AdvisorListen.com

AdvisorListen.com

@advisorlisten.bsky.social

9 followers34 following67 posts

A new Listen Extra from AdvisorListen. Eighty-four trillion dollars is on the move. The Great Wealth Transfer is the fifth such wave the advisor profession has lived through. The dialect changes every decade. The work is identical. Most of the consulting decks are selling the wrong remedy. 🧵

“The advisor who tries to author the estate plan is the advisor who gets sued. The advisor who learns to convene, audit, match, and translate keeps the family across three generations.” Four conversations. Most advisors do three of them badly and skip the fourth.

A new Listen Extra from AdvisorListen. Eighty-four trillion dollars is on the move. The Great Wealth Transfer is the fifth such wave the advisor profession has lived through. The dialect changes every decade. The work is identical. Most of the consulting decks are selling the wrong remedy. 🧵

Draft: The "Gen Z" label isn't the problem — the taxonomy is. A 45-yr-old career switcher needs advice closer to a 25-yr-old first-jobber than to his own peers. Life stage beats birth year. For advisors: what you sort for shapes what you notice.

The show was later canceled. We had T-Shirts printed up with the source code that when compiled could decrypt a DVD. Just ownership of the code was equal to being caught with a Stinger Missle. We were the OGs then and still now. My "Wing Man" (Dr. Eric Lewis, DVD) passed away from Covid in 2021.

Post 6 of 6 These races survived decades of ownership changes, format shifts, and the slow death of small-town speedways across the South. 62 years in, the Alabama 200 still draws 40+ Pro Late Models chasing $10,000 and a wooden bear. Some things just endure. 🐻🏁 #HuntForTheBear

Post 5 of 6 Two hours south in Kinston, AL sits South Alabama Speedway - home of The Rattler. Built as a half-mile oval, measured wrong, turned out to be 4/10 mile. Didn’t matter. When the Rattler 100 came back in 1984, 7,500 fans showed up. Another 1,500 got turned away.

Post 4 of 6 Famous winners of the Alabama 200 “Hunt for the Bear”: 🏁 Richard Petty 🏁 Bobby Allison 🏁 Donnie Allison 🏁 Neil Bonnett 🏁 Red Farmer 🏁 Chase Elliott (2013 AND 2015) 🏁 Augie Grill (5 wins, “Mr. Montgomery”) Chase Elliott won it before he ever won a Cup race. That bear trophy was legit.

Post 3 of 6 The Alabama Gang got their roots here. Bobby and Donnie Allison raced Montgomery regularly. They eventually talked their Florida buddy Red Farmer into coming along, lured by the payouts. That’s basically the origin story of one of NASCAR’s most famous crews, told on a half-mile AL oval.

Post 2 of 6 The track opened as dirt in 1953, paved in 1956. It hosted actual NASCAR Grand National Cup Series races. Richard Petty won there in 1967. Bobby Allison in 1968. This wasn’t a backwater bullring — it was a legitimate stop on the national circuit.

Post 1 of 6 🐻 The Alabama 200 at Montgomery Motor Speedway has been running since 1960. 62 editions. One hand-carved bear trophy. And a winner’s list that reads like a NASCAR Hall of Fame ballot. Thread incoming. 🏁

We monitor Reddit, Bluesky, and 50+ sources daily – surfacing what insurance producers and financial advisors actually need to know. Built by a veteran who saw .com coming. Subscribe: AdvisorListen.com #insurtech #fintech #NAIFA #AdvisorListen

advisorlisten.comAdvisorListen — Social Intelligence for Financial AdvisorsYour clients are talking on Reddit, Bluesky, and Google. AdvisorListen turns those conversations into daily intelligence briefs for financial advisors and insurance producers.

That chaos? It found your clients. Predatory ads. Misinformation. Algorithm-driven panic. The internet I warned about in 1991 is now inside every inbox your policyholders open. AdvisorListen exists because someone has to watch the noise so you can focus on the people.

I became a civilian, then a Professional Member of the ACM. Bucket list item: ACM Distinguished Member – not for being the smartest in the room, but for 30+ years of actually living the Code of Ethics while everyone else monetized the chaos I predicted.

9 days later I missed my weigh-in by exactly 1 pound. I was inducted into the USAF Fatboy Club – the lowest-ranking officer (O-1) ever admitted. They had to add a new sign-in page for ranks below O-3. Just for my name. One pound. One page. One legend. 🫡

We were .mil. The plumbing was .net. The utopians were .edu. Then .com showed up. I turned to my sergeant and said: “The White Man is coming. He’s bringing barbed wire, lawyers, and eventually a CAPTCHA your grandmother can’t solve.” I was right.

I left the USAF 9 days after someone asked me to add “.com” to the main DNS servers. I asked: “What does .com mean?” “Commercial.” “Does this mean civilians will be on the internet?” That was the day I knew everything was about to go sideways. 🧵