Kudos to @TR401 Tyrone Ross for the initiative, we hope he's getting support from @altruistcorp . #FinancialAdvisors have great ideas their affiliated companies should tap into. #financialliteracy #futureHNW #wealthmanagement
Kudos to Ric Edelman for taking financial education about the investing during the pandemic to a whole new level. #wealthmanagement #prospectingnotprospecting
https://t.co/Pn2InkNxnl https://t.co/DfsTofBOem
If you ever get a chance to visit Arlington National Cemetery or any of the war cemeteries in Europe, we highly recommend it. Very moving experience seeing the scope of the sacrifice. Thank you soldiers.
Happy Memorial Day
This is one of the best #finance quotes ever:
"Forecasts are just guesses suited for cocktail parties"
https://t.co/0iTopGxAsS
He's a keeper BOK Financial #assetmanagement #activevspassive
The quote to note: "As wholesale becomes less and less important and as more investment products become commoditized, distribution is king.” #wealthmanagement #assetmanagement #fintech #everyoneiseverything
We haven't found much worth posting much during the COVID-19 pandemic. But this small act will have big ramifications on clarity for investors for years. #wealthmanagement #advisor #RIA
When communicating with any type of #financial client, whether #investor, plan participant or policy holder, know their financial literacy. It's likely lower than you think, even for #HNW. #compliance needs to acknowledge it too.
