WealthManagment.com Daily Memo
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| HIGH NET WORTH | | | | | | Harvey Bezozi | | Overly associating current inflation with the long-term problem of escalating government debt will not help with either issue. FULL ARTICLE |
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| PEOPLE | | | | Diana Britton | | Johnson, who led NPC before it was acquired by LPL, will serve as chief strategy officer at Gateway Financial Partners, a super OSJ of LPL. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Wells Fargo Advisors | | Watch as Andrew D. Urbanski, at Wells Fargo Advisors, Private Wealth Financial Advisor discusses transitioning your business and growth as an advisor. WATCH NOW |
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| ETFS | | | | Aniket Ullal, CFRA Research | | These funds saw the most money leave them over the past 30 days. FULL ARTICLE |
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| PROSPECTING | | | | Matt Oechsli | | A simple 3 step guide to help you weave trust into your client, COI, and prospect relationships. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by LPL Financial | | Discover the custodian-comparison tool, designed to ensure you’re finding the right custodian for your RIA. LEARN MORE |
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| THE HEALTHY ADVISOR PODCAST | |
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| Finding Balance With Dr. Travis Parry | |
| Diana Britton | |
When his father passed away suddenly, Dr. Travis Parry, then a financial advisor, fell into a workaholic trap, as he had to clean up the financial mess left behind. He’s since devoted his career to helping advisors not fall victim to the same traps.
LISTEN NOW |
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| ADVISOR INNOVATIONS PODCAST | |
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| GeoWealth’s Colin Falls | |
| David Armstrong | |
GeoWealth President Colin Falls on the firm's growth trajectory and how technology can ease the tension for RIAs between model portfolios and customized investment management.
Sponsored by LPL Financial
LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Harbor Capital | | In this webinar on Thursday, March 24th, renowned behavioral economist Dan Ariely, Co-founder & Partner of Irrational Capital will discuss the link between human capital and equity value. REGISTER NOW |
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