Financial

#FASuccess Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings, With Emily Biehler – Go Health Pro

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#FASuccess Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings, With Emily Biehler – Go Health Pro

Welcome everyone! Welcome to the 410th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Emily Biehler. Emily is the co-founder of TrailWise Financial Partners, an RIA based in Golden, Colorado, that oversees approximately $80 million in assets under management for 200 client households. What’s unique about Emily, though, is how … Read more

Kitces & Carl Ep 150: When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level – Go Health Pro

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Kitces & Carl Ep 150: When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level – Go Health Pro

For many years, the traditional career track for financial advisors has been an ‘eat what you kill’ model – where advisors must independently find, convert, and manage their own clients. As such, it isn’t uncommon for an advisor’s first few years to be characterized by long hours, high rejection rates, and low pay. For many, … Read more

The west must outdo rival efforts to build an alternative financial system – Go Health Pro

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The west must outdo rival efforts to build an alternative financial system – Go Health Pro

Stay informed with free updates Simply sign up to the Global Economy myFT Digest — delivered directly to your inbox. Besides the spectacle of a UN secretary-general obsequiously paying respect to a Russian president indicted for abducting children, last month’s Brics summit in Kazan featured the more technical, but geopolitically more consequential, push “to make … Read more

Don’t Take Financial Advice From Hedge Fund Managers – Go Health Pro

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Don’t Take Financial Advice From Hedge Fund Managers – Go Health Pro

Paul Tudor Jones made some waves last week on a CNBC interview: He’s worried government spending and deficit levels are going to lead to a crisis: “The question is after this election will we have a Minsky moment here in the United States and U.S. debt markets?” Jones said, referring to shorthand for a dramatic … Read more

Weekend Reading For Financial Planners (November 2–3) – Go Health Pro

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Weekend Reading For Financial Planners (November 2–3) – Go Health Pro

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board “increasingly functions as a de facto private regulator for CFP certificants” and proposes that CFP Board eliminate … Read more

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