Appraisers Blog

MARCH 7, 2024

Many appraisers yet believe their opinions and judgements don’t need to be tangibly supported or replicable in their appraisal reports; that from a client and intended user perspective, is no longer acceptable. Otherwise, our mortgage-clients are moving on without us! Our Future is Our Decision… ?

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Appraisal Marketability 91

Truelytics

MARCH 16, 2023

in terms of winning new clients, increasing share of wallet, and reducing client attrition by getting better at helping clients understand risk. As Aaron explains, it all comes down to providing clients with more comfort and confidence in their financial journey. Subscribe to the Podcast! Subscribe to the Podcast!

Technology 98

Technology 98

JPAbusiness

MARCH 28, 2023

Our clients often seek a business valuation in response to a 'significant event’, for example retirement or restructuring, a financing requirement, purchase offer and so on. We continue to offer these event-based valuation services, and always will.

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Business Valuation Finance 76

Sun Acquisitions

APRIL 11, 2024

Founded in 2002 by Joe Switzer (President), Barry Smith (VP), and Rose Beltran (CFO), Pacific Plus emerged as a response to the evolving landscape in commercial photography, video, editing, and post-production. In addition to its core services, Pacific Plus diversified its offerings to meet varied client needs.

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Marketability 59

Appraiser Newsroom

FEBRUARY 4, 2024

Having recently completed his valuation coursework through ASA, Jordan takes you behind the scenes in a brief video, providing insights into a typical workday. On-site, Jordan carefully assesses trucks, trailers, and various assets for clients, taking note of crucial details such as odometers, overall condition, and date of manufacture.

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Appraisal 52

Benzinga

JUNE 28, 2023

Expanding Agency Business According to Reuters, Britain-based Imagen, which owns the Screenocean video distribution platform, operates digital content libraries for sports, media, and business companies including Premier League soccer and Major League Baseball. Imagen will become a part of the Reuters News division.

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Benzinga

JANUARY 22, 2024

(NASDAQ: BNZI ) ("Banzai" or the "Company"), a leading marketing technology company that provides essential marketing and sales solutions, today announced that it has signed a non-binding letter of intent (the "LOI") to acquire Boast , an all-in-one platform for video-based customer testimonials and surveys.

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Marketability Technology 40

Truelytics

APRIL 11, 2022

Episode 80 - Why Helping Clients Build Wealth Is Smart Business For Financial Advisors. As Kieran Bol from PriceMetrix by McKinsey noted on a previous episode of the podcast, most financial advisors are not growing their AUM by adding new clients. Modern Financial Advisor Podcast ·. Subscribe to the Podcast!

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ThomsonReuters

NOVEMBER 21, 2023

Jump to: Set engagements and expectations for next year Address economic pressures that are top of mind Advise on tax planning topics As the year comes to a close, most accounting firms are guiding clients through the complexities of year-end tax planning. Often, clients end up running the firm because you are waiting on their data.

Start-ups 52

Start-ups Accounting Firms 52

Truelytics

JANUARY 25, 2022

Episode 73 - Financial Advisors Can Finally Embrace Client Testimonials. It has been common knowledge for independent financial advisors and RIAs that client testimonials and endorsements are a "no go" area. Modern Financial Advisor Podcast ·. Well, thanks to recent rule changes by the SEC the world has changed.

Marketability 92

Marketability 92

Truelytics

MARCH 30, 2022

In this episode of The Modern Financial Advisor Podcast , Lacy Garcia , CEO of Willow offers several areas where financial advisors can better serve their women clients. Sometimes it is as simple as opening your Rolodex for the women in your client roster and making introductions. Subscribe to the Podcast!

Marketability 94

Marketability 94

Auto Dealer Valuation Insights

JUNE 19, 2023

We had the privilege this past weekend of presenting at the annual family meeting for one of our great family business clients. In case you don’t have five minutes to watch the video, the six principles are: [Hat tip to Mercer Capital.

