I started these quick hits to bring you content and value about what is happening right now with your prospects and industry and what might be to come.

Sometimes, we can get too far ahead of ourselves though. This picture is what I mean:

The best part of marketing to retirees…they aren’t the first demographic to try the newest media.

If you take a look at the top of the top advisors in our industry, the main bulk of their marketing comes from the “boring” ways of getting in front of people.

If your coach doesn’t agree you should be marketing on tic toc or YouTube, they might be right :/

Here are your Quick Hits:

The Forgotten Lessons of 2008

• This is a great article!! One worth sharing or using in your next radio/podcast episode.
• “Two years after the great financial crisis of 2008, Seth Klarman shared a memo explaining how he felt that investors were quick to forget the lessons learned from one of the greatest financial meltdowns in modern history.”
• “Do not trust financial market risk models. Reality is always too complex to be accurately modeled. Attention to risk must be a 24/7/365 obsession, with people – not computers – assessing and reassessing the risk environment in real time.”
• “Nowhere does it say that investors should strive to make every last dollar of potential profit; consideration of risk must never take a backseat to return.”

Six Types of Wealth

• What comes to mind when you think of wealth?
• “What gets missed is that beyond a certain point, money is a seductive scoreboard but a poor measure of wealth. It has diminishing returns.”

2022 Fund Flows: Investor Moves Confirm Recession Worries

• I love charts like this article provides. Some scary data here showing the outflow of funds. Where are they going?

8 HABITS OF GREAT LEADERS

• This was a great podcast episode that has 8 tangible ways we can get better as leaders.
• “In your leadership, you’re always going to face challenges and obstacles.

When you face these challenges, you’ll often have two options. The easy-wrong or the hard-right choice.

You’ll always be tempted to take the easy way out. Don’t.

Many leaders ask, “What’s easy?” The best leaders ask, “What’s right?””

• Don’t miss the leader guide