Podcast appearances and mentions of raymond james

Bulovas Wealth Management of Raymond James presents our football coverage. Joe enjoys providing superior service by putting his clients first. Raymond James' comprehensive financial planning gives their clients a truly integrated and tailored approach to wealth management. At the end of the day, they just enjoy working hard for great people. Raymond James, “Life Well Planned." Log onto raymondjames.com/bulovaswealthmanagement for more information.

Bulovas Wealth Management of Raymond James presents our football coverage. Joe enjoys providing superior service by putting his clients first. Raymond James' comprehensive financial planning gives their clients a truly integrated and tailored approach to wealth management. At the end of the day, they just enjoy working hard for great people. Raymond James, “Life Well Planned." Log onto raymondjames.com/bulovaswealthmanagement for more information.

Citi upped its price target on The Trade Desk (TTD) and issued a "90-day positive catalyst watch" for the stock. Diane King Hall notes shares have taken a beating but have rebounded off lows earlier this year. She also turns to Chinese EV sales and how they've grown substantially year-over-year. Diane adds that BYD Co. (BYDDY) saw impressive numbers that topped Tesla (TSLA). She later discusses what's leading Raymond James to upgrade Hyatt (H).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Bulovas Wealth Management of Raymond James presents our football coverage. Joe enjoys providing superior service by putting his clients first. Raymond James' comprehensive financial planning gives their clients a truly integrated and tailored approach to wealth management. They just enjoy working hard for great people. Raymond James, “Life Well Planned." Log onto raymondjames.com/bulovaswealthmanagement for more information.

The Robotaxi has arrived as Tesla (TSLA) launches the self-driving vehicles in Austin this weekend. AMD Inc. (AMD) starts the week with an upgrade. And, Raymond James upgrades DoorDash (DASH) to a strong buy rating. Tom White has the latest.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Diane King Hall joins Nicole Petallides at the NYSE to focus on several early movers in Monday's trading session. Hims & Hers (HIMS) shares drop on news that Novo Nordisk (NVO) will no longer allow the telehealth company to sell its weight loss drug Wegovy. AMD Inc. (AMD) gets a bullish note out of Melius Research as the analyst upgraded it to a buy. And, DoorDash (DASH) shares are at 3-year highs following a Raymond James upgrade.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this mid-year episode of Nurturing Financial Freedom, we reflect on what 2025 has taught us about markets, economic conditions, and investor behavior. We're at the halfway mark of the year, and despite some rough patches, the financial landscape has shown surprising resilience. Alex kicks things off by detailing how the year began with a normal market correction followed by a sharp crash triggered by unexpected tariff announcements. Despite this, the S&P 500 has managed a modest gain of around 2.3% as of mid-June, largely powered by a few large tech and AI companies.Economic growth in the U.S. has remained steady, albeit modest, defying some analysts' recession predictions. Inflation has cooled significantly since its peak in 2022-2023, allowing the Fed to ease interest rates by 75 basis points. However, rate cuts have since paused as the Fed monitors inflation's remaining pressure, particularly in housing and services.We discuss how consumer sentiment is mixed. While spending continues, signs of fatigue are emerging amid ongoing uncertainty around trade policy and the political landscape. International markets, particularly in Europe and emerging regions, have outperformed U.S. stocks slightly this year—marking a shift from the trend of U.S. dominance.Within asset classes, small-cap and value stocks have underperformed, while bonds have been flat to slightly negative. Cash and money markets remain attractive for their yield, but their long-term return potential is limited. Real assets like gold have performed strongly, benefitting from trade-related fears.We emphasize that major institutional investors have responded to market turbulence by rebalancing rather than making drastic shifts—a strategy we support for retail investors too. When volatility hits, buying low through rebalancing beats the temptation to time the market. Chasing hot sectors, like tech and AI, is risky and often leads to poor results.Ed follows up with key takeaways. First, staying invested through volatility has paid off, reinforcing that time in the market beats timing it. Second, diversification remains essential, as relying on a few high-performing stocks can backfire. Finally, mindset is everything. Markets change fast, and the ability to remain disciplined and focused on long-term goals is critical to success. Whether it's Fed policy, geopolitical tensions, or surprise earnings, what matters most is how we respond—not how well we predict.The markets have reinforced what we preach every episode.  Have a plan, and don't give in to emotional or market temptation. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, and Jon Gay and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members.

