging as just a box to check, you’re missing out on one of the most effective marketing tools in your toolkit. The correlation between the length and quality of blog posts. Lisa Salvi is Vice President, Business Consulting and Field Experience at Charles Schwab. Listen/read here.

Consultants 52

Consultants Consulting Assets Accounting 52

Sara Grillo

MAY 24, 2024

But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog.

Due Diligence 52

Due Diligence Education Consultants Consulting 52

Diamond Consultants

OCTOBER 10, 2023

Advisors continue to break away from captive environments for independence, with some 6,873 making the leap in 2022 according to the Diamond Consultants Advisor Transition Report. For instance, they bill on ALL assets (including 401ks not custodied at their firm) and get paid on all accounts regardless of size.

Consulting 52

Consulting Consultants Prospects Taxes 52

Sara Grillo

FEBRUARY 23, 2024

That is why I wrote this blog about financial advisor technology tips for those who are not the best with things computer-related. 1 Remove access for old administrators who have may still have access to your online assets. On most of these apps, you control third party access through the Settings tab.

Prospects 52

Prospects Consultants Consulting Assets 52

Sara Grillo

APRIL 26, 2024

In this blog I provide a quick take on whether or not it makes sense to try to get a job at a big investment firm after you graduate from college, or if it’s better to work at a smaller firm. First… If you want my help on a one-on-one basis, let’s set up some time for a consultation!

Investment Firms 52

Investment Firms Consulting Consultants Investing 52

Integrity Financial Planning

DECEMBER 22, 2022

However, anyone can participate and become an art collector, and doing so can sometimes end up becoming an asset! Consulting with an interior designer or art warehouse may be wise but might also add to your costs. 1] In more recent times, art collections have been mostly associated with royals and the ultra-wealthy.

Consultants 96

Consultants Consulting Finance Financing 96

Sara Grillo

MAY 24, 2024

” (see, now here’s the emotional high point) Then say these words, “That’ll be our full wealth management suite of services and it’ll cost you 1% of your assets, which is about $10,000 a year. That’s how I’d get you there.” Sara G Did you sign up for my daily newsletter ?

Consultants 52

Consultants Consulting Prospects Assets 52

Integrity Financial Planning

AUGUST 28, 2023

1] A Roth conversion may also be smart after a portfolio decline so that you can pay a lower amount in taxes due to depressed asset values and then benefit from a rebound in a tax-free withdrawal account. You are encouraged to consult your personal tax advisor or attorney. The post Should I Convert My 401(k) To A Roth IRA?

Taxes 95

Taxes Consultants Consulting Legal 95

Pension Pulse

SEPTEMBER 25, 2024

Chinook will manage the assets and deploy capital, with CDPQ becoming a minority shareholder to support the firm's growth and its natural capital portfolio expansion. By investing in forestland, we are not only protecting valuable natural assets but also contributing to the transition towards a greener economy.”

Stakes 59

Stakes Asset Management Assets Consultants 59

Diamond Consultants

JUNE 1, 2023

So, I asked our resident expert in M&A at Diamond Consultants, Louis Diamond , and he shared this real-world example: Let’s consider a wirehouse team generating $5mm in annual revenue, managing $600mm in almost all fee-based assets for high net worth clients.

Enterprise Values 98

Enterprise Values Private Equity Firms Private Equity Firms Mergers and Acquisitions 98

Walkner Condon Financial Advisors

MAY 31, 2024

Popular Tax Planning Strategies Roth IRA Conversions In simple terms, a Roth IRA conversion is the act of transferring (converting) pre-tax assets to a Roth IRA account. This will make the converted amount taxable in the year that you transfer the assets into a Roth IRA.

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Taxes Liabilities Mutual Funds Assets 105

Indigo Marketing Agency

FEBRUARY 6, 2020

Answer: I was referred to Indigo by my friend and study group member Michael Donahoe at Harvest Asset Group, who sang their praises. Plus, I was very impressed by your direct, no-nonsense, non-salesy approach—which was the opposite of what I often see from other marketing consultants. Develop a blog content calendar.

Due Diligence 52

Due Diligence Education Consultants Consulting 52

Indigo Marketing Agency

JANUARY 17, 2022

He founded Carson Group in 1983, which now has over $15 billion assets under advisement. He’s probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his Twitter —both of which have cult-like followings. 6. Ron Carson Ron Carson…need I say more? You can follow him on Twitter here. Guess what?

Education 52

Education Consultants Consulting Finance 52

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. billion in client assets.

Education 52

Education Financial Services Finance Financing 52

Sara Grillo

MAY 16, 2022

For those of you new to my blog, my name is Sara G. I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Evanson Asset Management. I’m pleased to present you with a list of low cost financial advisors! 89 per month.

Assets 52

Assets Due Diligence Consulting Consultants 52

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. billion in client assets.

Education 52

Education Finance Financing Financial Services 52