This document summarizes a new online financial planning service that will provide clients with a personal financial advisor via a secure online account. The service will review clients' finances annually and provide personalized financial advice, coaching, and reports. Clients can access financial calculators and scenarios and request assistance from an advisor. The service offers different packages at annual fees and additional services can be purchased separately. It will be marketed online and through financial brokers and advisors.
Admirable Worldwide is one-stop consultancy firm offering comprehensive solutions in Financial Planning and Consulting. We help individuals and corporates to achieve their strategic goals and objectives as well as increasing process efficiencies to optimize revenue and bottom line.
Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for your retirement.
Financial Planning is about “Planning Life” and “Financial Prosperity” and involves 95% strategy and 5% products. It is the blueprint for planning and management of all financial affairs for your entire life and consider holistic view that enables you achieving your life’s goals. For further details, please visit "http://www.admirableworldwide.com/".
Identifying the 12 things that EVERYONE gets wrong about financial planning, Understanding insurance, Demystifying savings and investments, Wading through the banking and lending challenges, Effective tax and estate planning
Admirable Worldwide is one-stop consultancy firm offering comprehensive solutions in Financial Planning and Consulting. We help individuals and corporates to achieve their strategic goals and objectives as well as increasing process efficiencies to optimize revenue and bottom line.
Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for your retirement.
Financial Planning is about “Planning Life” and “Financial Prosperity” and involves 95% strategy and 5% products. It is the blueprint for planning and management of all financial affairs for your entire life and consider holistic view that enables you achieving your life’s goals. For further details, please visit "http://www.admirableworldwide.com/".
Identifying the 12 things that EVERYONE gets wrong about financial planning, Understanding insurance, Demystifying savings and investments, Wading through the banking and lending challenges, Effective tax and estate planning
A self guide towards financial planning. We ourselves can manage our finances, so here comes phase-1 describing about few topics. Stay tuned for the remaining topics in phase-2.
Financial planning is for everyone. If you're like most people, financial planning might seem very complicated and confusing, and you might not know where to start. However, here are some ideas to help you get started.
A simple and revolutionary financial plan report that does something simple.Abhinay Gupta
I was searching for a productive and presentable financial plan report on the web and couldn't find a single. All the sample financial plan that I have seen are either number crunches or complicated. Clients don't like it. It sucks! SO, here's a simple and revolutionary financial plan report that does something simple.It helps clients in understanding its personal finance and increases engagement.The report is simple, meaningful and free of data crunches. I feel this will change the way people look at their personal finance.
Planning is bringing the future into the present, so that you can do something about it now. Wise money management can take a lot of worry out of your life.
Know some amazing and important Financial planning tips.
This document is an attempt to create financial literacy among salaried professionals who have begun their professional career. The intent of the document is to emphasize financial planning and create awareness about various asset classes. The sample financial plan is also available in excel format for you to experiment your financial needs. If your are interested in the excel based plan, please send an email to me.
Should you need any clarification/help, just send an email.
Happy learning!
Financial planning playa avery important roli in our economy..Financial planning is like all other phases of life; it involves choices
Spend now or save for later?
Pay off existing bills or increase retirement savings?
Focus savings dollars on short term or long term goals?
A true financial plan does not focus one aspect or product, but instead seeks to take all areas of planning into consideration when making financial decisions.
If you are between 25- 45 yrs. of Age,Working & Serious about achieving success in your Financial Future, here are some guidelines.......... which can help you.
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ...
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ...
Financial Planning - Helping You Sail Successfully into the FutureFrank Wiginton
This is a short e-book I wrote to help dispel some of the myths about financial planning and educate the public on what financial planning really is and what it can do and provide.
This PPT is on creating personal financial plan. Also ideas on creating wealth and also various avenues of investments. This ppt is based on investment options available in India
Understand the basics of Financial Planning, need for financial planning and common mistakes made in financial planning.To know more or speak with a financial planner visit: www.karvyonline.com or call us on 18004198283.
A self guide towards financial planning. We ourselves can manage our finances, so here comes phase-1 describing about few topics. Stay tuned for the remaining topics in phase-2.
