Nudge Nudge Gentle Nudge from Jim Munchbach at BayRock Financial. Do we need to meet to update your financial plan? Is it time for an investment review? Is there something on our To-Do List that needs attention? I’m available whenever you’re ready to meet. To grab a spot on my Calendar – CLICK HERE! Login […]

Financial Advisor Trust Training is primarily for Young Financial Advisors because older advisors find it very difficult to learn new skills. We’ve all heard that “you can’t teach an old dog new tricks” but old dogs Salty Advisors can easily teach new dogs old tricks.

Investment scams target investors by promising quick, guaranteed returns. Although “investment sales pitches” vary, using fraudulent cryptocurrency investment opportunities to entice targets is a common approach.

Lawyer Planning Specialist says In just the first 10 years out of law school, young lawyers need to figure out how much to save, invest and spend plus how to repay their student loans, buy a home, start a family, and prepare for partnership.

SALTY Advisor Podcast Launching Soon! SALTY Advisor Podcast will launch later this summer but first we have to get the show published in iTunes, Stitcher, Amazon Music, Spotify, and everywhere podcasts are played. Watch Video For Financial Advisors Only Maybe you’ve heard of the Missional Money Podcast where we help individual investors, families, and business