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Truelytics

MARCH 17, 2022

Just about every financial advisory firm we talk to is actively looking to attract younger clients. The Modern Financial Advisor Podcast is available on Apple Podcasts, Spotify, Apple Podcasts , Spotify , Google Podcasts , Alexa , SoundCloud , Stitcher , TuneIn , or if you prefer video you can find it on YouTube.

Technology 98

Technology 98

Truelytics

MARCH 9, 2022

Cybersecurity is something most clients take for granted when it comes to their finances. Well, according to David Kakish , CEO of RIA WorkSpace clients might be surprised by how vulnerable their information is on their advisor's systems. Because a failure to properly secure your clients' information can be fatal to your business.

Banking 92

Banking Finance Technology 92

Benzinga

APRIL 30, 2024

Together, this merger represents the next step in AGBA and Triller's collective strategic visions in the digital economy. Trusted by over 400,000 individual and corporate customers, the Group is organized into four market-leading businesses: Platform Business, Distribution Business, Healthcare Business, and Fintech Business.

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B2B Technology Marketability 93

Truelytics

NOVEMBER 9, 2022

One theme I keep hearing from leaders in the wealth management industry is that financial advisors need to become more interested in the lives of their clients. Ask probing questions about a client's values. Dig deeper into your client's family relationships. These things are great but many advisors are not sure how to proceed.

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ThomsonReuters

MARCH 29, 2021

When we transitioned to fully virtual in 2020 as our only possible form of communication, there was a lot of grace and tolerance given for chaos in the background of video calls. So, as everything has gone remote , your clients are going to have an expectation shift towards you as well. We’re in the relationship business.

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Start-ups Technology 98

Biz Equity

FEBRUARY 9, 2023

You became an advisor to help your clients meet their financial goals and ultimately improve their lives. But as our industry becomes increasingly crowded, it’s more important than ever for advisors to master the art of prospecting – the process of initiating and developing new business by searching for potential clients.

Marketability 98

Marketability 98

Truelytics

MARCH 9, 2023

In this episode of the Modern Financial Advisor Podcast, Mark Gochnour , Head of Global Client Services at Dimensional Fund Advisors joined me to explore some of the discoveries he and his team have made about client preferences and behaviors via DFA's most recent "Global Investor Study". Subscribe to the Podcast!

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Benchmark Report

JULY 25, 2022

The company provides a mobile app for the service industry that connects field technicians and clients with certified photos, videos, and mobile forms. Pruvan, headquartered in Round Rock, Texas, provides Mobile Field Service Management software.

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Benzinga

JANUARY 30, 2024

This latest merger bolsters the agency's in-house creative services and galvanizes the next era of integrated brand and performance marketing for its clients. Our organizations have undeniable synergies in culture, client fixation, Full story available on Benzinga.com San Diego, Jan.

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Marketability 40

Benzinga

AUGUST 8, 2022

08, 2022 (GLOBE NEWSWIRE) -- Kargo today announced the acquisition of Ziggeo, a video player and technology company. Ziggeo brings a suite of products to Kargo's growing omni-channel platform, including a video player, video recording capabilities and numerous APIs. NEW YORK, Aug. Full story available on Benzinga.com.

Technology 40

Technology 40

Truelytics

MAY 25, 2023

In this episode of the Modern Financial Advisor Podcast, Lucas Siegel , CEO of Harbor Life Settlements shares how financial advisors can help their clients unlock assets that are lying dormant and unproductive in their life insurance policy. Subscribe to the Podcast! Subscribe to the Podcast!

Technology 52

Technology 52

ThomsonReuters

MAY 19, 2021

Over the past year, virtual communication practices have accelerated and changed our normal pattern of behavior with our clients. With the pandemic forcing firms to engage with clients in new ways, an opportunity arises to set expectations around what methods will stay with us long-term. Depends on the volume of emails the client gets.

Start-ups 98

Start-ups Technology 98

Truelytics

DECEMBER 19, 2022

The trend of expanding the services that financial advisors provide to their clients continues to pick up steam. The value-add to the relationships with your mass affluent clients has the potential to open up a wide range of opportunities. Subscribe to the Podcast!

