Wealth Management Experience - WMX - by Matt Curran
Matt CurranWMX is for ambitious financial advisors and wealth-management leaders who want to become better advisors, build better teams, grow better businesses, and make better career and business decisions.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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Wealth Management Experience
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“People take four courses in economics, go to business school, have all these I.Q. points, and write all these essays, but they can’t synthesize worth a damn.”
— Charlie Munger
Wealth management consulting and recruiting is...
WMX Weekly Playbook
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I eat and sleep this business. Here are my thoughts for you to have the most effective week. Thank you for reading. Good luck!
Quote of the Week
“The strength of the team is each individual member. The strength of...
The Model for Advisors Who Want More Control - Without Rebuilding an Entire Firm
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A close-up look at an affiliation structure designed to let experienced advisors own their practice, keep more control over how they operate, and choose how much of the infrastructure they want to manage themselves.
For many...
WMX Weekly Playbook
Quote of the Week
“This report, by its very length, defends itself against the risk of being read.” Winston Churchill
I have a confession to start us off.
I say “long story short” all the time. It’s one of my go-to lines. And most of...
WMX Weekly Playbook
This week’s edition in eight lines:
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The theme is time: the choices that pay-off most often look worse in year one but only afterwards can you connect all the dots.
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Transition insight: the upfront check is loud. The back end, the...
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
I write about topics that matter to wealth management teams - with my perspective after 25+ years in the industry coaching hundreds of advisors.
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