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The Advisors Option

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The Advisors Option

The Options Insider Radio Network

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月ごとの
 
Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
 
Bongo Consulting is comprised of strategic marketing advisors that seed business development. We are consultants and catalysts who set a strategic foundation for top-line growth and move brands with focus and precision.Business owners and management teams embrace the accountability and impact of strategic performance marketing, without guesswork and budget waste. Our approach keeps it smart, focuses on the positive impact of your business, and is always strategy based. www.bongoconsulting.com
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.
 
On this industry podcast, your hosts, Ike Ikokwu encourages executives, those working at the C-Suite level, and Vice Presidents to share their journeys growing and scaling a business they love while fulfilling and making a tangible difference in the lives of clients they serve. They cover topics like new product creation, business challenges, leadership, marketing, and of course, the current state of the advising industry. We’ll also let our guests share on the subjects they’re well-known fo ...
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
Former Mercedes-Benz and General Motors sales professional, turned online educator, Deshone the Auto Advisor, invites you to learn everything you never learned about car shopping, buying and owning. He will introduce you to his hand selected group auto advisors, consisting of electric vehicle experts, automotive attorneys, master mechanics, insurance educators and credit repair geniuses. They all bring rich, actionable advice, gathered along their years of industry experience. You’ll be amaz ...
 
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Helping Advisors

1
Helping Advisors

Russell Investments

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Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve th ...
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
Providing investment professionals with actionable insights into markets, the economy, and investing. Applying proven tools and coaching strategies from Vanguard Advisor's Alpha research—including portfolio construction, behavioral coaching, and wealth management—all to keep clients on track to achieve their goals.
 
Lenox Advisors is a wealth advisory firm focusing on high net worth individuals, including Corporate Executives, Business Owners, and Entrepreneurs. Most of our clients retain us to be their personal CFO, coordinating all aspects of their financial lives. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out insurance programs for senior executives.
 
About: 4 Core Beliefs… GTA Advisors started as an idea. It’s founder, Robert Caruso, and host of the GTA Advisors Podcast, as a business owner himself, had an interest in meeting other smart business owners and fascinating entrepreneurs. When he started to reach out to these people and started talking to them, he realized others needed to hear their stories too. These were experts in their respective fields, smart and intelligent, not to mention, many had discovered unique ways to impact the ...
 
Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
 
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One11 Advisors

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One11 Advisors

One11 Advisors

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The One11 Podcast series are open discussions with leaders in the real estate space. Our hope is to provide some unique insights into their backgrounds, what has made them successful and where they see the space and their companies going. We are grateful for their leadership in the industry and appreciate their time to share insights to the broader real estate market place.
 
Welcome to Celebrity Financial Advisors Marketing Minutes with Meaghan Howes. It's my goal to educate, empower, and equip financial advisors to become their own in house marketing ninjas! From learning how to Fill Seminars with Facebook ads to creating your own in-house green-screen studio on a budget, I will help you celebrity brand yourself in your local market so you can out rank your competitors! You have a voice...it's time that voice is heard!
 
Periodically DHG Wealth Advisors will interview financial advisors, CPAs, lawyers, and a variety of financial services professionals to share planning strategies and investment insights to help you achieve your goals. This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You sho ...
 
Index Fund Advisors (IFA) is an independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds. IFA.tv provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's book, Index Funds: The 12-Step Recovery Program for Active Investors, with Foreword by Nobel Laureate Harry Markowitz. See hard cover here: http://indexfundsbook.com and iBook here: http://iBookIndexFunds.com.
 
The Aldrich Group includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services to businesses and individuals. We also work closely with business owners and individuals to manage their financial, wealth and tax planning strategies. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately ...
 
Daily Market Updates podcast from Ambassador Advisors, LLC. Sources: Google Finance, Yahoo Finance, Reuters.com Ambassador Advisors is a Registered Investment Advisor. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Ambassador Advisors is not affiliated with APFS .Information in this illustration has been obtained from sources believed to be reliable and are subject to change without notification. ...
 
In Angles, a personal finance podcast, Anglia Advisors founder Simon Brady CFP® and his guests talk about what younger professionals and foreign nationals in the US need to know to successfully getting their personal finances in order and build towards financial security, often by just adjusting your mindset, using new technology or learning to ignore the BS conventional wisdom and myths put out by the financial media & Wall Street.This podcast is informational only and should not be used as ...
 
The “Scaling New Heights” podcast is designed for accountants and other business advisors, providing professionals with year-round access to some of the key training from our annual Scaling New Heights conference. Each weekly broadcast includes an interview with a featured guest who is either a past Scaling New Heights presenter or a presenter we’ve recruited for an upcoming conference.
 