Financial planning is for everyone. If you're like most people, financial planning might seem very complicated and confusing, and you might not know where to start. However, here are some ideas to help you get started.
A simple and revolutionary financial plan report that does something simple.Abhinay Gupta
I was searching for a productive and presentable financial plan report on the web and couldn't find a single. All the sample financial plan that I have seen are either number crunches or complicated. Clients don't like it. It sucks! SO, here's a simple and revolutionary financial plan report that does something simple.It helps clients in understanding its personal finance and increases engagement.The report is simple, meaningful and free of data crunches. I feel this will change the way people look at their personal finance.
Planning is bringing the future into the present, so that you can do something about it now. Wise money management can take a lot of worry out of your life.
Know some amazing and important Financial planning tips.
This document is an attempt to create financial literacy among salaried professionals who have begun their professional career. The intent of the document is to emphasize financial planning and create awareness about various asset classes. The sample financial plan is also available in excel format for you to experiment your financial needs. If your are interested in the excel based plan, please send an email to me.
Should you need any clarification/help, just send an email.
Happy learning!
Financial planning playa avery important roli in our economy..Financial planning is like all other phases of life; it involves choices
Spend now or save for later?
Pay off existing bills or increase retirement savings?
Focus savings dollars on short term or long term goals?
A true financial plan does not focus one aspect or product, but instead seeks to take all areas of planning into consideration when making financial decisions.
If you are between 25- 45 yrs. of Age,Working & Serious about achieving success in your Financial Future, here are some guidelines.......... which can help you.
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ...
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ...
Financial Planning - Helping You Sail Successfully into the FutureFrank Wiginton
This is a short e-book I wrote to help dispel some of the myths about financial planning and educate the public on what financial planning really is and what it can do and provide.
This PPT is on creating personal financial plan. Also ideas on creating wealth and also various avenues of investments. This ppt is based on investment options available in India
Understand the basics of Financial Planning, need for financial planning and common mistakes made in financial planning.To know more or speak with a financial planner visit: www.karvyonline.com or call us on 18004198283.
Professor Jamie Hopkins, co-director of The American College New York Life Center for Retirement Income, asked 12 leading financial planners and professors at The American College of Financial Services to give their tips for helping your clients secure an optimal financial outlook.
50 Facts That Will Make Businesses Rethink their Customer ServiceDesk
Take a look at these cold, hard facts that might persuade you to rethink how you run your organization's customer service.
Curious about Desk.com? Download this free kit to get started: http://bit.ly/FreeCustomerServiceKit
A Better Approach to Customer RetentionFramed Data
Welcome to part 1 of 6 for our How to Improve User Retention series. Each week, we’ll provide a new post with best practices, advice, and real examples on how to keep your customers happy, engaged, and buzzing about your product. We’ll chat about high level planning strategy, how to apply specific advice, and point you to some of the web’s best tools. Enjoy!
What Is a Customer Worth? Understanding Customer Lifetime ValueAdam Toporek
On November 29, 2011 we posted a “back of the napkin” guide for calculating the economic value a customer brings over their “lifetime” with a business. We designed Understanding Customer Lifetime Value: A Non-Geek’s Guide as a thorough, yet non-academic, approach to determining the lifetime value of customers
The step-by-step process of determining customer lifetime value seemed like a natural fit for SlideShare, so we decided to re-release the post in a presentation format.
Check out What Is a Customer Worth to learn more about Customer Lifetime Value and to make better decisions about marketing and retention.
Whether for-profit or nonprofit, customer retention strategies are the same. Here are seven strategies to retain your customers that you should consider.
A business plan is a document that brings together the key elements of a business that include details about the products and services, the cost, sales and expected profits.
This presentation will help you build a realistic financial plan for your start-up. It‘s important to have a detailed plan that identifies how you spend money and how you make money. To do this, you need to be familiar with the basic tools of financial planning, including income statements, cash-flow forecasts, expense statements and balance sheets.
We use case studies to examine the financial plans of both successful and failed companies, focusing on their ability to forecast realistic scenarios for business growth and cash flow.
http://www.marsdd.com/events/details/financial-planning-2011/
Customer Satisfaction VS. Customer RetentionAhmad Heshmat
it explains the difference between retention and satisfaction, and typed of loyal customers, and also discuss reasons behind churn, specially for telecom industry. (if you want to download,it is open now :)
Our 20th Century Robo-advisory and analytical platform for the investment and wealth management business, featuring a holistic CRM (data-mining on both the supply- (financial streaming data) and demand-side (investors)) to match the financial instruments to the risk profile and investment horizon of the investors.
A Step-by-Step Complete Guide to Invoice Discounting: Everything You Need to ...M1xchange
Are you a business owner looking for ways to improve your cash flow? Have you considered invoice discounting as a solution? If you're not sure what invoice discounting is, or how it can benefit your business, you've come to the right place! In this comprehensive guide, we'll cover everything you need to know about invoice discounting, including what it is, how it works, and the pros and cons of using this financing method.
The presentation addresses the following questions: Should an MFI offer microinsurance? If so, through what institutional structure? If they partner with an insurance company, how to manage that relationship effectively? What products should the MFI offer?
Passive Income and your guide to Financial Freedom.pdfjacobreitan4
Financial freedom refers to a state of being where an individual has the ability to make choices about their financial life without being constrained by the need to earn a paycheck. It goes beyond simply having a high income and encompasses the concept of achieving a level of financial stability and independence that allows one to live life on their terms.Key elements of financial freedom include:
1. Passive Income: Financial freedom often involves creating and accumulating sources of passive income. This can come from investments, rental properties, dividends, royalties, or any other income streams that do not require active participation in a traditional job.
2.Savings and Investments: Building a strong foundation of savings and making wise investments are crucial components of financial freedom. This allows your money to work for you, potentially growing over time and providing a cushion for unexpected expenses.
3.Debt Management: Minimizing and effectively managing debt is essential for financial freedom. High-interest debts can be a significant obstacle to achieving financial independence, so a focus on reducing and eliminating debt is common among those pursuing financial freedom.
4.Budgeting and Living Below Means: Creating and sticking to a budget helps individuals understand their income, expenses, and savings goals. Living below one's means involves making conscious choices to avoid unnecessary expenses and prioritize saving and investing.
5.Financial Education: Developing financial literacy is a key aspect of achieving financial freedom. Understanding basic financial concepts, investment strategies, and the implications of financial decisions empowers individuals to make informed choices.
6.Goal Setting: Setting clear financial goals is important for working towards financial freedom. These goals could include saving for retirement, building an emergency fund, or achieving a specific level of passive income.
7.Risk Management: Assessing and managing financial risks is crucial. This includes having insurance coverage, diversifying investments, and being prepared for unexpected events that could impact financial stability.
Financial freedom is a highly personal and subjective concept. For some, it may mean retiring early and traveling the world, while for others, it might involve pursuing passion projects or philanthropy without worrying about financial constraints. Ultimately, achieving financial freedom is about gaining control over your financial circumstances and having the flexibility to live the life you desire
Fintech Business Modeling For Retail Lending
# Purpose of this model is purely academic and a team effort by learning professional at The Digital Fifth. The model has no aim to promote any specific product or brand.
PYA’s Angie Caldwell, a healthcare consulting and financial audit services principal, along with Emily Smithson, a tax services manager, discussed “Finance for the Non-Finance Manager.” Their presentation covered the basics of financial reporting and financial statements and budgeting.
Invoice Discounting: A Financial Strategy for Businesses
Invoice discounting is a financial tool utilized by businesses to enhance their cash flow. This method allows companies to access funds tied up in unpaid invoices before their payment due dates. Rather than waiting for customers to settle invoices, businesses can sell these invoices to a financial institution or a third-party financier at a discounted rate.
Corporate Insight is pleased to introduce the results of our fifth annual Life Insurance Monitor Awards. We benchmark the life insurance industry across six critical categories. Within each of these categories, we award Monitor Awards in gold, silver and bronze assessing how firms meet our criteria.
