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Advisorpedia
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Advisorpedia
@advisorpedia
The best place for financial advisors to grow their minds and businesses. #poweryouradvice #advisorpedia
Boise, ID
advisorpedia.com
Joined July 2014
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  • user avatar
    Advisorpedia
    @advisorpedia
    1h
    Markets started the week with buyers showing more confidence across several asset classes. While a few important technical barriers are now being tested, most of the bigger moves still depend on ...
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    Three Charts That Could Drive Markets
    From advisorpedia.com
    10
  • user avatar
    Advisorpedia
    @advisorpedia
    3h
    In 2002, fifteen years before I actually sold my firm, I went through the motions of selling it. I met with a business broker, he lined up a few potential buyers, and one of them sent back a seventeen-page document listing ...
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    Want a Higher Valuation? Start Thinking Like a Buyer
    From advisorpedia.com
    18
  • user avatar
    Advisorpedia
    @advisorpedia
    5h
    The fee comes out of the account instead of a bill. Portfolio management, planning, tax guidance, and behavioral coaching all get bundled under one percentage so nobody can tell what any single piece is actually worth ...
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    AI Isn’t Replacing Advisors. It’s Exposing Pricing.
    From advisorpedia.com
    28
  • user avatar
    Advisorpedia
    @advisorpedia
    7h
    It feels like everyone’s been waiting for tech and artificial intelligence (AI) stocks to sell off for months.
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    Why the AI Selloff Could Be the Best Thing to Happen to Long-Term Investors
    From advisorpedia.com
    27
  • user avatar
    Advisorpedia
    @advisorpedia
    9h
    I have a confession as a financial advisor: Goals are overrated. When a new client signs on, they get prompted for their goals on a discovery form. Those responses tend to fall into two categories.
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    The Regret Tracker: The Most Important Financial Dashboard You’re Missing
    From advisorpedia.com
    40
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