Data-Integrity and Data-Mining specialist with over 33 years of full-time experience analyzing contracts, mortgages and promissory Note covenants. In addition, trained in creating private contracts, and decoding presentments from debt collectors and associated debt collector entities. Skilled in assisting homeowners defending against wrongful foreclosure presentments by foreclosing Plaintiffs, Trust, Trustees, and mortgage servicers. Experience with…
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Opinions expressed by Entrepreneur contributors are their own. In the dance of generations at work, Gen Z takes the floor now. They will be the fastest growing generation in the workforce over the next decade. To attract this emerging talent, employers must consider key points General Mr looking for work. or recent study of 11,495…
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(Bloomberg) — One year after a wave of spec exploded over her application for trademark the word “IndexGPT” in reference to an unspecified AI-powered tool, JPMorgan Chase & Co. is finally unveiling the product that will bear the name. Connected: What ChatGPT means for wealth management IndexGPT is a new range of thematic investment stocks…
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Opinions expressed by Entrepreneur contributors are their own. Have you ever found yourself at a crossroads with your business plan in hand and wondering whether to continue down a familiar path or take a new one? This is typical dilemma for entrepreneurs: knowing when to take a turn and when to move on. It is…
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I am the president and CEO of Willow Creek Wealth Management, an RIA in Sebastopol, California. It is about an hour north of San Francisco. It's a delightful place in the wine country of Sonoma County. My background has always been in technology, operational efficiency and security. I have been here for about 10 years,…
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Opinions expressed by Entrepreneur contributors are their own. We can probably all agree that new employees need to be onboarded correctly in order to succeed at a company for the long term. But I've also found while running my PR firm that the same goes for clients. If you want to be successful, long term…
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Later this month, data integration and management developer Invent. us will debut Invent Village at EDGE Wealth Management Conference 2024. The collection of representatives from technology advisory and asset management firms will be available to attendees and exhibitors from May 13-16 at the Diplomat Hotel in Hollywood Beach, Fla. Connected: Franklin Templeton partners with Microsoft…
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entrepreneurship it is an endless series of difficult decisions. I am sure you are facing one right now. Sadly, I can't give you the right answer – but I do can they give you something new to consider. To really appreciate this, I first want to tell you about someone who was faced with an…
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of Federal Trade Commission recently announced a monumental decision: outlawing non-compete clauses in employment contracts. The move is sending shockwaves throughout the business world – particularly in the wealth management industry, which has historically relied on these clauses to lock out advisers under threat of legal action. As the future of the rule hangs in…
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