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Why COIs Don’t Refer Business

Wealth Management

To build powerful – and reciprocal – relationships with centers of influence, be highly intentional about who you are choosing to partner with, what information you’re sharing with them and how you’re nurturing the relationship.

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Robinhood Acquires TradePMR To Refer Next-Gen HNW Clients To On-Platform RIAs (And More Of The Latest In Financial #AdvisorTech – December 2024)

Nerd's Eye View

Welcome to the December 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 130
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Employment Report Forecasts

Calculated Risk

In September 2005, the initial BLS report showed a loss of 35 thousand jobs due to the impact of Hurricanes Katrina and Rita (Katrina hit in late August, and Rita during the reference period in September). Milton also made landfall during the reference period , so the BLS will try to adjust for impact.

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October Employment Preview

Calculated Risk

. • Unemployment Claims: The weekly claims report showed more initial unemployment claims during the reference week at 242,000 in October compared to 222,000 in September. Strikes: The CES strike report shows 41,000 additional employees on strike during the reference period in October. This will reduce the headline jobs number.

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Weekend Reading For Financial Planners (November 16-17, 2024)

Nerd's Eye View

The study also looked at what “high performing” firms are doing differently than their peers, finding that these firms have a higher close rate on referred prospects, were better able to maintain pricing discipline, and had significantly lower expenses as a percentage of firm revenue.

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June Employment Preview

Calculated Risk

. • Unemployment Claims: The weekly claims report showed more initial unemployment claims during the reference week at 246,000 in June compared to 226,000 in May. Strikes: The CES strike report shows 5,600 employees returned from strikes during the reference period in June. This suggests layoffs in June were higher than in May.

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My Bias Blind Spot Bubble

The Big Picture

Some people think of “Jordan Rules” as the Detroit Pistons coach Chuck Daly’s playbook of how to stop Jordan and the Bulls, but I am referring to the unwritten rules how the league officiated superstar players, most especially Jordan. If these ideas interest you, then please check it out. _

Economics 300