Abnormal Returns
JANUARY 29, 2025
contessacapitaladvisors.com) On the value a financial advisor can add. (humbledollar.com) Personal finance In life, stuff happens. spilledcoffee.co) Diversification is good for your mental health. bestinterest.blog) Good listening requires a distraction-free space.
Wealth Management
SEPTEMBER 7, 2023
In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short-, mid- and long-term—whether they are in an employee or independent model?
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Nerd's Eye View
OCTOBER 30, 2023
After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend.
Wealth Management
MARCH 21, 2024
Financial advisors’ optimism over the economy and the markets ticked marginally up in February, dampened only by persistent inflation and uncertainty over upcoming national elections.
Wealth Management
MAY 1, 2023
Discover how advisor investment decisions are changing—and are likely to evolve—given current market and economic conditions.
Don Connelly & Associates
JANUARY 13, 2025
Few professions result in a higher burnout rate than the financial advisory business. For advisors, managing stress is essential for maintaining a healthy balance, which is crucial for sustainable success. For advisors, managing stress is essential for maintaining a healthy balance, which is crucial for sustainable success.
Nerd's Eye View
JANUARY 3, 2024
The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. The key point is that, given the current economic uncertainty, there are several ways that advisors can help clients prepare for potential downturns.
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