George Orwell’s Hidden Warning for Advisors

George Orwell’s Hidden Warning for Advisors

When industry experts guide financial advisors who are figuring out their next move, they sometimes reference insights from business leaders like Steve Jobs or Warren Buffett.

George Orwell offers financial advisors an astute lesson, as his novel Animal Farm encapsulates. Spoiler alert for those who skipped high school English classes: Fed up with broken promises and leadership that puts the farm before the animals, the farm animals, led by pigs, decide to “go independent” and create their own utopian farm.

Click Here to Continue Reading >>


Top Stories of the Week


PODCAST 🎙️

Adjusted for Risk Podcast with Ryan Nauman: Tips For Creating An Effective Marketing Strategy

During this very engaging and informative episode, C2P Enterprises Chief Marketing Officer, Matt Seitz shares a a ton of insight about creating an effective marketing strategy.

Matt shares the importance of knowing your target audience and building a digital presence. He also provides some great examples of marketing strategies that have worked for his teams.

Click Here to Listen to the Podcast >>


UPCOMING WEBINAR:

The Role of Fossil Fuel and Nuclear in the Clean Energy Transition

Fossil fuels and nuclear energy will likely play a vital role in the transition to clean energy. Renewable energy, such as solar and wind, face constraints that may limit their ability to replace fossil fuel completely.

As demand may be greater than most anticipate, companies in the fossil fuel and nuclear energy ecosystems may present individuals with an attractive investment opportunity.

In this webinar, you'll learn:

  • Future of Energy in Global Markets: Learn about Range’s outlook on the energy sector's role in driving global markets over the next decade

  • The "Iron Law of Electricity": Explore the concept of the “Iron Law of Electricity” as articulated by Robert Bryce and its significance in shaping Range’s investment strategy and views on the energy landscape

  • Insights from our CEO: Hear directly from Range’s CEO, Tim Rotolo, about the evolving energy landscape, including challenges, innovations, and the rationale behind Range’s strategic decisions and ETF offerings

Thursday, July 18, 2024 | 4:00 PM Eastern Daylight Time

Click Here to Register >>


WMIQ Study: Exploring the Dynamics of Financial Service Partnerships

Did you know? WealthManagement.com has a dedicated research division.

Wealth Management IQ provides research, content creation and marketing services to the wealth and asset management communities.

Our Latest WMIQ Study is Out Now!

A recent study conducted by Wealth Management IQ, in partnership with United Planners Financial Services, unveils both high satisfaction levels and areas ripe for improvement in financial service partnerships. Advisors express contentment, yet voice concerns over tech support, cybersecurity, and continuity planning.

Click Here to Download the Report >>


Get the ultimate RIA experience at RIA Edge West!

Taking place on October 7-9 2024, you can put yourself in the room with business leaders from some of the top RIA firms, as well as the industry’s most renowned human capital, strategic planning, marketing and technology consultants.

Save your spot by this Friday, June 28 to save up to $600! >>

Click Here to Register >>

To view or add a comment, sign in

Insights from the community

Others also viewed

Explore topics