Are You Using Trust-Based Languaging?

Published on July 1, 2025

The words you use are not just tools for communication; they’re signals. Signals that tell your prospects whether you’re someone they can trust or someone they should avoid.

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14 Investment Must Reads for This Week (July 1, 2025)

July 1, 2025
More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire. Despite the recent rush to private markets, venture capital has struggled compared to other asset classes, according to PitchBook. These are among the investment must-reads we found this week for financial advisors.

Gas Prices See Steepest Fall in 2 Months

July 1, 2025
Gas prices saw their steepest decline in nearly two months last week. As of June 30th, the price of regular and premium gas were each down 5 cents from the previous week.