This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
The core question in the prospecting process is often one of mutual fit – balancing personality compatibility with the advisor's value proposition versus the problem to be solved. The typical prospecting process involves multiple meetings, and a fairly common response for advisors to hear after giving their 'pitch' is that the client needs some extra time to think about it.
Podcasts Christine Benz talks with Daniel Crosby about his new book "The Soul of Wealth: 50 Reflections on Money and Meaning." (morningstar.com) Robin Powell talks with Jonathan Clements about the importance of investor behavior. (youtube.com) Katti Gatti Tassin and Henah Velez talk about the many downsides of spending too much on your car (or pickup truck).
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Mortgage rates as of Monday (a little lower on Tuesday). Thursday: At 8:30 AM ET, The initial weekly unemployment claims report will be released. Initial claims were at 220 thousand last week.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for 20% off your initial YCharts Professional subscription (new customers only) Go to meetfabric.com/spiritsfor more information on life insurance from Fabric by Gerber Life Get a random Animal Spirits chart here On today’s show, we discuss: Risks in 2025 Global Diversification is Still Working More Men Are Addicted to the ‘Cra.
I’ve done this every year since the start of the blog back in 2013. Here’s my list of favorite books I read in 2024: Non-Fiction Boom: Bubbles and the End of Stagnation by Byrne Hobart and Tobias Huber I’ve never thought of the Manhattan Project as a technological bubble but this book makes a good case for it. The book is worth it for that chapter alone.
I’ve done this every year since the start of the blog back in 2013. Here’s my list of favorite books I read in 2024: Non-Fiction Boom: Bubbles and the End of Stagnation by Byrne Hobart and Tobias Huber I’ve never thought of the Manhattan Project as a technological bubble but this book makes a good case for it. The book is worth it for that chapter alone.
Keeping up with the tax proposals from the Trump Administration can be challenging, as theyve included a mix of formal policy suggestions and off-the-cuff remarks. By focusing on the more concrete proposals, we can begin to anticipate potential changes in the months ahead. One of the clearest proposals is to make the 2017 tax changes permanent. This includes maintaining current rates and brackets, the standard deduction, the child tax credit, and the generous estate tax exemption.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
246 
Let's personalize your content