Sat.Nov 13, 2021 - Fri.Nov 19, 2021

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Follow the Youngs

The Irrelevant Investor

So this happened last September. A dad, with 30 years in the investment business, dunking on his son, "who's never even had a job." The tweet backfired, with 81% of the audience voting for the kid. And, um, the performance of bitcoin versus "his precious" since the poll is, well, yeah. I saw that tweet floating around my stream today and it caught my attention because of the conversation we just had on The Compound and Friends with Phil Huber and Jim O'Shaughnessy.

Assets 52
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Are You a Financial Advisor Perfectionist? 4 Ways Perfectionism Hurts You & What to Do About It

Prosperity Coaching

Great is often good enough. At face value, being a perfectionist sounds like a good trait; indeed, it’s always good to strive to do high-quality work. But aiming to do everything perfectly — which is unrealistic — can take a toll on you as an individual and on your financial […]. The post Are You a Financial Advisor Perfectionist?

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Blockchange Rebrands to BITRIA

Gemini BITRIA

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How to Retire Rich & Still Have a Family

The Richer Geek

Today, we welcome Joe DiSanto. He spent his childhood riding BMX bikes, breakdancing, and memorizing 80’s movies, but the carefree days of youth wouldn’t last long. By 13 he was working as a busboy, helping his recently-divorced mom, and picking up some of his own tabs. A valuable lesson was learned: If you don’t deal with your money, your money will deal with you.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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Learn How to Invest Outside of the Stock Market

Fortune Financial

Inflation is affecting businesses and individuals worldwide and it’s not going anywhere anytime soon. The pandemic has forced factories in parts of Asia to shut down, along with trucking and staffing shortages at ports is slowing the U.S. port facility operations. Due to this, inflation has become part of daily conversations causing investors to consider alternative investments outside of the stock market.

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The 10 Top-Performing Financial Advisor Blog Posts of 2021

Indigo Marketing Agency

If you’re a financial advisor, you’ve likely had these questions go through your mind at some point in your career, “How do I position myself as an expert in the field?” and “How do I stay top-of-mind so I’m the first call when someone realizes they need a financial professional?” The answer to both is strategic marketing. And financial advisor blog posts are an integral part of marketing strategically.

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Family Office Client Stories

Brown Advisory

Family Office Client Stories eberkwits Tue, 11/16/2021 - 12:54 One size definitely doesn't fit all. Every family is unique and we approach each relationship as such. Drawing on our extensive experience with generations of families, we design creative, advantageous strategies to help families reach their goals. In appreciation of both the responsibility and opportunity that wealth carries, we understand that successful families require distinct attention.

Clients 52
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A Real-Life Example of a GREAT Financial Advisor Blog Post

Indigo Marketing Agency

Many times advisors ask me, “What should I blog about?” or “What should I talk about in my marketing?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own financial advisor blog. Watch this two-minute video or keep reading to learn more.

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Family Office Client Stories

Brown Advisory

Family Office Client Stories. eberkwits. Tue, 11/16/2021 - 12:54. One size definitely doesn't fit all. Every family is unique and we approach each relationship as such. Drawing on our extensive experience with generations of families, we design creative, advantageous strategies to help families reach their goals. In appreciation of both the responsibility and opportunity that wealth carries, we understand that successful families require distinct attention.

Clients 52
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How Much Does Inflation Cost?

The Irrelevant Investor

This tweet lit up the internet a few weeks ago. [link] I'm not going to dunk on the Stotlers, who have nine children, seven of who are adopted or fostered. Using this information alone, I'm guessing they're decent people. Twitter was so outraged by how much milk they claimed to drink that they didn't bother looking at the price they claimed to pay I'm sure a gallon of milk used to cost $1.99, but it's been a long, long time.

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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

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These are the Goods

The Irrelevant Investor

Articles The world is rapidly becoming an attention economy. (By Sean O'Neill) Imagine a place where dank memes flow like honey. (By Packy McCormick and Mario Gabriele) It’s time to talk about the new wave of media-first investors. (By Neckar) If it sounds confusing, that's because it is (By Shiv Socrates Kapoor) The recovery has mostly benefited the poor and top 1% while many in the middle feel left behind.

Media 52