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Abnormal Returns

JANUARY 16, 2023

(standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice.

Wealth Advisor 130
Wealth Advisor Financial Advising Tax Planning Financial Advice 130
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Market Drama

Zoe Financial

APRIL 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing 98
Marketing Marketing Financial Advisor Wealth Advisor 98
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Market Drama

Zoe Financial

MAY 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). Ready to Grow Your Wealth? The S&P 500 was up 1.9

Marketing 98
Marketing Marketing Financial Advisor Wealth Advisor 98
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Market Drama

Zoe Financial

MAY 1, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Earnings: The first quarter of the 2023 earnings season is more than halfway done. 2023 consensus EPS estimates stopped falling. Ready to Grow Your Wealth? year-to-date.

Marketing 96
Marketing Marketing Financial Advisor Wealth Advisor 96
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Market Drama

Zoe Financial

SEPTEMBER 25, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 25, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing 52
Marketing Marketing Financial Advisor Wealth Advisor 52
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Market Drama

Zoe Financial

NOVEMBER 20, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 20, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52
Marketing Marketing Wealth Management Financial Advisor 52
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Market Drama

Zoe Financial

NOVEMBER 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 6, 2023 Watch Time: 2.5 Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. for the week.

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Marketing Marketing Financial Advisor Wealth Advisor 52
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