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A lot of factors contribute to the value of a financial advice business. Simon Goldthorpe takes a look at some of the most important elements, including succession planning, liabilities and quality of data. ....
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Operator Yes. Thank you for your patience. Please continue to hold, your conference call will begin momentarily. Good day and thank you for standing by and welcome to the Alarm.com First Quarter 2021 Earnings Conference Call. [Operator Instructions] I would now like to hand the conference over to your first speaker today to Mr. David Trone, Vice President of Investor Relations. Thank you. Please go ahead, sir. David Trone Vice President, Investor Relations Thank you. Good afternoon, everyone. And welcome to Alarm.com s First Quarter 2021 Earnings Conference Call. As a reminder, this call is being recorded. Joining us today from Alarm.com are Steve Trundle, President and CEO; and Steve Valenzuela, CFO. Before we begin, a quick reminder to our listeners. Management s discussion during the call today will include forward-looking statements, which include projected financial performance for the second quarter and full year 2021, the impact of emerging market dyn ....
Tim Sargisson: Culture eats strategy for breakfast Content by subject Professional Adviser hosts must-attend events for the financial adviser sector. The success and reach of the brand has enabled us to deliver a series of market-leading events, including our popular breakfast briefings, awards and conferences. Download and use the apps Access your subscription from outside of the office Get relevant news and insight straight to your inbox Tips on entering PA Awards Tim Sargisson Reflecting on the PA Awards, for which he has been a judge for a number of years, Tim Sargisson takes a look at why Lucas Fettes Financial Planning may have won the most prized gong and why culture is king ....
Chris Budd: Putting financial wellbeing into practice Wellbeing certificate and audit Chris Budd: One adviser attempting to deliver financial wellbeing will struggle, however, if they are not appropriately supported by a firm. Chris Budd For those who are curious about financial wellbeing and want to learn more, Chris Budd explains how the Initiative for Financial Wellbeing (IFW) can help you get started and why having the support of your firm is important. The first year of the IFW was, to say the least, a memorable one. From a standing start, and during the pandemic, we now have over 230 members, an annual conference, and a range of regular events. We. ....