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Welcome back to the 288th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Patrick Kilbane. Patrick is a Partner and the Director of the Divorce Advisory Group for Ullmann Wealth Partners, an independent RIA based in Jacksonville Beach, Florida, that oversees $800 million in assets under management for 350 client households.
Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy. In this article, we are going to answer the same and discuss the effect of rising or falling stock markets on the economy.
In my last post, I outlined (at a very high level, with no detail) what I considered effective risk management entailed: When setting objectives, goals, and strategies, consider the things that might happen (both positive, opportunities, and negative, risks) and set achievable (if a bit of a stretch) objectives that will achieve the purpose of […].
Social security benefits are a key part of any retirement plan. But deciding when to claim those benefits is something all retirees should think long and hard about. Deciding when to tap into your social security is a highly personalized decision. You paid money into the system during your working years, that money has compounded […].
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
Advisors occasionally encounter situations where their recommendations conflict with a prospect’s or a client’s opinions or beliefs. When encountering this resistance, the advisor has a choice to make: either to alter their recommendation to make it more acceptable to the client’s way of thinking, or to dig in and attempt to change the client’s mind on the subject (or, in the most extreme cases where the difference cannot be resolved, to re-evaluate the engagement and per
Annual Report: Mountains. mhannan. Thu, 07/07/2022 - 10:44. We usually think of mountains as the Earth’s surface rising abruptly toward the sky, but with a broader perspective, we find their likeness in the challenges that we face as investors and advisors for our clients, as teammates of our colleagues and as citizens in our communities. No matter the shape of the mountain, our climb is fueled by deep curiosity, incisive questions and critical listening.
Helping kids pay for college can be a wonderful gift, yet parents and families should always conduct due diligence before they take out any type of loan. For example, families should know exactly how much in loans they’re taking out, the interest rate they’ll be asked to pay, and the monthly payment they’ll need to plan for. Parent borrowers in particular should also understand they’ll be legally responsible for repaying student loan balances they co-sign for — even if th
Helping kids pay for college can be a wonderful gift, yet parents and families should always conduct due diligence before they take out any type of loan. For example, families should know exactly how much in loans they’re taking out, the interest rate they’ll be asked to pay, and the monthly payment they’ll need to plan for. Parent borrowers in particular should also understand they’ll be legally responsible for repaying student loan balances they co-sign for — even if th
When taking out your retirement income, it’s important to consider the source. New statements may make it easier to see what you have, but what should you focus on when making a retirement income plan? Your 401(k) statements might look a bit different starting next month. Quarterly statements will be required to include numbers on lifetime income. This will tell you what your monthly income would be based on your current balance.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a recent study indicating that 15% of employee advisors at wirehouse firms and 7% of independent advisors affiliated with a broker-dealer are considering leaving their firm in the next one to two years. Of those most likely to stay, retention was driven primarily by the quality of the firms’ technology offering, the breadth of its products and services, and the c
By Bryce Sanders Often, the first step to converting a suspect into a prospect and then into a client is to schedule a face-to-face meeting. This can be tougher than it seems. Inviting prospects to a seminar is a good strategy to meet halfway. They are present in person, which shows a degree of interest. You can meet and shake hands, yet they are in a group setting, so they do not feel like they are being “sold something.”.
Investing requires a more or less simple strategy to make great returns. Find the next big thing and make sure that the company is financially sound. This search has led many investors to jump into renewable energy, a concept drilled into our heads since childhood, as the future once fossil fuels are exhausted. This has led to multiple stocks in the renewable energy sector turning multi-baggers this year.
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
Yesterday we looked at mimicking the Bridgewater All-Weather Portfolio and contrasted it with the idea of building your own sort of all weather-ish effect for your portfolio. Today I'd like to take another look at the Return Stacked: 60/40 Absolute Return Index which is a joint collaboration between ReSolve Asset Management and Newfound Research. Here's the first post from a few weeks ago.
We have experienced quite a start to the year. The equity markets have had a difficult start to 2022, with the S&P 500, the Dow Jones Industrial, and NASDAQ all seeing double-digit losses. Many of the bond indexes have seen historically bad beginnings to the year as well. The year-to-date losses in the equity and bond markets, coupled with rising inflation rates and a persistent war in Ukraine, have greatly increased the likelihood of a recession.
This isn’t some made up crap because I want to sell on something. Here are real accounts of what a day in the life of a financial advisor entails, from real professional financial advisors. Why I wrote this blog. Why did I find it necessary to write about the day in the life of a financial advisor? Well… Because there is so much smoke-and-mirrors about the profession, nobody is given a clear picture of what an advisor actually does.
Best Battery Sector Stocks in India for 2022: Across all major automotive markets globally, we are witnessing a transformative shift to electric mobility. Even during the ongoing Covid-19 pandemic, while vehicle sales have dropped significantly in many of these markets, the uptake of electric vehicles (EVs) has bucked the trend in 2020. India also is keen on following this global trend.
