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#FA Success Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client’s Desire To Learn, With Thomas Kopelman

Nerd's Eye View

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman.

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Announcing Expanded IAR CE And The State Of The Blog

CFO News Room

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Executive Summary. Author: Michael Kitces.

Education 130
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Repurposing Your Content To Enhance Growth: How 1 Piece Of Content Can Cover 6 Different Marketing Tactics

Nerd's Eye View

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!).

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The State of Planning in Dynamic Times

Jedox Finance

In this blog we take a closer look at the recently published BARC study “Sound Decisions in Dynamic Times.” In the current times of crisis, these buzzwords common in FP&A and planning turn out to be very important characteristics for companies and it becomes clear how well positioned they actually are.

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17 Best Ways to Invest $2,000 to $3,000

CFO News Room

While investing $2,000 to $3,000 can help you make progress towards any number of financial goals, there are situations where you may need to access your money in the near term. Start a Blog . A blog enables you to do that, although it may take some time – even several years – to get a return on your investment.

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Announcing IAR CE From Kitces And The Mid-Year State Of The Blog

Nerd's Eye View

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

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Revolutionizing Dental Practice Management: Embracing Cloud-Based Solutions for DSOs

E78 Partners

One such game-changing technology is cloud-based dental software, which is revolutionizing the way dental practices and DSOs manage their operations and deliver exceptional patient care. As the dental landscape becomes increasingly competitive, adopting innovative solutions has become imperative for practices to thrive and stay ahead.