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Wealth Management Daily Memo

NOVEMBER 23, 2022

CAREERS

The 12 Best Business Books of 2022 for Advisors

John Kador

From books on leadership and conflict management to a novel about finance, WealthManagement.com presents the best books of 2022 for financial advisors.

FULL ARTICLE

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INSIDE ETFS PODCAST

Jon Maier on ETFs in Model Portfolios Throughout Dynamic Markets

Douglas Yones

Global X's CIO discusses the current markets, near term industry trends and some opportunities for investors in the ETF marketplace.

Sponsored by Schwab Advisor Services

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WHITE PAPER

The Value of Advice Beyond Investing

Sponsored by Bento Engine

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MARKETING

Financial Advisors, What’s Your First Impression Like?

Mike Schaffman

Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time.

FULL ARTICLE

TECHNOLOGY

New York Governor Hochul Signs Moratorium to Curb Crypto Mining

David Pan

New York has become one of the biggest crypto-mining hubs after China banned crypto mining last May.

FULL ARTICLE

WMTV ON LOCATION

Scott Leak on Changes in How Advisors Manage the Sale of Firms

Sponsored by FP Transitions

Scott Leak, senior consultant with FP Transitions, discusses how advisors can transition ownership over time.

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Podcasts

RIA EDGE PODCAST

Brandon Odell on the State of Advisor Compensation, Staffing

Mark Bruno

The Ensemble Practice's Brandon Odell discusses the evolution of staffing and compensation in the RIA industry—and how the most successful firms are winning the war for talent.

Sponsored by Schwab Advisor Services

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WEALTHIES CIRCLE PODCAST

Bringing the Sexy Back to the Back Office

WealthManagement.com Staff

Listen in and learn from these experts on how you can streamline your infrastructure for fast growth with the latest enhancements in workflow technology.


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SPONSORED CONTENT

Longevity Planning: Consider These Six Topics

Sponsored by Nationwide

Help provide clients with retirement income that won’t run out.

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