“Education is not the learning of facts but the training of the mind to think.” – Albert Einstein
This week I am at Elite Wealth Advisor Symposium.
We learn from a variety of practice management experts and money mangers in many different fields. For those who watch Shark Tank, Kevin O’Leary was one of the speakers.
Topics discussed were:
– Client communication
– Operation management
– Marketing
– Crypto assets
– Commercial real estate
– Economy and inflation
I’ll may discuss some of theses topics over the next few weeks.
What I like to listen to most is what these smart people are reading and listening to.
On the lighter side, Elliott starts high school tennis in a couple weeks. He’s a junior this year. Crazy.
Hope all is well with you and your family,
Jeremy
Finger Financial Five – 5 points in 5 minutes or less – is to provide you with a weekly shot of useful financial information. My intention is to share principles, so you will have more clarity and peace and make better financial decisions.
Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor; DBA Riverbend Wealth Management.
This content is developed from sources believed to be providing accurate information and provided by Riverbend Wealth Management. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Partners and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
