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#FA Success Ep 265: Connecting With Ultra-HNW Next Generation Heirs By Fostering Real Family Trust And Communication, With Amy Castoro

Welcome back to the 265th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Amy Castoro. Amy is the president and CEO of The Williams Group, a coaching and consulting firm based out of San Clemente, California, that helps financial advisors engage with more than 800 high-net-worth families to develop …

Weekend Reading for Financial Planners (Jan 22-23)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that subscription-based advisory firm Facet Wealth has raised $100 million from venture capital firms in a Series C funding round. At a time when private equity firms are buying up AUM-based RIAs for their current income …

Quicken Loans Review

Quicken Loans (Rocket Mortgage) Review: Easy Home Loans from a Top-Rated Online Lender

Key takeaways:

  • Founded in 1985, Quicken Loans was one of the earliest companies to break into the online mortgage space.
  • While the name Quicken Loans is still used in some promotional materials, the company announced it was changing its name to Rocket

Reducing Digital Miscommunication By Setting Clear Expectations And Appropriate Tone

Communicating clearly and effectively online can often be a challenge, and the surge in digital communication during the pandemic has increased the potential for misinterpreting messages. Without the verbal inflection available in oral communication, conveying tone through written communication is much more difficult. In the absence of these tonal clues, our brains fill in the …

Weekend Reading for Financial Planners (Jan 15-16)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that 2021 ended with inflation hitting 7% – its highest annual rate since 1982 – which makes it more likely that the Federal Reserve could raise interest rates in early 2022 (and potentially more than once …