Insights_JohnA @Insights_JohnA
Advisor Growth & Engagement | Experienced Sales, Management & Consulting Leader | Practice Mgmt. Strategist | Public Speaker | Whitepaper Author | Board Member t.ly/w8Bjt Joined February 2024-
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In our latest article at Forbes, we share one key piece of advice from investing legend Charlie Munger that you need to know, which has to do with compounding interest. ow.ly/cmjR50QYURZ #forbes #finance #investing #saving #compoundinterest #fintwit
Our most recent article at Kiplinger focuses on the importance of prioritizing your financial future. ow.ly/YY7x50R1KKw #kiplinger #finance #savings #retirement #fintwit
Want to lead with advice at scale? Want to get going with Bento quickly? ⚙ 🛠 We are thrilled to announce the new "Install Now" capability on our website, allowing you to onboard in one easy self-directed online journey. Step-by-step we'll take you through product selection,…
Can young financial advisors gain the trust of retirees? Read about a brand that challenged the myth that age determines expertise. As clients seek continuity, age becomes irrelevant. #AgeIsJustANumber #StrategicBranding #BreakBarriers bit.ly/3Psp824
Our latest blog shares a key piece of powerful investment advice from a legend that we believe everyone needs to know. ow.ly/VhmN50QSQCw #finance #investing #compounding #stocks #stockmarket #blog
The first sight of Midwest spring as the regional flower begins to bloom
In our latest article at Forbes, we explain why just like when flying, in finance, you should put your mask on first. ow.ly/lyJO50QNNIF #forbes #finance #retirement #saving #college
Trying to get re-established on X after I left my previous employer has been a bit more challenging than I thought. I do seem, however, to be a hit with 20-year-old female "bots" who joined in the last 6 months and have not posted anything. 🔥🔥🔥
Two weeks to go until we discuss "The Future of Advice" with The Legacy Companies' @ToddFithian -- come and join this interactive and insightful conversation! Register here: 👉👉👉bentoengine.zoom.us/webinar/regist… #CFP #WealthCreation #FinancialAdvisor
Advisors - isn’t it easier/faster/cheaper to simply pick up the phone and start networking, rather than pray for the “magic lead fairy” to arrive on your doorstep? @FinAd_IQ financialadvisoriq.com/c/4430794/5718…
"Cerulli said it expects high-net-worth clients will continue to demand more services from their advisors for years to come, driving service compression — where firms offer more services for the same fee — as RIAs compete in the marketplace." @CitywireRIA citywire.com/ria/news/wealt…
Are you tired of wearing too many hats as a financial advisor? Learn from Patrick's strategy of stopping before adding. Find out how to streamline your focus and achieve long-term success. Read more: bit.ly/439Wusg #FinancialAdvisors #StrategicApproach
The Art of Eliminating to Succeed bit.ly/439Wusg
Our most recent article at Kiplinger lists nine of the most common regrets among older people we see as financial planners. ow.ly/9Bxg50QKSqB #kiplinger #retirement #regrets #financialplanning #savings
Does anyone else find it hard to start X (twitter) again from scratch? In my "old life", I had a few thousand followers (and I followed more) and a pretty decent "social" life... Oh well - why jump back in? shorturl.at/xBDLU
Equities push higher as inflation concerns decrease - learn more in our weekly market commentary. ow.ly/xTK950QL4LH #finance #inflation #stockmarket #q4earnings
Missed our latest webinar? Catch the replay on-demand! hubs.la/Q02mgmzR0 #fintech #fintwit #financialplanning #businessgrowth
Thanks @AndrewRosen_CFP and @DiversifiedLLC_ Happy to be on board!
Thanks @AndrewRosen_CFP and @DiversifiedLLC_ Happy to be on board!