Bulovas Wealth Management of Raymond James presents our football coverage. Joe enjoys providing superior service by putting his clients first. Raymond James' comprehensive financial planning gives their clients a truly integrated and tailored approach to wealth management. They just enjoy working hard for great people. Raymond James, “Life Well Planned." Log onto raymondjames.com/bulovaswealthmanagement for more information. Our baseball coverage is presented by Sanders Moving -- leaders among moving companies in Nashville and the surrounding area. Their team of professional movers is focused on delivering efficient, hassle-free moving at an affordable price. Whether you are moving across town or the country, Sanders Moving has you covered. Visit them at TedRSandersMoving.com.

Every presidential transition introduces uncertainty in investment markets. This time, the volatility generated by policy changes and DOGE has been even more dramatic. Here with insight into what those changes mean for the industries that work most closely with government is the managing director in the Defense and Government Group at Raymond James, Sam Maness.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Brianne Gardner, Senior Wealth Manager at Velocity Investment Partners, Raymond James, shares her outlook on Canadian & U.S. Large Caps.

Oil climbed early Monday with investors squarely focused on escalating geopolitical tensions as Israel and Iran continue to bombard each other with no sign of a pause. Brent crude rose as much as 5.5% in early Asian trading after Israel and Iran continued attacks on one another's territories over the weekend. Israel launched an attack on the giant South Pars gas field in the Persian Gulf, forcing the shut down of a production platform, after air strikes on Iran's nuclear sites and military leadership last week. For more, we speak with Pavel Molchanov, Investment Strategy Analyst at Raymond James & Associates. Plus - S&P 500 futures slipped, while Asian equity-index contracts pointed to declines in Hong Kong and Sydney, and a gain in Tokyo. The dollar saw modest gains against major peers in early trading. With Federal Reserve officials signaling an extended hold on interest rates, investors and economists will look to Chair Jerome Powell this week for clues on what might eventually prompt the central bank to make a move, and when. We take a look at the macro landscape with Patrick Kennedy, Founding Partner at AllSource Investment Management.See omnystudio.com/listener for privacy information.

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets.Previously Mr. McCrea has held similar positions at Raymond James, AltaCorp Capital and National Bank Financial - with more than 20 years of experience exclusively covering the energy sector.Mr. McCrea also holds a Bachelor of Commerce degree from the University of Calgary and is a CFA® charterholder.Since 2004, Mr. McCrea's  views on energy are frequently sought after by institutional funds, as well as various media outlets including The Globe and Mail, National Post, Bloomberg and BNN.Among other things we discussed Cognitive Biases 101: Helping Energy Investors Make Better Decisions.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Canadian Gas AssociationSupport the show

Brandon Hatton is the President and Chief Investment Officer of Conscious Wealth, a values-driven wealth management firm dedicated to helping clients achieve financial well-being while fostering meaningful family connections, personal health, and perspective. He brings a diverse background in international education and finance, having begun his career at Merrill Lynch Wealth Management before continuing at Raymond James. Brandon is also the author of Conscious Wealth: Money, Investing, and a Financial Awakening for the Person Who Has It All and holds certifications as a Chartered Advisor in Philanthropy® and a Chartered Retirement Planning Counselor®. In this episode… Financial success doesn't always equal fulfillment. Many high-achievers accumulate wealth only to find themselves feeling disconnected, stressed, and unsure of how to preserve both their assets and their family's values. What does it really take to create a life of abundance, meaning, and legacy? Brandon Hatton shares the powerful journey that led him from international classrooms to Wall Street boardrooms — and eventually to founding Conscious Wealth. Through personal upheaval and a reawakening of purpose, Brandon has built a new framework for wealth that integrates health, connection, mindset, and finances. He unpacks how families can communicate more effectively about money, how to transition wealth between generations, and why traditional financial planning misses key emotional and relational dynamics. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Brandon Hatton, President and CIO of Conscious Wealth, about redefining what it means to be truly wealthy. Brandon discusses his global experiences, his four-pillar philosophy, and how wealthy families can foster connection, resilience, and long-term meaning. This conversation provides an enlightening perspective for anyone looking to reimagine the purpose and impact of their financial resources.

