Nerd's Eye View

JULY 5, 2022

Welcome back to the 288th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Patrick Kilbane. Patrick is a Partner and the Director of the Divorce Advisory Group for Ullmann Wealth Partners, an independent RIA based in Jacksonville Beach, Florida, that oversees $800 million in assets under management for 350 client households.

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The Irrelevant Investor

JULY 5, 2022

Well that was rough. The first half of the year saw the worst performance for risk assets in a long, long time. The S&P 500 hasn't had a January through June like the one we just had since 1970. It was the worst start ever for the Nasdaq, which fell more than 30%. Making matters worse, it was also the worst start to a year for risk-off assets. The 10-year treasury note hasn't seen a first half like this since George Washington was in office.

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Clever Girl Finance

JULY 5, 2022

Sometimes, life happens and you need ideas for how to make $300 fast. You’re not alone, we’ve all been in a pinch before. We’re also here to tell you there are ways to make the amount of money you need now. So, let’s dive in! What can $300 buy? Bankrate says, more than half of Americans cannot cover an unexpected $1,000 bill with savings. This means people struggle when cars break, appliances stop working, or someone gets sick.

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The Irrelevant Investor

JULY 5, 2022

Today’s Animal Spirits is brought to you by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. On today’s show we discuss: The worst 6 months ever for financial markets After the stock market's worst start in 50 years, some see more pain ahead What's priced into the stock market?

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Advertisement

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

Clients

XY Planning Network

JULY 5, 2022

XY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We help make connections by inviting our journalist friends to submit requests for XYPN members' expert input using our media portal.) We've compiled this roundup of recent articles featuring some superstar XYPN member advisors.

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Million Dollar Round Table (MDRT)

JULY 5, 2022

By Sandy Schussel I’ve given some thought about how not to grow a successful financial services practice or increase your income. I came up with these guidelines of what you do not want to do: Message someone because you need a client instead of asking questions, adding value and helping solve their problems. Market in a way that’s inauthentic to you, such as by following the 26-year-old financial advisor crushing it on TikTok and building automated funnels, even though you’re 50 years old, happ

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Investment Writing

JULY 5, 2022

When you’re writing a heading, headline, or title using title case , when do you use initial capitals for prepositions? Simple rule for when to capitalize prepositions. Some sources simply lower-case any shorter preposition. I like the approach taken by Jan Venolia in Write Right! She says, “Capitalize prepositions if they consist of four or more letters, or if they are connected with a preceding verb ” (emphasis added by me).

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FMG

JULY 5, 2022

How is it already July? We’re bringing you some hot tips as the summer rolls on, and we are excited to share them with you! From tips for creating a stronger SEO strategy to taking the best action during a volatile market and more, be sure to give this roundup a read. 1. 6 Tips for Effective SEO: Bringing Your Marketing Game to the Next Level via Advisorpedia.

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Carson Wealth

JULY 5, 2022

Jamie Hopkins, Managing Partner, Wealth Solutions . Marques Ogden thinks back on 2013, when he was living in Raleigh, North Caroliona. He had no financial planning knowledge. He had no resources. He had no money. He had no savings. . “My entire days were full of stress and anxiety,” Ogden said. “I was just in a state of constant panic. What am I going to get done?

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Norman Marks

JULY 5, 2022

I commend Marco Nutini for his recent LinkedIn post, Risk and decision: egg or chicken? He asks: In your opinion, which of the two alternatives best represents the Enterprise Risk Management process? 1) From an Objective >> Identify a Risk >> Analyze and prioritize >> Decide how to treat it; or 2) From the need […].

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Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management

Brown Advisory

JULY 5, 2022

2022 Berkshire Hathaway Annual Shareholder Meeting: Back in Force mhannan Tue, 07/05/2022 - 10:18 Just want the PDF? Download it here > The Berkshire Hathaway annual meeting was a celebration of American business surging back to life and a testament to the resounding optimism that long term investing can continue to be a force for value creation and societal advancement.

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David Nelson

JULY 5, 2022

By David Nelson, CFA CMT. The first half of 2022 left little to cheer about. The bear market at its lows wiped out $10 Trillion in U.S. market cap. The temporary cease fire that drove stocks +4% off the lows didn’t hold as markets gave back about half those gains last week. Year to date, Energy is still the hands down winner but came in dead last on a trailing 1-month basis.

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Fortune Financial

JULY 5, 2022

Some companies offer the benefit of employees owning stock in the employer company through 401(k) plans, profit-sharing plans, stock bonuses and employee stock ownership plans (ESOP). Anyone who owns company stock will eventually have to decide how to distribute those assets when leaving the company or entering retirement. One major thing to consider when doing so is the tax bill that may come along with it.

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Good Financial Cents

JULY 5, 2022

It’s a sad fact, but we’re all mortal and one day we will all die. This is true whether we have retired or not and there’s a 100% chance of that happening. According to Vanguard, over 25% of all Americans have a 401k plan. This means 1 out of every 4 Americans will be forced to deal with a 401k plan after someone passes away. That brings us to the all-important question: What happens to our 401k when we die?

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Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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