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New Financial Advisor Training Program: Cognitive Health, Caregiving and Client Relationships

 Americans over the age of 50 represent the world’s third largest economy. This will transform our nation over the coming decades and present financial advisors with a remarkable opportunity. 323 more words

Financial Planning

Four essentials your advisor story needs to help you stand out.

Recently, I’ve worked several independent investment advisors to help them develop content for their web sites. Each of these advisors had the same intention—to establish a strong digital presence that distinguishes their practice to prospective clients. 626 more words

Communications

Background Stamping

Hello there!

Its Ria here today sharing a card with background stamping that will create and served as alternative to patterned papers.

Sometimes I find myself looking for patterned papers that doesn’t have the design or color that I want. 221 more words

Papercraft

Job - Real Impact Analytics - Head of Software & Lead Architect

Hi Philippe,

Thanks a lot for your message, always happy to hear from you! Please find the links below, as both roles have a Big Data component: 727 more words

Job / Vacancy

Victor Schramm, LLC Quarterly Newsletter: Q3, 2015

Here at Victor Schramm, LLC, we’ve been working on bringing our clients and the public a quarterly Newsletter.

Please join us for the inaugural edition- Q3 2015. 84 more words

Financial Guidance for Regular, Middle Class Investors

As major brokerage firms focus on the multi-millionaire and billionaire clients, the so-called “mom and pop” investor class, those that typically define themselves as “regular” or “middle class,” is getting less love.  290 more words

RIA

Stamping in monochrome

Hello there! Its Ria here :)

For today’s card project I’m using Sarah Hurley’s beautiful Butterflies stamp set. This is one of my favorite stamps in her collection and I had done a number of card projects using them. 229 more words

Papercraft