Wondering what you should be feeding your dog or cat? Confused by all the choices? Is raw really best? Or does it pose health hazards? What should you know when deciding which commercial food to feed? Are cats' digestive systems able to metabolize carbohydrates or is all dry cat food “kitty crack,” as Tracie calls it? Do dogs and cats need supplements --- and if so, which ones? This show brings you facts and opinions to help you make the best personal decisions about how to feed the four-leg ...
 
For more than two decades, The Kelley Group has been delivering number-one rated speaking, top-ranked coaching, and world-class training to elite advisors and senior managers in the financial services industry. The Kelley Group’s unique philosophy of training, coaching and accountability has been called “the perfect trifecta." Whether retained to conduct a 45-to 90-minute keynote presentation or a half-day to two-day corporate training session, The Kelley Group can institutionalize initial r ...
 
"Ask the beauty advisor" is a fun and informative podcast that answers your health and beauty questions.This is a podcast for people who are seriously interested in maintaining their health and youthfulness. With host Deanna lyn who not only answers listener's questions, but also shares the latest health and beauty news, as well as product reviews. The show also includes interviews with the top health and beauty professionals. You can listen-in weekly by subscribing on iTunes, for more info ...
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
 
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show series
 
We are in the midst of the “Great Resignation” where more people are quitting their jobs than ever before to launch new businesses, go back to school or explore new career paths. This episode highlights the things to keep in mind before you take the plunge.The North Star による
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
In the latest podcast update: · November nonfarm payrolls miss expectations in U.S. · U.S. unemployment rate falls sharply to 4.2% · Market volatility rises amid omicron concerns IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other…
 
Your host, Ike Ikokwu talks with Henry Daas. Henry Daas is a dyed-in-the-wool New Yorker, serial entrepreneur, author, coach, screenwriter, avid golfer, biker, and international traveler. He is also a licensed real estate salesperson in the state of Connecticut. To learn about Henry's work, visit https://henrydaas.com/ If you'd like to be a guest o…
 
• Beyond the COLA: What else is there to know about Social Security in addition to the 5.9% jump in benefits? • The latest Social Security proposals in Congress: What are they? will they pass? What happens then? • 14.5% jump in Medicare premiums: Why did this happen and what does it mean? • Life-changing scenarios: How to educate clients and ask th…
 
Wall Street Meets Main Street: How RBC Wealth Management Combines a Global Approach with a Regional Feel A conversation with Tom Sagissor, President, RBC Wealth Management–U.S. As regional firms keep knocking it out of the park in the race for top talent, we continue our series highlighting the leaders who are at the helm, driving incredible growth…
 
As a doctor, does the word “budget” spark a sense of dread? Your days in Residency were the epitome of frugality but now that you’re an attending, the financial responsibilities have piled up. When you look at paying off your student loans, investing for retirement, saving for college, paying down your mortgage and even taking a vacation, you might…
 
HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH & TECHNOLOGY SERVICES THE BUZZ THOUGHTS ON CURRENT MARKET VALUATIONS/VOLATILITY REGIME/ OPTIONS ACTIVITY AND OMICRON'S ANTICIPATED IMPACT ON THE MARKETS HOW IS EARNINGS SEASON SHAPING UP AND INFORMATION ON THE NEWEST EARNINGS TRADES REPORT OCTOBER OPTIONS VOLU…
 
Happy Thanksgiving! What are you thankful for? Toby Mathis and Jeff Webb of Anderson Advisors talk about how to use LLCs for your wholesale real estate, retirement plans, and other tax questions. They relate seasoning and cooking the turkey as well as words of wisdom from Bobby Boucher in Waterboy to tax topics. Submit your tax question to taxtuesd…
 
Marty Focazio, CEO of Coherent Ways, explains how technology has shaped business models during the pandemic and how companies have done good and not so good to optimize their technology stacks overall. Within organizations technology starts to get tangled very quickly. Marty cuts through the complications and conveys why perspectives differ on what…
 
In previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, management presentations/buyer due diligence, and exclusivity/documentation. In this episode, we will be doing a deep dive on indications of interest ("IOI"), which take place at the end of the go to market ph…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
The end of the year always seems to sneak up on us. After Thanksgiving, the buzz of the holiday season keeps us busy through the New Year and all of our financial, health and tax planning become distant thoughts until 2022. Not this year! On this episode, we make your year-end adult-ing planning a priority; because when the year ends there’s no goi…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Your host, Ike Ikokwu talks with David Safeer of David Safeer International. David Safeer, President of DSI, loves working with business owners and key managers to help them improve their business, especially in the areas of cash flow management and increasing profitability. To learn more about David's work, visit https://www.davidsafeer.com/ If yo…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
In the spirit of Thanksgiving, this episode focuses on the many ways to give to your favorite causes, charities and organizations. When most people think of giving they only focus on how to give money but, there are several ways to give non-monetary gifts that are extremely impactful. If giving money is your preference we discuss traditional and no…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
In the latest podcast update: · Markets weigh surging inflation against strong economic data · U.S. House passes social spending and climate package · COVID-19 cases tick up across U.S., Europe. Should markets be worried? IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any tim…
 
