Financial Planning

The Advisor Growth Community™ Is Official!

Midway through yesterday’s Zoom meeting I checked the participant count and I saw 54—that’s right, 54 participants; this number included AGC™ beta members, AGC™ Ambassadors, AGC™ teammates (shoutout to Darlene and Karen), and of course, Taylor and me. With 54 members joining the meeting, this meant there were only a few advisors who were not able to make the meeting…

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Financial Planning

Meeting Of The Minds II: Wealth/Stack Video

I’m still bullish on the future of the profession: Financial Advisors: Courtney Ranstrom / Trailhead Planners Nina O’Neal / Archer Investment Management Samuel Deane / Deane Financial Steve Sivak / Innovate Wealth Brendan Mullooly / Mullooly Asset Management Tim Mullooly / Mullooly Asset Management Ashby Daniels / Shorebridge Wealth Management Brad Sherman / Sherman Wealth Management Russell Kroeger / Upstart Wealth Management Michael Policar / Hightower Bellevue Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions…

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Financial Planning

Three Days In The Desert: Wealth/Stack 2019

It’s been a busy couple of days since arriving home from the inaugural Wealth/Stack conference in Scottsdale, Arizona; I’m just now getting a chance to write up my thoughts from my few days in the desert. First off, I want to congratulate everyone at Inside ETFs, especially Matt Middleton and Sovaida Noronha, my two main contacts there, and Ritholtz Wealth…

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Financial Planning

Range Rover or Ford Explorer W/ Roman & Leo

Today Roman, Leo, and I had a quick discussion about Roman’s new obsession with Range Rovers…white with black trim and rims to be exact. While there is nothing wrong with driving an expensive car, the luxury doesn’t come without sacrifice, and I wanted to see if they would understand that having a more affordable car might allow them to DO…

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Financial Planning

Individualizing Financial Planning

While I talk to financial advisors in this video, the content applies to everyone. I might be asking advisors to share their stories of creating financial plans unique to their clients’ goals, but if you’re not a financial advisor you can also look at your financial plan–is it unique to your goals and values? If not, have you shared those…

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Financial Planning

Meeting Of The Minds In Dana Point

The future is bright: Courtney Ranstrom / Trailhead Planners Perth Tolle / Life And Liberty Indexes Emlen Miles-Mattingly / Gen Next Wealth Dasarte Yarnway / Berknell Financial Group Alex Chalekian / Lake Avenue Financial Stephen Nelson / The Athlete Investor Taylor Schulte / TaylorSchulte.com Scott Frank / Stone Steps Financial Tyrone Ross, Jr. / TyroneRoss.io Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial…

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Financial Planning

Invest In Your Health

We spend so much time talking about saving and investing for our future, but what if you’re not healthy enough to enjoy your future? Or, what if all of your savings is spent on medical expenses for conditions that may have been preventable if you invested in your personal health? We should be investing just as much time, maybe not…

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