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December 5, 2019

Tweets for thought - Holiday gift ideas

Another tweet thread that needed to be saved from being buried. Financial Advisors, as you consider what to do for Holidays for gifts for your clients, check out this Tweeter thread for ideas. Chocolate for the win - our bias Below, just highlighted a few that looked interesting. Fellow advisors - what's the best client […]
December 1, 2019

Tweets for thought - New Clients

Patrick's tweet on what advisors are doing to get new clients - besides referrals.
November 17, 2019

Quickly find out good performers vs. bad

Resource to quickly visualize how companies are doing against each other and industries.
November 13, 2019

Prepare a cushion for your clients.

A great resource to visualize withdrawal rates and how market cycle will come in to play.
financial graph
October 16, 2019

Financial Advisor or Financial Planner?

Advisor or Planner? I have been researching on ways to market to financial advisors. While looking at Google Trends, I decided to quench my curiosity on how prospects are searching on Google. Based on the chart below (it is dynamic and will change with time), it appears that over the past 12 months, “financial advisor” […]
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