The Dilemma of Performance Evaluations

June 1, 2018 | Author: Pete Nunley

Everyone likes a way to track their performance. Whether it be through reviews at work, stepping on the scale at the gym, or performance of an investment account, humans like feedback. Feedback acts as a guidepost, allowing us to analyze whether we are on the right track to meet our goals. While it is necessary …

Building a Case for Being a US Dollar Bull

May 15, 2018 | Author: Hessum Zangenehpour

The US Dollar Index (‘DXY’) is an index that values the US Dollar relative to a basket of major currencies. When the index goes up, the US Dollar is strengthening versus this basket, and when the index goes down, the US Dollar is weakening relative to the basket of major currencies. The US Dollar Index …

Choosing a CRM for Financial Professionals

April 17, 2018 | Author: Jordan Slack

Problem solvers are the cogs that fuel innovation. Throughout history, they’ve come and gone, solving some of life’s greatest mysteries. Someone sees something that they don’t like and try to fix it. Take land travel for example. As far as historians can tell, horse riding became popular around 800 B.C. Nearly a century later, the …

Becoming an Independent Financial Professional

April 3, 2018 | Author: Ned Van Riper

Video Transcription Hi. My name is Ned Van Riper. I’m the Director of Advisor Recruiting with Independent Financial Partners. We’re an SEC registered RIA, and as the breakaway financial professional movement continues to gain traction, I wanted to talk about the term independence, perhaps squash a few misperceptions about what independence is and is not. …

3 Free Tools to Make You More Efficient

March 19, 2018 | Author: Chris Hamm

Becoming more efficient is a perpetual task; you can always do better. The more efficient you become, the more you can free up time to spend on the things that matter most. In 2018, I set out to become more efficient as an as an individual and find ways to help streamline some of the …