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FBC Mornings July 4, 2024

Back. Good wednesday morning. Thanks very much for joining us i hope you are having a good wednesday morning, wednesday, march 6, kilometer a. M. On the east coast hot topic of the hour breaking. I think hes having a midlife crisis im not. You got us tmobile Home Internet lite. After a week of streaming they knocked us down. To dial up speeds. Like from the 90s. News nikki haley is set to great times. All i can do say is that my life is pre i like watching the puddles gather rain. Hey, your mom and i procreated to that song. Oh, ew i think youve said enough. Why dont we just switch to xfinity like everyone else . Then you would know what year it was. I know what year it is. They call it super tuesday for a reason. Exit the president ial race this morning, she will deliver this is a big one [cheers and remarks in two hours time from applause] and they tell me the pundits otherwise there has never been one like this there now, 10 a. ....

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How to Market your Financial Advisory Firm in a Commoditized World


How to Market Your Financial Advisory Firm in a Commoditized Wealth Management World
Be honest about how well the set it and forget it approach works in investing and how investment management is just a small part of what clients pay you for.
 
Have you heard of the infamous internal Fidelity study that showed that investors who had forgotten their account passwords performed better than ones who logged in and traded actively?
In 2014, asset manager Jim O Shaughnessy spoke with Barry Ritholtz on Bloomberg Radio and talked about the study:
“Fidelity had done a study as to which accounts had done the best at Fidelity. And what they found was . the accounts that did best were the accounts of people who forgot they had an account at Fidelity.” ....

Jim Oshaughnessy , Charles Schwab , Jimo Shaughnessy , Barry Ritholtz , Bloomberg Radio , Schwab Plan , Fidelity Spire , Middle English , Twenty Over Ten , ஜிம் ஓஷ்ௌஊக்னெஸ்ஸி , சார்லஸ் ஸ்க்வாப் , ப்ளூம்பெர்க் வானொலி , ஸ்க்வாப் திட்டம் , நம்பகத்தன்மை ஸ்பைர் , நடுத்தர ஆங்கிலம் , இருபது ஓவர் பத்து ,