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Something Good for the Month
October 2019
Thinkoutsidetheslide.com: Latest Annoying PowerPoint Survey Results Latest Memo from Howard Marks: Mysterious Bloomberg: How Do You Like We Now No Mercy / No Malice: MDMA… More
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William's Weekly Economic Recap
The Week of November 4 – November 8, 2019
William’s Weekly Economic Recapfor the Week of November 4 – November 8, 2019 (view as PDF)
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William's Weekly Economic Recap
The Week of October 28 – November 1, 2019
William’s Weekly Economic Recapfor the Week of October 28-November 1, 2019 (view as PDF)
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Partners in Prospecting
Don’t leave me this way: Getting results from your voicemails
When I first started at Caldwell, I was tasked with making several cold calls to Advisors that didn’t know about our firm. My biggest frustration… More
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William's Weekly Economic Recap
The Week of October 21 – October 25, 2019
William’s Weekly Economic Recapfor the Week of October 21-October 25, 2019 (view as PDF)
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Chatting The Charts
Infographic: Visual Capitalist
Part One of a five-part visual graphic series about the life and wisdom of Warren Buffett examining his achievements made through his decades of being… More
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William's Weekly Economic Recap
The Week of October 14 – October 18, 2019
William’s Weekly Economic Recapfor the Week of October 14-October 18, 2019 (view as PDF)
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William's Weekly Economic Recap
The Week of October 7 – October 11, 2019
William’s Weekly Economic Recapfor the Week of October 7-October 11, 2019 (view as PDF)
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Something Good for the Month
September 2019
The New Yorker: The Invention of Money Video: Morgan Housel on Behavioural Biases and Pitfalls at #IndiaInvConf 2019 CFA Institute – Enterprising Investor: How to… More
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William's Weekly Economic Recap
The Week of September 30-October 4, 2019
William’s Weekly Economic Recapfor the Week of September 30 – October 4, 2019 (view as PDF)
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William's Weekly Economic Recap
The Week of September 16-20, 2019
William’s Weekly Economic Recapfor the Week of September 16-20, 2019 (view as PDF)
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Partners in Prospecting
When your Prospect is “As Cold As Ice”
You’ve spent a few meetings probing and conducting a needs analysis. You’ve checked, double checked and triple checked to ensure your prospect is aligned with… More
