Mark Bruno
Mark Bruno
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วีดีโอ

How to build a better business plan
มุมมอง 566 ปีที่แล้ว
Financial advisers are good at a lot of things, but business planning isn't always one of them. Why is that and how can they improve? Teri Shepherd of Carson Group offers some solutions.
3 themes shaping your business now
มุมมอง 136 ปีที่แล้ว
If there are three overriding themes for advisers right now its succession planning, acquisition and hiring millennials. Financial adviser James Loftin discusses how his firm is tackling all three.
Ron Carson explains the origins of 'Ronsense'
มุมมอง 5236 ปีที่แล้ว
To take his message to the masses, Ron Carson has launched a "Ronsense," a web series on Twitter that features some of his pearls of wisdom. Learn about how it all started.
E04_Open_ALT_v2-4
มุมมอง 86 ปีที่แล้ว
E04_Open_ALT_v2-4
Will ‘cyborg’ investing models be the perfect combination for investors?
มุมมอง 1046 ปีที่แล้ว
Meb Faber of Cambria Investments is certain that at some point everyone will move towards a robo plus adviser model. Hear how these changes are shaking up the industry.
TD's Kate Healy: How to attract more women to the industry
มุมมอง 1096 ปีที่แล้ว
There's a need for more advisers in the industry, especially women advisers. Kate Healy of TD Ameritrade offers some insight on how to attract new talent to the space.
Partnering with Riskalyze to decrease risk and increase return
มุมมอง 1206 ปีที่แล้ว
Cole Wilcox, CEO of Longboard Asset Management, discusses how advisers find it difficult to build diversified portfolios that can also help clients meet their wealth goals inside of their risk tolerance.
Asset-Map's Holt: The biggest challenge facing advisers
มุมมอง 716 ปีที่แล้ว
Advisers have a hard time telling a coherent story to clients. Asset-Map's Adam Holt offers some strategies for success.
Building a portfolio with risk products
มุมมอง 356 ปีที่แล้ว
How can advisers develop portfolios with their clients' risk number in mind? Ryan Issakainen of First Trust Portfolios explains how his firm is developing "risk-model" ETFs.
Why do investors behave badly?
มุมมอง 526 ปีที่แล้ว
Clients need help from advisers to improve their investing behavior. Morningstar's Matthew Radgowski walks us through a worst case scenario and offers some strategies for success.
How Redtail Speaks will change client communication
มุมมอง 336 ปีที่แล้ว
Redtail introduced a compliance-friendly text messaging solution for advisers. Brian McLaughlin, the company's CEO, explains how it will revolutionize the industry.
Daniel Crosby: Why your clients stink at investing (and how to fix them)
มุมมอง 546 ปีที่แล้ว
How can you automate your clients' behavior? Dr. Daniel Crosby, one of the industry's top behavioral finance experts, says advisers need real-time behavioral intervention to keep clients on course.
Riskalyze's Klein: What's new at industry's top fin tech firm
มุมมอง 156 ปีที่แล้ว
Huge innovations, integrations and big announcements are par for the course at Riskalyze. Aaron Klein, the firm's CEO, takes us backstage at its Fearless Investing Summit to talk about where the firm is heading next.
Cetera MOTS Content Cut 10_10_17
มุมมอง 66 ปีที่แล้ว
Cetera MOTS Content Cut 10_10_17
A special needs planning "newbie" soars
มุมมอง 196 ปีที่แล้ว
A special needs planning "newbie" soars
Baking up a strategy for special needs families
มุมมอง 746 ปีที่แล้ว
Baking up a strategy for special needs families
Pershing CEO v.1
มุมมอง 816 ปีที่แล้ว
Pershing CEO v.1
When did you begin to plan it forward?
มุมมอง 116 ปีที่แล้ว
When did you begin to plan it forward?
5 tips to better marketing
มุมมอง 536 ปีที่แล้ว
5 tips to better marketing
What can RIAs do to improve client service?
มุมมอง 766 ปีที่แล้ว
What can RIAs do to improve client service?
eMoney_Kyle Van Pelt v.1
มุมมอง 36 ปีที่แล้ว
eMoney_Kyle Van Pelt v.1
What's next for eMoney?
มุมมอง 446 ปีที่แล้ว
What's next for eMoney?
CeteraTest
มุมมอง 126 ปีที่แล้ว
CeteraTest
Bob Veres: Trends shaping adviser technology
มุมมอง 986 ปีที่แล้ว
Bob Veres: Trends shaping adviser technology
Are you flexible enough when working with clients?
มุมมอง 996 ปีที่แล้ว
Are you flexible enough when working with clients?
Tech innovations that are moving the needle for RIAs
มุมมอง 76 ปีที่แล้ว
Tech innovations that are moving the needle for RIAs
What's the biggest technology challenge facing financial advisers?
มุมมอง 616 ปีที่แล้ว
What's the biggest technology challenge facing financial advisers?
Junxure's Greg Friedman: What's the ace up an adviser's sleeve?
มุมมอง 186 ปีที่แล้ว
Junxure's Greg Friedman: What's the ace up an adviser's sleeve?
eMoney_Aaron Schabin v.1
มุมมอง 36 ปีที่แล้ว
eMoney_Aaron Schabin v.1

