The Reformed Broker

NOVEMBER 29, 2023

I began this blog in November 2008 without any idea where it would take me. I had a negative net worth, was working at a dead-end brokerage firm job and absolutely no career prospects whatsoever – a washed up stock broker at 31 years old in the middle of a global financial crisis. After today the site will be inactive, forever.

Prospects 28

Prospects 28

The Motley Fool

MARCH 10, 2024

That's a lofty valuation, even when you factor in Nvidia's growth prospects. While it might be tempting to want to ride this momentum to strong portfolio returns, the enthusiasm surrounding the company these days might leave zero margin of safety for prospective investors. They trade at a price-to-earnings (P/E) ratio of 74.

Prospects 200

Prospects Returns Portfolios Investors 200

The Motley Fool

DECEMBER 14, 2023

According to the official Shiba Inu developers' blog, "Shibarium is introducing a transformative token burning mechanism" that's "designed to reduce token supply strategically, potentially increasing the token's value and benefiting its ecosystem."

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Investing Education 246

The Motley Fool

OCTOBER 8, 2023

AI voice translation In a press release from the company's blog, For the Record, Spotify announced that it is leveraging new artificial intelligence (AI) capabilities to test voice translations for some of the world's most popular podcasts. If the pool of listeners gets bigger, that provides advertisers with more prospective customers.

Leveraging 246

Leveraging Prospects Shareholders Accounting 246

The Motley Fool

APRIL 7, 2024

In these immersive, hands-on-keyboard sessions, participants can expect to go from zero to use case in just one to five days," Palantir wrote in a blog. Users identify mission-critical needs and high-value use cases, working side by side with Palantir engineers to craft AI-based solutions to these problems. "In

Stakes 246

Stakes Prospects Finance Financing 246

Investment Writing

OCTOBER 4, 2022

Have you ever struggled to generate topics for your blog posts, white papers, and other publications? The most powerful brainstorming advice I can give you is to start “ Blogging the mistakes your clients make.” My post on this topic gives you a template for writing this kind of blog post. Clone your successful blog posts.

Prospects 117

Prospects Investing 117

The Motley Fool

SEPTEMBER 29, 2024

Take before and after photos to show prospective clients what you can do. Natural curiosity: Proofreaders typically get to read all sorts of things, from scientific documents to blogs and advertisements. Before you do, though, create a portfolio of your work.

Prospects 245

Prospects Debt Accounting Portfolios 245

The Motley Fool

DECEMBER 19, 2023

Alphabet Alphabet is no stranger to AI, with CEO Sundar Pichai saying in a blog post earlier this year that the tech giant was seven years into its journey as "an AI-first company." The launch was a bit of a fumble, with Bard making mistakes at its debut presentation and leaving investors questioning Alphabet's prospects in AI.

Prospects 246

Prospects Returns Stock Market Stock Market 246

The Motley Fool

SEPTEMBER 16, 2024

This morning, TF International Securities analyst Ming-Chi Kuo wrote a blog post on Medium outlining a pessimistic early take on the iPhone 16. Arm was also upgraded last week on the prospects for increased edge AI data center penetration. So, all three of these stocks fell in sympathy on the news. So much for the iPhone "Supercycle?"

Prospects 188

Prospects Accounting Returns Portfolios 188

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. 6 on the Fortune Future 50 List for 2023, an annual assessment of the world's largest companies based on long-term growth prospects.

Investing 246

Investing Consulting Consultants Prospects 246

Sara Grillo

FEBRUARY 23, 2024

Question from a subscriber: “I keep getting these rude do-it-yourself prospects who ask me how to solve a problem they are having, with no intention of hiring me. ” Whoa…not so fast… When you tell a DIY prospect to take a hike, you are treating them just as badly as they are treating you.

Prospects 52

Prospects Assets 52

The Motley Fool

FEBRUARY 26, 2024

Damodaran recently posted on his blog, "On every pricing metric, the Mag Seven stocks trade at a premium over the rest of the stocks in the S&P 500." In his blog several weeks ago, Damodaran revealed that the tech stock was trading nearly 14% above its fair valuation. Microsoft's share price has risen slightly since then.