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The first episode we have ever done that offers over a million dollars to each listener. That's the price that's been paid for the information offered (cashing in on it is up to you). Former college football player, professional team roper, and now the man behind "Talent Financial Services" and someone I've been lucky enough to call a friend for over 20 years.He is a 3X qualifier for the Raymond James Chairman's Council, recognized in 2022, 2023, and 2024 as one of the top 100 financial advisors at Raymond James as well being named to the Forbes list of Best-in-State Wealth Advisors in both 2024 and 2025. 

Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker dealer umbrella.

Javed Mirza, Technical Strategist, Raymond James, shares his technical analysis of the markets.

Nvidia's Q2 results after the bell could be messy, but Raymond James sees hope in the second half. Why it's not too late to get into the international trade. Plus, CNBC's Megan Cassella gets President Trump's response to Wall Street's newest trade acronym: TACO (Trump Always Chickens Out). 

In this episode of Nurturing Financial Freedom, we shift focus from the hard numbers and take a deep dive into the psychological side of investing. Specifically, we explore loss aversion—the human tendency to feel the pain of financial loss more intensely than the pleasure of gains. As we've all seen in our work and our own portfolios, emotional reactions to market swings can often lead to irrational decisions. That's where understanding behavioral finance becomes a powerful tool in making smarter financial choices.We start with Ed breaking down the origins of loss aversion, rooted in the research of Kahneman and Tversky. Their work in the 1970s, which led to the development of prospect theory, shows that the average person perceives a $100,000 loss as twice as painful as a $100,000 gain is pleasurable. This cognitive imbalance causes two major pitfalls: people either avoid risk entirely and park money in cash—letting inflation erode value—or they panic-sell during downturns and miss out on rebounds, effectively locking in their losses.Ed walks us through real examples, including the volatility of April 2024, the pandemic crash of 2020, and the 2008 recession. He explains how our amygdala, hardwired to detect threats, doesn't differentiate between a market dip and a life-or-death situation, making our emotional reactions feel justified—even when they're counterproductive.Alex builds on this by offering techniques to manage this psychological bias. First, we need to build a financial plan with a properly diversified portfolio aligned to our specific timeline and goals. He emphasizes reframing our perspective—looking at a portfolio not as a cash balance but as ownership in companies that will likely be around for decades. He shares the analogy of home values: we don't sell our house when its Zestimate dips; likewise, we shouldn't rush to sell stocks when they temporarily fall.Other actionable strategies include pre-committing to actions like rebalancing during downturns, increasing contributions when prices are low, and resisting the urge to act impulsively. He underscores the power of long-term thinking—"expand the graph"—to see that every crash looks like a blip over decades. And finally, he recommends examining past mistakes. Nothing hits home more than seeing the dollars lost from a past panic sale.We close by reaffirming that while we can't guarantee outcomes, we can plan for volatility. The market is emotional in the short term but logical in the long term. With the right mindset and tools, we can better navigate the emotional terrain of investing and avoid letting fear dictate our strategy.Books Mentioned:Thinking Fast and Slow: https://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman/dp/0374533555The Undoing Project: A Friendship That Changed Our Minds: https://www.amazon.com/Undoing-Project-Friendship-Changed-Minds/dp/0393354776 You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, and Jon Gay and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members.

Adam Crisafulli of Vital Knowledge and Nicole Webb of Wealth Enhancement Group break down the market action today and whether more pain is ahead. Earnings highlights included results from Workday, Autodesk, Deckers, Ross Stores, and Intuit. Jon sits down for the latest commentary from Intuit CEO Sasan Goodarzi. In Washington, the Trump budget bill took a major step forward—Raymond James policy analyst Ed Mills talks through the implications for investors—including winners and losers. Sean Henry, CEO of logistics firm Stord, on how companies are reshaping supply chains in a new world for global trade. 

Christian is a Managing Director in Raymond James' Private Capital Advisory Practice.  He finally runs out of excuses and ends up squinting under the hot lights of the MMM studios.  A discussion with two old friends hits the usual stops – Philadelphia roots, Trinity College, early career in PR before getting into finance – yet still manages to find plenty of opportunity for esoterica.  Listeners will learn about Christian's short-lived acting career, the merits of pickleball vs. padél, and his frequently threatened lawsuit against Charlie.  More substantive insight into the evolution of private equity business development, Christian's transition from the buyside to investment banking, and his current role working with equity sponsors in the burgeoning private capital advisory arena. 

