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The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

The changing patterns in how financial advice is delivered can be compared to the similar trends seen in the evolution of medicine. Dr. Peter Attia, author of the book Outlive: The Science & Art of Longevity , describes the trajectory of medicine in 3 stages: Medicine 1.0

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#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

Welcome back to the 375th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Schultz. Rob is the Senior Partner of NWF Advisory, a hybrid firm based in Los Angeles, California, where he oversees nearly $500M in assets under management for 200 client households. Read More.

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5 Good Elements of a Financial Advisor

International College of Financial Planning

In this write up we look at the five most important elements of a Financial Advisor and the reasons it is important to have these traits to succeed in the industry. Are you exploring the career option as a Financial Advisor? You are about to choose one of the fastest-growing career options in India.

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How to Invest Your First Rs 1000 In The Stock Market?

Trade Brains

Further, for the method described here, you don’t need to be an expert or any help from financial advisors to invest your first Rs 1,000 in the stock market. In this post, I’m going to tell you the simplest answer to how to invest your first Rs 1000 in the stock market. It’s a no-brainer way.

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Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement

Investing Caffeine

. · DIY or Hire Advisor: When it comes to managing your investments, do you plan on doing it yourself (DIY) or hiring a financial advisor? Many people are not adequately equipped to manage their own investments, however identifying a proper financial advisor still requires significant legwork and research as well.

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Gradual Improvements Go Unnoticed

The Irrelevant Investor

Yuan devaluation Celebrities buying stocks, Mila Kunis, Joe Theismann, Kenny G Tony Robbins is a financial advisor Peak profit margins Margin debt all-time high Buyback-palooza We've seen a thousand versions of this chart, but we haven't seen the opposite, one that plots all of the positive developments over the last nine years.

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Gradual Improvements Redux

The Irrelevant Investor

Yuan devaluation Celebrities buying stocks, Mila Kunis, Joe Theismann, Kenny G Tony Robbins is a financial advisor Peak profit margins Margin debt all-time high Buyback-palooza Infinite leverage We’ve seen a thousand versions of this chart, but we haven’t seen the opposite, one that plots all of the positive developments over the years.