What Financial Advisors Are Reading This Week

13th Apr 2016

Dollars

Women in Wealth: Being the Succession Plan

There are a number of ways in which the wealthy differ from the poor, or even the middle class. The definition of wealthy does not include super-wealthy celebrities like Donald Trump, Beyoncé, or Peyton Manning, but people who are simple multi-millionaires or destined to become that way (referred to as HENRYs- High Earner, Not Rich Yet), because they think differently from the majority of their peers in six distinct ways.

Via Wealth Management

This Basic Skill Could Help You Become a Self-Made Millionaire

The benefits of having “book smarts” versus “street smarts” have been debated for generations. Which one should you be leaning more toward when hiring? William Craig, founder and president of WebpageFX, says you should hire for street smarts and common sense. The kind of common sense a person possesses has a lot to do with how well they’ll fit into your company culture.

Via Fortune

5 Reasons You Should Build A Small Business – Not A Start-up

Entrepreneur Jon Westenberg says that people should choose to be small business owners instead of a startup. He says you are “literally building something small, within clear limits and boundaries. There’s no giant pressure to add features, meaning you have the freedom to focus on the smaller things that matter deeply to you and your users.”

Via Inc.

The Mindset of the Wealthy

There are a number of ways in which the wealthy differ from the poor, or even the middle class. The definition of wealthy does not include super-wealthy celebrities like Donald Trump, Beyoncé, or Peyton Manning, but people who are simple multi-millionaires or destined to become that way (referred to as HENRYs- High Earner, Not Rich Yet), because they think differently from the majority of their peers in six distinct ways.

Via The White Coat Investor

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Tom Brady’s Decisions Tell Us A Lot About #RetirementPlanning https://t.co/usYjHelKJX

6:01 PM 7 February 2023

Dedicated DB@ DedicatedDB

What are the 9 typical client situations that we see with Defined Benefit plans? https://t.co/7NEmXAod6b

8:59 PM 6 February 2023

Dedicated DB@ DedicatedDB

Clients are 'overwhelmed' by retirement planning. Here's why. https://t.co/Dnkak4Ow0p

7:59 PM 6 February 2023

Dedicated DB@ DedicatedDB

What are the top questions about Defined Benefit plans? See our frequently asked questions. https://t.co/rPqYz8oAmc

8:58 PM 2 February 2023

Dedicated DB@ DedicatedDB

How can you save your retirement plan from falling apart? https://t.co/xBeRjY2xdl

7:59 PM 2 February 2023

Dedicated DB@ DedicatedDB

How long does it take to set up a Defined Benefit #retirement plan? Learn about this and more in our FAQs. https://t.co/rPqYz8o2wE

7:59 PM 27 January 2023

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