Prospects 130

Prospects Finance Financing Investors 130

The Motley Fool

FEBRUARY 11, 2024

That's still a steep price to pay for prospective investors, regardless of the growth potential. The last 10 years have been about building a world that is mobile-first, turning our phones into remote controls for our lives," he wrote in a blog post in October 2016. Shares trade at a price-to-earnings ratio of 89.7.

Prospects 189

Prospects Returns Investors Capital 189

Sara Grillo

JUNE 21, 2024

Take these actions TODAY: When rejecting the prospect, don’t ramble. I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. The post “How to tell prospect they’re not a fit?” ” Is daily too much email?

Prospects 52

Prospects Consulting Consultants Investors 52

The Motley Fool

DECEMBER 15, 2024

In a new Google blog post, the company unveiled its new quantum computing chip, Willow. With analysts expecting the company to post 16% annualized earnings growth in the coming years, the stock still offers solid value and return prospects. This has painted the perception that Alphabet is falling behind in AI.

Legal 180

Legal Prospects Accounting Returns 180

FMG

FEBRUARY 20, 2024

They want clients and prospects to see their posts and interact with them, whether it’s through comments, reactions, or sharing. Talking about your tax expertise is just the beginning, here are 5 tips that advisors should use to engage prospects during tax season. 5 Tips to Engage Prospects During Tax Season 1.

Prospects 52

Prospects Taxes 52

XY Planning Network

FEBRUARY 5, 2024

Whether you're a seasoned pro or considering diving into entrepreneurship, we have 30 actionable tips to help you convert your prospects into clients! In this blog and accompanying video recording, we're bringing you a mix of savvy strategies and down-to-earth insights to help you steer your firm toward success.

Prospects 99

Prospects 99

Investment Writing

MAY 7, 2024

Check out the five-step process in my blog post on “ 5 steps for rewriting your investment commentary ”! Bookmark my blog, and visit it on the first Tuesday of every month! If you’d like to keep up with my newsletter, please bookmark my blog and visit it on the first Tuesday of every month. Boost your blogging now!

Assets 109

Assets Prospects Funds Capital 109

Indigo Marketing Agency

NOVEMBER 1, 2022

Hands down, Claire points out that the most reliable way to help financial advisors share their true value with prospects is to embrace a specialty. Focusing your marketing will resonate with your ideal prospects and allow your A+ process and service for that specific niche to shine. . Why to blog and what to blog about?).

Prospects 105

Prospects Companies Investing 105

Sara Grillo

JULY 12, 2024

Question from a subscriber: “ What is the best way to tell a prospect that they are not a good fit? Take these actions TODAY: When rejecting the prospect, don’t ramble. Sara G I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc.

Prospects 52

Prospects Consulting Consultants Investors 52

Indigo Marketing Agency

JANUARY 16, 2025

Then they strategically attract, capture leads, educate, and convert prospects into clients with AUM. If you consider yourself a wordsmith, perhaps you want the job of writing blogs, social posts, website pagesand all other content and copy needed to drive growth for your financial firm. This is the work of copywriting.

Prospects 90

Prospects Education Accounting Investing 90

Don Connelly & Associates

JUNE 12, 2023

Successfully crafting a niche is not without its challenges, and most advisors avoid attempting it for fear of narrowing their field of prospects. The post Niche Marketing: Narrowing Your Focus to Attract More Quality Prospects appeared first on Don Connelly & Associates.

Prospects 52

Prospects Consulting Consultants Investing 52

Advisor Rankings

SEPTEMBER 22, 2023

This advisory firm published 2 long-form, SEO optimized blogs per month, for 7 months, before seeing a slight increase in organic traffic. And most importantly, their first digital marketing leads and first prospective client as a result of SEO. First, I want to address the elephant on the page. SEO doesn’t work… UNTIL IT DOES!

Prospects 97

Prospects 97

Sara Grillo

AUGUST 15, 2022

For those of you who are new to my blog, my name is Sara. Scott and I discuss this in pod/blog on the topic, entitled, “ Direct indexing suck s.” What’d ya think of my blog and podcast debate on whether or not debate indexing is worth it? For those of you who are new to my blog, my name is Sara. ” Ehem.

