Protective Asset Protection’s Post

The growth continues

We reviewed AJ Bell's Dodl. We don't think it has a bright future, unless the fees drop. Our take: If you’re just starting to pedal into the world of investing with small stakes, Dodl could be your ride partner, all while drafting behind its big bro, the Tier 1 brokerage powerhouse, AJBell. But while AJBell rides a well-marked route, Dodl seems like a cyclist without a GPS. And let’s be real—no other broker in the peloton charges a 0.15% custody fee. That’s like breaking away from the pack, but in the wrong direction! Assessment: The absolute score comes out at 3.6, helped by backing of AJ Bell. The relative category score is lower at 3.4, as fees are very important for low-cost broker clients.

Please see below my views on the evolution of the legacy market as Chairman of IRLA.

The most recent SCRS Open Board Meeting focused on positive changes, commitments and connections. Catch up on the details on page 20 of Hammer & Dolly. https://lnkd.in/e756_7qF #commitment #connection #change #collisionindustry #repairers Washington Metropolitan Auto Body Association Society of Collision Repair Specialists (SCRS) Aaron Schulenburg Andy Tylka Danny Gredinberg Josh McFarlin Andrew B. Alana Quartuccio

From the wise words of Leonard Skynard…”Sweet Home Alabama.” Alabama is quickly becoming a self storage gem in The United States. Another closing for Spartan Investment Group. Congratulations to every Spartan who participated in this outstanding deal. This one had some nuances and proved to be an amazing closing and transitions effort. Don’t miss out on what the Spartans are doing, and how to become one yourself. #selfstorageinvesting #selfstorage #passiveincome #alternativeinvestments #realestate #realestateinvestment

Multiple choice question: I was at the NYSE yesterday with Dan Petersen, CMT, CAIA and Douglas Yones ChFC®, CETF®, Jamie Patturelli, and Hannah Sisk to: a) Bust out of the office on a beautiful spring day b) Get travel tips from the NYSE team c) Watch Dan film video for an upcoming spotlight on $HFXI for #ExchangeETF  d) All of the above #etf #etfs #thehomeofetfs 

Summer has arrived, and we're looking forward to some of our favorite ways to catch rays. Happy first day of summer from LRVS Advisory Group! How are you spending yours? #LRVS #LRVSAdvisory #BostonMA #WealthManagement #InvestmentManagement #WealthAdvisors #FinancialPlanning #RetirementPlanning #CompanyBenefitsPlanning #YourFamilyCFO #FirstDayOfSummer #HelloSummer #SummerIsHere

🌟 Empowering Change: My Journey to Gallagher and the Healthcare Revolution 🚀 TLDR: Reach out to me to see how we can use data to facilitate better employee health and well-being, while saving you $$$$! Embarking on a career with Gallagher isn't just a professional choice; it's the realization of a deeply personal mission forged through my experiences in human capital management, healthcare advocacy, and the transformative power of data and analytics. The catalyst for my commitment to healthcare transformation traces back to a pivotal moment – my brother's diagnosis with Leukemia at the age of 6. Witnessing the intricate workings of the American healthcare system, I have been both fascinated and horrified. The prevailing focus on treatment rather than personalized prevention, which can and will be reversed, became the spark that ignited my determination to be a catalyst for change. Choosing the path of an employee benefits broker was deliberate – an acknowledgment that without health, productivity falters, and the healthcare industry is ripe for a transformative overhaul. The convergence of sensible laws and comprehensive datasets presents an unprecedented opportunity for change, yet many remain unaware or hesitant to embrace new data-driven approaches. The healthcare industry is one of the most unaccountable industries in America, but transparency holds the power to transform it. Enter Gallagher – an unparalleled force in service, resources, and expertise, poised to tackle health and risk management comprehensively. Joining forces with Gallagher means aligning with a partner that empowers employers to holistically enhance the well-being of their organizations and bottom line. We put the data and power back in your hands, so you can take the steps to create benefit programs that make you shine as a destination employer. Economically speaking, the only path to reshaping healthcare lies in altering our demands, and the collective voice of employer benefits programs and contracts serves as that demand. Armed with data, we can challenge and redefine contracts at the consumer level, directly influencing the shift in healthcare delivery models. If you're tired of being taken advantage of during healthcare renewals, let's take action together. Reach out to me, and let's spearhead the change necessary to secure the rates and plans you and your workforce truly deserve. It's time to reshape the narrative and usher in a new era of healthcare advocacy. 💪🌐 #HealthcareRevolution #DataDrivenApproaches #Gallagherbetterworks #Employeebenfits #transparency

🌟Employee Appreciation: More Than Just a Day! 🌟 Your team members are the heart of your success, so authentic recognition goes beyond just a day – it's a daily effort that strengthens trust in your workplace culture. Want to be more authentic and impactful when showing you value your teams? ·        Avoid inauthentic praise, be genuine. ·        Specific feedback matters. Try for detailed praise like, “Your report was elevated and very thorough!” ·        Be Purposeful: Link recognition to key job functions or organizational goals. Make it meaningful. ·        Each employee prefers to be recognized in different ways so personalize your approach. Get to know your employees. What motivates them? Extra Time off? Flexible work arrangement? Recognition in meetings or growth opportunities? ·        Combine words with action. Think promotions, opportunities, or tangible rewards. While we thank our teams today, consider how you incorporate these tools and authentic appreciation gestures throughout the year. You'll be glad you did! #EmployeeAppreciation #WorkplaceCulture 💼👏#lbmc #authenticitymatters #Bestemployees #heartofbusiness #thankyouteam

Our winning formula in action!