In this month’s edition of Disruption Blueprint, we’re equipping you with powerful tools and timely insights to fuel your growth.
What’s Inside:
📈Help Turn Your LinkedIn Profile Into a Client Magnet With Our New Guide
📊 Unpack the Jobs Report in Rick’s Latest Market Commentary
🎉 Learn How to Host Events That Clients Rave About
🔁 Explore 5 Key Client Retention Strategies to Build Loyalty
With high-net-worth investors, business owners, and COIs actively engaging on LinkedIn, Advisors who show up strategically are the ones staying visible, relevant, and top of mind.
This guide gives you the tools to stand out, connect with the people who matter most, and help turn LinkedIn into a consistent source of new opportunities for your business.
In this episode, President & Chief Investment Officer Rick Wedell covers:
- Why July’s 73,000 new jobs number sparked concern
- The Fed’s continued focus on unemployment vs. job creation
- How earnings season is quietly beating expectations
- What rising tariffs could mean for inflation
Rick’s perspective? While the jobs number grabbed headlines, the broader outlook remains steady, and the market’s reaction may have been more emotion than fundamentals.
Game Film with Dr. J:
Scaling Impact: Ben Cruikshank’s Playbook for Advisor Innovation
The Human Side of Money:
How to Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy
