Remove the-skill-of-visualization
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Underperforming Your Own Assets

The Big Picture

Most of us lack the understanding, discipline, and skill to do this. Most of us lack the understanding, discipline, and skill to do this. If you are more of a visual person, then consider the two charts below, via JPM’s Quarterly Guide to the Markets. Over the weekend, I noticed someone was wrong on the internet.

Assets 246
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Kitces & Carl Ep 118: (Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients

Nerd's Eye View

Yet, for owners who have invested years into developing their skills as financial advisors working directly with clients, considering a new professional identity in a non-advisory leadership position with little client interaction can be challenging. Read More.

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Designing “Custom GPTs” With Advanced ChatGPT Features To Enhance Advisor Capabilities With AI

Nerd's Eye View

ChatGPT's introduction set off a wide-ranging public debate around both the transformative power of AI as well as the potential (and largely unpredictable) threats it may pose. With a background as a software executive, David was drawn to the potential of ChatGPT, prompting him to learn how he could use it to enhance his capabilities as an advisor.

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Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience

Steve Sanduski

Since then, the intersection of financial psychology and technology continues to advance rapidly — not just in how advisors use AI, but in how they’re improving their people skills and learning to meet clients and prospects where they are to deliver the advice that they need. Setting engagement expectations for clients.

Clients 52
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Selecting the Best Editing Solution for Your Video Marketing Plan

FMG

Some programs are great for creating complex video creations but require more skill and time investment, while others can create simple videos in minutes. Best for: We recommend Premiere Pro for financial advisors who are already skilled in video editing or who are willing to put in the time investment to learn the intricacies of the program.

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21 High Paying Medical Jobs Without A Degree To Explore

Clever Girl Finance

With these roles, you can make money using high income skills without having to attend college. Choosing to work in healthcare is a truly noble way to spend your working years. Well, let’s delve into 20 high paying medical jobs without a degree! Table of contents What medical jobs can you start a career in without a degree?

Medical 73
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How Do Financial Advisors Market Themselves? Check Out Our Top Marketing Tactics!

Indigo Marketing Agency

Content Creation Creating insightful content , such as blog posts, podcasts, or video series, not only demonstrates experience, knowledge, and skill but also provides valuable information to clients. In this blog post, we answer the question “How do financial advisors market themselves?”