The Irrelevant Investor

JANUARY 31, 2020

For the 59th time since 2015, stocks fell more than 1.5% on Friday. The culprit this time was the Corona Virus. I wanted to look back on each of the 58 previous occasions to see what they were saying in the financial media This was a good exercise for me to go through because like many investors, I tend to fear the worst. Every time stocks fall a little, I think they're going to fall a lot.

Numbers 52

Numbers Portfolio Media Retirement 52

Midstream Marketing

JANUARY 28, 2020

When you’ve spent just under a decade and hundreds upon hundreds of hours generating more leads on behalf of financial advisors everywhere as I have, you find yourself in a better position to see individual techniques through the lens of the “bigger picture.” None of your efforts exist in a vacuum – everything you’re doing, regardless of how small it may initially seem, all needs to come together to help you better focus on that ultimate goal.

Financial Advisor 52

Financial Advisor Certified Financial Planner Sales Financial Planner 52

Indigo Marketing Agency

JANUARY 27, 2020

Today, I want to share my top tips for marketing for insurance agents in 2020. We’ll review the most common questions agents have about their marketing and discuss the most important actions they should take this year. As the owner of a small insurance agency, you’re pulled in every direction. One minute you’re balancing the books and the next you’re juggling sales and client services.

Insurance 52

Insurance Marketing Marketing Financial Advisor 52

The Irrelevant Investor

JANUARY 30, 2020

Jeff and MacKenzie Bezos own 16% * of Amazon. Assuming Amazon goes up 10% tomorrow and the rest of the S&P 500 is unchanged, their stake in Amazon would be worth more than 0.5% of the entire index. Will the Bezos family fortune last forever? It's hard to imagine it going a different way, although there is some precedent for American royalty losing it all.

Accounting 52

Accounting Marketing Marketing 52

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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

Accounting

The Irrelevant Investor

JANUARY 28, 2020

On today’s show we discuss: Thank you Kobe I love the thing that I most wish had not happened Shares of the housing market Commission free is affecting trading activity The role of country and sector returns People aren't holding stocks very long Seniors are working longer than ever before Federal R&D spending Ditch your car ( check out her resume ) The demographic debacle Listen here Recommendations Drive GoodTime The Outsider Fewer, Richer, Greener Tweets [link] [link] Charts The post Ani

Commission 52

Commission Marketing Marketing 52

The Irrelevant Investor

JANUARY 25, 2020

Articles What brings meaning to your life? By Charlie Bilello It’s easy to forget just how many things a business that takes credit cards does not need to do By Ben Thompson Unsustainable valuations can more than offset the advantages of a wide moat and a capital-light business model By Lawrence Hamtil In the past half century, the number of bathrooms per person in America has doubled By Derek Thompson I used to think that anybody could be taught to manage money sensibly.

Valuation 52

Valuation Education Numbers Management 52