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Welcome back to the 289th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kamila Elliott. Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households. What's unique about Kamila, though, is how she and her partners built an independent advisory firm, comprised entirely of Black CFP professionals, dedicated to supporting the
Markets S&P 500 companies paid out a record amount of dividends in Q2 2022. (wsj.com) Stock-bond correlation worked against the 60/40 portfolio this year. (caia.org) Every major asset class yields more than it did at the beginning of 2022. (compoundadvisors.com) Crypto Bitcoin is no stock market hedge. (blogs.cfainstitute.org) Multicoin Capital is now investing out of its third fund.
One of the charts I sent to Thrasher Analytics subscribers on Sunday looked at the large increase in stocks that were trading below average volume on Friday. Since the end of last year, this has been a bearish development for Continue reading Using Volume to Help Identify Market Regimes → The post Using Volume to Help Identify Market Regimes first appeared on.
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
By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . I could say “Tammy, a CLU and ChFC ® , reviewed a DIA against a SPIA with a COLA to maximize his client’s Monte Carlo success rate.
Comparing Growth Stocks vs Value stocks: While investing in the stock market, one can choose multiple approaches to pick stocks as there are many types of stocks with different characteristics in the market. However, two popular types of stocks and approaches that investors prefer are growth investing and value investing. Both these growth stocks and value stocks are considered very important while building your stock portfolio.
By Andreas T. Dailey Sr., CLTC In our industry, especially in MDRT, we participate in a lot of joint work with other financial advisors and specialists. This can be a winning situation for all involved. It allows us to: Help clients better in complex cases or areas that aren’t our strengths. Work on bigger cases. Expand our knowledge. If you’re not comfortable managing one area of financial planning for your client and you know someone who does well in that area, bring them in.
By Andreas T. Dailey Sr., CLTC In our industry, especially in MDRT, we participate in a lot of joint work with other financial advisors and specialists. This can be a winning situation for all involved. It allows us to: Help clients better in complex cases or areas that aren’t our strengths. Work on bigger cases. Expand our knowledge. If you’re not comfortable managing one area of financial planning for your client and you know someone who does well in that area, bring them in.
Are you looking to stay inspired as you work on your life goals ? Or maybe you need some home decor creativity , career tips, or travel ideas. Whatever it is, this list is full of the best lifestyle blogs for the modern woman! So let's get into why lifestyle blogs are great! Why lifestyle blogs are inspiring. Sometimes lifestyle blogs may seem like just a fun thing to skim through in our spare time.
Check out my top posts from the second quarter! They’re a mix of practical tips on grammar (#1 & #2), marketing (#3), investment commentary (#4), and blogging (#5). My posts that attracted the most views during 2022’s second quarter: My five favorite reference books for writers —These books would be great additions to your library. “In order to” versus “to” —The results of my research into whether it’s ever necessary to write “in order to” instead of “to” surprised me. 10-minute
Inflation is a top concern for consumers and advisors alike, and that’s why our team prioritized adding an inflation stress test to our product offering. Our advisor-led team understands the concerns of your retired clients and how the right financial planning software can make addressing them easier. Read on to see how we've updated our software to help you quickly and easily address client needs and demonstrate the value of your financial advice.
The other day in a post about capital efficiency and leveraging down we looked at a bunch of 2x long and short, single stock ETFs in a filing from Kurv and mentioned the possibility that these would be coming to the market soon. A batch of these from AXS appear to have been approved and more are coming. You can see then that PFEL will allow you to double exposure to Pfizer (PFE) or go short with 2x leverage.
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.
Today’s Animal Spirits is brought to you by The Peak Group and Masterworks: See here for The Peak Groups’ current portfolio of homes owned by the Peak Housing REIT. See here to learn more about investing in contemporary art. On today’s show we discuss: Elon is terminating the deal Comments on the June employment report from Calculated Risk Car repos are exploding Gas station owners are blamed when prices.
