Financial Advisors

Which education concepts have proven most valuable to you in conversations with clients/ prospects? e.g. stocks, bonds, bills and inflation? Quilt chart? Order of returns? Bonus if you can share URL..

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Quilt chart(or jelly Bean chart) every client, every time.

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Rising income presentation. Super effective but it's my own little trade secret

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Look up the Morningstar Andex chart. I ordered one for my office a few years ago. It’s amazing

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Math on losses, how much do you need to bounce back after a drawn down, at all time highs we need to protect... Blah blah blah

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Tonight, my wife said that if I died, she wouldn’t give a speech like Vanessa Bryant’s because she wouldn’t have anything nice to say. Is my wife... A) filled w/hate B) preparing 2 divorce

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I have vacation plans of going to Costa Rica and Colombia in March in a couple of weeks. There are currently no reported cases of coronavirus in those countries. So safe to go?

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SO has issues keeping it up. I’ve asked what I can do to make it easier/more enjoyable/etc. but he just has to be in a very specific mood. Understandable but disappointed as I have a higher drive

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Don’t know where this needs to be said - but black people are the first to claim prejudice against others, but they themselves are the most racist against other minorities (e.g., against Asians).

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In response to project Ada and the giant push for more women to get certs (👏🏼), are there any plans to recognize the women who hold the 6% of AWS certs?

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Can a President in their second term be impeached for something they did during their first term?

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Anyone else heard from the Princi group at Morgan Stanley? Is this a legit partnership/ worth whatever the investment will be?

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Do you think considering someone your best friend requires that they also consider you as their best friend?

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Bros in advertising: are you aware you’re a bro? 🤔

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Wilder looking like crap

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Me: 23 f ambitious, fit (5’6, 115 lbs), emotionally unavailable, nyc/Chicago. You: hot, M (27-28+ preferred). Hope it’s not that high of a bar to meet

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I was wearing my audemars at client site and the ceo asked if he could have it. Should I give it to him? My boss is requesting I give it to him.

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Is the Pixel 4 & Pixel 4 XL battery life as bad as they say?

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How do you break up with someone when there’s no real issue? They’re great and all, you just know they aren’t the one for you?

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