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Three Female Advisors Launch Chicago RIA Focused on Inclusivity and Communication

Wealth Management

Introducing the Chicago RIA on International Women’s Day, Expressive led by 3 female partners and has licensed clinical psychologist on staff.

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#FA Success Ep 307: Dropping Your Broker-Dealer License Without Dropping The Broker-Dealer Platform, With Stacey Hyde

Nerd's Eye View

What's unique about Stacey, though, is how, to gain more flexibility and independence for her firm, she and her partner decided to drop their FINRA licenses and launch their own RIA… while continuing their relationship with Commonwealth as their now-former broker-dealer platform.

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AdvisorStream Broadridge Integration: Maximizing Advantages

Midstream Marketing

This helps the right communications reach clients at the right time. Sending the right communications to each client is key to building strong relationships. The platform offers a large collection of licensed content from trusted global sources. These features support advisors in boosting client engagement.

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10 Thursday AM Reads

The Big Picture

Zoomers are shunning cars and driver’s licenses. Washington Post ) see also 10 rules of productive online communication – gen Z edition : A decade from now, this piece will most likely become outdated. The shift to EVs will make things worse. Vox ) • ‘I’ll call an Uber or 911’: Why Gen Z doesn’t want to drive. Will it last?

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The Blockchain Promise is Always Around the Corner, IBM and Maersk Scrap Efforts

Mish Talk

The article is licensed under a Creative Commons Attribution 4.0 International License. It enables decentralized, fast, and transparent sharing, solves problems of communication inadequacy, and makes decision-making simpler and quicker (Lafarre and Van der Elst 2018 ; Tsiulin et al. I made no changes to the snips.

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Saturday links: impromptu fun

Abnormal Returns

bloomberg.com) Why people continue to drive on suspended licenses. theconversation.com) Communicating about viral transmission is no easy feat. Autos What it means if California bans the sale of new ICE vehicles by 2035. newatlas.com) Bigger tires make for lower mileage and range. curbed.com) Transport Pilot Co.,

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Debunking myths about how you do business

Million Dollar Round Table (MDRT)

They do not know licenses are needed. How long have you been with the firm? Are you on a team? What is the combined experience of the team? How long was the training period? Myth: Anyone can sell insurance. They might think you are new at it and need to practice on some people before you “get it right.”

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