The Reformed Broker

JANUARY 27, 2023

Welcome to the latest episode of The Compound & Friends.

Investing 246

Investing Investments Marketing Marketing 246

Abnormal Returns

JANUARY 27, 2023

The biz The podcasting business has gone from gold rush to mature in a couple of years. niemanlab.org) Spotify ($SPOT) has yet to make the most of its podcast acquisitions.

Management 238

Management 238

The Big Picture

JANUARY 27, 2023

My end-of-week morning train WFH reads: • Elon Musk’s Epic Quest for LOLs Is Only Hurting Tesla : Amid falling demand and sudden price cuts, the CEO seems determined to take a blowtorch to his company’s brand.

Medicine 232

Medicine Engineering Sales Banking 232

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. portfoliocharts.com) Why so many investors get caught up in return chasing.

Financial Advising 219

Financial Advising Valuation Distribution Media 219

Advertisement

Start the new year with powerful automation for your month-end close and reconciliation process. See how automation can change the trajectory of the close, buy back time, instill more confidence in the results, eliminate administrative headaches and be audit ready.

The Big Picture

JANUARY 27, 2023

Most podcasts have a Q&A between a guest and the host. Whenever I get together with Pete, it’s just two idiot friends BS-ing about whatever. I hope you enjoy this hour-long discussion about everything and nothing. (We We start at the 15:15 mark).

221

221

Calculated Risk

JANUARY 27, 2023

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Jan 21, 2023. Note: They have data on list prices, new listings and more, but this focus is on inventory.

Numbers 145

Numbers Sales Marketing Marketing 145

Nationwide Financial

JANUARY 27, 2023

Sometimes it feels like the job of a financial professional just keeps getting harder. There is tremendous competitive pressure out there, and not just from other financial professionals. The competition now includes low-cost providers and automated Robo-advisors.

Planning 98

Planning Assets Retirement Planning Estate Planning 98

Calculated Risk

JANUARY 27, 2023

The BEA released the Personal Income and Outlays report for December: Personal income increased $49.5 billion (0.2 percent) in December , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI) increased $49.2 billion (0.3

Food 141

Food Economics 141

Alpha Architect

JANUARY 27, 2023

This chart on creating shareholder value through ESG engagement is useful when evaluating if ESG practices boost valuations. Improving ESG Practices Boosts Valuations was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Valuation 90

Valuation 90

Advertisement

Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.

Advisor Perspectives

JANUARY 27, 2023

Here are six steps to implement multiple niches, bring in new clients, and accelerate their growth goals

Clients 122

Clients 122

A Wealth of Common Sense

JANUARY 27, 2023

Six questions I’m thinking about right now: Is inflation falling because things are normalizing or because we’re going into a recession? This is going to be one of the hardest economic questions to answer in the coming months as inflation falls.

Economics 83

Economics Marketing Marketing 83

Integrity Financial Planning

JANUARY 27, 2023

Retirement is a time for rest, relaxation, and a chance to sit back and appreciate all that we have gained. No longer do we have to rush around trying to meet deadlines or fulfill the demands of a boss. Instead, we can take the time to slow down and truly enjoy the moments we have planned.

Financial Planning 81

Financial Planning Retirement Planning 81

Good Financial Cents

JANUARY 27, 2023

Investing in the stock market, real estate, or crypto has never been easier. Gone are the days when you had to be an expert or work with a stock broker to buy company shares or invest your money.

Accounting 80

Accounting Commission Education Risk Tolerance 80

Advertisement

Ever wonder how some regional and community banks are able to outperform their larger rivals? One of the biggest keys to this success lies in digital transformation. In fact, digital lending technologies are helping banks make the transition faster so they can compete more effectively. Read this eBook to learn how to use lending technology to transform your bank’s outcomes, too!

Banking

Advisor Perspectives

JANUARY 27, 2023

It is believed that during stagflation, investors tend to turn to gold as a safe haven asset as the economic and financial conditions are uncertain. Additionally, gold is seen as a hedge against inflation, as its value is not tied to any currency or government

Government 110

Government Economics Assets 110

The Irrelevant Investor

JANUARY 27, 2023

This episode is sponsored by Future Proof: See here to register before prices go up in February!

