Steve Schiestel
@SSchiestel
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Finance professor at Michigan State University. Co-founder and CIO, Grand Capital Advisors - a fee-only fiduciary financial planning firm
Davison, MI
Joined April 2013
Awesome episode with @bportnoy_ in which he discusses BeFi, Lydia LLM, and his advice to students: be curious, hustle, and be kind!
podcasts.apple.com
Podcast Episode · MSUWMA Podcast · 09/23/2024 · 42m
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I've been on a bit of a health journey this year, having lost over 50 lbs. now, and wanted to share a few of my observations in case they help other folks. 🧵
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My accidental journey to a six-pack. In the last few years I have gone from this to this. I’m 54. I’ve suddenly got a 6-pack. Sort of. A 4-pack. I’ve lost 48 pounds (22 kg). My metabolic age has come down from 57 (when I was 51) to 49. I'm super fit. What happened?
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I’ve been building real-life financial plans for over 7 years. Not the buzzy type of "comprehensive financial planning" used for marketing. I’m talking about helping people improve their lives by getting the most out of their money. Here’s how to spot the difference👇🏻
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Thank you @brianportnoy for taking the time to speak to my Advanced Wealth Management class yesterday on all things behavioral finance. Afterwards, many students said it was our best guest presention yet! It proves that Spartans and Wolverines can get along!
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Today the students in my financial planning class at MSU had the privilege to hear from @jus10castelli on: • his journey in the profession • our industry in general • keys to success • how to build a personal brand • how to align spirit, mind, body and (money)
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1 big difference between average and top writers: Functional note-taking system. But most never get past bookmarks. 9 steps to create a simple note-taking system ( that actually works):
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It's hard to quantify what an advisor's value is to different people. Some may appreciate a second opinion whereas others delegate just about everything. It's important to define what that value means to YOU.
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I studied the home pages of 10 smart creative entrepreneurs. They have a LOT in common. Here are 6 approaches you can borrow from them for your own site... 👇
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Shortly after Steve Jobs returned as the CEO of Apple in 1997, he met with Jony Ive, Apple’s Senior VP of industrial design. Apple had 40 products on the market. “Jony, how many things have you said no to?” Jobs asked. Ive was confused. “You have to understand,” Jobs said,
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Hollywood power broker Ari Emanuel makes 300 calls every day. They're short. He's just "checking in" on his peeps. I stole (and modified) his practice. 10 check-in texts/DMs per day.
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Most people suck at marketing. But if you use these 5 marketing secrets, I guarantee you won't.
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Fantastic program for our students!
🚨 CALLING PROFESSORS AND CFP® PROGRAM LEADS: Save your spot for February 22nd — for our info session we'll have about the financial planning Externship specifically for professors and universities. https://t.co/NsuUldFQof
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🚨 CALLING PROFESSORS AND CFP® PROGRAM LEADS: Save your spot for February 22nd — for our info session we'll have about the financial planning Externship specifically for professors and universities. https://t.co/NsuUldFQof
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1. Listening to earnings calls used to be a pain @Quartr_App makes it easy This free app allows you to pause, rewind, skip, & speed up calls
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Every pic in this collage brings back sad memories. The life of a Lions fan.
@JeannaTrotmanTV This is literally every season for Detroit. It’s always ‘close, but no cigar’ situations where officiating screws over the lions. As fans, we’re used to it and expect it. But I’ve included a few examples of past games just for laughter
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Everyone tells you to: Pick a niche I’ll tell you: Pick an obsession When you’re obsessed with something, you can provide fantastic value to your audience.
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Canopy Wealth Management is the 7th Fastest-Growing Financial Advisory Firm in the US (per this report:) https://t.co/fSQyeBYMns Love the way they've handled showing their fees on their site and this comparison chart they created to show value. https://t.co/0jOIYXYds9
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