As in past years, the Gold Medal is reserved for exceptionally valuable services. We award the Silver Medal to features with similar value that lack some of the outstanding attributes and functions of the best offerings. The Bronze Medal recognizes firms with an excellent or unique service that do not meet the highest standards in the respective category.
We understand the unique challenges that come with debt collection in a city as dynamic as London. But we're not just any debt collection agency. We're Frontline Collections. We have the expertise, the dedication, and the drive to deliver the results you need.
So, if you're seeking a reliable partner for your debt collection needs in London, look no further than Frontline Collections. We're not just in the heart of the city; we're also at the heart of successful debt recovery.
Frontline Collections' London Office - your trusted partner in debt recovery.
Biological screening of herbal drugs: Introduction and Need for
Phyto-Pharmacological Screening, New Strategies for evaluating
Natural Products, In vitro evaluation techniques for Antioxidants, Antimicrobial and Anticancer drugs. In vivo evaluation techniques
for Anti-inflammatory, Antiulcer, Anticancer, Wound healing, Antidiabetic, Hepatoprotective, Cardio protective, Diuretics and
Antifertility, Toxicity studies as per OECD guidelines
Read| The latest issue of The Challenger is here! We are thrilled to announce that our school paper has qualified for the NATIONAL SCHOOLS PRESS CONFERENCE (NSPC) 2024. Thank you for your unwavering support and trust. Dive into the stories that made us stand out!
How to Add Chatter in the odoo 17 ERP ModuleCeline George
In Odoo, the chatter is like a chat tool that helps you work together on records. You can leave notes and track things, making it easier to talk with your team and partners. Inside chatter, all communication history, activity, and changes will be displayed.
Unit 8 - Information and Communication Technology (Paper I).pdfThiyagu K
This slides describes the basic concepts of ICT, basics of Email, Emerging Technology and Digital Initiatives in Education. This presentations aligns with the UGC Paper I syllabus.
A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
Safalta Digital marketing institute in Noida, provide complete applications that encompass a huge range of virtual advertising and marketing additives, which includes search engine optimization, virtual communication advertising, pay-per-click on marketing, content material advertising, internet analytics, and greater. These university courses are designed for students who possess a comprehensive understanding of virtual marketing strategies and attributes.Safalta Digital Marketing Institute in Noida is a first choice for young individuals or students who are looking to start their careers in the field of digital advertising. The institute gives specialized courses designed and certification.
for beginners, providing thorough training in areas such as SEO, digital communication marketing, and PPC training in Noida. After finishing the program, students receive the certifications recognised by top different universitie, setting a strong foundation for a successful career in digital marketing.
This slide is special for master students (MIBS & MIFB) in UUM. Also useful for readers who are interested in the topic of contemporary Islamic banking.
The simplified electron and muon model, Oscillating Spacetime: The Foundation...RitikBhardwaj56
Discover the Simplified Electron and Muon Model: A New Wave-Based Approach to Understanding Particles delves into a groundbreaking theory that presents electrons and muons as rotating soliton waves within oscillating spacetime. Geared towards students, researchers, and science buffs, this book breaks down complex ideas into simple explanations. It covers topics such as electron waves, temporal dynamics, and the implications of this model on particle physics. With clear illustrations and easy-to-follow explanations, readers will gain a new outlook on the universe's fundamental nature.
it describes the bony anatomy including the femoral head , acetabulum, labrum . also discusses the capsule , ligaments . muscle that act on the hip joint and the range of motion are outlined. factors affecting hip joint stability and weight transmission through the joint are summarized.
MATATAG CURRICULUM: ASSESSING THE READINESS OF ELEM. PUBLIC SCHOOL TEACHERS I...NelTorrente
In this research, it concludes that while the readiness of teachers in Caloocan City to implement the MATATAG Curriculum is generally positive, targeted efforts in professional development, resource distribution, support networks, and comprehensive preparation can address the existing gaps and ensure successful curriculum implementation.
Introduction to AI for Nonprofits with Tapp NetworkTechSoup
Dive into the world of AI! Experts Jon Hill and Tareq Monaur will guide you through AI's role in enhancing nonprofit websites and basic marketing strategies, making it easy to understand and apply.