77

77

Wealth Management

JANUARY 27, 2023

PAG gets a new CEO; Pitcairn takes on a new role; Commonwealth adds $230 million team from Advisor Group; Carson Wealth moves into Missouri; Focus firm announces second deal this month; and Dynasty Financial partners with an insurance provider

Insurance 108

Insurance Wealth Management Management 108

Advisor Perspectives

JANUARY 27, 2023

Here’s an article to help clients better understand the tax benefits of charitable contributions

Taxes 105

Taxes Clients 105

Advertiser: G-P

Global expansion brings many opportunities for companies. However, there are pitfalls along the way that can slow down progress. In this eBook, we look at the 7 key challenges to global growth, and ways to minimize expansion headaches.

Marketing

Calculated Risk

JANUARY 27, 2023

Today, in the Calculated Risk Real Estate Newsletter: Has Housing "Bottomed"? Brief excerpt: I’ve heard some positive comments from a number of real estate agents in the last week about the existing home market.

Sales 105

Sales Numbers Investing Investments 105

Wealth Management

JANUARY 27, 2023

Former broker Anthony Liddle misrepresented the risk of GWG 'L' Bonds, a popular product sold by his broker/dealer, the subject of the SEC’s first Reg BI action. Then, Liddle pocketed clients' money

Wealth Management 98

Wealth Management Clients Management 98

Calculated Risk

JANUARY 27, 2023

On COVID (focus on hospitalizations and deaths). Data is now weekly. Weekly deaths bottomed in July 2021 at 1,666.

Numbers 100

Numbers 100

Advisor Perspectives

JANUARY 27, 2023

Tesla Inc. has secured a new $5 billion revolving credit facility, another sign that the company is nearing investment-grade status

Investing 98

Investing Investments 98

Advertiser: G-P

The fintech industry is growing exponentially. Companies can find the talent they need in top emerging fintech hubs around the world. Highly skilled global candidates are available to hire — companies just need to know where to look for them.

Manufacturing

Calculated Risk

JANUARY 27, 2023

From the NAR: Pending Home Sales Increased 2.5% in December, Ending Six-Month Slide Pending home sales increased in December for the first time since May 2022 — following six consecutive months of declines — according to the National Association of Realtors®.

Sales 98

Sales Marketing Marketing 98

MarketWatch

JANUARY 27, 2023

A Food and Drug Administration advisory panel voted unanimously on Thursday for Americans to get a once-a-year booster against COVID with the strain to be decided mid-year for a fall campaign, the Associated Press reported.

Food 98

Food Planning Marketing Marketing 98

Advisor Perspectives

JANUARY 27, 2023

Donors were again very generous in their support of their favorite charities in 2022 despite inflation and poor performance across the financial markets

Financial Market 97

Financial Market Marketing Marketing 97

MarketWatch

JANUARY 27, 2023

stock indexes finished modestly higher on Friday with the tech-heavy Nasdaq Composite spearheading gains, as investors digested inflation data and corporates' fourth-quarter earnings reports ahead of next week's Federal Reserve monetary policy meeting.

Marketing 97

Marketing Marketing 97

Advertiser: G-P

Every global growth to-do list should begin with compliance. Navigating international jurisdictions can be complex and time-consuming, but with solid, up-to-date compliance procedures, companies can maximize efficiency, speed-to-hire, and mitigate risks.

Compliance

Wealth Management

JANUARY 27, 2023

There's always room for improvement

Wealth Management 91

Wealth Management Management 91

Clever Girl Finance

JANUARY 27, 2023

While we might stop growing physically as adults, that doesn’t mean we can’t learn and grow in other ways. One way to continue growing and developing is to ask ourselves personal growth questions.

Planning 84

Planning Marketing Marketing 84

Wealth Management

JANUARY 27, 2023

Jensen Huang’s chipmaker is Wall Street’s top pick for traders looking to profit from the AI chatbot, giving him the greatest wealth gain this year among US billionaires

Wealth Management 84

Wealth Management Management 84