Top Financial Advisor Source Risk Tolerance Economy Content for Week of Jul 17

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Sat.Jul 17, 2021 - Fri.Jul 23, 2021

What Do Clients Really Look for When Choosing an Advisor? (Video)

Indigo Marketing Agency

JULY 23, 2021

Do you know why your clients like working with you over other advisors? Do you know what traits clients look for? Contrary to popular belief, it likely has very little to do with your investment performance or fees. We did some research here at Indigo Marketing Agency. We sat down with our advisors’ clients and asked them why they love working with that particular advisor.

Clients

Clients Financial Advisor Marketing Marketing

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Talon Wealth

JULY 19, 2021

WEEKLY MARKET UPDATE – July 19, 2021. Markets fell this week as markets grappled with a recovery that is looking more and more uncertain. Economic data was mixed, with disappointing readings coming from consumer sentiment along with industrial production, both of which came in under expectations. Retail sales came in above expectations, as did CPI.

Risk Tolerance

Risk Tolerance Economics Economy Portfolio

Sat.Jul 17, 2021 - Fri.Jul 23, 2021

What Do Clients Really Look for When Choosing an Advisor? (Video)

Powell Fails to Fully Convince

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