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Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Follow Up Friday - The Retirement Income Timeline
Manage episode 348009331 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Does talking to your clients about their gross numbers create clarity for them or just confuse them? What if, instead, you focused on communication with your clients and shared numbers in the simplest way possible, helping to ease their concerns about moving into retirement? What if you have a strong level of technical expertise, but your clients still don’t understand your explanations? How do your team members set priorities with their tasks when it may feel as though everything is a priority. Listen in as we recap this week’s highlights and action items.
http://bit.ly/3UMCS7N
662 episodes
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Manage episode 348009331 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Does talking to your clients about their gross numbers create clarity for them or just confuse them? What if, instead, you focused on communication with your clients and shared numbers in the simplest way possible, helping to ease their concerns about moving into retirement? What if you have a strong level of technical expertise, but your clients still don’t understand your explanations? How do your team members set priorities with their tasks when it may feel as though everything is a priority. Listen in as we recap this week’s highlights and action items.
http://bit.ly/3UMCS7N
662 episodes
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Similar to The Perfect RIA
Bloomberg Best features the best stories of the day from Bloomberg Radio, Bloomberg Television, and over 150 Bloomberg News bureaus around the world. Hosted by Ed Baxter and Denise Pellegrini.
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…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
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continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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continue reading
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
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continue reading
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