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Document and article links are listed in reverse order, with most recent episodes listed first.
ARTICLE LINKS ARE IN THE FIRST SECTION - DOCUMENT LINKS BELOW!
Episode 47 Link:
Link for CFP CE Credit
Possible Hysteresis –Longer Term After Effects of the Pandemic
Episode 45 Links:
Aaron Hasler Contact Info
Website: www.skyview.com
SkyView Partners on Twitter
Aaron Hasler's email: aaron.hasler@skyview.com
Episode 44 Link:
Episode 42 Links:
Big Later Contact Info
Website: biglater.com
Big Later on Twitter
Will Steiner's email: will@biglater.com
Episode 41 Link:
If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.
Episode 40 Links:
Tony Hsieh’s American Tragedy: The Self-Destructive Last Months Of The Zappos Visionary
Karen Wawrzaszek Contact Info:
Website: sbsbllc.com
Karen Wawrzaszek on LinkedIn
Karen Wawrzaszek on Twitter
Episode 39 Link:
Six Verbs That Make You Sound Weak (No Matter Your Job Title)
Episode 38 Links:
The 7 biggest shockers from my four decades of financial planning
Debbie Pepin Contact Info:
Website: www.death-to-do-list.com
Debbie Pepin on LinkedIn
Debbie Pepin on Twitter
Episode 37 Links:
The Behavioral Economics Diet: The Science of Killing a Bad Habit
Episode 36 Links:
Income Lab Contact Info
Website: www.incomelaboratory.com
Income Lab on Twitter
Income Lab on LinkedIn
Income Lab on Facebook
Episode 35 Link:
Anand Chokkavelu's Twitter Thread: Presidential Quotes
Episode 34 Links:
JJ Wenrich's Website: teachingkidstobuystocks.com
Teaching Kids to Buy Stocks on Twitter
JJ Wenrich on Twitter
JJ Wenrich on LinkedIn
Episode 33 Article Link:
Episode 32 Article Link:
Is The New Normal Accelerating the Need for Better Portfolio Management Technology?
Episode 31 Article Link:
Episode 30 Article Link:
Episode 29 Links:
Rod Crandall Contact Info:
Phone - (847) 305-0600
E-mail - RCrandall@usadvisorsinsurance.com
Episode 28 Article Link:
Just Married? How to Say "I Do" to Shared Finances
Rod Crandall Contact Info:
Phone - (847) 305-0600
E-mail - RCrandall@usadvisorsinsurance.com
Episode 26 Article Link:
Brett Fulmer Contact Info:
Website - brokerbrett.com
Twitter - @broker_brett
LinkedIn - Brett Fulmer
Episodes 24 and 25 Links:
BOOK: Smart(er) Investing: How Academic Insights Propel the Savvy Investor
Episode 23 Article Link:
Episode 22 Article Link:
What CARES Act withdrawals could mean for client retirement savings
Episode 21 Article Link:
Episode 20 Article Link:
How to Have Difficult Conversations When You Don’t Like Conflict
Episode 19 Article Link:
Episode 18 Article Link:
Robinhood Customer Commits Suicide After Seeing $730,000 Negative Balance
Episode 17 Article Link:
Episode 15 Article Link:
Episode 14 Article Link:
Advisor or Broker: The Clarity the Industry Needed from the SEC
Episode 12 Article Link:
Episode 11 Article Link:
The Flaws a Nobel Prize-Winning Economist Wants You to Know About Yourself
Episode 10 Article Link:
Episode 9 Article Link:
Episode 8 Article Link:
Episode 7 Video Link:
CEO Gary Kelly Shares Thoughts on Planning for Future Demand
Episode 6 Article Link:
Episode 5 Article Link:
Why Advisors Must Treat Social Security As Vital To Retirement Income
Episode 4 Article Link:
Episode 3 Article Link:
6 moves advisors should be recommending for their clients right now
Episode 1 Article Link: