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Is your company struggling to grab advisor attention? Wealthtech Evangelist Diana Cabrices is the new host of Advisor Speed Demos! ?? Learn how we can help grow your brand in the advisor community: https://lnkd.in/g2bJSx_T #advisorspeeddemos

Resilient Advisor is partnering with fpPathfinder again this year to bring Financial Advisors complementary quarterly planning guides. ?? Start the Year Strong with fpPathfinder's Q1 Guide! The beginning of the year is the perfect time to connect with your clients and highlight meaningful planning opportunities. Are you using your First Quarter Guide from fpPathfinder yet? If not, now’s the time to get started! Michael Lecours, CFP? explains in this video. This quarter’s free checklist helps you engage clients with key questions like: ?? Does a New Year’s resolution impact their financial goals? ?? Are they hitting important age milestones, such as RMDs? ?? Did they receive a year-end bonus, and how can you help them save wisely? ?? Starting these conversations early in the year can make a significant difference in your client relationships and their financial outcomes. ?? Download your free guide today and see how fpPathfinder can help streamline your planning process: https://lnkd.in/eRsm4HXc #FinancialPlanning #ResilientAdvisor #FPPathfinder #ClientEngagement?

Learn more about the Hennessy Cornerstone Mid Cap 30 Fund, a top-performing strategy that uses a transparent, consistent, disciplined approach to identify undervalued mid and small-cap companies. Portfolio Managers Ryan Kelley, CFA and L. Joshua Wein, CAIA explain their time-tested formula and discuss why it consistently outperforms the market. This video explores the fund's investment philosophy, portfolio construction process, and recent performance and rebalance — including our: - Simple yet effective formula that focuses on price-to-sales, earnings growth, and momentum. - Concentrated portfolio of 30 undervalued mid and small-cap companies. - Disciplined approach that removes emotion from investing. #hennessyfunds #ViewpointsbyHennessy #investing Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end, and standardized performance can be obtained by viewing the fact sheet. Morningstar ranked HIMDX in the top 1% over the 1, 3, 5, and 10 years, among 475, 446, 420, and 326 Funds respectively in the Morningstar Small Value Category as of 9/30/24 based on total returns. The highest percentile rank is 1 and the lowest is 100. Past performance does not guarantee future results. https://lnkd.in/gtQ9Ub6G

Lawrence McDonald on the prospects of another lost decade for stocks and the problem with these extreme market valuations. ?? From a recent interview on the Resilient Advisor. ?? Check out Larry's The Bear Traps Report: https://lnkd.in/eDvGhPY5 ?? Grab a copy of Larry's new book: https://lnkd.in/eFQDSNAU

Tune in today at 2pm ET, to learn more about our Cornerstone Mid Cap 30 Fund: -Simple yet effective formula that focuses on price-to-sales, earnings growth, and momentum. -Concentrated portfolio of 30 undervalued mid and small-cap companies. -Disciplined approach that removes emotion from investing. https://lnkd.in/gRH3chGF #hennessyfunds #ViewpointsbyHennessy #investing

On this episode of Resilient Advisor, I sat down with Larry McDonald, author of How to Speak When Markets Listen, for a powerful conversation on the challenges and opportunities facing investors today. We explore the future of the U.S. currency, extreme equity valuations, and the critical role of 52-week highs and lows in portfolio management. Larry’s unique insights offer valuable guidance for navigating today’s volatile markets. Plus, we discuss Larry’s latest book and his approach to understanding market signals. About Larry: The Bear Traps Report, created in 2009 by NY Times bestselling author Larry McDonald, now has over 1000 subscribers worldwide enjoying a political-risk overview across all asset classes. His book - "A Colossal Failure of Common Sense" - just ranked top 20 all time by the CFA Institute, featured in Netflix Academy Award Winner - "Inside Job." Larry has been a CNBC Contributor since 2013. Check out Larry's Bear Traps Report: https://lnkd.in/eDvGhPY5 Grab a copy of Larry's new book: https://lnkd.in/eFQDSNAU #Investing #Podcast #ResilientAdvisor #LarryMcDonald #MarketTrends

Jesse Livermore was one of the best traders to ever live...and one of the first people to master Behavioral Finance. Joshua Brown explains in this clip from a recent interview. Grab a copy of Josh's new book: https://lnkd.in/ec5PBaDV #investing #trading

Last call to register for #AdviceTechLIVE! (Pssst, it’s free!) We’re always proud to call Asset-Map a client, but that’s especially true this week. They know how to bring the #wealthtech community together like no one else, especially to benefit a good cause. For all our friends across #wealthmanagement and #fintech, click through below to learn more! You don’t want to miss this! H. Adam Holt, CFP?, ChFC? Alison Susko TJ Hill https://lnkd.in/ePAmvkmX

Takenari Okumura talks about the combination of higher growth potential and unique growth drivers that enable Japanese small cap stocks to perform well over time. These companies often receive less coverage from sell side analysts, creating market inefficiencies that savvy investors can exploit. Learn more in this short video. #Japan #SmallCaps #Investing #hennessyfunds #ViewpointsbyHennessy

Financial advisors-Just grab your registration now! www.AdviceTech.LIVE My vision in starting this five years ago was to host a party of our #fintech community and have each firm showcase what they’re building. No agenda other than to show off what’s new, and learn from industry leaders that most of us never hear from. We’d all pool our money to host the two day virtual show for free to advisors and donate the rest to a charity that fits into our shared values. It’s a lift-all-boats event so just register and join us for a great event! Recordings available only to registrants. www.AdviceTech.LIVE