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Taking a FINRA exam like the SIE Exam or Series 7? Achievable’s expert FINRA author Brandon Rith talks studying strategy, game-day approach, and application advice for that job or university you’re applying to afterwards. Brandon Rith has 16 years of experience as a licensing facilitator and director at Fidelity Investments. He is an 8X Fidelity Excellent In Action Award Winner for Licensing Facilitation. Achievable is a modern test prep platform for the GRE, FINRA exams, USMLE Step 1, AMC e ...
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Welcome to Everything SEO - the coziest space on the internet where you can learn everything there is to know about SEO without the pressure and overwhelm. I'm teaching service providers and bloggers how to show up in search without 'doing it all.' I'm Mckayla, the mama behind The Comma Mama Co. and host of the Everything SEO podcast. As a mom of three, I know how important it is to keep showing up online and being visible to your audience even when you can't get on your phone or sit behind ...
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In this episode, I’m sharing some insight on what is included in my client’s content calendar and why. This is the content planning set-up I use to plan out content clusters, map out CTAs and soft sells, summarize upcoming blog posts, and organize primary and secondary keywords for SEO. NEW CONTENT CALENDAR COMING SOON <3 Need a little SEO help or …
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We discuss long straddle options strategies, their risk & return profile, and how investors utilize them. Additionally, we analyze a practice question that could be similar to an actual test question on this topic. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https:…
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In this podcast, Brandon explains sell stop limit orders and how investors utilize them in the secondary market to make transactions. Then we analyze a practice question that could be similar to an actual FINRA or NASAA test question on sell stop limit orders. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, …
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Are you creating high-value content and following most of the recommended SEO best practices and you’re still not ranking on Google? Here are the three main things I see as a blog content writer and SEO specialist that are holding businesses and bloggers back from performing well on Google. Need a little SEO help or advice? Grab an SEO Intensive an…
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In this podcast, Brandon explains buy stop limit orders and how investors utilize them in the secondary market. Then we analyze a practice question that could be similar to an actual FINRA or NASAA test question on buy stop limit orders. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our cou…
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Did you know that your webpages and blog posts “talk” to each other? One of the easiest ways to improve your SEO is to start internally linking your webpages – giving Google more pages to crawl and improving your user experience. Today I’m sharing some of the things you should (and shouldn’t) do for a good internal backlinking strategy and how it i…
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In this podcast, Brandon walks you through sell stop orders and how investors utilize them in the secondary market. Then we analyze a practice question that could be similar to an actual FINRA or NASAA test question on sell stop orders. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our cour…
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In this podcast, Brandon goes over buy stop orders and how investors use them in the secondary market. Then we analyze a practice question that could be similar to an actual FINRA or NASAA question on buy stop orders. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at htt…
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Have you ever wondered how quickly you can see results using SEO? Here’s a quick case study on a blog that launched in February of 2023 and monetized in a month using traffic solely from SEO. We’re talking about how often we published, how much we made, and some stats from the blog’s performance. This blog used a very specific strategy and had a lo…
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In this podcast, Brandon goes over how sell limit orders work and how investors use them in the secondary market. He then goes over a practice question for the sell limit orders that resembles sell limit order questions on FINRA and NASAA exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try…
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Welcome to the Review Blog Post Challenge, a three-part series designed to teach you how to write an SEO-optimized review blog post on your business blog. This is Day #3: How to Optimize Your Review for SEO – we’re diving into all the ways you should be optimizing your blog post in your backend along with how to improve your user experience on-site…
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Welcome to the Review Blog Post Challenge, a three-part series designed to teach you how to write an SEO-optimized review blog post on your business blog. This is Day #2: How to Structure, Outline, and Write Your Review – I’m walking you through the review blog post structure that has repeatedly landed me on the first page of Google. We’re outlinin…
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Welcome to the Review Blog Post Challenge, a three-part series designed to teach you how to write an SEO-optimized review blog post on your business blog. This is Day #1: How to Pick the Perfect Tool to Review – we’re covering what makes a tool or product “good” to review and how to find the right keyword for your content and audience. This challen…
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In this podcast, Brandon goes over how buy limit orders work and how investors use them in the secondary market. He then goes over a practice question for the buy limit orders that resembles buy limit order questions on FINRA and NASAA exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try ou…
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We’re looking at the different types of blog posts (both traditional and non-traditional) including what they are and why/how you can use them in your marketing and content strategy. It’s important to diversify and utilize the type of blog posts that make the most sense for you and your business, both short-term and long-term. Listen and learn abou…
