Learn & Laugh Blog

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.
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