I’m pleased to join Tom Dickson of the Financial Experts Network tomorrow @ 1PM ET/12PM CT to discuss key findings from @YCharts’ latest Advisor-Communication Survey.

Looking for actionable strategies to enhance client satisfaction? Register now: financialexpertsnetwork.com/webinar-regist…

Elevate your investment strategies with expert insights from industry titan Cathie Wood, tomorrow at 2PM ET/1PM CT.

Have any questions you’d want to ask us? Drop them in the comments and tune in for insightful answers.

Register now: ycharts.zoom.us/webinar/regist…

I was just on a work Zoom and my 8 year old well trained dog, Lou, came into the room I was in, sniffed around a bit and then pooped on the floor.

There was a message here. I just don’t know what it was.

I’m enjoying Advyzon’s 2024 Conference as my team & I unveil our platform’s latest enhancements empowering advisor growth across the industry!

🎙️It was a pleasure speaking alongside Arlene Donley Moss (she/her/hers) & Ashleigh Boone as we explored the crucial role of data in client conversations.

The path to 5000 for the S&P 500.

AI enhances market caps

“At YCharts, I build future thinking into our processes with a simple planning formula.”

I'm honored to be featured in らら's latest article underscoring the role of agility in leadership & leading your company with confidence. #CEOInsights

Read more: llrpartners.com/growth-bit/piv…

As my grandpa always said, 'The first trillion in market cap. is always the hardest'

I am thrilled to be attending Fin. Svcs. Institute's 2024 OneVoice Conference alongside our very own CRO, John Vander Vennet!

Connect with us and discover what’s on the horizon for YCharts🚀 #OneVoice2024

Where's the pop?

A good day to work on my indoor honey-do list.

First sunrise of 2024 from Tulum. Happy New Year!

Go Irish! ⁦Notre Dame Football⁩ ⁦Marcus Freeman⁩ #goirish

Some really good stuff here. No charge. Enjoy.