Oh wow - Love the Latin vibe underneath. Very cool. Is this the new walk-on music? WealthManagement.com Wealth Management EDGE WealthStack (Part of Wealth Management EDGE) RIA Edge (Part of Wealth Management EDGE) #soflo #wealthmanagement #financialadvisor

Volume up - Edge has entered the rap game, and not going to lie, this beat slaps

Video time at #OrionAscent ! Got a chance to chat with Natalie Wolfsen about key opportunities and challenges advisors are facing in 2024

Good conversation between MichaelKitces and Diana Britton on WealthManagement.com 's Healthy Advisor pod.

wealthmanagement.com/careers/health…

I don't love where these folks take some of their conclusions, but nonetheless, really enjoyed these takes on Shakespeare's influence on Abraham Lincoln's thinking and speeches. youtube.com/watch?v=F1-JT3…

Hey Diane Sare U.S. Senate Vote Sare and Vega - we disagree on many issues; nonetheless, respect much of what you do. Who were the speakers on the recent Shakespeare/Lincoln discussion?

Absolutely true. They should charge for excess carry on, give checked bags away for free. apple.news/A2H-94nGOT9Gun…

Snowden Lane Team Leaves to Launch Florida RIA wealthmanagement.com/ria-news/snowd…

The Diamond Podcast for Financial Advisors with host Mindy Diamond

Bob Thornton and Megan Whalen candidly discuss the fallout from #FirstRepublicBank and building a new #RIA backed by private equity firm Summit Partners.

Listen here >> spr.ly/6015VfCTc

I know nothing of Kansas City politics or Mayor Q - but hearing his press conference after the horrible, but familiar, event - why can’t he be running for president?

RIAs can build their own tech, but it doesn't scale, says inventwithus Tishkevich #MSUM23

RIAs spend too much time on operational inefficiency, and it hits smaller firms harder, says Kingsview Wealth Management McGillivray #MSUM23

Inevitable consolidation of RIAs = opportunities to improve the tech, says Eric Clarke inventwithus Ron Bullis Kingsview Wealth Management on Tim Welsh -led panel. #MSUM23

Non-solicitations and noncompete agreements in advice business are indeed enforceable, contrary to recent myth, Brian Hamburger Sharon Ash MarketCounsel #MSUM23

Advisor skills and biz leader skills are different - too few pathways to develop biz leaders in wealth management Shirl Penney @dynastyFp #MSUM23

Two decades of unprecedented wealth creation, but fewer advisors around to help = great opportunities for all in wealth management, says Shirl Penney @dynastyfp #MSUM23

Look across the wealth management space, there are only a handful of companies that drive intense loyalty - what are they doing that others aren't? Kelly Waltrich #MSUM23

RIAs: Should you even bother marketing to GenX? Yes, they are inheriting the wealth Matt Halloran Don't bother, says Anthony Stich ➡️ #MrPurple - they've been burned and won't respond. If they need you, they'll find you. Shannon Rosic Johnny Sandquist Kelly Waltrich #MSUM23

RIAs: Want to market to millennials? Don't use the word millennials. They don't identify with it. Kelly Waltrich #MSUM23

Research shows Gen Z goes to Youtube to learn about $$ - RIAs need to be there too. Johnny Sandquist #msum23