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All the content comes straight from expert financial advisors who live and breath these topics. Simply press “play” each day, and by August 31 you’ll know a lot more about how to manage your finances!
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Sunday, May 31, 2015
“Summertime – and the livin’ is easy,” or at least it should be when it comes to getting simple answers to common financial questions. That’s why GuideVine is launching a campaign to provide the general public with daily “scoops” of useful information in short 1-2 minute videos, easy to view no matter where you are.
When it comes to managing expectations and market / risk perceptions with their clients, financial advisors have their work cut out for them. I sat down with five industry insightfuls while at the TD Ameritrade LINC Conference earlier this year. Their comments got me nodding my head yes over and over again.
Watch the video highlights clip and download the full transcript at AdvisorsThinkTank.com.
Tuesday, May 5, 2015
While at Schwab IMPACT in Denver, I sat down with five financial services professionals for a 60-minute roundtable discussion. We discussed cloud technology, including challenges and opportunities for financial advisors. You can access several videos and a white paper transcript by clicking the image below.
This is a "must read" for financial advisors.
Click here now.
Click here now.