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The Inside ETFs Podcast: Brett Orvietos 2023 Investment Outlook [Video]

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After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients.

In this episode, Mark Bruno, managing director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance. 

Specifically, Mark and Brett discuss: 

  • The outlook for equities, fixed income and key investment sectors
  • How are advisors discussing the current market with clients
  • How to guide younger investors through their first downmarket
  • What role do ETFs play in helping to consolidate client portfolios after a wealth manager acquires another firm

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Digital Marketing

New on IFTTT: Google Forms [Video]

Google Forms is now on IFTTT! Connect Google Forms to 750+ digital tools and supercharge your form submissions. Some great places to start are: Connect Google Forms to Slack to notify team members of new submissions, connect Google Forms to Mailchimp to build your email audience, and connect Google Forms to trello to automate your project management. Learn more: https://ifttt.com/google_forms Join IFTTT: https://ifttt.com/join

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Digital Marketing

Agencies Talk with Carol Suzuki [Video]

DM President Mark de Grasse is here to eat donuts, kick butt, and chat about all things Agency or Digital… and he’s all out of donuts. This week we’re joined by none other than Carol Suzuki, founder of Enpowered LLC who will be chatting about how she helped a Cryotherapy business go from 0 to 50k MRR in 4 months with Google and Facebook ads and SEO. Tune in every Friday for Agencies Talk at DigitalMarketer.Com/Events