ความคิดเห็น

  • @thegirliegoddess560
    @thegirliegoddess560 11 หลายเดือนก่อน

    This was awesome!

  • @yudollia
    @yudollia 11 หลายเดือนก่อน

    This was a great video

  • @colleenconger5265
    @colleenconger5265 11 หลายเดือนก่อน

    Fees in annuities watch out they’re hidden

  • @martinanderko9893
    @martinanderko9893 ปีที่แล้ว

    For me, tottaly new and amazing ideas. Thanks

  • @user-dt8dq5li6o
    @user-dt8dq5li6o ปีที่แล้ว

    So to command respect as a woman you need to tell men you know nothing first?

  • @Icarus696
    @Icarus696 ปีที่แล้ว

    good short summary of the subject, thanks!

  • @Ablaire
    @Ablaire ปีที่แล้ว

    Mr. Krabs

  • @Rudol_von_Stroheim
    @Rudol_von_Stroheim 2 ปีที่แล้ว

    FATAL ERROR PLEASE TRY AGAIN

  • @raktimbiswas4115
    @raktimbiswas4115 2 ปีที่แล้ว

    ITC

  • @R_Jon
    @R_Jon 2 ปีที่แล้ว

    Ha, ha.

  • @selfdefensemechanism9791
    @selfdefensemechanism9791 2 ปีที่แล้ว

    I like you I'm glad I'm here !

  • @johnclukosereloaded
    @johnclukosereloaded 3 ปีที่แล้ว

    Could you explain the negative impact of sequence of returns risk during the accumulation phase of a portfolio, investing in index funds with 60:40 equity:debt allocation for a 25 year investment duration for retirement and how to deal with it

  • @thecliniconlinetv5396
    @thecliniconlinetv5396 3 ปีที่แล้ว

    High networth clients are sophisticated and demand alot

  • @bheemappan9997
    @bheemappan9997 3 ปีที่แล้ว

    Now amount is not withdrawal please help me

  • @BPoweredLove
    @BPoweredLove 3 ปีที่แล้ว

    Mark, WTF? This 3+ year-old video has zero views (now one) and no comments?

  • @briancwilliams6485
    @briancwilliams6485 3 ปีที่แล้ว

    Not true, with their program you pay through the nose. Fees and more fee's.

  • @naidumiriyala3174
    @naidumiriyala3174 3 ปีที่แล้ว

    Super

  • @thadm960
    @thadm960 3 ปีที่แล้ว

    Cathie Wood really is one of a kind and such a brave woman

  • @FHIPrincePeter
    @FHIPrincePeter 3 ปีที่แล้ว

    great Woman really on the ball.