BofA raised price targets on Nvidia (NVDA) and AMD Inc. (AMD) after both companies inked deals with Saudi Arabia. That, on top of Supermicro's (SMCI) $20 billion partnership with the nation, is something Alex Coffey attributes to A.I. retaking market leadership. He later turns to a UnitedHealth (UNH) double downgrade from Raymond James.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Stocks edge higher as the S&P 500 gains a high-profile new member: Coinbase. Phil Camporeale of J.P. Morgan breaks down the market action, while Supermicro's AI positioning draws fresh Wall Street attention—Raymond James' Simon Leopold explains his bullish call. CyberArk CEO Matt Cohen joins to discuss earnings, enterprise IT spend and security sector consolidation while Saira Malik of Nuveen shares where she's seeing new opportunity in equities and fixed income.   Our Bertha Coombs tracks UnitedHealth's rough day, Eamon Javers reports on the president's visit to Saudi Arabia alongside high-profile American CEOs. Plus, Michael Santoli's dashboard signals a return of risk-on sentiment and what it means for Coinbase to be added to the S&P 500 and Robert Frank spots cracks in the high-end art market. 

Dr. Katrina Nguyen was just 14 months old when her family fled Vietnam by boat during the Fall of Saigon, a journey marked by near-death experiences and unimaginable courage. Now a board-certified pediatric gastroenterologist, bestselling author, and founder of the nonprofit Faithful-2-Fitness, she channels that legacy of resilience into helping families fight childhood obesity and build healthier futures. In this powerful conversation, Dr. Nguyen shares her refugee story, her path to medicine, and why compassion, gratitude, and generosity remain at the heart of everything she does.Interview recorded in Loves Park, Illinois.Key Takeaways:Dr. Nguyen's family escaped Communist Vietnam by boat in 1975, surviving multiple near-death experiencesHer upbringing as one of 10 children shaped her resilience and gratitudeShe founded Faithful-2-Fitness to provide free health education and lifestyle tools to underserved familiesCultural context and compassion are essential in addressing childhood obesityHer Catholic faith deeply informs her work in medicine, service, and philanthropyWriting Live to Give and other books helped her process grief and inspire generositySmall acts of compassion can spark long-term transformation—personally and societallyDr. Katrina Nguyen's Bio:Dr. Katrina Nguyen is a board-certified pediatric gastroenterologist, a two-time best-selling author, and founder of Faithful-2-Fitness, a nonprofit to fight childhood obesity. She was just 14 months old when her family escaped by boat from Communist Vietnam in April 1975 after the Fall of Saigon. She nearly died twice during her journey to freedom and the American Dream. She is a Clinical Associate Professor at the University of Illinois College of Medicine in Rockford. She has shared her expertise via EWTN Global Catholic Network, YMCA podcast, and the American Academy of Pediatrics.Her Christian faith drives her to serve others. She established charity funds with Raymond James and Northwestern Mutual. Her nonprofit's sponsors include Chick-fil-A and Fleet Feet.Dr. Nguyen lives in Illinois with her husband Dr. Deladisma. She enjoys being a dog mom, gardening and traveling.Connect with Katrina:https://www.instagram.com/mdkatrina/#https://www.tiktok.com/@mdkatrina#TheHumanExperiencePodcast Follow Along:Website: https://www.thehxpod.com/Instagram: https://www.instagram.com/thehxpod/Facebook: https://www.facebook.com/getthehxTikTok: https://www.tiktok.com/@thehxpodYouTube: https://www.youtube.com/@thehxpodSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this extra-packed Friday Q&A episode, Don powers through a barrage of listener questions while recovering from an attempted heart ablation (yep, he's okay—but not fixed). He dives into everything from sketchy SIMPLE IRA fees and Roth rollover rules, to when it actually makes sense to take Social Security. You'll also hear a checklist of questions to grill a potential financial advisor with, a primer on small-cap value stocks, and a lightning-round suggestion for international bond exposure. And yes, he dishes on why many advisors don't actually want you to read those pesky prospectuses. 0:04 Don's in his VO booth—surgery didn't go as planned1:38 SIMPLE IRA fees: 5% commissions and better alternatives3:53 Roth IRA strategy: match in SIMPLE, max out Roth with AVGE8:35 Why that Raymond James advisor doesn't want change9:43 Social Security breakeven isn't one-size-fits-all11:35 Roth IRA transfer to Robinhood: does 5-year clock reset?13:04 What to ask when hiring a financial advisor16:06 Small-cap value vs. other stocks explained18:59 Comment: Prospectuses scare advisors (and why)21:42 Best international bond index fund? Try BNDX Learn more about your ad choices. Visit megaphone.fm/adchoices

Our football coverage is presented by Bulovas Wealth Management of Raymond James. Joe enjoys providing superior service by putting his clients first. Raymond James' comprehensive financial planning gives their clients a truly integrated and tailored approach to wealth management. At the end of the day, they just enjoy working hard for great people. Raymond James, “Life Well Planned." Log onto raymondjames.com/bulovaswealthmanagement for more information.

