69 - The Couples Conundrum
TRAP: The Real Adviser Podcast
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Navigating Financial Strategies and Market Dynamics
This chapter explores effective financial strategies for advisors, emphasizing lead magnets for client acquisition and the performance of smaller companies. The discussion covers investment strategies, comparing the S&P and Russell 2000, while challenging traditional beliefs with new insights on emerging markets. Additionally, it touches on the role of AI in managing information and the significance of purpose in work, highlighted by a notable return to an investment firm.
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