Learn & Laugh Blog

Search

Search
Crystal Ball
March 14, 2020

Startups, what do you do now?

I wanted to share with you my thoughts on the current Coronavirus environment that we all find ourselves grappling with. Like many of you, I have gone through uncertain times - DotCom bust and subsequent recession of 2001, September 11, Enron, Iraq War, Afghanistan War, SARS, Swine Flu, Ebola, MERS, 2008-2009. However, unlike most of […]
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.
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” […]
1 24 25 26
Made with ❤️ in Riverside, CA & Farnham, UK
© 2024 Pulse360, Inc. All rights Reserved.