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December 17, 2019
Tweets for thought - SECURE Act

Well fellow advisors, I came across another amazing Tweeter thread that is important to save and not let it get buried. This time it is from Jeff Levine, CPA/PFS, CFP® regarding the SECURE ACT. Jeff did an amazing job distilling many of the important parts for financial advisors. Thanks, Jeff! And now your tweet is […]

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December 5, 2019
Tweets for thought - Holiday gift ideas

Another tweet thread that needed to be saved from being buried. Financial Advisors, as you consider what to do for Holidays for gifts for your clients, check out this Tweeter thread for ideas. Chocolate for the win - our bias Below, just highlighted a few that looked interesting. Fellow advisors - what's the best client […]

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December 1, 2019
Tweets for thought - New Clients

Patrick's tweet on what advisors are doing to get new clients - besides referrals.

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November 17, 2019
Quickly find out good performers vs. bad

Resource to quickly visualize how companies are doing against each other and industries.

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November 13, 2019
Prepare a cushion for your clients.

A great resource to visualize withdrawal rates and how market cycle will come in to play.

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October 16, 2019
Financial Advisor or Financial Planner?

Advisor or Planner? I have been researching on ways to market to financial advisors. While looking at Google Trends, I decided to quench my curiosity on how prospects are searching on Google. Based on the chart below (it is dynamic and will change with time), it appears that over the past 12 months, “financial advisor” […]

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