    • @MelchorMoore
      @MelchorMoore 3 ปีที่แล้ว

      Yes. It was nice to listen to her very articulate take on the industry

  • @crisprtalk6963
    @crisprtalk6963 3 ปีที่แล้ว

    As usual Cathie was dead on accurate here. 5 years have passed!

  • @bobcaccia9349
    @bobcaccia9349 3 ปีที่แล้ว

    Do charitable contributions have to come out of the IRA before the RMD amount to be eligible to act as part of one's RMD?

  • @misterchristopher8857
    @misterchristopher8857 4 ปีที่แล้ว

    Excellent share with practical wisdom. This is an important for everyone to reflect upon.

  • @DT-nr6ev
    @DT-nr6ev 4 ปีที่แล้ว

    Hmmm S&P 500 is up 46% over the last 5 years. No one can predict the market.

  • @andrews13
    @andrews13 4 ปีที่แล้ว

    .13

  • @gg80108
    @gg80108 4 ปีที่แล้ว

    If your retirement income is build around dividend payout and not having to sell shares, does this mitigate the common sequence of returns which has to do with selling shares not the risk of dividend cuts.

  • @santoshsambara2026
    @santoshsambara2026 4 ปีที่แล้ว

    What is meant by competitive Performance ?

  • @jamesbwaterman
    @jamesbwaterman 4 ปีที่แล้ว

    God was this guy wrong

  • @AnanthapuriCricketLive
    @AnanthapuriCricketLive 4 ปีที่แล้ว

    RIP sir!

  • @cashflow495
    @cashflow495 5 ปีที่แล้ว

    The Business model Canvas is a easy way to do a business plan. The Gallup Builder Profile ( BP10 ) assessment will point out where the adviser is going to struggle in his/her business plan. Simple tools but very effective.

  • @Redhill407
    @Redhill407 5 ปีที่แล้ว

    What about WMD's. Does Iraq have them again?

    • @vivekcse1
      @vivekcse1 3 ปีที่แล้ว

      Not until US influence is their. But one thing is for sure. Iraqi’s don’t have to worry about RMDs.

  • @imtooslow
    @imtooslow 5 ปีที่แล้ว

    They get it, great video

  • @renkitjenkit
    @renkitjenkit 5 ปีที่แล้ว

    Me too happy. Such goodly video. I pleased very lot

  • @rvasquez8057
    @rvasquez8057 5 ปีที่แล้ว

    My NY Life AARP Insurance Story: My name is Rene Vasquez, Son of Wilhelmina Vasquez a long standing AARP member. Wilhelmina passed away in December of 2018 at age 92. She had purchased a Life Insurance policy through AARP underwritten by New York Life in February of 1998. The Face Value of the life insurance policy was for a Total Value of $7500.00. After reviewing the policy, it was determined that Wilhelmina had paid $15,060.00 for this $7500.00 Coverage. This was a policy she had that we were unaware of until her death. There was no limitation on the amount she would have paid into this policy, if she had lived longer. Apparently it was her fear that if she had stopped making the monthly payment, she would not receive anything from the policy. A call to New York Life at 800-260-8865 and from the wording of the policy, verified her fears. This is just a cautionary tale for the elderly and people in general. Not all organizations that purport to be watching out for you, truly are. Rene Vasquez

    • @Carolsw1
      @Carolsw1 5 ปีที่แล้ว

      Unsure of your post as this video is about annuity products.

  • @jleongrae6354
    @jleongrae6354 5 ปีที่แล้ว

    can you tell me how to find or spell correctly itsra etf please thank you

    • @vparaschiv
      @vparaschiv 3 ปีที่แล้ว

      www.etf.com/ISRA

  • @yoaseftamer2690
    @yoaseftamer2690 5 ปีที่แล้ว

    Good..

