Are You Delivering the Services Your Clients Want?
Away from the Noise
Jan and Hollis discuss recent CEG research highlighting the disconnects between the services clients expect to receive from their advisors, the services they believe they're receiving, and the services advisors believe they're delivering.
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The ABCs of Personal Finance
Away from the Noise
In this podcast, Jan and Hollis begin a segment using the alphabet to share the most important concepts in personal finance.
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Making Sense of Women's Financial Attitudes
Away from the Noise
In this podcast, Jan and Hollis discuss a recent study that explores the perspectives of women from various generations share regarding their financial confidence and concerns.
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Revisiting the 60/40 Portfolio
Away from the Noise
Jan and Hollis discuss the performance of the 60/40 portfolio a year after it experienced its worst year since 1937.
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Navigating Recession, the Fed, Inflation and Borrowing
Away from the Noise
Jeff Klingelhofer discusses when the recession may finally arrive, whether the Fed will tolerate inflation above its 2% target, and that surging government debt.
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Get Busy Living or Get Busy Dying
Away from the Noise
Remind your clients that their priorities will evolve as they age.
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Thornburg PM Josh Rubin on Frontier Markets News with Dan Keeler
Away from the Noise
Thornburg PM Josh Rubin joins Dan Keeler, founder of Frontier Markets News, for a stroll through key emerging and frontier markets regions. He digs into the impact of recent developments in China, investment opportunities in the Middle East, why Saudi Arabia appears to be tightening its friendships with a host of nations that are not considered exactly friendly to the West, and how a slight change in sentiment among global investors could tip off much greater changes in emerging markets.
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The World’s Best Investment Advice
Away from the Noise
In this podcast, Jan and Hollis discuss three of Jan’s most favorite investment ideas.
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Are you financially ready for your future?
Away from the Noise
Talking about finances can be very dry, boring, intimidating, or something we avoid altogether. On this special episode, Jan Blakeley Holman joins Amy Palmer to discuss this and more on an episode of The Modern Elderwoman Podcast.
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How To Transform Customers into Life-Long, Referral-Generating Clients
Away from the Noise
One of the most significant determinants of a small business’ success is the client experience.
info_outlineIf investment print and internet article headlines give you anxiety, you've come to the right place. In this podcast, Jan shares ideas that may prevent your blood pressure from spiking the next time you read an alarming headline. Plus, the debut of the Ask Jan segment.