Bigger Picture

A Month Off Social Media

Today marks my first day back on social media since the end of October; inspired by my friend Dasarte Yarnway’s 40 days fast, I decided to give up Twitter, Facebook, and Instagram for a month. Haters are going to say that I didn’t have a true social media fast because I still posted throughout the month—and I get that. But…

Continue Reading

Bigger Picture

Happy Thanksgiving

It’s that time of the year where we reflect on the people and things we are most thankful for; we should all follow Tyrone Ross’ lead and practice more gratitude and not wait until Thanksgiving to be thankful. I try to let those I love and care about know how much I appreciate them, but I can always do better.…

Continue Reading

Bigger Picture

NYC 2019: A Trip Of A Lifetime

Traveling to New York City in November has become an annual pilgrimage. My first trip to NYC was back in 2015 for the inaugural Evidence-Based Investing conference put on by the Ritholtz Wealth Management crew. That trip was not only my first November trip, but it was my first trip to NYC…ever. Let’s take a trip down memory lane… 2016…

Continue Reading

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…

Continue Reading

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…

Continue Reading

Bigger Picture

The Advisor Growth Community™

Update: Advisor Growth Community™ Website By now, there’s a pretty good chance you’ve seen the project Taylor Schulte and I have been working on–The Advisor Growth Community™. But, if somehow you’ve missed the tweets, videos, and interviews over the last few weeks I’ve got your hook up so you can get up to speed, and if you’re a financial advisor…

Continue Reading

Bigger Picture

Brand Enthusiast

When I set out to start a blog, I had no idea where it would lead me. My hope was it would be informational for readers, help me stay sharp and up to date with changes in the profession, become a better communicator, have fun, and ultimately help me grow my advisory business, RLS Wealth Management. I think I’ve had…

Continue Reading

Bigger Picture

Rebalancing Your Life And Portfolio

Sentimental tweet: Roman turns 9 today and last night I realized that half of his full-time home life is over. The last 9 years have flown by and in the same amount of time, he’ll be off to college. 😭 pic.twitter.com/IylAtwjxP7 — Justin Castelli (@jus10castelli) July 31, 2019 Man, time flies. I won’t say that it seems like just yesterday…

Continue Reading

Bigger Picture

We’re Only As Good As Our Peers

“One hand washes the other and they both wash the face” -Tyrone Ross Jr. (I know he wasn’t the first to say this, but he is who I ‘ve heard it from–multiple times.) Historically, the mentality of the financial advisor has been “me vs. you” (or “us vs. them” on the firm level); other advisors were viewed as competition in…

Continue Reading