Is the economy in trouble? Headlines are swirling about inflation, new tariffs, market dips, and global trade tensions — and if you're feeling overwhelmed, you're not alone. In this episode of In Her Wallet, I'm joined by Seth Allen, Senior Portfolio Manager at Cadence Financial Group with Raymond James, who brings over 25 years of experience breaking down the markets and helping investors stay calm during times of uncertainty.We cover:What tariffs actually are (and why governments use them)How trade tensions affect prices at the grocery store, in fashion, and beyondWhat Canadian consumers and investors need to knowHow to stay informed without spiraling from scary headlinesThe #1 money habit to build financial resilience in volatile timesWhether you're a beginner or a seasoned investor trying to make sense of it all, Seth shares practical advice for staying grounded, spotting meaningful economic trends, and making smart money moves in any environment.

In this episode, we walk through a tumultuous April marked by heightened market volatility, significant tariff announcements, and growing concerns about inflation and recession risk. Alex kicks off by breaking down what happened in the markets. The month began with what initially looked like a standard correction, but quickly escalated into what he describes as a crash. On April 2nd, the administration announced far more aggressive tariffs than anticipated, especially targeting Chinese imports. The shock triggered a sharp market drop—more than a thousand points lost over two days. The volatility stemmed largely from the ambiguity those tariffs introduced, making it difficult to accurately value stocks and project cash flows. As Alex explains, investor confidence suffers when assumptions about capital costs and future growth become too uncertain to model.Despite the chaos, we emphasize the importance of staying invested. Alex reminds us of our previous discussions about how the best up days in the market often follow the worst down days—something we saw play out just days after the tariff announcement when markets rebounded sharply after a partial rollback on April 9th. That pattern is why timing the market remains a losing game.We also touch on the importance of client communication during turbulent periods. Alex and Ed talk about the proactive steps they took to prepare clients, including emails, webinars, and consistent messaging. This transparency helped reduce panic and reinforce the value of long-term planning.Ed then walks us through where we stand now. While the most extreme tariffs were pulled back, the new baseline is still historically high, with a 10% tariff on all imports and 145% on imports from China. These will likely impact consumer prices starting this summer, especially on goods like food or chemicals tied to supply chains in China. We're now facing the highest average tariff rate in a century.He also addresses the rising recession odds, now between 40–60% according to major banks—well above the post-war average, but still no guarantee. Economic forecasting, as he notes, is often no more reliable than market prediction. Finally, we explore the Fed's precarious position: hold rates and risk slowing growth, or cut rates and risk fueling tariff-driven inflation. Either choice comes with real trade-offs.We close by reinforcing the message we always deliver—don't try to outsmart the market. Stick to your long-term plan, stay diversified, and prepare for storms before they hit. That's what we've always done, and it's what we'll keep doing. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, and Jon Gay and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members.

Scott Wapner and the Investment Committee debate where the economy is heading as tariff turmoil sends GDP into the red. The panel take their position on big tech ahead of earnings. Karen Firestone details her latest portfolio moves. Calls of the Day include AppLovin, CoStar, Cheniere, Spotify, and Raymond James. The earnings setup is on Allstate, Eli Lilly, Amgen, Live Nation, and Exxon Mobil. 

Our football coverage is presented by Bulovas Wealth Management of Raymond James. Joe enjoys providing superior service by putting his clients first. Raymond James' comprehensive financial planning gives their clients a truly integrated and tailored approach to wealth management. At the end of the day, they just enjoy working hard for great people. Raymond James, “Life Well Planned."

In this must-watch Monthly Wrap-Up, our host Craig Hemke is joined by Bob Thompson, Senior Portfolio Manager at Raymond James, to break down what's really driving the surge in the gold price. They discuss why silver price action is still lagging behind, and why that could present one of the biggest upside opportunities for investors right now. Watch today!

