Believe it or not, I use my own referral system. Yes, what I wrote about in my latest book is actually what I do for my self. #growth #advisors #referral
Do you view your savings, investments and debt as one big thing, or do you have separate accounts in your mind for the different categories? #investors
Questions to further discuss and explore how the firm developed their perspective, market outlook, and what the implications are for investors. #strategy
Would indeed merit a nice quarter comment. But when we look at other US and global indices, that compliment should be dispensed more carefully. #markets
Price pressure anxiety in the present is stemming from heightening geopolitical tensions, dismal fiscal outlooks and uncertain election trends. #active
Will be times when advisors need to rapidly depart an ETF positions and they want to know that solid execution will be there to keep costs in check. #ETF
The latest technological advancements in the financial industry, talking through the impact of digital innovation and the future of fintech. #fintech #tech
Your point of view, it must be them, not you, causing them not to reach out to you. Regardless of whose fault it is, what are your options at this point?
