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Real Money, Real Experts: Fixing More Than the Numbers: Counseling Strategies When Budgets Don’t Do the Trick with Jayne Larson and Alicia Lawrence

In this episode of Real money, real expertsDr. Brandi Baxter sits down with financial advisors Alicia Lawrence and Jane Larson to explore why real financial change goes beyond the numbers. They discuss the power of motivational interviewing, empathy, and curiosity in helping clients discover the “why” behind their financial habits. From overcoming the fear of […]

Retirement Industry Highlights Women’s Retirement Security Day

July 14 marks the first Women’s Retirement Security Day, established by the American Association of Retired Persons (ARA) to help women savers prepare for retirement. The day will be celebrated on the second Tuesday of July each year, when politicians, organisations, employers and community leaders will share resources to help improve women’s retirement. These resources […]

Business Intelligence Tools (BI) – IndependentAgent.com

Business intelligence platforms—Power BI or built-in tools from vendors like ITC or Zywave—pull data from your AMS and turn it into dashboards: loss ratios by carrier, retention by manufacturer, revenue by activity. Instead of creating a report and interpreting a spreadsheet, you’re looking at a live view that updates as your data changes. A real […]

Your Biggest AI Cost Isn’t the Technology — It’s the Hidden Debt Quietly Draining Your Budget

Opinions expressed by Entrepreneur contributors are their own. Get the main AI technical debt is no longer just an IT concern – it has become a business issue that directly reduces ROI and slows enterprise AI adoption. Organizations that audit existing AI investments, strengthen data and infrastructure, and eliminate low-value projects are better positioned to […]

US district judge rebukes Trump in suit against IRS – JURIST

A judge for the US District Court for the Southern District of Florida severely criticized President Donald Trump and his lawyers in a ruling on his lawsuit seeking damages from the IRS, saying it was filed for “an improper purpose — to gain the imprimatur of judicial legitimacy for a “settlement” that had no solid […]

Bank regulators issue credit risk guidance for unauthorized workers

Bank regulators issue guidance on credit risks for unauthorized workers Skip to content © 2006-2026 HW Media, LLC. All rights reserved.Powered by WordPress VIP What’s new? Updated 12 hours ago Latest Source link

Bridging the distance: Bringing care closer to home for rural Veterans

On the Navajo Nation, VA interns are closing the gap to care For rural veterans living on or near Navajo Nation reservations, seeking care often meant hours on the road. Such distances present a serious barrier, especially for elderly or disabled veterans. In rural New Mexico, VA interns are working to fill that gap, bringing […]

How to successfully recruit and retain Gen Z

Key insight: Learn how Gen Z demands (flexibility, skills, meaningful work) are redefining business value propositions. What’s at stake: Companies risk losing talent and reducing productivity without updated benefits and training. Looking ahead: Prepare for AI-powered role changes; training and flexible PTO will become a strategic priority.Source: AI generated bullets with editorial review. Gen Z […]

Can I Trust a Credit Counseling Agency? Here’s What You Need to Know. – NFCC

Editor’s note: This post was originally published in April 2019. NFCC often receives questions from readers about their money challenges. We answer common questions in our Ask an Expert series to help readers find the information they need. Q: I need to get out of debt, but I don’t know if I can trust credit […]

Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM: #FASuccess Ep 498 With Christine DeMao

You are all welcome! Welcome to the 498th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Christine DeMao. Christine is the Chief Operating Officer of Gibson Capital, a Wexford, Pennsylvania-based RIA that oversees approximately $3 billion in assets under management for 200 client families. What’s unique about Christine, however, is […]

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