Mixtapes

Weekly Mixtape For November 17th, 2019

Week In Review Articles: The WSJ: Dow Jones Industrial Average Tops 28000 for the First Time The WSJ: Global Economic Powerhouses Stuck in Low Gear The WSJ: Next in Google’s Quest for Consumer Dominance: Banking The WSJ: Disney Reports 10 Million Users for Its New Streaming Service Weekly Mixtape Of Dollars And Data: N=1 “And in the modern age, doing this has never been easier. …

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Advisor Growth Community

New York Times: Networking + Community

This morning I came across an article in the New York Times that I thought would be a good read for my friend Nina O’Neal; the article covered a women’s’ group trip and the networking, self-care, and safe space that was provided to the women. If you did not know, Nina is the founder of the Female Advisor Network and…

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Bigger Picture

Living A Life Of Congruency

“Your values and what drives you, your passions, are congruent with how you live your life.” -Mindy Diamond This morning I was getting caught up on recent podcasts and I finally had a chance to listen to Josh Brown on Mindy Diamond’s, “Mindy Diamond On Independence: A Podcast For Financial Advisors Considering Change” and enjoyed every minute of it—I’m a…

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Talkin' Shop

Talkin’ Shop: Mike Molitoris, CRPC® and Defining Success

We all have a different definitions of success. In our personal lives, success might be finding that elusive work/life balance, putting our children through college without the burden of student loans, annual travel, or reaching retirement at a specific age. In our professional lives, in particular, financial advisors, success might be $1 billion in AUM, it might be a lifestyle…

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Bigger Picture

A November Fast

Social media has been instrumental in my growth as a financial advisor—I’ve made connections with countless financial advisors who I’ve learned a great deal from. I’ve met mentors who have helped me immensely as my business has grown and evolved. I’ve built lifelong friendships with people I would have never met if it were not for social media. Recently, social…

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Mixtapes

Weekly Mixtape November 3rd, 2019

Week In Review Articles The WSJ: Fed Cuts Rate for Third Time This Year, Signals Pause The WSJ: U.S. Growth Settles in at Low Gear in Third Quarter The WSJ: Job Gains Help Extend U.S. Economic Growth The WSJ: Better-Than-Expected Earnings Ease Growth Fears—for Now The WSJ: NCAA Clears Way for Athletes to Earn Endorsement Money The WSJ: Washington Nationals Win the World Series Weekly Mixtape…

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All About Your Benjamins The Podcast

Genti Cici, CFP®, CAIA, MBA: StandUp For Financial Literacy

The lack of financial literacy in America is a well documented issue, and while many financial advisors discuss the statistics, few have built their firms to really make an impact. I briefly learned about Genti Cici’s mission at the Inside ETF’s Canada conference this summer as he and I spent about 30 minutes talking between sessions. I found out that…

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Mixtapes

Weekly Mixtape For October 20th, 2019

Week In Review Articles: The WSJ: Officials View Trade Uncertainty as Biggest Global Economic Risk The WSJ: U.S. Retail Sales Fell in September The WSJ: Fed Eyes Another Rate Cut, Weighs When to Stop The WSJ: British Government Asks for EU Delay Amid Johnson Resistance The WSJ: Interest Rates Are Falling—but Your Credit-Card Rate Could Be Going Up Logic doesn’t run the show. Emotions do.…

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