This interview with Randi Davis of El Paso County and Stacy Houston and Mark O'Brien from Raymond James, was recorded on April 23, 2025. In this episode, we talk all about the Pikes Peak Down Payment Assistance program and its benefits to potential homebuyers.  If you are interested in more information about the program, please visit https://pikespeakdpa.com/. Beyond the Dais aims to bring you stories about people making a difference in El Paso County, Colorado. If you have a story you want to share or know someone you feel should be highlighted, please email EPCPIO@elpasoco.com. If you are interested in hearing more of these stories, feel free to browse previous episodes or stay tuned for future editions of this podcast.

While most Democrats continue to hang their hats on “Maryland Man,” Elizabeth Warren is going to the mat for the Chairman of the Federal Reserve, Jerome Powell – which is, in many ways, a reversal for her. Then we talk to Todd Sheets, former director of Raymond James' Recovering Markets Program, about the turmoil in […]

While most Democrats continue to hang their hats on "Maryland Man," Elizabeth Warren is going to the mat for the Chairman of the Federal Reserve, Jerome Powell - which is, in many ways, a reversal for her.Then we talk to Todd Sheets, former director of Raymond James' Recovering Markets Program, about the turmoil in the markets caused by Trump's Tariffs and why China has forced this necessary move.All that and a Saad Parting Shot. 

The Mag 7 faces new challenges. For Nvidia (NVDA), it comes in the form of a new A.I. chip from Huawei that has power comparable to Nvidia's H100 chip. Raymond James downgraded Amazon (AMZN) to outperform from strong buy, arguing investors are "underestimating" tariff risk to the company. MoffettNathanson cut its price target on Apple (AAPL) that suggests significant downside potential. Diane King Hall takes a closer look at this morning's market movers.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice President-Head of Advisor Recruiting Consulting at Raymond James, Joseph Pellegrini, for a conversation centered on what truly sets the firm apart - choice, culture, and advisor autonomy. Whether W-2 or 1099, Raymond James offers advisors a platform that meets them where they are, with the flexibility to grow their business on their own terms. The discussion explores how the firm's commitment to culture, customization, and long-term partnership continues to attract top advisor talent. If you're curious about what real independence with real support looks like, this conversation is one you won't want to miss.

The U.S. Federal Reserve had difficulty meeting its interest rate targets in the two decades leading up to COVID — will a more proactive approach deliver better results? Matt Orton, CFA, is joined by Neil Aggarwal, Portfolio Manager and Head of Securitized Products at Reams Asset Management, and Eugenio Aleman, Chief Economist at Raymond James to discuss why 2022's interest rate hikes were different, what the two main sources of household wealth are, and how changes in different asset values can influence consumer behavior.

This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… Guest:Ed Cofrancesco, Chief Executive Officer of International Assets AdvisorWith $5.5B AUMWebsite: https://www.iaac.com/Bio:For the two years before joining International Assets, Ed was engaged in various entrepreneurial and consulting activities. During this time, he was a Director for both Pluris Partners, LLC and Telluride Partners, LLC. Both firms were engaged in providing consulting services to private and public micro-cap companies.Before that, Ed was a Director, Executive Vice President and COO of International Assets Holding Corp., a NASDAQ listed financial holding company. While there he rebuilt the Equity Trading Department and developed and implemented all equity trading and sales strategies. During his tenure, he increased trading revenues 1500%. Having started there during a period of continuing losses, he led the firm back to profitability and was successful in bringing in new investors that increased the firm's capital by over 50%. Working with his new management partners, he built operations to support new business lines including Fixed Income, Asset Management, Precious Metals, and Foreign Exchange divisions.Previously, he served as a Vice President of International Institutional Sales at Lehman Brothers, Inc. For 7 years he was a Vice President with Raymond James and Associates, Inc. where he started the International Trading and Operations Departments. He was responsible for overseeing all International Equity, OTC ADR, and Foreign Exchange trading with over 50,000 retail and institutional trades per annum across more than 25 markets with gross commissions over $20 million.Mr. Cofrancesco has also held positions with Discount Corporation of New York, Security Pacific National Bank, Bradford Trust Company, United States Trust Company of New York and Shearson American Express. He holds Series 7, 8, 24, 55 and 63. licenses.