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We walk you through understanding market orders and how to utilize them in the secondary market. Then, we go over an Achievable practice question on the topic so you're prepared for your exam. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.…
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We’re talking about what might just be my favorite aspect of SEO – Content SEO. I’m sharing what content SEO is, what it looks like for different industries, and how it integrates into your on-page and off-page SEO strategies. Not a DIY’er and looking for someone to get it DFY? Get your blog posts one-for-you. Don’t forget to follow and subscribe t…
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In this podcast, Brandon shares how to calculate bid & ask spreads, which are generally published by market makers and securities dealers. Then, he goes over an Achievable practice question together with you to ensure you understand the concepts you've learned. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63,…
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It’s finally time - we’re talking about keyword placement in your content! Blogs are a bit different than your usual webpages, they’re longer, filled with more information, and utilized by your audience in a different way. To make life just a bit easier for you, I’m sharing some of the best practices for putting your keywords in your blog content a…
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We discuss cash dividends paid on common stock investments and related dates. Additionally, we analyze a practice question that could be similar to an actual test question on this topic. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.…
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Have you ever heard an SEO or marketing expert tell you that you have to “put keywords in the right places” to improve your chances of ranking? Today I’m sharing exactly what those places are for your website’s main pages - no more guessing (or stressing). Keyword placement is a huge part of improving your website’s SEO and telling Google exactly w…
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What's the value of your put options? In this episode, we explain the concept of intrinsic value as it applies to options, and then show examples of how to calculate it for put options specifically. Then, we walk you through a practice question from Achievable's FINRA courses that may be similar to an actual FINRA test question on this topic. Achie…
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In today’s episode we’re diving into the world of off-page SEO and how other website’s can impact your website’s ranking on Google. We’re covering how other websites interact with yours - including good (and bad) backlinks, PR mentions, podcasting, and the impact of social media. This episode is designed to give you the run-down on a very broad top…
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What's the value of your call options? In this episode, we explain the concept of intrinsic value as it applies to options, and then show examples of how to calculate it. Then, we walk you through a practice question from Achievable's FINRA courses that may be similar to an actual FINRA test question on this topic. Achievable has courses with indus…
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If you’re considering starting a blog for your business whether by doing it yourself or outsourcing then this episode is for you! Today I’m sharing the four things you should do before starting a blog based on what I’ve seen and experienced over the past five years as an SEO and blog content writer. THESE AREN’T COOKIE CUTTER ANSWERS. And they’re n…
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You probably know what we’re talking about in this one - SEO! Today we’re covering the importance of SEO and not just what it is. I’m diving into why SEO is important for small businesses and how it helps them show up on Google. Plus, I’m covering why and a little bit of how small businesses CAN compete and succeed for top-ranking spots with a stra…
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Hi friend! I’m so excited to welcome you to the first episode of the Everything SEO podcast - I’m Mckayla, the mama behind The Comma Mama Co and the SEO strategist + blog content writer at the mic. For our first episode I’m sharing WHY I’m the one talking about SEO and a little bit about a common question I get on a near daily basis, “What is SEO?”…
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You'll need to calculate the total return of an investment strategy in order to pass the FINRA SIE and other exams, and in your work as an investment professional. In this podcast, updated for 2023, we show you how to calculate total return, what things you need to watch out for, and then guide you through a total return problem in Achievable's FIN…
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Welcome to Everything SEO - the coziest space on the internet where you can learn everything there is to know about SEO without the pressure and overwhelm. I'm teaching service providers and bloggers how to show up in search without 'doing it all.' I'm Mckayla, the mama behind The Comma Mama Co. and host of the Everything SEO podcast. As a mom of t…
  continue reading
 
Form ADV Part 2B is a key form that investment advisers use to make disclosures to government agencies. It can be hard to fully appreciate Form ADV Part 2B without context, so in this podcast, we walk you through a real world example of Form ADV Part 2B. This should help you in preparing for the Series 63, 65, and 66 exams. Achievable has courses w…
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Form ADV Part 2B is an important form that investment advisers use to make disclosures. The use of this form is tested on the NASAA Series 63, 65, and 66 exams. In this podcast, we go over the form's contents, how it is used, and walk through a practice question that you might see on the exam. Achievable has courses with industry best pass rates fo…
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The investment adviser disclosure Form ADV Part 2A is one of the key things IA compliance needs to manage and is tested on the NASAA Series 63, 65, and 66 exams. In this podcast, we walk through a real world example to help you understand the form and how it can show up on the exams. Achievable has courses with industry best pass rates for the FINR…
