The Motley Fool

DECEMBER 23, 2023

Gates shared his thoughts in a recent blog post: The development of AI is as fundamental as the creation of the microprocessor, the personal computer, the internet, and the mobile phone. Consultancy Gartner believes 80% of enterprises will adopt SASE architecture by 2025, up from 20% in 2021.

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Investing Consulting Consultants Prospects 246

The Motley Fool

JULY 28, 2024

In his blog post accompanying the release, Mark Zuckerberg wrote that he sees the development of LLMs progressing similarly to the development of operating systems Linux and Unix back in the 1990s. Other open-source software companies, such as Red Hat, have previously monetized AI models by selling customer service and consulting services.

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Consulting Consultants Returns Investors 246

This is going to be BIG.

JUNE 17, 2024

If you want mine, I’m doing a little consulting now. ) While I’m mostly coaching VCs these days, I’m doing a little bit of fundraising consulting here and there and I’m happy to be helpful if I can before you’re ready to go out. Yet, everyone’s got an opinion about how a company measures up, especially the founder. (

Startups 165

Startups Consulting Consultants Stakes 165

The Motley Fool

NOVEMBER 5, 2024

Combine passive income (digital products) with active income (services) If you own a business as a solopreneur, business consultant, or freelancer, your main business model is "active income" -- selling your professional services. But you could also earn passive income by selling digital products on the side.

Consulting 130

Consulting Consultants Professional Services Banks 130

The Motley Fool

SEPTEMBER 29, 2024

Waste reduction consulting for small businesses As more large brands look for ways to reduce their plastic usage and overall waste, small businesses may be left behind. Offering a consulting service where you help smaller businesses reduce their waste could solve that challenge -- and help the environment.

Consulting 130

Consulting Consultants Finance Financing 130

The Motley Fool

SEPTEMBER 10, 2023

The article quoted CMSPI, a consulting firm that works for merchants, which said the changes could result in an additional $502 million annually in merchant fees. 30, The Wall Street Journal reported that Visa (NYSE: V) and Mastercard (NYSE: MA) planned to increase the fees that most merchants pay when accepting customers' credit cards.

Investors 189

Investors Banks Consulting Consultants 189

The Motley Fool

JULY 24, 2024

New technologies tend to follow the Gartner Hype Cycle Consultancy Gartner developed the Hype Cycle to educate clients about a common pattern arising from technological innovations. Stephanie Aliaga, strategist at JPMorgan Chase , highlighted another key difference in a recent blog post.

Stock Market 189

Stock Market Stock Market Education Consulting 189

The Motley Fool

JULY 10, 2024

It may be worth consulting with a financial advisor to plan for your business's future. If you have a drop-shipping company, can you hire someone else to manage the blog or write your emails? Or maybe you like writing blogs but want someone else to handle uploading them to WordPress. How much will you invest in marketing?

Legal 130

Legal Liabilities Consulting Consultants 130

Indigo Marketing Agency

DECEMBER 19, 2022

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. . Lazetta is also a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog. . Michael Kitces. Grace Gong. Joshua Brown.

Education 116

Education Consulting Consultants Financial Services 116

Sara Grillo

AUGUST 15, 2022

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. Scott and I discuss this in pod/blog on the topic, entitled, “ Direct indexing suck s.” So please subscribe!

Consulting 98

Consulting Consultants Prospects Portfolios 98

The Motley Fool

SEPTEMBER 11, 2024

I even won the Grand Prize in a contest on Elance/Upwork where I wrote a blog article about why I loved freelancing -- I got paid $10,000 for that single blog post. "Maybe I can make enough money this way to support my family." I was triumphant! Nothing could stop me! But then, my day job found out about my side hustle.

Banks 130

Banks Consulting Consultants Accounting 130

Walkner Condon Financial Advisors

APRIL 27, 2023

In this blog post, we will explore the taxation of stock options and provide an overview of how it works. The rules and rates for state and local taxes vary by jurisdiction, so it is important for employees to consult with a tax professional to understand their specific tax obligations.

Consulting 105

Consulting Consultants Taxes Startups 105

Indigo Marketing Agency

JANUARY 3, 2025

Include a Clear Call to Action: Encourage readers to take the next step , whether its booking a consultation or reading more content on your website. The post Create Powerful Blogs & Videos That Convert Prospects Into Clients appeared first on Indigo Marketing Agency.

Prospects 52

Prospects Assets Taxes Education 52

Sara Grillo

APRIL 19, 2024

” I’m going to answer that question in this blog about financial advisors stealing money and how to protect yourself. But here are some resources you may want to grab before you read the blog. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. It is called advice-only planning.

Due Diligence 97

Due Diligence Legal Accounting Education 97

The Motley Fool

NOVEMBER 26, 2023

And if you want to learn something you didn't know about AI technology, the publicly available Netflix Tech Blog provides hours of bleeding-edge fun. A partnership with technology consulting giant Cognizant (NASDAQ: CTSH) will bring "hyper-automation, AI, and process reengineering" into the shoe giant's global operations.

Buyout 178

Buyout Banks Consulting Consultants 178

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

Consulting 98

Consulting Consultants Legal Taxes 98

Sara Grillo

FEBRUARY 12, 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.

Consulting 105

Consulting Consultants Taxes Prospects 105

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Let’s get on to the blog. #1 We hope our blog on how to read Form ADV is helpful to you.