John Toohig of Raymond James joins Michael Green and Harley Bassman to discuss insights from the frontlines of credit markets.For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

While tariffs will take over today's market commentary, Diane King Hall turns to stock movers investors may have missed. On United Airlines (UAL), she talks about the concerns Raymond James has for the company after it issued a downgrade. Broadcom (AVGO) got an upgrade from Daiwa as the firm sees four catalysts in the chipmaker. Goldman Sachs adjusted its price targets for payment companies like PayPal (PYPL) and Block (XYZ).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

We kicked off the program with four news stories and different guests on the stories we think you need to know about!April is Autism Acceptance Month. What the Northeast Arc does in helping individuals with disabilities and autism. Jo Ann Simons, President & CEO, Northeast Arc joined Dan.Rumson's Rum in Salem, MA! Eric Glass – Owner of Rumson's Rum stopped by.Bank of Mom & Dad: 50% of parents financially supporting adult children. Bill Dendy – Financial Strategist with Raymond James explained."Why You're Unhappy: Biology vs Politics".  Dr. Loretta Breuning - Founder of the Inner Mammal Institute and Professor Emerita of Management at California State University checked in.

With a little more than 24 hours until Trump's big announcement, Raymond James' Ed Mills says the tariff talk is just getting started. The sectors and countries he expects to be targeted first—and why we'll still be talking about this in a year's time. If you're looking for names successfully navigating the uncertainty in the meantime, one portfolio manager has an under-the-radar software pick. Plus, Acy Cooper, fourth-generation Louisiana fisherman and captain of the Lacy Kay, tells us why the shrimping industry is rooting for more trade restrictions.    

Join Kosta and his guest: Matt Brown, Certified Financial Planner, Branch Manager and Generational Wealth Planner at 304 Family Wealth of Raymond James. In this episode: Money is the last taboo topic. We'd rather talk about almost anything than how much money we make or have. That's helped create a society of people who don't really understand how money works - or how it could work for them. What do you wish you could tell everyone about their own wealth and financial success? Thinking about the future is intimidating. As someone that works in long-term care, I know firsthand how much we'll do to not think about the future. But when it comes to retirement, and building wealth especially for Gen-X, Millennials and Gen-Z, what do we need to be doing now? We live in economically uncertain times. Whether it's tariffs, inflation, interest rates or egg prices, every day brings new excitement. How is this changing the way you're advising clients and what should we prepare for next?Legal Disclosures from Raymond James: Any opinions are those of Matthew Brown and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.Better Together with Kosta Yepifantsev is a product of Morgan Franklin Media and recorded in Cookeville, TN.This episode of Better Together with Kosta Yepifantsev is made possible by our partners at Volunteer State Community College.Find out more about Volunteer State Community College:https://www.volstate.edu/campuses/cookeville

Kevin has dedicated his career to helping people prepare for retirement. He assists corporate plan sponsors and their committees in meeting fiduciary responsibilities while guiding employees toward their financial goals.With over 25 years in financial services, he is a Certified Investment Management Analyst and Accredited Investment Fiduciary Analyst. His expertise spans corporate retirement plan design, implementation, and distribution.Before joining Raymond James in 2015, Kevin spent 24 years at Merrill Lynch. He holds a bachelor's degree from Fordham University and is an active member of several professional organizations, including the Investment Management Consultants Association and the Society for Human Resource Management. He also serves on the leadership councils for the National Association of Plan Advisors and The Retirement Advisor Council.Kevin is deeply committed to community service, currently serving on the Board of Directors for Rockland Hospital Guild and the Finance Committee for United Hospice of Rockland. He previously held leadership roles with Meals on Wheels of Rockland, St. Margaret of Antioch Church, and the Boy Scouts of America.His contributions have earned him notable recognition, including Meals on Wheels Business Man of the Year (2015) and the Fordham University Community Leadership Award (2016). He has also been named to the Financial Times 401: Top U.S. Retirement Advisors annually since its inception. In this episode, Eric and Kevin Mahoney discuss:The benefits of thoroughly documenting service hoursEnsuring consistency in delivering value Exercising caution when benchmarking servicesEngaging in holistic retirement planningKey Takeaways:Thoroughly documenting the time and effort spent servicing each client is an important process for advisors who want to truly justify their fees, enhance client retention, and identify both high and low-value engagements.Establishing a fiduciary training program, detailed service plans, and accountability measures is essential to ensure advisors consistently deliver value commensurate with their fees.Benchmarking services and fees against industry standards is vital, but advisors must exercise caution in data input to avoid erroneous conclusions regarding fee competitiveness.Advisors should engage in holistic retirement planning, including employee education, to succeed in the industry, while committees must scrutinize advisors' processes and pricing to meet fiduciary obligations.“If all you're speaking to is investments. You're going to struggle. You need to talk to the plan holistically. You need to talk to employee education. And you have to be committed to the best interest of the participants. And if you do that, I think there's staggering upside potential.” - Kevin MahoneyConnect with Kevin Mahoney:Website: https://www.raymondjames.com/mahoneygroupadvisors/ LinkedIn: https://www.linkedin.com/in/kevinmahoneytmg/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