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Form ADV Part 2A is an investment adviser disclosure form that is tested on the NASAA Series 63, 65, and 66 exams. In this podcast, we go over what the form contains, what it's for, and walk through a practice question that you might see on the exam. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66…
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Form ADV is the form used to register an investment adviser, and a tested topic on the NASAA Series 63, 65, and 66 exams. In this podcast, we break down Form ADV Part 1 and also go through a Series 63, 65, and 66 practice question on the topic to show how it'll show up on the exam. Achievable has courses with industry best pass rates for the FINRA …
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What is an investment adviser? We go through the legal definition thoroughly and then analyze a practice question to show how it shows up on the FINRA exams, especially the Series 63, 65, and 66. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.…
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The criteria and process for becoming a federal covered adviser registered with the SEC are tested on the Series 63, 65, and 66 exams. In this podcast, Brandon walks you through the requirements for being federal covered, how you can lose that status, and other things you'll see on these tests. Achievable has courses with industry best pass rates f…
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Learn how to calculate after-tax return on you or your client's investments in this podcast. You will learn the goal of this calculation, how to interpret related FINRA test questions effectively, and why this way to measure return can have an important impact on your investment strategy. Achievable has courses with industry best pass rates for the…
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What are the voting rights of common stockholders? This is a topic you need to know inside and out on the FINRA SIE exam. We explain all aspects of common stockholders' voting rights in detail, including voting for the board of directors, voting on resolutions, and how voting powers and structures work. Achievable has courses with industry best pas…
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We teach you how to use options income strategies, notably covered calls and covered puts, as part of your trading repertoire. These strategies are useful for retail traders with options experience, and also tested on the FINRA SIE and FINRA Series 4, Series 7, and Series 9; plus the NASAA Series 65 and Series 66 exams. Achievable has courses with …
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We teach you how to use hedging strategies in your options trading to limit your risk. This is both useful for retail traders and a key options topic tested on FINRA and NASAA exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.…
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In this podcast, Achievable author Brandon Rith explains how to find the parity price in a convertible preferred stock question that you will likely see on the FINRA SIE or FINRA Series 7 exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.…
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In this podcast, Achievable author Brandon Rith picks apart an options income strategy (covered calls) question for the FINRA SIE. He breaks down each part of the problem and how to solve it in a straightforward, easy to understand way using a real world example. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 6…
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We walk you through an options hedging strategy with a long stock hedged by a long put, using the popular T-chart approach. You will find hedging strategy questions on the FINRA SIE and Series 7, as well as the NASAA Series 65 and 66. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our course…
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Most people don't get to sit and study for the FINRA SIE or other tests full time - so if you're wondering how you're going to fit this into your schedule, you're not alone. TheSecuritiesGuys' Jeff Tharp and Brian Kolins have helped thousands of reps pass their FINRA exams. In this episode, Jeff and Brian share their advice for passing FINRA exams …
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If you don't have a finance background and are now preparing to take the FINRA SIE - don't worry, you're not alone. Most people taking the FINRA SIE nowadays, especially for sales roles, didn't get a finance degree or work on Wall Street beforehand. The FINRA SIE is your first major hurdle that you need to overcome in order to secure a lucrative ca…
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Suitability questions are the most common question type on the FINRA SIE and Series 7 exams, so you've got to have them down if you want to pass. Andrew Dennis is the founder of IbisPrep and Jason Billups is his FINRA tutoring lead with decades of experience as a financial planner and tutor. In this episode, Andrew and Jason walk you through all th…
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If you're new to finance, options lingo can sound like another language. We've brought the decoder. Andrew Dennis is the founder of IbisPrep and Jason Billups is his FINRA tutoring lead with decades of experience as a financial planner and tutor. In this episode, we walk listeners through the basics of options, from 'what does bullish mean' all the…
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Last in our broker dealer mini-series is another important testable aspect of broker dealers on the Series 63, 65, and 66 exams: what are the exclusions and exceptions to the rules we just learned that change a BD's eligibility or status. Brandon Rith, Achievable FINRA author, goes through these exceptions and then walks you through a BD exclusion …
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Another commonly tested topic on the Series 63, 65, and 66 exams is how broker dealers are registered. Brandon Rith, Achievable FINRA author and founder of Basic Wisdom FINRA tutoring, shares how the BD registration process works at a high level before walking you through a BD registration problem in Achievable's Series 65 course. Follow along with…
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Broker dealers are a commonly tested topic on the NASAA Series 63, 65, and 66 exams. In this episode, Brandon Rith, Achievable FINRA author and formerly an 8X-awarded Licensing lead at Fidelity, shares what you'll need to know about broker dealers on the exams before walking you through a BD definition problem in Achievable's Series 65 course. Foll…
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