Thumbnail Image Name (uploaded in stored files) | Title | Button Description | Video Link |
Clean _Tech_TD_Interview.PNG | TD Ameritrade Interview- Clean Tech | Click Here | https://tdameritradenetwork.com/video/rB4A-HeBFeiBd4bYqJYCAA |
Perfect_Storm_TD_Interview.PNG | TD Ameritrade Interview- Perfect Storm | Click Here | https://tdameritradenetwork.com/video/rB4A-HmOF5WBeZBOrXYAVQ |
Trade_Talks_2_1_22_ver2.png | NASDAQ Trade Talks- Interview New Parent Planning Pyramid | Click Here | https://youtu.be/dfyfNIybScw |
401k_Dos_and_Donts_NASDAQ_Live.jpg | NASDAQ Live- 401(k) Do's & Dont's | Click Here | https://youtu.be/T85R9e4WVn4 |
Market_Evolution_TD_Interview.PNG | TD Ameritrade Interview- Market Evolution | Click Here | https://tdameritradenetwork.com/video/rB4A-HuCEHKBe4RiSe8BKw |
Article Thumbnail Image Name (uploaded in stored files) | Article Title | Description | Button Title | Link |
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Proactive comms can keep jittery clients from blowing up inboxes during market turns |
Matthew Spradlin shares why communication during bouts of volatility are critical to healthy relationships. | Read More | https://www.financial-planning.com/news/proactive-communication-during-market-downturns-can-ease-nervous-clients |
WSJ.png | 5 Pros Offer Their Top Year-End Financial Tips | Matthew Spradlin discusses end of year tax planning strategies for 529s and business owners. | Read More | https://www.barrons.com/articles/year-end-money-moves-to-make-now-according-to-financial-advisors-4ff1e3e1 |
Ad Perspectives.png | Beware of Stealth Tax Increases in SECURE 2.0 | Matthew Spradlin delves into the tax impact from Secure Act 2.0 | Read More | https://www.advisorperspectives.com/articles/2023/02/20/beware-of-stealth-tax-increases-in-secure-2-0 |
Barrons.png | How Secure 2.0 is changing retirement planning. Big takeaways from top pros. | Matthew Spradlin shares his insights on Secure Act 2.0 and its impacts on the small business owner. | Read More | https://www.barrons.com/advisor/articles/how-secure-2-0-is-changing-retirement-planning-big-takeaways-from-top-pros-51674073847 |
One_of_a_Kind_Client_Experience_Financial_Advisor_IQ.png | Social Media is a 'Win Win' | Matthew Spradlin discusses how their team utilizes Social Media to stay in close contact with both current, and prospective families they serve, as well. | Read More | https://www.financialadvisoriq.com/c/3748144/484634/weigh_social_media?referrer_module=issueHeadline&module_order=3 |
One_of_a_Kind_Client_Experience_Financial_Advisor_IQ.png | Creating a One of Kind Client Experience | Matthew Spradlin describes ways in which his Private Wealth practice creates one of a kind relationships with the families they serve. | Read More | https://www.financialadvisoriq.com/c/3205794/405144/personal_tips_creating_kind_client_experience_scale |
Advisor_Perspectives_Jan_22.png | Ten New Year's Financial Resolutions Clients Can Keep | Matthew Spradlin shares his top 10 financial resolutions. | Read More |
https://www.advisorperspectives.com/articles/2022/01/25/ten-new-years-financial-resolutions-clients-can-keep |