Here are your Quick Hits:

Referral Ambassador program

·       Looking for another referral program to implement?

·       This is a great one to take a look at and take a few ideas from!

Kitces on the problem with goals-based planning

·       I thought Kitces brings up some very good points…

·       “when I sit down across from clients, and say ”tell me about your goals,” virtually no one can articulate them in order to be able to do this process.”

·       “Let’s start showing what’s possible given [a client’s] current trajectory and actions. What else might be possible if they did something different?”

·       “[The right technology] would essentially take the current planning process and turn it upside down. Goals come last, not first, because you can’t pick a goal until you know which goals are possible.”

The GameStop Fiasco Proves We’re in a ‘Meme Stock’ Bubble

·       “It isn’t GameStop’s precipitous rise, impressive as that’s been, that has everyone fascinated. Instead, it’s what is fueling that rise: concentrated buying by thousands upon thousands of small individual investors who are using sites like Reddit and Robinhood to drive up what are now being called “meme stocks.””

Farewell Mutual Funds – Morningstar

Quick Book Recommendation:

How to Kill 11 Million People by Andy Andrews: Why the Truth Matters More Than You Think 

·       This book will take you 30 minutes to read and it’s full of thought-provoking insights into the WWII tragedies, how those dominoes fell and how we can be watchful of tendencies like those today.

·       In today’s world of not exactly knowing what to believe or who to believe, this book gives you what to look for based on past mistakes in Nazi Germany.

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