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Benzinga

NOVEMBER 3, 2022

Gorilla") (NASDAQ: GRRR ), a global provider of AI based edge video analytics, IoT technologies, and cybersecurity, has agreed terms for the acquisition of SeeQuestor Limited ("SeeQuestor"), a global provider of video analytics technology. based SeeQuestor has developed advanced video analytics technology.

Technology 40

Technology Marketability 40

Truelytics

OCTOBER 6, 2022

So, she set out to create a community solution, ClientFirst , that would help advisors and other financial professionals connect with each other to not only grow their businesses but to better serve their clients in the process. Subscribe to the Podcast! Subscribe to the Podcast!

Start-ups 52

Start-ups 52

ThomsonReuters

FEBRUARY 8, 2022

1) Communicate clearly to win new tax clients. When you seek to win new tax clients, it’s best to start at the beginning. Do you know what your clients and prospects want, especially in terms of communication? How do you begin to know the best way to win new tax clients and retain your existing client base?

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Accounting Firms Technology Marketability Start-ups 105

ThomsonReuters

DECEMBER 1, 2023

Therefore, helping business clients save money and reduce their tax burden by expensing property they’ve purchased for their company and claiming deductions for  depreciation  or  amortization  of assets is critical. Section 179 and expensing property Running a company is expensive. If so, section III must be completed.

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Intangible Assets 97

ThomsonReuters

JULY 6, 2023

But what does accounting advisory mean and how can your firm take advantage of this unique opportunity to showcase your knowledge and build deeper relationships with your clients? Instead, they can shift their focus to more value-added activities like providing financial insights and helping clients navigate the complexities of tax law.

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Start-ups Compliance Accounting Firms Technology 88

ThomsonReuters

DECEMBER 11, 2023

Accounting for tax equity investments Implementing ASU 2023-02 Accounting professionals with equity investor clients who are involved with projects to receive income tax credits and other income tax benefits need to have a clear understanding of the proportional amortization method (PAM), especially in light of recent changes.

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Equity Finance Marketability 52

ThomsonReuters

APRIL 25, 2024

When it comes to navigating the tax landscape of 401(k) contributions and withdrawals, it’s important for accountants to stay informed and help clients make tax-efficient decisions during their retirement years. How to engage with clients on 401(k) tax considerations What are the taxes on 401(k) withdrawals? How is a 401(k) taxed?

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Compliance 52

Appraiser Newsroom

NOVEMBER 9, 2023

These situations can range from inquiries by clients or advisors to formal disputes with insurance companies or lending institutions. Enhanced Credibility: Training elevates an appraiser’s professionalism and enhances their credibility in the eyes of the court, clients, and peers.

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Appraisal Compliance Business Valuation 59

ThomsonReuters

JULY 11, 2023

Facing a rise in client expectations and an increasingly complex regulatory environment , a growing number of firms are looking to transform their practice and take their advisory services to the next level. Accounting professionals have long been trusted advisors for their clients. Your business clients are no exception.

Compliance 75

Compliance Marketability 75

Benzinga

JUNE 17, 2022

New York , June 17, 2022 (GLOBE NEWSWIRE) -- Proactive, provider of real-time news and video interviews on growth companies listed in the US and Canada, has covered the following companies: . Musk warns Twitter workers job losses are on the way during video-link address click here. Full story available on Benzinga.com.

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ThomsonReuters

MAY 19, 2022

Unfortunately, businesses often make assumptions about what their clients want. Sometimes they miss the mark, which can lead to misunderstandings, unmet expectations, and potentially dissatisfied clients who eventually take their business elsewhere. Increase client communication, value. However, that is often not the case.

Accounting Firms 105

Accounting Firms Banking Technology Finance 105

Benzinga

APRIL 8, 2024

Both offices will manage client relations and support for its growing roster of customers across North America and Latin America. As part of the transaction, MEDIAGENIX acquired 55 new customers and 11 employees from its strategic partner, the market leader in broadcast inventory and revenue workflow management.

Technology 40

Technology Marketability 40