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Sunday, December 29, 2024

Fundraising

Volunteer Grants for Faith-Based Groups: A Crash Course

In the landscape of corporate philanthropy, volunteer grants represent a powerful avenue for nonprofits and other mission-focused organizations to increase their fundraising potential....

microfinance

money saving

Russ Dyck financial advisor – MoneySense

With a commitment to transparency and client education, Dyck ensures his clients are well-informed and actively involved in shaping their...

BUDGET

Experiences Age Like Wine, Things Age Like Milk

More than ever before, I feel like I’m under a constant barrage of targeted reminders to buy more stuff. More tech, more kids’...

financial planning

FINANCIAL PLANING

Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time,...

#FASuccess Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings, With Emily Biehler

Welcome everyone! Welcome to the 410th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Emily Biehler. Emily is the...

Weekend Reading For Financial Planners (November 2–3)

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents...

Kitces & Carl Ep 150: When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level

For many years, the traditional career track for financial advisors has been an 'eat what you kill' model – where advisors must independently...

How Do You Compare to National Averages?

How Do You Compare to National Averages? Posted by Cynthia Flannigan on Oct 30, 2024 ...

WEALTH MANAGEMENT

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