Explore tweets tagged as #AdvisorCrunch
@TangibleAlpha
Grant
27 days
The industry trains advisors to follow scripts. AI will replace that. Advisor Crunch shows you how to think and operate like an owner - not an employee. #AdvisorCrunch #ownyouralpha #advisors #WealthManagement #FinTwit
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@RIABiz
RIABiz
2 years
@AdvisorCrunch Soon, I'm monte-ing a comeback.
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@shanas621
Shana Orczyk Sissel "Queen of Alternatives"
3 years
@Stoy_Hall @MarkTeerlinck @AdvisorCrunch @AravindSitham Because by virtue of their status they cannot market themselves. This is why access platforms started popping up. Those have limitations. I launched @Banrion_Capital to solve a lot of these problems, including finding these solutions.
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@philbak1
Phil Bak
3 years
@AdvisorCrunch Thanks Grant 🙏
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@shanas621
Shana Orczyk Sissel "Queen of Alternatives"
3 years
@JakeFortyTwo @MarkTeerlinck @Stoy_Hall @AdvisorCrunch @AravindSitham IMHO Chance the debt ceiling isn't raised is 0%. That's a whole lot of political posturing. CDs require you lock in your investment to receive the stated interest rate. T-Bills are more liquid. It really comes down to preference. I can't recommend for you bc I don't know your
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@shanas621
Shana Orczyk Sissel "Queen of Alternatives"
3 years
@AravindSitham @AdvisorCrunch @Stoy_Hall @MarkTeerlinck @Banrion_Capital @jasonpereira asked me the same question, I wish I could say yes, but the regulatory environment is different. Our educational web series "You're doing it Alt Wrong" is a resource that could be helpful bc it discusses broad misconceptions which are similar in both countries.
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@Stoy_Hall
Stoy T Hall, CFP®
3 years
@AdvisorCrunch @AravindSitham Precisely! A lot of all of this is true education and more of us speaking about the different ALTs...if an advisor isn't, to me they are not doing their duty. If they don't want to then hit up @shanas621 with @Banrion_Capital leader in this space!
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