FP Alpha’s Post

Our CEO, H. Adam Holt, was featured in WealthManagement.com for his insights on the $83 trillion generational wealth transfer during this year's Nitrogen Fearless Investing Summit! Check out the full video for his full thoughts on the topic 👇 https://hubs.li/Q02YQz6T0

Was a fun interview (and you can’t see it by what was cut out right Beth Rubinoff ?!) 🤪 Everyone please pay attention here.🫡 In two years you’re going to say either; 1. “I’m glad I heard that snippet by H. Adam in WealthManagement.com and took action!” or, 2. “Oh darn, I think I remember a video where Adam said something to this effect a few years back!” Which one are you? See our latest Relationship map tool that empowers this conversation with clients. #LeadWithAdvice Asset-Map

Greg Knoll, Adam Barsky, 𝐌𝐚𝐲𝐨𝐫 Xaykham Khamsyvoravong, and Rebecca E. Lilly will discuss key elements about “ESG-related challenges currently facing institutional investors, and how are they beginning to grapple with them?”    For more details or to register please visit, https://bit.ly/3SN3Gr4 or email info@opalgroup.net #opalgroupPFSE #ESG #Finance

Good ideas without an #economicengine are futile. Investors bet on your conviction and the value you propose to deliver. They look for a pathway to driving cash generation. Your fuel for this will be raw, unbridled passion and dogged determination to succeed. #foundersadvice #TMinsights

Recently finished "Richer Wiser Happier" by William Green which offers a refreshing take on personal finance and life fulfillment. Green's insights challenge traditional notions of success and wealth, emphasizing the importance of holistic well-being over material accumulation. However, I feel the authors distinctive insights are unearthed primarily a result of the relationships he develops with each investor over a longer duration, reaffirming to me how value compounds with time, not only with respect to returns but also with relationships. Time is the true test to see whether sincerity (or any other values) endure! Highly recommend for anyone studying behavioural habits of exemplary investors. #RicherWiserHappier #SustainableInvesting

Advisors, do you know your value driver? At the Nitrogen Fearless Investing Summit Aaron Klein delivered his Five Keys To Winning Wealth. Key 1 🔑 By understanding your value driver, advisors can focus on the client experience and building connections across generations, and unlock long-term business success. Catch the interview here: http://spr.ly/6049Q5uHH

In this video, Aaron Klein of Nitrogen shares transformative insights on redefining value in financial advising at the 2024 Nitrogen Fearless Investing Summit. Watch here: http://spr.ly/6049Q5uHH #WealthManagement

Michael Green One of the greatest thinkers around opens our eyes about the distortions caused by passive investing. i have great respect for him and his views. It is a video worth watching. #passiveinvesting #investing #indexfunds #michaelgreen

📊 Your financial success is our mission at Seifert Capital! Whether you're looking for high-yield properties or long-term investments, we provide the guidance and resources to make it happen. 🏘️💡 #RealEstateInvestments #SeifertCapital #SmartInvestments #PropertyInvestment #GrowYourWealth #RealEstateSuccess #InvestmentOpportunities

#ENVElevate: Understanding the unique needs of high-net-worth clients is crucial for financial advisors aiming to provide top-tier service. Phil Buchanan, Executive Chairman of Cannon Financial Institute, recently spoke with InvestmentNews anchor Gregg Greenberg about strategies for identifying these critical needs. W Watch the interview for expert insights on enhancing your wealth management approach. https://hubs.la/Q02Srdzj0 #WealthManagement #HighNetWorth #FinancialAdvisors #ClientService