Securities and Exchange Commission (SEC) 110

Securities and Exchange Commission (SEC) Legal Assets Consulting 110

Sara Grillo

MAY 9, 2022

For those of you who are new to my blog/podcast, 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. Let me ask everyone reading this blog. What’d ya think of my blog on direct indexing? So please subscribe!

Portfolios 72

Portfolios Consulting Consultants Taxes 72

The Motley Fool

SEPTEMBER 25, 2023

Most of its tools are designed for lower-cost "inbound" marketing campaigns -- such as social media campaigns, viral videos, blogs, and emails -- that drive consumers to seek out brands on their own. HubSpot's CRM platform is free to use, and it's smaller and simpler than premium CRM platforms like Salesforce (NYSE: CRM).

Consulting 130

Consulting Consultants Accounting Investors 130

FMG

DECEMBER 7, 2022

This includes blogs, websites, videos, and much more. financial consultant near me. Whats more is as a financial advisor, you can test out keywords/phrases you want to blog or create videos on and see how it ranks. Reverse searching is a great tool to keep blogs fresh and ideas flowing. Financial Advisor Top SEO Keywords.

Consulting 83

Consulting Consultants Investing 83

The Motley Fool

APRIL 6, 2024

These include an AI website generator; AI-powered content-writing services for emails, blogs, and web pages; a chatbot builder; and an AI companion called ChatSpot that provides solutions like real-time data and keyword rankings. The company has been busy incorporating artificial intelligence (AI) mechanisms into its array of services.

Professional Services 130

Professional Services Investing Consulting Consultants 130

Sara Grillo

MAY 31, 2024

Can you please read this blog so I can teach you about the other things you should be doing? Here are some blogs that can help you be the Beyonce of financial advisor internet marketing, lol: Google tips for financial advisors Financial advisor Google website tips Sample advisor website template Yeah?

Consulting 59

Consulting Consultants Legal Companies 59

The Motley Fool

MARCH 31, 2024

The two consulted on various initiatives in the past, and Chesky came to Altman's defense when he was briefly fired as OpenAI's CEO. In a blog post in 2014, Altman argued that Uber was undervalued because it often presents a more affordable alternative to car ownership.

Investing 130

Investing Consulting Consultants Stakes 130

Indigo Marketing Agency

MARCH 21, 2024

This, in turn, can lead to more inquiries, consultations, and ultimately, conversions. Conversion Rate: Analyzing the percentage of website visitors who take desired actions, such as filling out a contact form or scheduling a consultation. What Are the Key Elements of an Effective SEO Strategy?

Consulting 89

Consulting Consultants Financial Services Investing 89

Mr. Money Mustache

SEPTEMBER 7, 2022

Thanks so much, I’m honored, but no thanks, and good luck and maybe I could help out by email just as a casual consultant if you need any ideas.”. I realized that sure, doing screen and camera work is hard and sometimes inconvenient and it would suck away some of the time I would normally put into writing blog articles.

Consulting 100

Consulting Consultants Finance Financing 100

Indigo Marketing Agency

SEPTEMBER 28, 2024

Forgettable Content A common strategy among financial advisors is to share a blog post or video and just hope it resonates with their audience and motivates them to reach out. Build trust and authority by sharing: Educational Content: Post blogs, articles, and infographics on financial planning and investment strategies.

Prospects 95

Prospects Consulting Consultants Best Practices 95

Sara Grillo

MARCH 11, 2024

But first… 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. Today we’ll hear from Kevin Estes of Scaled Finance as he talks about how he made it work. Please sign up here !

Consulting 105

Consulting Consultants Finance Financing 105

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 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. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. My name is Sara. So please subscribe!

Consulting 97

Consulting Consultants Liabilities Depreciation 97

Sara Grillo

JANUARY 8, 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. And now let’s get onto the blog! For such a recommendation, consult with a financial advisor.

Accounting 64

Accounting Consulting Consultants Due Diligence 64

Sara Grillo

MAY 28, 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 Client referral tips There were some great takeaways here. For such a recommendation, consult with a financial advisor.

Consulting 59

Consulting Consultants Prospects Accounting 59

Sara Grillo

DECEMBER 13, 2024

This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. Also, there is selection bias inherent in this list.

Due Diligence 52

Due Diligence Consulting Consultants Legal 52

Indigo Marketing Agency

JULY 8, 2023

From thought-provoking blog posts to attention-grabbing social media updates, we’ll make sure your message shines through. Schedule a free strategy consultation with our team. Dedicated Account Manager: You deserve personalized attention, and that’s exactly what you’ll get. But that’s not all!

Prospects 69

Prospects Consulting Consultants Accounting 69

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.

Consulting 59

Consulting Consultants Prospects Assets 59

Sara Grillo

OCTOBER 25, 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. Sara’s Upshot Thanks for reading my blog about crisis marketing for financial advisors. If you get the go ahead, address the situation using this crisis marketing script for financial advisors.

Consulting 52

Consulting Consultants Companies 52

Indigo Marketing Agency

SEPTEMBER 16, 2024

Planning ahead gives you the time to create a strategy that actually works , whether it’s video content, thoughtful blogs, or building an online presence that reflects who you really are. Your clients want to hear from you—not just read a blog or look at a brochure. Consistency Is Key Consistency in your marketing efforts is crucial.

Consulting 52

Consulting Consultants Prospects Education 52