Posts by Peyton Petersen
Superior Services
CG Advisor Network helps you eliminate back-office, technology, and investment management burdens so you can spend your time where it really matters: serving your clients and growing your business. Continue Reading.
Read MoreIs Your Tech Stack Future-Proof?
At the heart of every financial advisory firm is the drive to help clients realize their ideal financial future. To accomplish this goal, today’s independent advisor takes on multiple roles within their firm: CEO, client services, financial planner, marketing expert, and tech support.This is as equally ambitious as it is unsustainable. Continue Reading.
Read MoreTurning Flexibility into Your Firm’s Biggest Driver of Growth
Today’s advisors are embracing business growth as more than just a means of increasing profits. Successfully scaling your business is a strategic move that unlocks a realm of opportunities, aligning advisors with dynamic markets and changing client needs. In a rapidly changing industry, the key to successful growth is the ability to be flexible. In…
Read MoreEconomic Research Report: The Fed is All Mixed Up
If the Federal Reserve were paying close attention to the money supply it would know that monetary policy is now tight. Through April, the narrow M1 measure of money has fallen for thirteen straight months. The broader M2 measure of money has dropped nine months in a row and is down 4.6% from a year…
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