About
* Innovator: I successfully launched a digital investment platform for the investment…
Articles by Mark
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5 Reasons Your Credit Union or Bank Retail Investment Program Should be Front and Center During the Covid-19 Crisis
5 Reasons Your Credit Union or Bank Retail Investment Program Should be Front and Center During the Covid-19 Crisis
During this Covid-19 health crisis, there may be a temptation to minimize the awareness and importance of bank and…
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5 Reasons You Should Go "All In" With Your Bank or Credit Union Investment Services Program
5 Reasons You Should Go "All In" With Your Bank or Credit Union Investment Services Program
During my career, I have experienced a variety of levels of commitment from bank and credit union executives when it…
7 Comments -
7 Keys to a Great Advisor Onboarding Experience in a Bank or Credit Union
7 Keys to a Great Advisor Onboarding Experience in a Bank or Credit Union
You have worked hard to recruit and hire a qualified financial advisor for your bank or credit union investment…
7 Comments
Contributions
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How can you follow up after an interview with a text message?
Sorry, I can't get behind texting after an interview. Texting is an overused means of communication. I want to see if a candidate can string two sentences together in a typed email or handwritten note. Some things always stay in style in the workplace. I would think less of a candidate who sends a text.
Experience
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Education
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Stanford University
Activities and Societies: Three-year letterman on the varsity football team, Block S Award
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Activities and Societies: Scholar Athlete of the Year - San Diego County, National Football Foundation Scholar Athlete of Year, Harvard Book Award Finalist, Thom McAnn National Scholar-Athlete of the Year Finalist San Diego Union/Evening Tribune Athlete of the Year Finalist
Licenses & Certifications
Volunteer Experience
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Board Member, Coach
Special Olympics
Children
Served on the Board of Directors of North County Special Olympics. Coached the California Special Olympics Championship Basketball Team
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Board Member, Chair Relay for Life
American Cancer Society
Health
Served on the Board of Directors on North San Diego County Chapter
Served as Co Chairman of Relay for Life -
Member Supervisory Committee
USE Credit Union
- 1 year 9 months
Economic Empowerment
Served on the Supervisory Committee of the Board of Directors
Publications
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Zen and the Art of Financial Advising
EzineArticles.com
See publicationSuccessful athletes use visualization prior to competition. I will explain why Financial Advisors should use it to take their practices to the next level.
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Don't Ask for Referrals
Ezine Articles
See publicationWhy do so many Financial Advisors struggle with asking their clients for referrals? I will show you why you need to break the chains of guilt and stop asking!
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How to Go From Product Peddler to Professional
Mark Hoaglin
See publication
* Shift from persuading to understanding
* Shift from a product focus to a buyer focus
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Think Like an Athlete Manage Like a Pro How to Build your Business and Your Life With the Minset of a Champion
Donna Kozik
See publicationHave you ever wondered why some athletes succeed in tough situations while others fold? It is the same in business. Business leaders with the mindset of an athlete win customers and contracts because they have discovered how to Think Like an Athlete, Manage Like a Pro. Discover the 9 essential traits of championship athletes for anyone seeking personal and business success.
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Uncover Member Needs Before Offering Solutions
Mark Hoaglin
See publicationHow to differentiate your self by being perceived as a problem solver versus a product peddler.
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Seven Reasons Credit Union Investment Sales Programs Don't Succeed and How to Avoid Them
Mark Hoaglin
See publicationMark Hoaglin reveals the most common pitfalls that keep credit union investment programs from reaching their potential. He also offers practical advice and strategies on how to avoid making these costly mistakes.
Honors & Awards
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Top 25 Investment Program Managers 2013
Bank Investment Consultant Magazine
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Block S Award Stanford University Football
Stanford Athletic Department
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Regional Investment Manager of the Year
Citicorp Investment Services/Cal Fed Bank
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Team Builder of the Year
Citicorp Investment Services
Languages
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Spanish
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Organizations
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Financial Planning Association of East bay
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- Present
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Timothy D. Calkins, CFA
Driven by write-downs on credit cards, the industry’s quarterly net charge-off rate remained at 0.65 percent for the second straight quarter, 24 basis points higher than the prior year’s rate. The current net charge-off rate is 17 basis points higher than the pre-pandemic average. The credit card net charge-off rate was the highest rate since third quarter 2011.
1 Comment -
Michael Kitces
On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts". In addition to issuing the Final Rule, the DoL modified existing Prohibited Transaction Exemptions (PTE 2020-02 and PTE 84-24) as part of its rollout of new rules around retirement advice. Guest author Jaqueline Hummel of SEC Compliance Consultants breaks down what advisers need to know about the latest updates: -The Scope Of The Retirement Investment Rule -What The Final Rule Means For Investment Advisers -7 Tips On Retirement Security Rule And Compliance With Amended PTE 2020-02 https://bit.ly/3QKM1yc #advicers
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John F. Kirk
Wrongful Repossessions 🚗🚛 I'm thrilled to see action being taken on such an important issue! The CFPB targeting wrongful car repossessions and unfair service fees is a huge step in protecting consumers and ensuring fairness in the auto industry. 💪 This is a win for all drivers out there! Let's continue pushing for more accountability and transparency. 👏 #ConsumerProtection #AutoIndustryReform #FairBusinessPractices #TowTruckHeroes #SafeRoads #CFPB #AccountabilityNow
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Greg Karolich
U.S. Treasury Bond Markets & America's Growing Debt (3 Minute Read) #marketcommentary #banks #interestrates #federalreserve #usdebt #balancedportfolio #stocks #bonds #election #wealthmanagement #marketoutlook #diversification #wealthpreservation #equitymarkets #assetallocation #wealthprotection #investing #retirementplanning #stockmarket #finance #economy #financialplanning #investments #economicoutlook #markets #investors #money #investmentmanagement #stockmarketnews #stocks #stockmarketinvesting #stockmarketupdate #covid19 #stockcommentay #marketoutlook #budget #usdebt #vaccine #immunization #largecapvalue #valueinvesting #valuestocks #dividendstocks #dividendinvesting #dividends #bonds #interestrates #marketoutlook #stimulus #inflation #bankingandfinance #earnings #earningsseason #economiccycle #economicrecovery #bearmarket #bearish #economics #investment #debt #growthstocks #inflation #inflationhedge #inflationstrategies #correction #marketcorrection #economynews #marketforecast #governmentspending #governmentpolicy #wallofworry #supplychaincrisis #supplychaindisruption #inflation #consumerspending #federalreserve #fiscalpolicy #fedpolicy #tapering #inflation #volatility #marketvolatility #interestrates #ratehikes #earningsseason #housingmarket #dollar #recession #recession2022 #recession2023 #useconomy #earnings
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Michael Ricafort
While the manufacturing PMI remained steady lasty month, there were signs of slowdown in certain components. Attributed this slowdown partly to the “Ghost Month" and inclement weather, which caused disruptions in work and production. Lower local policy rates and [US Federal Reserve] Fed rates would lead to cheaper loans/credit for manufacturers, faster global and local investments, trade and other economic/business activities, going forward. https://lnkd.in/gjyx3xMM
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