The theme for leaders is to advise others that by taking one baby step at a time, we can each arrive at a destination we initially believed impossible.
A huge debate around whether cryptocurrencies are securities or not. Should they be regulated by the Securities and Exchange Commission or not? #crypto
Data collection interview can then be used to fill in the blanks and as an opportunity to delve into the qualitative aspects of their financial situation.
Year-to-date, that gauge of 370 local currency issues is beating the widely followed Bloomberg Aggregate U.S. Bond Index by a margin of better than 3-to-1.
The rising cost of living, economic uncertainty, and geopolitical issues have driven-up demand for financial advice by 21.2% over the last year. #advisors
The application of Chat GPT and other AI tools for helping to enhance practice efficiency across various advice and business-related tasks. #AI #advisors
