Wealthmanagement.com, Terrific Books Written by Advisors, for Advisors, February 5, 2020
Few understand the job of the financial advisor like those who have done the work. These 10 books relay key lessons, actionable tactics and wisdom directly relevant to advisors at all levels, from novices to veterans. “If you wish to know the road,” goes a Japanese proverb, “inquire of those who have traveled it.” Business […]
Resilient Advisor Podcast, How To Prepare Your Business For A Down Market, February 7, 2020
Jay Hummel of the Wealth Advisor Growth Network comes on to share his strategies to prepare for a bear market. Watched LinkedIn video here: https://www.linkedin.com/video/live/urn:li:ugcPost:6631578359576961024/
The Indie Advisor Podcast, The Future of Financial Planning, and Protecting Our Most Valuable Assets with John Phoenix, February 8, 2022
Episode 1: The Future of Financial Planning, and Protecting Our Most Valuable Assets with John Phoenix As advisors and entrepreneurs, we’re often laser-focused on the destination. But as most seasoned professionals wish their younger selves understood, the journey is more meaningful. John Phoenix shares this sentiment. After years in the industry and multiple successful ventures […]
Inside Information, Bob Veres’ Inside Information, Consulting From the Inside Out, October 2021