Top Financial Advisor Source Financial Consultant Certified Financial Planner Content for Sun.Apr 10, 2022

Sun.Apr 10, 2022

Animal Spirits: The Financial Advisor’s Cheat Code

The Irrelevant Investor

APRIL 10, 2022

Today’s Animal Spirits, Talk Your Book is brought to you by VRGL: Ben and I had Co-Founder and CEO Josh Smith on the show to talk about VRGL and wealthtech solutions for advisors. On today’s show we discuss: The problem with "I'll know it when I see it" How financial advisors can prove their value Quantitative vs. qualitative when it comes to advisor value What is machine learning?

Financial Advisor

How women can benefit from better financial planning to get financial stress relief!

Envision Wealth Planning

APRIL 10, 2022

As a woman, are you feeling financial stress? You’re not alone. Financial Finesse reported that 55% of women ages 30 to 55, with minor kids and household incomes less than $60,000 a year, report “high” or overwhelming” levels of financial stress. They aren’t the only ones experiencing high or overwhelming stress. So what is causing this stress? Causes of financial stress.

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Financial Planning Planning Certified Financial Planner CFP

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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Sun.Apr 10, 2022

Animal Spirits: The Financial Advisor’s Cheat Code

How women can benefit from better financial planning to get financial stress relief!

Webinars

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