Archive | May 2017

Tech.

Update for Financial Services and other Professionals.#ufscnet

#ufscorg

See you at the UFSC Annual Summit in July 2017- Kansas City.

http://www.wealthmanagement.com/technology/ten-cybersecurity-best-practices-wealth-managers-and-fintech?NL=WM-27&Issue=WM-27_20170530_WM-27_914&sfvc4enews=42&cl=article_1_2&utm_rid=CPG09000002838500&utm_campaign=9618&utm_medium=email&elq2=7832ee5e7efd4a34ad784afbfe98f087

Advantage

Business update at Walnut Creek Chamber of Commerce. Discussed Bay Area and Central Coast MSAs.#wblendingsolutions

wblendingsolutions.com

Quicksand

Feel that quicksand around your feet?What are you going to do about it?https://www.facebook.com/nbcnightlynews/videos/10155471727543689/

#wblendingsolutions

“It’s always too early to quit.” –Norman Vincent Peale
https://www.wblendingsolutions.com/events

Think.

…Let this play… disagree/ agree with comments? #ufscnet

#ufscorg

https://youtu.be/YEVeibF5S6o

TBT

Throwback Thursdays… https://youtu.be/sFitv47P884#ufsc

#ufscnet

#ufscorg

SEC

A great topic to discuss with our business teams and friends. The new securities and Exchange Commission Chairmans history, his new responsibilities, multi trillion dollar scope of the SEC activity, possible effects on investment portfolios and communities of color…
I think “he will be easy” on Wall Street IMO. Personally, I will also be interested in how he is with OMWI and Main Street… 
https://www.complianceweek.com/blogs/the-filing-cabinet/clayton-confirmed-as-sec-chairman#.WRq5wIFlDYU

#wblendingsolutions

wblendingsolutions