Exciting news! We're thrilled to announce the launch of our Advisor Growth and Engagement Initiative at Diversified, LLC, led by our Head of Advisor Growth and Engagement, John Anderson. ow.ly/APJ850QIxuI
In our latest blog, we dive into the topic "What is a progressive tax" and provide you with the information you need to feel prepared and informed. ow.ly/OvkI50QBbAe #tax #finance #taxtip #taxhelp #taxes #westchesterpa #chestercountypa
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Why you need a fees page on your advisor website + 5 Examples of Advisors doing it well blog.twentyoverten.com/financial-advi…
Extremely true.
Here's a paradox: I know people who have more money than they will ever need but are totally insecure, and I know people who have almost nothing but are totally secure.
I’m SO EXCITED for this! I honestly couldn’t sleep last night bc all the butterflies 😂😊 Hundreds of FAs are ready to learn how to win biz with tax-focused webinars Join @TorieHappe and I today at 1 pm ET!
Great advisor marketing includes: 1️⃣ — topics that are in HIGH demand by consumers and 2️⃣ — advisors front & center so consumers can truly CONNECT with them to increase the chance they'd work with them @TorieHappe & I are sharing our exact playbook 👉 hubs.la/Q02pDr460
Quick Tip! Asset location is a critical component to investment success. #quicktip #tiptuesday #investing #finance #financetips
Lucky to be surrounded by such good people.
You can always make more money, but you can’t make more time.
In our latest article at Forbes, we share one key piece of advice from investing legend Charlie Munger that you need to know, which has to do with compounding interest. ow.ly/cmjR50QYURZ #forbes #finance #investing #saving #compoundinterest #fintwit
💡Reflecting on an intense stretch of business building, the passing of Danny Kahneman, some personal sh*t going on, doubling down on dear friendships, quitting the unimportant, our completely f*cked politics, extensive traveling, all of it .... What's sitting with me now is…
“It never ceases to amaze me: we all love ourselves more than other people, but care more about their opinion than our own.” — Marcus Aurelius
I celebrated my birthday by tossing a few lights and darks back at McSorley’s Ale House in NYC. (Yes, they allowed me behind the bar for the money shot.)
RIP to the man whose work laid the foundation for me to do the work I love. We lost an intellectual giant today.
R.I.P. Daniel Kahneman I was lucky to have met him and attended some of his first behavioral symposiums in the late 1990s. He was an amazing man.
To the thinker who won the Nobel for the idea at the heart of the Risk Number, I express our heartfelt thanks for your contributions to the world. Rest in peace, Daniel Kahneman 1934-2024
"As soon as you present a problem to me, I have some ready-made answer. Those ready-made answers get in the way of clear thinking, and we can’t help but have them." – Daniel Kahneman
Not going to lie, I was nervous to go to #SHIFT I haven’t been to a conference in almost a year, & it felt scary to “get back out there” But oh my goodness.. it was SO GOOD for my soul Thank you to every single person who came up & gave me a hug ❤️ Your support means the 🌎
Wow. Shift 2024 exceeded my expectations. So wonderful to see everyone happy and engaged. Already thinking about next year. I know I need to chill out and enjoy the moment. But I’ve got sooooo many ideas to make next year more impactful.
Market anxiety eases as Fed still expects rate cuts in 2024 - learn more in our weekly market commentary. ow.ly/hwlL50R1xnc #finance #fed #useconomy #inflation #housing
@AssetMapLLC CEO Adam Holt kicking off #shiftevent along with Breanna Blaney and @Ross__Marino. A fantastic conversation about human first advice.
The Gen Z mind cannot comprehend this
In God all things are possible. These pics were taken 6 wks after a cyber knife procedure to treat a small brain lesion discovered on a routine MRI. My deepest gratitude @FAMagazine @CarolynMcC @chicawealth @EricCott and every giving soul here #InvestInWomen @ThanksCancer #NSCLC
In celebration of "important moments in history", I feel compelled to acknowledge that today is the 40-year anniversary of March 24, 1984, when five teenage students reported for Saturday detention at Shermer High School. "Don't you forget about me" #GenX h/t @jimkoford
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