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.
With all the conversations we've had lately about using alternatives to smooth out the ride of the equity market and now we have to consider smoothing out the ride of the bond market too, should we consider whether it makes sense for investors to try to mimic the Bridgewater All Weather Portfolio (capitalizing All Weather) versus instead, what we've been talking about, trying to capture some sort of all weather (lower case all weather) effect ?
I have to admit that the book is a bit thicker than I expected. But I am happy with it and hope that others will find my first novel a decent read – about the first week or two in a new job of a chief audit executive. I now have more books than I […].
Options trading is becoming increasingly popular, especially as investors look for new and different strategies to improve retirement portfolio performance. Options trading is a higher-risk activity than other types of investing, but it can be profitable if you are knowledgeable and understand those risks. To help you improve your options trading game, we offer this guide with what we believe to be the six best options trading platforms of 2022.
Today’s show is brought to you by Allocate We had Samir Kaji, CEO and Co-Founder on the show to talk about private market opportunities in today's venture environment. On today’s show we discuss: Samir Kajis experience in private markets The late 90s vs today Typical VC fund investors How the process works with Allocate An update on current private markets and deal activity Listen here: Links: Allocate solution suite VC FAQs Series A announcement TechCrunch on Allocate Apply here to join All
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.
Here's a snippet from Tiger Global on how they do things. You can get a little more clicking here. If you know about their story then you might conclude they didn't quite follow their own tenets but just because it ended badly doesn't mean there is utility to be gained or some influence to be had. I've used the example of John Hussman quite a few times, he does a great job of framing the prevailing bear case and has influenced me to think about risks being elevated or not, that's useful.
It’s often said that the stock market looks forward, while economic data looks in the rearview mirror. The stock market reacts to what it thinks is going to happen. While the economic data represents what has already happened. It is not uncommon to see the stock market bottom while the economic news worsens. Tom and […] It’s often said that the stock market looks forward, while economic data looks in the rearview mirror.
Where investors use crypto exchanges as trading platforms to buy, sell, and trade various cryptocurrencies, the best cryptocurrency wallets give them a place to store their digital assets. This distinction is important since crypto exchanges don’t always offer the best security, and since having a digital wallet ensures you always have exclusive access to your own private keys.
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.
How often do you come across industries that are extremely vital for the economy but are often underrated from an investment perspective? One such industry is the Rubber Manufacturing Industry. Finished products of this industry are seen across various other industries like automobiles, tyres, clothes, furniture, footwear, hose and every other machinery.
2022 Annual Report | Mountains mhannan Thu, 07/07/2022 - 10:44 We usually think of mountains as the Earth’s surface rising abruptly toward the sky, but with a broader perspective, we find their likeness in the challenges that we face as investors and advisors for our clients, as teammates of our colleagues and as citizens in our communities. No matter the shape of the mountain, our climb is fueled by deep curiosity, incisive questions and critical listening.
To grow your business, a strong personal brand can be a massive advantage. Why? Competing with giant companies in your niche with sheer costly exposure is tough. You don’t have as many resources to spend on advertising as large businesses do. Also, people don’t trust business brands like they use too. It’s not entirely your fault, as […]. The post The Competitive Advantage of Personal Branding appeared first on Steven J.
In this week’s video, Tim covers 3 things you might not know about saving for college. Can unused 529 account funds be used to pay off student loans? Can you roll a 529 plan into a Roth IRA? And what type of 529 plan should you use to build up that college savings fund? Tim […].
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.
Asset management and investment management are often used interchangeably. However, it is important to realise that both concepts are quite different. Understanding the differences between the two is crucial for effective selection, allocation of your funds, and portfolio management. Once you understand the difference between investments and assets, you can formulate a customised strategy and meet your short-term and long-term financial goals effectively.
The financial services industry is constantly evolving, and one of the evolutions underway right now is the rapid growth of the fee-for-service financial planning business model. For more than 80 years, financial professionals have been charging clients for investment and wealth advice under the Investment Advisers Act of 1940, but the methods of how fees are calculated and collected for those services are expanding.
RETIREMENT PLANNING The Impact of Public Retirement in Texas Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Current and upcoming rulings are changing public retirement for Texans. Two laws in particular— Senate Bill 321 and House Bill 3898 —have significant implications for Texas citizens with public retirement plans. Learn more about this retirement legislation to determine whether or not you need to make changes to your retirement planning.
Indiabulls Housing Finance: One of my favourite players of the recent past has been Manish Pandey. He was hitting centuries when he was just 19 and this even got him into the Indian national team. But since 2019 things started to turn around and his unfortunate poor form continues. In the stock market, we have many such that have been multibaggers in the past.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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