Welcome back to Disruption Blueprint. New season, new playbook. As back-to-school season begins, here’s your game plan for growth and innovation.
What’s Inside:
🚀 Stop Chasing Leads & Fill Your Calendar With Ideal Client Conversations
📊 From the UK to the Fed: What’s Moving Markets This Week
⚡ 12 AI Hacks to Save You Hours & Grow Your Business
🔑 Learn the Simple 5C Framework to Guide Clients Through Transition
You didn’t become an Advisor just to chase leads. You set out to build a business aligned with your values and vision. Too often, inconsistent marketing and outdated tools stand in the way, slowing growth and missing opportunities. This quick guide shares seven practical strategies to help you attract the right prospects and move closer to building your dream business with purpose.
Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!
Here’s what’s driving global and domestic markets as we kick off September:
- The S&P 500 is up 9.1% YTD, despite a recent pullback tied to overseas markets.
- UK debt concerns push 30-year bond yields to levels not seen since 1998
- U.S. 10-year yields dip to 4.27%, near yearly lows, signaling investor confidence
- Unemployment steady at 4.2%, but job creation is slowing
- Why the Fed is widely expected to cut rates by 25 bps in September, with limited easing beyond that
If you’re keeping an eye on global headlines, interest rates, or the Fed’s next move, this week’s commentary helps put the pieces together.
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12 AI Use Cases for Advisors to Drive Growth & Reclaim Time
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