Learn & Laugh Blog

December 17, 2019

Tweets for thought - SECURE Act

Well fellow advisors, I came across another amazing Tweeter thread that is important to save and not let it get buried. This time it is from Jeff Levine, CPA/PFS, CFP® regarding the SECURE ACT. Jeff did an amazing job distilling many of the important parts for financial advisors. Thanks, Jeff! And now your tweet is […]
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.
1 23 24 25 26
Made with ❤️ in Riverside, CA & Farnham, UK
© 2021 Pulse360, Inc. All rights Reserved.