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Saturday Note: Monkeys & Beliefs A group of monkeys were placed in a room with a ladder leading up to a bunch of bananas hanging from the ceiling. Naturally, one monkey started to climb the ladder to reach the bananas. However, as soon as he did, all the monkeys were sprayed

I figured my 33rd birthday would be a cool time to celebrate this accomplishment — I've been named a 2024 ThinkAdvisor Luminary Finalist! 🎈 🎊 With all the blood, sweat, and tears I have put into my growing, evolving brand evangelism business, I could not be more grateful for

It's baaaack! Join us for the 5th annual #AdviceTechLIVE, where you'll be able to watch 20 FinTech speed demos of all the latest tech innovations, all from the comfort of your own space. Register Today 👇 bit.ly/3XTtxOY

From Augusta, GA to Greenville, SC...from Florida to East Tennessee and all of western North Carolina...people's lives are destroyed.  ▶️I can't believe how little coverage the corporate media is giving to Hurricane Helene victims.  ▶️I can't believe how little help the Federal

The Soul of Wealth with Daniel Crosby on The Resilient Advisor Show | Order his new book here: amazon.com/Soul-Wealth-re… | FinancialAdvisor.TV x.com/i/broadcasts/1…

Advisors: Here are 3 major planning issues/opportunities for 4Q meetings: ➡ Flexible Spending Account Issues ➡ Inherited IRA Issues ➡ Loss Carry Forward Issues 🚩 fpPathfinder makes it easy to discuss with their free guides in partnership with Resilient Advisor. 🔴 Download

The game was tied 49-49 with 2 seconds left on the clock. My beloved Vols had lost 15 games in a row to the Nick Saban lead juggernaut Alabama program. The annual Tennessee - Alabama game is known by fans as simply 'The 3rd Saturday in October.' If you are not a college

The 2024 Election Playbook, 10 Things You Need to Know thebeartrapsreport.com/blog/2024/10/1…

Death is an uncomfortable subject. Death is also undefeated. We will all face it one day. I think there is utility in thinking about it well before your final day. Daniel Crosby was on the Resilient Advisor Podcast recently and one of the topics from his new book The Soul of

🚨Tomorrow we release our Resilient Advisor interview with Ritholtz Wealth CEO Downtown Josh Brown. It was not without hiccups!➡️Live on X at 11.00EST!

You Weren't Supposed To See That: An interview with Downtown Josh Brown, Ritholtz Wealth CEO | Resilient Advisor Podcast x.com/i/broadcasts/1…

The Saturday Note: The Loneliness Epidemic 51% of GenX and Millennials report being lonely. 70% of GenZ report being lonely. The physical implications are the same as smoking 15 cigarettes per day! It is twice as lethal as obesity. Why is this happening?

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.Jay Coulter, CFP® & CIMA® on the importance of sleep. #saturdaynote

The great Lawrence McDonald breaks down his allocation for the rest of the 2020's: 💵 10% Cash 📈 40% Stocks 📉 30% Bonds 🌾 20% Commodities 📉 Inflation + rising rates = bonds struggling, commodities rising. The Bear Traps Report Resilient Advisor

Do you know industry conference legend Garbanzo from Advisor AI Partners? I asked for an interview at Future Proof next week in Miami. He said, 'Forget that, I am picking you up at the airport and I am your co-host next week dude!' He can be very demanding. And

Advisors: Do you struggle with what planning objectives to discuss with your clients this quarter? ➡️ Michael Lecours,CFP® lays out how the free 2Q Guide from fpPathfinder can make it easy for you. 🔴Grab yours here: resilientadvisor.com/fppathfinder

Financial Advisors: How do you generate meaningful referrals? 🎙️I sat down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing

It was 2008. What later became known as the great financial crisis was just getting started. My career at Lehman Brothers came to an abrupt end. The stock market was crashing. The housing market was in a free fall. I was in my mid 30s and thought the world was coming to an

Actionable AI Strategies for Advisors with Duncan MacPherson (Duncan MacPherson) x.com/i/broadcasts/1…