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How Financial Advisers Can Boost Online Reputation Through Google Reviews (While Complying With SEC Marketing Rule Requirements)

Nerd's Eye View

Which suggests that advisers have an opportunity to leverage the power of online reviews, which can act as "evergreen referrals" and drive more prospects to seek out the firm’s services, all while adhering to their firm’s compliance requirements. Next , by taking a proactive approach to reinforcing where they add value (e.g.,

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How Etsy Is Leveraging Google Shopping

PYMNTS

Going forward, Etsy marketplace sellers will be able to run Google Shopping campaigns , care of a new advertising dashboard the handcrafted marketplace is rolling out. Etsy has noted that these are early capabilities and that it has plans to make the targeting functions more wide ranging.

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5 Tips to Maximize Your SBA Loan Benefits This Tax Season

CSC Advisors

As you approach the 2025 tax season, it’s crucial to leverage your SBA loan’s financial advantages effectively. Consider making any planned equipment purchases before the end of 2024 to capitalize on this deduction for your 2025 tax return. Maximize Your Deduction : For the 2024 tax year, you can deduct up to $1.16

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Department Store Redux? Scenario Planning For The DTC Business

PYMNTS

More about them after some scenario planning. This group also leverages low social media ad rates to keep their connection with customers and this momentum slides into the holiday season. For the early-stage companies there’s a lack of retail leverage. Now the new face of DTC will start to remake the rest of retailing.

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#FA Success Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort, With Emily Rassam

Nerd's Eye View

In this episode, we talk in-depth about how, as Emily progressed in her career from working on 401(k) plans to focusing on financial planning, she faced challenges and eventual burnout while building a successful financial planning offering in a firm that was still primarily focused on 401(k) plans first and foremost and didn’t want to allocate (..)

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1,006: From Salesforce Playbook to Start-up Strategy | Scott Henderson, CFO, DISQO

CFO Thought Leader

During his tenure, he played a pivotal role in integrating major acquisitions like MuleSoft and Tableau, helping to navigate the complexities of these integrations while driving corporate planning and strategic initiatives. In 2022, Henderson took on a new challenge as CFO of DISQO, a brand experience platform company.

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Managing Outsourcing Of SEO (Search Engine Optimization) For A Financial Advisor

Nerd's Eye View

However, advisors don't need to become an expert in SEO themselves or hire an in-house expert to do it for them, as there are a host of outsourced SEO providers who have the technical expertise needed to effectively leverage SEO.