Your host, Ike Ikokwu talks with Robert White of Extraordinary People. Robert developeda breakthrough program, “Transform Your Results in 90 Days.” It was designed with you in mind. the CEO, the business owner, or any leader. In this hard-hitting fast-paced program you will understand what is keeping your organization from extraordinary performance…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Do you know how to invest in real estate, evaluate property, and spot potential? Learn how to wholesale, invest, and change your life for the better. Once you can understand value, you can create enormous amounts of wealth. Today, Clint Coons of Anderson Business Advisors talks to Jamil Damji, an internationally known real estate investing/wholesal…
 
A conversation with Richard Mullen, Founding Partner, CEO, Pallas Capital Advisors Some of the best stories we share on this show are from advisors who essentially grew up in the business. Those who started out in the brokerage firm training programs, taking advantage of all that the firm offered and making the most of it—and then some. Take, for e…
 
Should doctors invest in passive income? Those two words spark curiosity in many doctors' minds, the elusive, “how can I make money without working?” But is passive income all it’s cracked up to be? Can it benefit you as a physician? Real estate investments sell as the passive income end-all, but that’s not the only option. Listen to an analysis of…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
What business expenses can be deducted? Are memberships, technology, coaching, training, and supplies included? Jeff Webb and Eliot Thomas of Anderson Advisors talk about how to claim business expenses on year-end taxes and other topics. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: Can the owner of a C Corp and the fo…
 
When is the last time you reviewed your homeowners and auto insurance? For most people, the answer is when you initially purchased your home or car and even then you bought just enough to get the deal done. This week we've brought back special guest and Founding Partner of Momentum Risk Management, Sylvia K. Alston, to explain why quality property …
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
In the latest podcast update: · Consumer prices rise across the globe · Are market worries over inflation increasing? · December U.S. debt-ceiling deadline looms IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and a…
 
Your host, Ike Ikokwu talks with Steven Hoffman of Founders Space. Steve Hoffman is the CEO of Founders Space, one of the world’s leading startup accelerators, with over 50 partners in 22 countries. StevenHoffman is also a venture investor, founder of three venture-backed and two bootstrapped startups, and author of several award-winning books. To …
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Cost segregation is one of the best tax strategies for anybody in real estate investing, such as short-term rentals, to create losses that offset active and passive income. Find out how to keep your taxes as low as possible. Today, Clint Coons of Anderson Business Advisors talks to Erik Oliver, Managing Director of Cost Segregation Authority. Erik …
 
If you do wrong by your investment clients, who are they going to blame? The name on the door. Today, Toby Mathis of Anderson Business Advisors talks to Andrew Spaventa of The Spaventa Group about how to invest in the next innovative company via a venture round investment. Andrew is a high-energy, outgoing, positive person who loves what he does an…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
A Conversation with Tash Elwyn, President and CEO of Raymond James and Associates Advisors’ ever-increasing desire for greater agency in how they serve clients and grow their businesses has driven the growth of models and firms outside of the traditional wirehouse space—and spawned the popularity of regional firms like Raymond James. Because there …
 
Are you interested in wholesaling? You need to learn how to invest, but you don’t have to have money to make money. You can build wealth through real estate without a ton of cash to do it. Today, Clint Coons of Anderson Business Advisors talks to Max Maxwell about wholesale real estate. In the business of wholesaling, Max and his team solves proble…
 
Open Enrollment season is underway but, what does that actually mean for you? A LOT! Whether you get health insurance through your employer or from Healthcare.gov, Open Enrollment is a very small window of time to make very big decisions about your health and what it is worth. On this episode, we bring in special guest Sylvia K. Alston to break dow…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
In the latest podcast update: · Federal Reserve to begin tapering asset purchases this month · Markets stunned by BoE decision to hold rates steady · China GDP growth forecast for 2022 lowered IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon m…
 
Your host, Chad Bryam talks with Donald Monistere of General Informatics. General Informatics is a team of technology enthusiasts with one mission: to make their clients even more successful through the best use of technology. GI was founded in 2001, and from the beginning they've maintained their commitment to meeting the growing needs of their cl…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Real estate syndications involve taking down larger deals, using other people's money, and bringing in partners for deals. Be careful because the last thing you want to do is break the law, or you’ll be wearing an orange jumpsuit. There are no second chances when it comes to joint ventures with other people if it borders on syndication. Today, Clin…
 
A conversation with Louis Diamond. While this topic is specific to Merrill, it’s certainly not meant to be an indictment against the firm. It’s an example of the growing pains experienced at any of the larger bank-owned firms as they struggle to balance growth and revenue—while managing thousands of advisors and creating layers of guidance designed…
 
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