Free Willy Maze (@podRetired) header
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Former brand ambassador and podcast pioneer. Sports, travel, EV enthusiast.

Worldwide
Joined March 2014
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Free Willy Maze retweeted
Many financial advisors get paid on the basis of what they sell you. This is not unusual. If you don't like that, hire a fiduciary.
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“The rooster may crow, but the hen delivers the goods.” @laurenfosternyc on #gender differences in investing cfa.is/1CcpxqI
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Kicking off in 5 mins: Understanding Millennial Clients: 12 PM EDT w/ @jasonzweigwsj @millennial_inv bit.ly/1PCgi9l #InvestorsFirst
Free Willy Maze retweeted
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Free Willy Maze retweeted
Financial advisers want older clients with bigger accounts, but younger clients would help growth -- on.wsj.com/1F6Nkwr
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Why is money important to you? @laurenfosternyc on how author @behaviorgap unpacks this vital question. @CFAinstitute ow.ly/KQLYw
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Join @behaviorgap for a Twitter chat about his new book on 16 April, 12–1 pm EDT. Direct your questions to @CFAWealth. Follow w/ #CFAchat
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"Time for more women to be employed in executive roles in financial institutions" @JohnKayFT #CFAWomen ow.ly/KEnZ5
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Time's running out to save US$200 for the @CFAInstitute Women in Investment Management Conference 2-3 June cfa.is/cfawim15 #CFAWomen
Free Willy Maze retweeted
Top benefit of #advisors using #socialmedia - cogniz.at/1aQpnOu - Better communication with existing clients!
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Professional competence is the foundation for trust in private banking. #CFA @CFAinstitute hubbis.com/articles/pdf/1426…
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Why investors need a good understanding of geopolitics. New from @CFAResearchFndn buff.ly/1O4zO0b @DrPippaM
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Join CFASF for the next installment of the Wealth Management Series on April 9. ow.ly/KysiO @cfawealth
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Free Willy Maze retweeted
Do you know what the top concern is for most private wealth clients? Health care. cfa.is/1FAESpx via @laurenfosternyc
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Free Willy Maze retweeted
Juicy compilation of adviser news: fiduciary rules for brokers, HF scams, kids and $... on.wsj.com/1Eu0bY7 @WSJMoneyBeat @knoblet
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Free Willy Maze retweeted
An Advance in Portfolio Construction | Enterprising Investor lnkd.in/bY7R_3m
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Free Willy Maze retweeted
If you had the choice to earn $4K/month for life starting at 65 vs a lump sum of $800K at 65, which would you choose?bit.ly/1AOvOa0
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Replying to @SciencePorn
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