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Cultivate Discernment by Steve Sanduski
The past 2 years has been a huge wakeup call and a nasty reminder that successful investing requires multiple skills. One of those skills is discernment—the ability to absorb a tremendous amount of information and distill it into keen insights that are missed by the masses. It’s not an ability to predict the future, rather, [...]
If you don’t like wine….by Getting Results Coaching
I had an interesting conversation the other day with one of my clients who happens to be from NJ. The only reason that I mention NJ is because it’s so popular right now in pop culture and it ads an imaginary flavor to the conversation. I myself am amazed at how popular NJ has become, [...]
When the worm turns by Rob Brinkman
We had our monthly Ron Carson training call last week and as usually a burned through a page taking notes. One thing in particular jumped out at me. Ron said that the average Carson Wealth Management client receives a minimum of 100 touches per year and it’s not all statement notifications either. As I listened [...]
Prospecting Success – Hey! I can help you with that! – by Getting Results Coaching
As a coach of financial service professionals, my clients are on the continual quest of meeting new people i.e. prospecting. Part of my mission is to get my clients and their prospecting in alignment with themselves. You may be asking, ‘what does this mean?’ It is based on a simple human principle: “We have a [...]
The Answer Is Yes, What Is The Question? by Matt Sawyer
A good friend of mine was telling me a story the other day that I could not help but pass along. It is a shining example of the service that we all look to provide for our clients, but also identifies an important component for delivering excellent customer service. It goes like this: A gentleman [...]
Financial Blogs In The Spotlight: Top Financial Blogs Series Wade Dokken
Image via Wikipedia MarketWatch is a mega financial site with terrific traffic and the ability to really drive attention to blogs. Wade Dokken Our MarketWatch colleague David Weidner sifts through the blogosphere and compiles a list of his top 10 favorite financial blogs. It’s a solid group, with the highly regarded Barry Ritholtz at the [...]
Wade Dokken has 10 Financial Blogs For The Young And The Rich The Online Investing AI Blog: Top Financial Blogs Series
There’s a series of disturbing studies that indicate American youth will not be physically or mentally fit enough to face the challenges of the next decade. What’s really a shame is that there are more tools and more technology available now for improved physical and mental fitness than ever. I’m not sure I can force [...]
Top Financial Blogs–series by Wade Dokken
A focus of WealthVest is to create a world-class platform for financial advisors, agents, broker-dealers and their consumers. I have accumulated a series of top financial blog lists and I’m going to share with our WealthVest Marketing advisors. Many of these I keep on my Google Reader, so that I can easily track their [...]
Oil: Crisis and collusion | The Economist Wade Dokken
Crisis and collusion The 50 years under OPEC have been eventful Sep 14th 2010 | From The Economist online OPEC, the cartel of oil producers, celebrates its 50th anniversary on September 14th. The organisation was founded in 1960 with the explicit purpose of manipulating oil prices by controlling supplies. It has generally proved successful. OPEC [...]
