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Articles by J.J. Peller
Disinflation is Happening, And There’s More to Come
Inflation has been top of mind for investors over the past year and a half, both from the perspective of what that means for the economy as well as monetary policy. So, the latest release of the Consumer Price Index (CPI), which tracks a basket of goods and services purchased by households, looms large every month. The big question going into this report was: inflation has pulled back, but will it stay lower and continue to pull back further? Based on the July report, the answer is yes.
Beyond the Numbers: Creating a Personal Brand That Sets You Apart as a Financial Planner
More than marketing their services, a personal brand helps planners market themselves By More from this issue
5 Ways Social Media Can Help Financial Advisors Grow Their Business
Social media provides the perfect platform to help financial advisors connect with current and prospective clients. With a powerful social presence, you can engage with clients in meaningful ways that create visibility for your firm. This year can be an incredible year of growth for you and your business. And with the right approach to social media, you can potentially connect with more people who fit your ideal client profile and strengthen your relationships with your current clients.
A Big Win for the Bulls
A little-known technical indicator triggered in the first quarter, and it could bring smiles to the bulls. This one is known as the December Low indicator, and it is fairly straightforward: when the S&P 500 doesn’t close beneath the December low close, good things have tended to happen the rest of the year. The opposite, of course, is when the December lows are violated in the first quarter.
Akeiva M. Ellis: Developing Partnerships to Improve Diversity
Before she began a career in financial advice, Akeiva M. Ellis had ambitions to be a teacher. “It’s funny how I ended up doing that anyway,” she said of her current work as a financial education specialist with Ballentine Partners and as co-founder of The Bemused, a personal finance website. YouTube videos, Instagram posts and blogs are among the range of financial education content Akeiva now produces for clients and the public.
Diego A. Verdugo: Paying It Forward Yields Personal Dividends
Lifelong learning is the key to success, a philosophy Diego A. Verdugo embraced as a kid and carries on to this day. As Director of the Knowledge Hub for Principal Global Investors, he spends much of his professional career helping advisors amplify their businesses. Growing up in a family that struggled to make ends meet after immigrating from Mexico, Diego learned the value of hard work early.
Planning for Succession and Educating the Next Generation with Hannah Moore
In today’s episode of Framework, Jamie talks with Hannah Moore, a Certified Financial Planner, financial planner educator and owner of Guiding Wealth. Hannah almost didn’t become a CFP; she was set on the path at the last minute by one of her professors. He saw that not only did she have an aptitude for planning, she also had a gift for figuring out how to reach people.
Finding Focus as a Leader and Empowered Philanthropy with Chris Blunt
In today’s episode of Framework, Jamie talks with Chris Blunt, the CEO of Fidelity & Guaranty Life, a financial and insurance services firm based in Des Moines, IA. As a young teenager, Chris found himself in a position where he needed to take over the family’s finances. Though he had an interest in money, he ended up working in the automotive industry out of college, as most kids from Detroit do.
The 7 Fundamental Tactics That Can Make Or Break Your Growth in 2021
After being at Carson for 15 years, it never ceases to amaze me how advisors are easily distracted. Competent entrepreneurs allow themselves to forget why they are so successful. Either they experience so much present-day success that they stop pursuing growth or they’re keen on trying new ideas, focusing too much attention on what’s next. Advisors need to wear bifocal glasses when they look at their business – keeping their eyes on the day-to-day as well as their long-term strategic vision.
Shaping How We Learn and Top-to-Bottom Value with Tom Rollins
In today’s episode of Framework, Jamie talks with Tom Rollins, the founder of The Great Courses and The Teaching Company. Through his work with The Great Courses, Tom has helped shape the way millions of people learn. As a student at Harvard Law School, Tom found himself in need of some last-minute information for an exam. After watching 10 hours of tapes on the subject from a world-class teacher, he realized the power that having the best teachers in the world could have on someone’s education.
Empowering Women of Color and Working With Values with Anna N'Jie-Konte
In today’s episode of Framework, Jamie talks with Anna N’Jie-Konte a CFP, podcaster, and the founder of Dare to Dream Financial Planning, where she helps empower women of color to take control of their finances. A child of immigrants, Anna was encouraged to pursue law, medicine, or accounting as a career path. She didn’t feel any of those were the right fit, so she started out as an event organizer right out of college.
The Profession of Financial Planning and Writing About Retirement with Robert Powell
In today’s episode of Framework, Jamie talks with Robert Powell. Robert, sometimes known as ‘Mr. Retirement’, is a financial writer who is currently running Retirement Daily at The Street. Over the years, Robert has written for many publications about retirement as well as about financial planning and advising as a profession. Out of college, Robert went to work in the pharmaceutical industry, and while it was financially rewarding, it wasn’t intellectually appealing to him.
5 Ways Financial Advisors Can Prepare for the End of 2020
Sprinting to the end of 2020 is different from sprinting to the end of previous years. It seems messier – less predictable. Just look at the last eight months. No, really, look at them. We went from ignorance, to admission, to denial, back to admission (repeat). We adjusted and overcame, had some good days and bad. Now here we are, having to finish out the year as strong as possible. The sprint to the finish this year is complicated. Here’s what we suggest that you do to prepare. 1.
Financial Literacy and Change Management With Sean Brown
In today’s episode of Framework, Jamie talks with Sean Brown, the President and CEO of YCharts. Sean has spent his career growing companies with a focus on finance and technology and he’s continued that focus to his current endeavor with YCharts. Growing up as one of six kids, Sean spent a lot of his childhood moving around for his father’s job. He learned early on that the best way to deal with change was through creativity and embracing the unknown.
From Financial Advisor to Customer-Centric Business Owner with Dana Anspach
In today’s episode of Framework, Jamie talks with Dana Anspach, the CEO and founder of Sensible Money. Dana has worked in nearly every capacity as a financial advisor and is a champion for fee-only advising. After getting tired of the way firms work with advisors, Dana decided she wanted to do business independently. Leaving the quotas and product sales behind, she moved forward with creating a client-centric financial planning firm to better serve her clients.
How to Set Goals to Achieve Better Results, Faster
(Image: Shutterstock) “The minute you get away from fundamentals, whether it’s proper technique, work ethic, or mental preparation, the bottom can fall out of your game, your school work, your job, whatever you’re doing.” – Michael Jordan The greatest professional athletes in history focused on the fundamentals of their sport to achieve at the highest level. That includes the likes of Michael Jordan in basketball or Tom Brady in football. The same can be said for achieving business success.
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