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2023 Recap
Manage episode 393230291 series 3047398
Phillip Ramsey and Uncommon Wealth Partners द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Phillip Ramsey and Uncommon Wealth Partners या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
2023 was a year of challenges and growth. In this episode, we look back at some of our significant changes, including the transition from using money managers to managing our clients' money ourselves, and the benefits of this approach. We also talk about the importance of being adaptable and constantly learning in the financial industry.
Plus, the value of taking the emotion out of investing and following a strategic, long-term approach and the impact of the TD Ameritrade and Charles Schwab merger on our clients.
Lots to digest and use to make 2024 even better, we hope you enjoy the discussion. What lessons are you taking with you into this new year?
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