Norman Marks
MAY 23, 2022
One of the issues that has concerned me over the years is who is not only responsible for understanding what might happen (both risks and opportunities) but also has the capability to do so. The easy answer is that operating management is responsible for understanding, evaluating, and addressing what might happen that could affect their […].
XY Planning Network
MAY 23, 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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Don Connelly & Associates
MAY 23, 2022
The first meeting with a new client should be a momentous event for both you and the client. For your client, it's the first opportunity to validate their decision to select you as their advisor. For you, it's the first opportunity to showcase your professionalism and reinforce your new client's decision. You both hope this will be the beginning of a long and trusting relationship.
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer.
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Envision Wealth Planning
MAY 23, 2022
Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgment of morality, and it is my goal to overshadow any media voice that claims such.
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