The Bull-Time Investor

著者： Financial Partners Inc.
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  • サマリー

  • Everybody's money is different! What you want or need your money to do is entirely unique to your situation. The Bull-Time Investor understands that fundamental truth. Cory, Scott, and Adam talk about their processes as wealth advisors, the intricacies of the market, and try to break-down some tough concepts.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    Pareto Systems is not affiliated with Financial Partners or LPL Financial.

    IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
    Financial Partners, Inc. & Momentum Marketing Consultants 2024
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あらすじ・解説

Everybody's money is different! What you want or need your money to do is entirely unique to your situation. The Bull-Time Investor understands that fundamental truth. Cory, Scott, and Adam talk about their processes as wealth advisors, the intricacies of the market, and try to break-down some tough concepts.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Pareto Systems is not affiliated with Financial Partners or LPL Financial.

IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Financial Partners, Inc. & Momentum Marketing Consultants 2024
続きを読む 一部表示
エピソード
  • Is Financial Planning the most important step in our process?

    Is Financial Planning the most important step in our process?
    2024/12/30

    Cory Scott & Adam are honed in on Financial Planning today, why is it important and how does it shape our process? There's a reason it all starts with talking to our clients.

    Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.

    IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
    続きを読む 一部表示
    12 分
  • How we interact with our clients, and why it matters.

    How we interact with our clients, and why it matters.
    2024/12/16

    In this episode we have 2 special guests that from our team that do a ton for every client we have. Without Destinee Chupp and Tracie Dygert and their work we wouldn't be complete, this episode we get some of their expertise.

    Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.

    IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
    続きを読む 一部表示
    12 分
  • Part 2 - The Bull-Time Process; Featuring Mike Cy with Pareto Systems

    Part 2 - The Bull-Time Process; Featuring Mike Cy with Pareto Systems
    2024/12/04

    We made Cy stick around for another episode to round out the discussion of the "sounding board" process, and beyond. Asset maps, keeping client meetings fun, as well as constantly evaluating and improving the process itself.

    Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.

    IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
    続きを読む 一部表示
    20 分

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