  • @Bocap762
    @Bocap762 5 ปีที่แล้ว

    youtube watchers beware!!!!!!! warning!!!!!! after you open account and deposit money, they could close your account with out notice and you will not see any action they are taking against your account also all your money will disappear in your account.

  • @FinancialConsultdotcodotza
    @FinancialConsultdotcodotza 6 ปีที่แล้ว

    I'm looking to attract investments for a very unique high yield (34%) hotel redevelopment. Although I get a lot of inquiries it seems most are tyre kicking and simply wasting my time. How do I change this? www.investmentnetwork.co.za/business-proposals/high-real-estate-yields-15-833101

  • @kuzotoothpaste2223
    @kuzotoothpaste2223 6 ปีที่แล้ว

    👍👍

  • @successionresourcegroup4034
    @successionresourcegroup4034 6 ปีที่แล้ว

    Excellent commentary, and exiting the business is a very emotional decision - both in terms of leaving the business you built, as well as working to build something that doesn't need the founder. Very few businesses develop the people and processes to allow the business to thrive without them, and that is critical. This is a key element to building value in the business. While I agree emotions are important, and the first issue to tackle (let's call it priority 1a), economics are the next issue (priority 1b). The emotional issues are important for advisors and coaches to navigate, but they can be solved for. If there isn't enough time, we can't secure the financing, the owner wants too much for the business, or compensation isn't setup correctly for example, all of a sudden it is VERY much an economical issue and you may find yourself leaving money on the table.

  • @FireLiteCreations
    @FireLiteCreations 6 ปีที่แล้ว

    Hi Mark, thanks for the great interview! It's a shame such a great video has only been viewed a few times since its publication. I was very lucky to have seen this video. I recommend utilizing keywording and thoughtful writing in your video's title and video description, so you can dramatically increase your video's searchability on TH-cam and Google. Once people can easily find your video, you'll be able to reach more and more people who are interested in investing and learning about Charles Schwab's success story. Keep up the good work! -Richard

  • @DOHCtor
    @DOHCtor 6 ปีที่แล้ว

    I have Capital One 360 bank account which puts me in the "banks with ATM and no branches" and I love it! This guy is just mad he will be useless soon and have to find a new profession.

  • @TheNORegretShow
    @TheNORegretShow 6 ปีที่แล้ว

    He mad his job is about to be gone greed is what got brokers about lose there jobs nothing else

  • @494Ibrahim
    @494Ibrahim 6 ปีที่แล้ว

    An absolute titan

  • @A_D624
    @A_D624 6 ปีที่แล้ว

    TD Ameritrade has come out with their own Robo Advisor Called TD Essential Portfolios.

  • @SmackinBabies
    @SmackinBabies 6 ปีที่แล้ว

    Dude is full of shit. Wealth front has earned me lots of money. He just wants to keep his job

  • @ampswithfans
    @ampswithfans 6 ปีที่แล้ว

    Mark Seto...lol

  • @technojunkie213
    @technojunkie213 6 ปีที่แล้ว

    Insufficient and inadequate.

  • @RafaelMusni
    @RafaelMusni 7 ปีที่แล้ว

    Learn about a annuities now for benefits later. Changes in the law in 2016 now allow people to save, defer tax, and avoid Required Minimum Distributions at age 70 1/2! Need, more information; Contact our office to find out if this is right for you.

  • @stemikger
    @stemikger 7 ปีที่แล้ว

    Very smart man!

  • @geoffdixonsintes362
    @geoffdixonsintes362 7 ปีที่แล้ว

    Fiduciary is how you work to evolve and write simple English for everybody to understand, myself I work to improve globalization, making it to work as a spiral, straight eight, what comes around, goes around, it implements security to open minds to feel safeguarded 24 hours a day, without hesitation. Simple minds makes everybody feel satisfied with themselves. This is the way for it to work smoothly and go with flow, great to be good friends, that´s what we are for, to help one another and improve our life cycle.