Chief Commercial Officer Connor Coughlin recently sat down with Shannon Rosic of WealthManagement.com to discuss how advisors can run more efficiently in the evolving financial landscape. Watch the video here: https://bit.ly/4cjGFTs
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Interesting article. I think as more financial advisors move towards holistic financial planning this will be become less of an issue (and potentially already has), but it definitely speaks to those advisors whose primary value prop is related to investments/alpha. https://lnkd.in/g-2qwG7M
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Start 2024 with clarity and confidence. M.C. Byrd Wealth Management can help you set achievable goals and navigate the ever-changing financial landscape. Let's chart a path towards your goals together. #NewYearNewGoals #FinancialPlanning #M.C.ByrdWealth
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#BLUFFbooks (Host), Aspiring Fee-Only Financial Planner (Now In Training), Army Vet (Captain), MA Spanish (Villanova), & USCG Spouse (2 kids!)
Mark Twain ✍️supposedly once said: “reports of my demise are greatly exaggerated.” 📰💀🤣 Likewise, a season of rising returns 📈from any type of account or asset 💰is hardly a death knell 🪦🔔for financial advisors — especially not the fiduciary ones who address insurance, estate, and tax planning needs. 👩💼 Its also a golden time for those under age 35 (like me) to be pursuing the CFP credential. 🎓We have plenty of millenial peers who have young kids 👨👩👦and/or new career goals 👨🍳thanks (at least in part) to the great COVID 🦠🔐lockdown. —- Financial Planning Financial Planning Association (FPA) #cfp #fpa #fpqp #ChFC #behavioralfinance #psychology #risktolerance #risk #afc AFCPE® (Association for Financial Counseling and Planning Education®) National Association of Personal Financial Advisors #financialadvisor
Interesting article. I think as more financial advisors move towards holistic financial planning this will be become less of an issue (and potentially already has), but it definitely speaks to those advisors whose primary value prop is related to investments/alpha. https://lnkd.in/g-2qwG7M
With Banks Offering 5% Returns, Financial Advisers Fight Irrelevance
bloomberg.com
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Discover a thought-provoking reflection on the market from seasoned financial adviser Glen Smith. To read more, click the link below! 👉 https://lnkd.in/gcaR4tab #teamgrowth #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary
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Being a trusted advisor requires going beyond the surface. Discover how David Witter, CFP® and Katie Witter's commitment to understanding their clients' unique issues sets Financial Harvest Wealth Advisors apart in the financial industry. Learn more: https://bit.ly/47KquMW #FinancialAdvisor #ClientRelationships #SuccessionPlanning
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For financial advisers, understanding client desires is crucial. In this video, we explore how to align offerings with investor needs. See more: https://vgi.vg/3JSyYqS #VanguardInsights Capital at risk
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Upcoming Webinar | 2/14 12-1 CT Most savvy investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management’s team walk through a few critical financial planning decisions you can consider amidst market volatility. Register Here: https://bit.ly/3UxRivO
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