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Recent Posts
Financial Advisor Success
- Ep 308: Accelerating Growth From Referrals By Building Checklists For Every Meeting Detail With Matthew Blocki November 22, 2022Matthew Blocki is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania that oversees more than $275 million in assets under management for 330 client households. Today Matthew joins the show to share why he and his firm decided to develop and then implement their pre-, during-, and post-meeting checklists as a […]Michael Kitces
- Ep 307: Dropping Your Broker-Dealer License Without Dropping The Broker-Dealer Platform With Stacey Hyde November 15, 2022Stacey Hyde is the President of Envision Financial Planning, an independent RIA that oversees nearly $200 million in assets under management for 206 client households. Stacey and her partner decided to drop their FINRA licenses and launch their own RIA to gain more flexibility and independence for the firm, and in this episode, we talk […]Michael Kitces
NY Times Economix
- World Cup 2022: Germany Standings, Scores, Schedule November 26, 2022How Germany can qualify for the next round of the 2022 World Cup.
- World Cup 2022: France Standings, Scores, Schedule November 26, 2022How France can qualify for the next round of the 2022 World Cup.
- World Cup 2022: Qatar Standings, Scores, Schedule November 26, 2022How Qatar can qualify for the next round of the 2022 World Cup.
- World Cup 2022: Switzerland Standings, Scores, Schedule November 26, 2022How Switzerland can qualify for the next round of the 2022 World Cup.
- World Cup 2022: Wales Standings, Scores, Schedule November 26, 2022How Wales can qualify for the next round of the 2022 World Cup.
CNBC
- Musk says he will support DeSantis if Florida governor runs for president November 26, 2022
- Black Friday online sales to hit new record, expected to top $9 billion November 26, 2022
- Omicron boosters may not be effective against mild illness, but will likely prevent hospitalizations November 25, 2022
- How Congress may make it easier to set money aside for emergency expenses November 25, 2022
- Omicron BQ Covid variants, which threaten people with weak immune systems, now dominant in U.S. November 25, 2022
- Walmart shooter bought pistol on the day of the attack and left behind a 'death note' November 25, 2022
- The new iPhone 14 and iOS upgrade include some big cybersecurity changes November 25, 2022
- 3 lesser-known ways to trim your 2022 tax bill or boost your refund before year-end November 25, 2022
- These 3 stocks offer investors value in a retail environment filled with ‘crosscurrents,’ Cowen says November 25, 2022
- It's about to be way easier to make a smart home. Here's what you need to know November 25, 2022