Consulting 98

Consulting Consultants Prospects Portfolios 98

The Motley Fool

NOVEMBER 29, 2023

Management often shares information about a company's prospects on the quarterly earnings calls. Scaleway provides sovereign infrastructure that "ensures access and compliance with EU data protection laws," Nvidia said in November on its blog. Earnings releases tell only part of the story.

Prospects 130

Prospects Companies Returns Investing 130

FMG

FEBRUARY 27, 2023

Additionally, it shows that you are direct and clearly telling your prospects how much it costs to work with you, and this type of transparency is important for being trusted by prospects and clients. Childers, EA, CFP®, and offers comprehensive financial planning services to their prospects. Located in Bellingham, Washington.

Prospects 98

Prospects Fee Structure Asset Management Education 98

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. What’s missing is a bona fide sales funnel that systematically guides prospects from curiosity to interest and ultimately to conversion.

Prospects 95

Prospects Consulting Consultants Best Practices 95

Indigo Marketing Agency

SEPTEMBER 6, 2022

Veres notes, “When clients tell prospects about your services, particularly if the reviews are favorable, that can be the most powerful marketing message you’ve ever had at your disposal—way more powerful than a blog or flashy website.” Testimonials give you that credibility factor. Why did they choose you over another advisor? .

Best Practices 97

Best Practices Prospects Investing 97

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

FMG

NOVEMBER 22, 2022

Content marketing is so important for advisors looking to gain new prospects and connect with existing clients, however, it is often easier said than done. How To Increase Prospect Engagement via Advisorpedia. How To Fix A Prospecting Problem via Tony Vidler. Build a system of engagement with all prospects.

Prospects 72

Prospects Education Consulting Consultants 72

FMG

AUGUST 4, 2022

First, I want lots of educational content to foster a better understanding for clients and prospects alike. I also want the website to facilitate meetings with prospective clients, either virtual or in person, so we can delve deeper into finding out if we are a good fit goal-wise and capability-wise.

Prospects 98

Prospects Education Portfolios Investing 98

FMG

SEPTEMBER 29, 2022

As technology evolves, so does the best way to reach clients and potential prospects. This article will go through the best ways to use video on your website, social media, email and blogs. If you’re struggling with creating impactful thumbnails, check out this blog post on Creating Effective Thumbnails for Your Video Content.

Best Practices 72

Best Practices Prospects Companies 72

BlueMind

DECEMBER 21, 2022

So, in order to gain those clients and assets, you might resolve to contact a certain number of qualified prospects every week. This article " New Year’s Resolution Tips for Financial Advisors " was first published on BlueMind Blog. Your resolution should be based on a plan that you can use as a guide.

Prospects 98

Prospects Assets Returns 98

FMG

OCTOBER 6, 2022

CRM for financial advisors tracks, manages, and analyzes the interactions you have with clients, prospects, referrals, and strategic partners. Wealthbox — Wealthbox CRM tools keep you connected with clients, prospects, and staff with automated workflows using desktop and mobile apps. What prospects may become clients in the next month?

Prospects 83

Prospects Financial Services Accounting Taxes 83

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. Website Audit: Enhance your website to attract more prospects and improve conversion rates. Dedicated Account Manager: You deserve personalized attention, and that’s exactly what you’ll get.

Prospects 69

Prospects Consulting Consultants Accounting 69

Sara Grillo

MAY 9, 2022

For those of you who are new to my blog/podcast, my name is Sara. Let me ask everyone reading this blog. If you want more reasons direct indexing is bad for clients, I wrote a pretty long blog about why you should >run away from direct indexing. What’d ya think of my blog on direct indexing? Or even 100 stocks?

Portfolios 72

Portfolios Consulting Consultants Taxes 72

XY Planning Network

AUGUST 8, 2022

How to grow your RIA” is a big, dynamic topic to tackle in 5 steps and a single blog post, but I believe there’s power in simplicity. My hope is this blog can help you grasp the concept of RIA marketing so that it’s no longer intimidating. 7 MIN READ. This article is a whole new format for RIA marketing education.

Education 78

Education Prospects 78