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Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing

Steve Sanduski

In a Nutshell: Referrals can be an important part of fixing the organic growth problem that has stalled many firms since the economy cooled. Within the practice, Alex specializes in working with high-net-worth individuals and multigenerational families. How Alex and her partners divide management and rainmaking responsibilities.

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#FA Success Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand, With Joe Duran

Nerd's Eye View

What's unique about Joe, though, is how he founded United Capital, built it to become one of the largest independent wealth management firms in the country on a path to disrupt the established incumbents, but ultimately decided to sell the firm to Goldman Sachs in pursuit of the next level of national scale… and in the process has been able to (..)

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Market Commentary: Checking In on Market Fundamentals

Carson Wealth

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. These include some of the worst years in stock market history, including 1973, 1974, the tech bubble, 2008, and 2022. economy, and the job market is leading the way. last week, getting the first quarter off to a slow start.

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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

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Market Commentary: S&P 500 Index Hits a New All-Time High

Carson Wealth

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

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Top Compliance Challenges Financial Advisors Face

BlueMind

For example, the Securities and Exchange Commission (SEC) in the United States or The Financial Consumer Agency of Canada (FCAC) in Canada. Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors.