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As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs. This might be the time to consider an adjustment.
And we do everything from run their website, create their content, help them create webinars, do all of their social media postings. He’s the president and founder of the Retirement Learning Center, which is an independent ERISA consulting and training firm that serves independent financial advisors.
Instead of just talking about taxes in retirement, Joe presents a clear problem (overpaying taxes) and an actionable solution (his free video series on tax planning through retirement). A strong hook: He immediately addresses a common pain point: Worried about taxes eroding your retirement savings?
I'll be your moderator for MicroStrategy's 2023 third-quarter earnings webinar. I would like to welcome you all to today's webinar and let you know that we will be taking questions using the Q&A feature at the bottom of your screen. I'd like to welcome all of you to today's earnings webinar. Hello, everyone.
Here are examples of high-value topics compared to less effective ones: Effective Topics: The Ultimate Guide to Minimizing Your Taxes for Business Owners With Fewer Than 25 Employees Are You on Track to Financial Independence As a Physician? Instead, aim to address particular pain points with content that offers practical solutions.
Welcome to Tencent Holdings Limited 2023 second-quarter results announcement webinar. Operator instructions] And please be advised that today's webinar is being recorded. Income tax expense increased by 144% year on year to 11.1 Thank you all for joining our results webinar. Wendy Huang from Tencent IR team.
I will be your moderator for MicroStrategy's 2023 fourth quarter earnings webinar. I would like to welcome you all to today's webinar and let you know that we will be taking questions using the Q&A feature at the bottom of your screen. I'd like to welcome all of you to today's webinar. Hello, everyone.
In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.
In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.
Hello everyone, and welcome to Zoom's Q2 FY '23 earnings release webinar. As a reminder, today's webinar is being recorded. Hello everyone, and welcome to Zoom's earnings video webinar for the second quarter of fiscal 2024. Zoom assumes no obligation to update any forward-looking statements we may make on today's webinar.
ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Well, hello, everyone, and welcome to Zoom's Q3 FY '24 earnings release webinar. As a reminder, today's webinar is being recorded. Hello, everyone, and welcome to Zoom's earnings video webinar for the third quarter of fiscal year 2024.
New episodes will be published weekly with various guests, including top advisors, tech consultants, and marketing machines who are excited to tell you how to use proven marketing strategies to grow a thriving practice. That’s what we do, help them understand what they have, especially help them understand what the tax implications are.
For financial advisors, your CTA might be something like: Schedule your complimentary 15-minute phone consultation. If you believe a second-to-die life insurance policy is the best way to leave a tax-free legacy to your heirs, write about it. Watch this free workshop webinar on how to choose your specialty.
You can also sign up for a free workshop webinar he and I hosted together, How to Choose Your Niche & Create a Radically Relevant Marketing Message. Jim Blankenship Jim Blankenship is a CFP® professional who specializes in Social Security, income tax, and personal finance. You can connect with Cullen on Twitter.
Additionally, over the past several weeks, we have hosted numerous medical education meetings, advisory boards, weekly webinars, and regional dinner meetings where Board-certified dermatologists and well-respected veterinary thought leaders have shared their positive experiences. product label and the head-to-head study data results.
I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Instead of, though, saying, “If you want to learn more, set up a consultation with me” he said, “If you want to learn more, just keeping reading.”. I try to hold monthly webinars.
Welcome, ladies and gentlemen, to AstraZeneca's half-year and Q2 results 2023 webinar for investors and analysts. Please also carefully review the forward-looking statements disclaimer in the slide deck that accompanies this presentation and webinar. and the U.S. There will be an opportunity to ask questions after today's presentation.
Webinar/webcast. That's always a challenge in the advisor business because of tax issues, because you're dealing with taxable investors. The consultants are driving more searches. Webinar/webcast. Morningstar Conference Fireside Chat. Fri, 09/16/2022 - 13:30. View transcript. Close transcript. Rajiv Bhatia: Great.
ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Kelcey McKinley -- Event Consultant Hello, everyone, and welcome to Zoom's Q3 FY '25 earnings release webinar. As a reminder, today's webinar is being recorded. Kelcey McKinley -- Event Consultant Thank you so much, Michelle.
Our strengthening positioning within the AI market was reinforced by our recent announcement of our collaboration with Boston Consulting Group to deliver enterprise-grade, secure and responsible generative AI, leveraging our Gaudi and 4th Gen Xeon offerings to unlock business value while maintaining high levels of security and data privacy.
ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Kelcey McKinley -- Event Consultant Hello, everyone, and welcome to Zoom's Q4 FY '25 earnings release webinar. Hello, everyone, and welcome to Zoom's earnings video webinar for the fourth quarter and full fiscal year 2025. This result was $0.11
For more help with finding your niche and selecting the right audience Watch this free webinar called Your Riches Are in Niches. Invite Them to a Webinar Marketing ideas for financial planners are a dime a dozen but webinars are a fantastic way to connect with potential clients and build trust.
According to DemandSage : The average webinar conversion rate is approximately 56%. A significant 85% of businesses consider webinars essential to their marketing strategy. More than half (51%) of content marketers say webinars provided the best results. Learn more about our webinar services here.
I'll be your moderator for MicroStrategy's 2024 second-quarter earnings webinar. I would like to welcome you all to today's webinar and let you know that we will be taking questions using the Q&A feature at the bottom of your screen. I'd like to welcome all of you to today's webinar. Hello everyone. Thanks, Andrew.
For example, your message might be, Helping business owners reduce taxes and prepare for a secure retirement. Consider learning more about LinkedIn strategies by watching our free webinar on Unlocking the Power of LinkedIn , where you can discover actionable tips to maximize your outreach.
A simple Oh, yes, I was interested in that tax strategy can open the door to a valuable discussion. You can include details like how they found youwhether through a referral, a guide they downloaded, or a webinar they attended. Is it a 15-minute discovery call or a 30-minute consultation ? Whens a good time to chat?
Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth. Try using shorter, more common words like: We help you save money on taxes and grow your investments. Book a free call today.
Whether its tax planning, practice management, or technology trends, Michael remains a go-to resource for cutting-edge knowledge. His workshops, PBS specials, and books help financial professionals master tax-efficient strategies for their clients. Along with his over 6,000 followers, connect with Peter on LinkedIn to learn more.
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