If you owe more than a few thousand dollars, especially on high-interest credit cards, you’ve probably considered debt consolidation. But exactly what is debt consolidation and how does it work? More specifically, when does it make sense, and when is it the wrong strategy? Let’s drill down into the basics of debt consolidation to help you decide when it’s the right move, and when it holds the potential to only make your situation worse.
You can’t be a successful entrepreneur without having solid sales skills. And you can’t be a stellar salesperson without some entrepreneurial traits. You can be… The post How To Stop being a Salesperson and Develop a Growth Mindset appeared first on Leading Advisor - Simon Reilly.
EKI Energy Services: With the world taking on the imminent threat of climate change, many countries and organizations have been taking steps to reduce carbon emissions and, at the same time, shift towards other cleaner sources of energy. In the past couple of years, one company has done something so unique and relevant to the current scenario it has become impossible for us to ignore it.
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.
Do you ask your clients for trusted contacts? Since 2018, brokerage firms have been required by FINRA Rule 4512 to ask their retail customers to provide the name and contact information of a trusted contact person. Although the rule applies only to broker-dealers, it’s still a best practice for all wealth management and financial advisory firms to gather this information from clients.
When stocks go down, communication from your financial advisor should go up. However, many financial advisors don’t know what to say to clients during times of extreme volatility. So, they either don’t say anything or they communicate but don’t want to keep reaching out, since they don’t know how much communication is too much.
Individual retirement accounts (IRAs) are a popular way to save for retirement, and with good reason—they come with numerous benefits for investors building long-term wealth. They also come with a few drawbacks you should be aware of. In this post, we’ll break down what you need to know, focusing on two popular account types: traditional […]. The post What Are the Benefits and Drawbacks of IRAs?
We hope everyone’s week is going well! This roundup is a good one, full of some great articles on niche marketing tips, social media content prompts, client communication tips and much more. 1. 5 Niche Marketing Tips For Financial Advisors (With Tyler Hackenberg) via The Podcast Factory. We often talk about the importance of choosing a niche to serve and really honing in on that.
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
What are your odds of making money in the stock market? On a day-to-day basis it’s basically a coin flip. But what about over a year? What about over 5 years? What about over 20 years? The longer your time horizon the more history is on your side. Tom breaks it all down in this […].
An investor enters the market with the obvious intention of accumulating higher returns and booking massive profits. For this, they invest in various types of stocks that are trading in the market. In this article on Growth stocks or Dividend stocks, we will take a look at the two most famous types of stocks. Keep reading to find out! What are Dividend Stocks?
We all know we should save more of our money to prepare for coming events, so learning how to make a savings plan is essential. That said, a weekly or bi-weekly savings plan can help you reach goals. Saving on a monthly basis is great, but maybe you need to adjust your thinking about setting money aside. Could you jumpstart your savings by setting aside cash more frequently?
Education Stocks in India: “An Investment in knowledge pays the best interest.” This quote is over three centuries old but still holds true to this day. Education is one aspect that Indians have always been obsessed with. Although it is not the only metric for success it surely gives us the building blocks to achieve our goals! Luckily this obsession also presents an opportunity in many forms in the Indian stock market.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Business owners need to be cognizant of their business in owning or using a vehicle. There may be personal use of that vehicle and it can be included as taxable income on the employees’ W-2. How do we qualify the vehicle as a business expense? First, it will qualify as a business-used vehicle if it is an ordinary or necessary expense. Ordinary means that the expense is common in your work or line of business.
This Think and Grow Rich Summary post contains affiliate links from Amazon. Affiliate links help us grow Clever Girl Finance! Please see our disclosures for more information. There are many self-help and inspirational books on the market, but some stand the test of time more than others. One such book is Think And Grow Rich by Napoleon Hill. Although the original text was in more complex terms, in this article, I will share my personal Think and Grow Rich summary and takeaways in simple terms th
Business owners need to be cognizant of their business in owning or using a vehicle. There may be personal use of that vehicle and it can be included as taxable income on the employees’ W-2. How do we qualify the vehicle as a business expense? First, it will qualify as a business-used vehicle if it is an ordinary or necessary expense. Ordinary means that the expense is common in your work or line of business.
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