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
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
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
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.