The Irrelevant Investor

FEBRUARY 12, 2021

This week’s Animal Spirits is brought to you by Orion Advisor Solutions. For more information, hit the link here. On today’s show we discuss: Why investors may be more primes than ever to make bad decisions How the internet altered investor behavior How people act on their own versus how they act in a crowd How isolation may have played into the r/WSB phenomenon EBITDA but for risk questionnaires How the combination of doing good and doing well is a strong driver of market behavior, and much mo

Marketing 52

Marketing Marketing 52

Midstream Marketing

FEBRUARY 11, 2021

Have you ever hired a marketing firm that you really thought understood your business and spent literally thousands of dollars on “the right” marketing campaign, only to walk away with little – if anything – to show for it? Of course you have – it’s happened to most financial advisors. What I want to talk about today involves an opportunity to avoid this type of situation in the future.

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Financial Advisor Advertising Clients Accounting 52

C2P Enterprises

FEBRUARY 9, 2021

You have probably heard the term “rainmaker” thrown around before when discussing sales or growth with other advisory firms, but what is a “rainmaker?”. Often, a rainmaker is an advisor who is brought into a firm to secure more clients and/or increase the company’s overall revenue. Looking around at your current team, you probably already [.]. The post 3 Signs It’s Time to Hire Your Next Rainmaker appeared first on Clarity 2 Prosperity.

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The Irrelevant Investor

FEBRUARY 12, 2021

In July, 24-40% of small businesses in major U.S. cities said they were in danger of closing. By October, 1 in 5 businesses that were open in January had closed. A global pandemic is hard on all businesses, but small ones have unique challenges that larger ones don't. From a cash-flow perspective, small businesses usually don't have multiple revenue streams the way that some large companies do.

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Economy Banking Numbers Marketing 52

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

The Irrelevant Investor

FEBRUARY 11, 2021

"As soon as you figure out the key to the market, they change the locks." I don't know who said this, but boy is it true. None of the equations work all of the time because the inputs are always changing. Markets resemble biology more than they resemble physics. Just recently, we've seen examples of this with zero commissions, the impact of direct stimulus checks, and the ability of companies to start and scale a business with just a handful of employees.

Marketing 52

Marketing Marketing Commission 52

The Irrelevant Investor

FEBRUARY 9, 2021

I'm embarrassed for what I'm about to share. I hit mute on the TV before making a phone call. Then I scrolled through Twitter. Then I opened Slack. Did a FaceTime. I scrolled through Instagram. I opened ThinkOrSwim to check the market. All while riding the Peloton with the sound off. I don't spend much time thinking about the day-to-day of my life, but this hit me today when I realized the absurdity of it all.

Banking 52

Banking Marketing Marketing 52

The Irrelevant Investor

FEBRUARY 9, 2021

Here's a spicy take from Michael Cembalest at JPMorgan: The SPAC ecosystem involves significant wealth transfers from buy-and-hold investors to SPAC Arb investors, and from companies going public to SPAC Arb investors and SPAC sponsors And here's a list of people looking to cash in on this wealth transfer: Alex Rodriguez is looking to raise $500 million Paul Ryan, former House Speaker is looking to raise $300 million Shaquille O'Neal is looking for $250 million SPACs are a no-brainer for the spo

Investing 52

Investing Investments 52

The Irrelevant Investor

FEBRUARY 7, 2021

Articles This overall concept, that tech is governed by a world of zero marginal costs, is what makes tech economics fundamentally different from most businesses. (By Ben Thompson) The DTCC is perhaps the most powerful entity you’ve never heard of (By Marc Rubinstein) Right now, we are on the cusp of the next internet. (By Matthew Ball) If you’re going to facilitate and profit from chaos, don’t be surprised when that chaos turns back on you (By Packy McCormick) Accepting your limitations isn’t t

Government 52

Government Economics 52