No do the same chart for the last 20-30-50 years and see who wins lol

You’re a robot selling personalized recommendations. Here’s how I see the work of many financial advisors: checking for overlaps calculating taxes deciding what to sell And then the client gets a proposal that could be sent to anyone. Personalization built on a templated process. Quite ironic.

Incredible analogy!

Couldn't said any better

That's right! earnings are super supportive too!

Couldn't agree with you more Matt.

i don't recall a better time to buy

The land of opportunities

Great stuff Cooper and that's why it is so important to show cli ets if they are actually diversified or not. they may think that investing in 10 ETFs is going to make them diversified but most likely they are actually invested in a few names.

and tell them to start innovating and stop legislating

earnings can be manipulated. Revenue not so much

Land of opportunities

Economic freedom is the only surefire way that humans have discovered to create wealth. stevestewartwilliams.com/p/a…

the US demographic problem man. We gotta start popping kids like we used to

You love your home, right? Your client's portfolio is their home. That stock they proudly own? Keep it. That $100K they want in cash? Leave it. Those positions they refuse to sell? Work around them. Stop acting like it's your home. You're a guest.

Mid size cities shining

The right software can handle this in about 2 minutes instead of hours: pack-analytics.com/

What can you do in 2 minutes as a financial advisor? Create a personalized investment plan? No. Book a meeting with a prospect? No. You can't even brush your teeth in 2 minutes. But you can analyze a taxable account and build a personalized transition plan from a client statement. The difference? Doing it manually vs. using the right software. 2 minutes instead of hours.

True but I would still love our Canadians brothers

You’d be worried if someone else’s key fit the lock to your front door. Wealth management is pretty similar. Personalization matters. Clients want to understand: Why do I own these assets? How much capital gains am I realizing? Can I exclude stocks I don’t want? Your investment portfolio isn’t a universal lock. It should fit your key. Better informed means better prepared.