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Why Advertising “Conflict-Free” Advice Could Violate The SEC’s Marketing Rule

Nerd's Eye View

Which, in turn, has led a small but growing number of RIA firms to describe themselves as "conflict-free" on their websites and advertising materials as a way to distinguish themselves from other firms that may have more directly conflicted business models.

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#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala

Nerd's Eye View

What's unique about Anjali, though, is how she has tripled her annual revenue from $250,000 to $750,000 during the past 6 years, while only adding a net of 10 client households (going from 35 to 45 clients in total), by hyperfocusing into her niches of physicians with complex tax needs and small business owners with $5M–$20M of revenue, offering (..)

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A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny

Nerd's Eye View

While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.

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Customer-Centricity Wins The Crown: Bank Of Georgia’s Levan Gomshiashvili

Global Finance

Gomshiashvili: Our Ads Manager platform is a game-changer for businesses seeking to optimize their advertising efforts and drive sales. GF: What benefits is your Ads Manager platform bringing to your business clients and their customers?

Banking 52
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The Future of Finance and Sustainability with Elizabeth Burns

CFO Talks

This included new advertising and visibility initiatives to regain lost ground from competitors like Pepsi. On the market-facing side, we introduced new, more affordable product packages to capture additional market share and worked closely with Coca-Cola Atlanta on aggressive marketing campaigns.

Finance 98
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Building An Inclusive Hiring Process To Decrease Bias And Find Your Firm’s Ideal Candidate

Nerd's Eye View

When promoting an open position, firms can benefit from advertising beyond their personal networks and local geographic areas. Further, including salary details and growth potential in the job listing, as well as avoiding the use of industry jargon or gendered language, can further broaden the pool of people excited to apply.

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KPIs vs Metrics: What's the Best Way to Monitor Performance?

The Finance Weekly

For example, if your goal (KPI) is to get 500 webinar registrations in a week, the related metrics include: Number of sign-ups Website visits Clicks on advertisements (if using paid ads) Conversion rate on the webinar landing page The KPI represents the overall goal, while metrics provide supporting data.

Sales 52