negotiatingwomen.com
Carol Frohlinger to Deliver Keynote at Bob Veres’ Insider Forum | Negotiating Women, Inc.
http://www.negotiatingwomen.com/2015/carol-frohlinger-to-deliver-keynote-at-bob-veres-insider-forum
Negotiating Women, Inc. Training. Consulting. Advancing Women. Carol Frohlinger to Deliver Keynote at Bob Veres’ Insider Forum. Carol Frohlinger will be delivering a keynote talk at Bob Veres’ Insider Forum. Negotiating Women, Inc. helps women and organizations to maximize opportunities. Carol Frohlinger, along with members of a team she advised, was awarded the. Schedule a complimentary call with Carol to explore how you can work together. About Negotiating Women, Inc. Carol Frohlinger, J.D.
marie-swift.blogspot.com
Best Practices in the Financial Services Industry: Finding Your Voice and Building Your Brand as a Financial Advisor Today
http://marie-swift.blogspot.com/2015/08/finding-your-voice-and-building-your.html
Best Practices in the Financial Services Industry. Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors. Saturday, September 5, 2015. And sign up for Inside Information...
frontierasset.com
Frontier Events
https://www.frontierasset.com/library/events/bob-veres-insiders-forum
Bob Veres’ Insider’s Forum. Bob Veres Insiders Forum will be held September 19-21, 2016, at the Hotel Del Coronado in San Diego, California. For more details, visit www.insidersforum.com. Frontier Focus - June 2016. Events and Job Opportunities. Bob Veres’ Insider’s Forum. San Diego, CA Read More →. La Jolla, CA Read More →. We provide portfolios today. Designed for success tomorrow. Built by Five Technology.
bobveres.com
Fill the Gap – Inside Information
http://www.bobveres.com/archives/942-Fill-the-Gap.html
Conferences & Education. Conferences & Education. The brokerage firms and FSI say that the smaller qualified plans will be underserved if they have to act as fiduciaries. Would you take the business instead? April 1, 2015. It's a form of payment for shelf space that the SEC hasn't caught onto yet, and the best thing about it is that the reps get CE credits for learning all the top sales features of the higher commission products on their shelves. One imagines some of the better ones:. And then, when you ...
bobveres.com
Two Birds, One Stone – Inside Information
http://www.bobveres.com/archives/921-Two-Birds,-One-Stone.html
Conferences & Education. Conferences & Education. Two Birds, One Stone. We're a fractured profession, and also a confusing one to consumers. Can we address both issues with the same solution? March 2, 2015. If you have the CPA and PFS credentials, you'd probably check off the PFP Section option. The point: each member of the professional organization would also be a member of at least one underlying membership organization. How soon can we make this happen? Bob Veres’ Blog. Conferences & Education. 1804 ...
yardleyfas.net
Best Sources of Info for Financial Advisors @MichaelKitces @BillWinterberg @bobveres @140ltd @AngieHerbers - Yardley Financial Advisors
http://yardleyfas.net/2014/11/19/best-sources-of-info-for-financial-advisors-michaelkitces-billwinterberg-bobveres-140ltd-angieherbers
Best Sources of Info for Financial Advisors @MichaelKitces @BillWinterberg @bobveres @140ltd @AngieHerbers. November 19, 2014. If you have been reading this blog you know that I think you need to be an actual expert to really work as a Financial Advisor. You can’t fake it ‘til you make it unless you like ruining lives – because that’s what people do when they give financial advice when they aren’t qualified. Then you’d have to start learning all of the things they just can’t teach you in school or in you...
concenterservices.wordpress.com
concenterservices |
https://concenterservices.wordpress.com/author/concenterservices
Skip to main content. Skip to primary sidebar. Skip to secondary sidebar. Info on Cloud Computing, CRM, Salesforce, Financial Advisors. Worldox integrates with XLR8/Salesforce! Launch all Worldox Cloud document searches from Salesforce. As cloud-based services are becoming more ubiquitous, RIAs are including cloud-based document management in their evaluation of cloud-based contact management systems. Trumpet, Inc, and Concenter Services. XLR8) are no strangers to this trend. This integration allows a fi...
concenterservices.wordpress.com
A KNOWLEDGE BOOST |
https://concenterservices.wordpress.com/2014/05/12/a-knowledge-boost
Skip to main content. Skip to primary sidebar. Skip to secondary sidebar. Info on Cloud Computing, CRM, Salesforce, Financial Advisors. Larr; Salesforce WINTER 14 – Release Highlights. Adm McRaven – Commencement Address (Univ of Texas, 2014) →. Nothing beats a little face time. Not Skype. Not webinars. Not even FaceTime! With thousands of attendees and dozens of exhibitors. There are also regional associations to complement a wide range of national association conferences led by NAPFA. Being a technology...
bobveres.com
Indecent Exposure – Inside Information
http://www.bobveres.com/archives/951-Indecent-Exposure.html
Conferences & Education. Conferences & Education. Let the lobbying around fiduciary continue just a little longer. May 5, 2015. I've got a feeling that the opponents of a fiduciary standard have boxed themselves into a corner. And simply unworkable. We've even seen cries of protest about the sales of questionable products; LPL CEO Mark Casady has worried publicly that the current proposal will cause advisors to lose 7% commissions because they could no longer sell non-traded REITs to IRAs. (...I suspect ...
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