March Madness is in full swing for both men’s and women’s basketball, but only the former has received a great deal of attention from the sports betting industry. A look at why women’s college hoops, as well as women’s sports in general, are often harder to bet on than their male counterparts. Plus, we look at how economic measures against Chinese shipping could come back to bite U.S. businesses. Also, a glimpse into a new report on how the country is doing on infrastructure. And, we chat with Larry Adam, Chief Investment Officer at Raymond James, about a new report that details the unease in the service sector around recent U.S. economic policies.

March Madness is in full swing for both men’s and women’s basketball, but only the former has received a great deal of attention from the sports betting industry. A look at why women’s college hoops, as well as women’s sports in general, are often harder to bet on than their male counterparts. Plus, we look at how economic measures against Chinese shipping could come back to bite U.S. businesses. Also, a glimpse into a new report on how the country is doing on infrastructure. And, we chat with Larry Adam, Chief Investment Officer at Raymond James, about a new report that details the unease in the service sector around recent U.S. economic policies.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Stephanie Chung. Author of Ally Leadership, How To Lead People Who Are Not Like You, is the first African-American president of a private aviation company with 30+ years of experience- which she began as a baggage handler and led to top executive roles like President of JetSuite and Chief Growth Officer at Wheels Up. Company Description *Launched and led this successful coaching and training firm, establishing the business plan and strategic vision, as well as providing the business development, sales, and operations oversight needed to grow quickly. Engage with clients to provide sales training, executive mentorship, and business coaching, focusing on leadership communications and high-ticket selling.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Stephanie Chung. Author of Ally Leadership, How To Lead People Who Are Not Like You, is the first African-American president of a private aviation company with 30+ years of experience- which she began as a baggage handler and led to top executive roles like President of JetSuite and Chief Growth Officer at Wheels Up. Company Description *Launched and led this successful coaching and training firm, establishing the business plan and strategic vision, as well as providing the business development, sales, and operations oversight needed to grow quickly. Engage with clients to provide sales training, executive mentorship, and business coaching, focusing on leadership communications and high-ticket selling.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Stephanie Chung. Author of Ally Leadership, How To Lead People Who Are Not Like You, is the first African-American president of a private aviation company with 30+ years of experience- which she began as a baggage handler and led to top executive roles like President of JetSuite and Chief Growth Officer at Wheels Up. Company Description *Launched and led this successful coaching and training firm, establishing the business plan and strategic vision, as well as providing the business development, sales, and operations oversight needed to grow quickly. Engage with clients to provide sales training, executive mentorship, and business coaching, focusing on leadership communications and high-ticket selling.

Today's show highlights include:What quickly growing advisors are doing differently that separates them from their peers.Why advisors who utilize their firm's resources the most, consistently provide a higher level of service to their clients.What Scott Curtis's promotion to Chief Operating Officer of Raymond James Financial means for advisors who are at Raymond James, or who are looking to transition to Raymond James.The impact that high business valuations is having on the financial services industry, and what future implications advisors should be expecting to see.The common mistake that Frank and Scott are seeing advisors making everywhere when they are looking to sell their practice.Today's action-packed conversation between Frank and Scott underscores the need for advisors to stay informed, proactive, and adaptable in order to thrive amidst industry shifts and changing expectations. Ultimately, this episode serves as a valuable resource for advisors seeking to elevate their performance and navigate the complexities of financial services with confidence and competence. Armed with actionable takeaways, listeners are better equipped to thrive and grow their practices amidst the challenges and opportunities of being a financial advisor.