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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9:00 PM 24 June 2022

Dedicated DB@ DedicatedDB

Clients are looking at the world differently and #advisors are here to help. https://t.co/POMSnpfbi9

8:01 PM 24 June 2022

Dedicated DB@ DedicatedDB

The increase in #smallbusinesses have created greater interest in retirement planning strategies for the self-emplo… https://t.co/xxDGXvjzvI

7:08 PM 24 June 2022

Dedicated DB@ DedicatedDB

9 signs a client relationship is in danger. https://t.co/1GsJrXtyJI

7:03 PM 24 June 2022

Dedicated DB@ DedicatedDB

What's next in #wealthtech? Innovators weigh in at INVEST 2022. https://t.co/oTSprapOES

5:10 AM 24 June 2022

Dedicated DB@ DedicatedDB

Advisors, we have resources for you to help clients understand and build their #retirement plans. https://t.co/8at2JCWOtV

4:30 AM 24 June 2022

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