Sam Bankman-Fried Agrees to Help FTX Investors Go After Celeb Promoters
Sam Bankman-Fried has inked a settlement agreement with a group of FTX customers who have agreed to drop their class action lawsuit against him.
JPMorgan Warns Stock Market Sell-Off Has 'Further to Go'
Stocks rebounded from their recent slump on Monday, but some bearish Wall Street strategists still see concerns that aren't going away anytime soon.
Buckingham: Go Beyond Money Management
Wealth planning is greater than simple money management. Knowing the difference between engaging with your clients and offering them an all-encompassing experience is a game changer, both for your firm and the people you serve.
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AssetMark: A Digital Prospecting Guide for Financial Advisors
(AssetMark) Have you ever thought about the incredible impact your work has? As an advisor, you're not just crunching numbers; you're shaping dreams, securing futures, and bringing peace of mind.
Your expertise transforms financial jargon into practical solutions, making aspirations a reality.
Each client you guide, and every goal you achieve has the potential to change the life trajectory of your client. Your role isn't just about managing money; it's about creating legacies, fostering security, and building dreams.
Flexible Plan: Remind Your Clients That "Staying Out" Means Missing Out
(Flexible Plan) One of my favorite quotes comes from Teddy Roosevelt’s “Citizenship in a Republic” speech, which he delivered at the Sorbonne in 1910. In it, he declared, “The credit belongs to the man who is actually in the arena … who at the best knows, in the end, the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly. ...”
Like many other entrepreneurs, I was motivated to start my own business by that quote. The stirring words of the famous “Rough Rider” also inspired me in other parts of my life.