‘It’s the Ultimate Reset’: How Lockdown Can Improve UK and US Financial Planning
In the third and final part of their US and UK financial planning discussion, “‘It’s the ultimate reset’: How lockdown can improve UK and US financial planning,” CityWire leads a group of top advisors to take a look at what firms might learn from the lockdown and how they might come out of it stronger. […]
US and UK Advisors Find Reasons for Optimism Amid the Crisis
In part two of our transatlantic discussion, “US and UK advisors find reasons for optimism amid the crisis,” CityWire podcast looks at how financial planners in the UK and US are still engaging with their clients, and how technology is being used to offer the best service possible in an otherwise testing moment. Tony D’Amico, […]
Transatlantic Leaders: Watch Our Cover Stars Share Tips with Us IFAS
In this first podcast in a series of three titled, “Transatlantic leaders: watch our cover stars share tips with US IFAs,” hosted by Ian Horne of Citywire, Tony D’Amico stressed importance of calm, unwavering leadership in the time of COVID-19. Tony also said he took immediate steps with client communication when they transitioned to working […]
Fox8 Cleveland Interviewed Tony D’amico of Fidato Wealth on the Cares Act
Tony D’Amico, CFP®, Founder and Managing Partner of Fidato Wealth, joins Fox 8 News Cleveland’s Natalie Herbick on a Facebook Live stream to discuss the CARES Act Stimulus package, as well as what tax credits individuals can receive, unemployment questions, details on forgivable loans and more.
Don’t Leap Before You Look
THE POWERFUL BENEFITS OF THOUGHTFUL ACTION When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward. These reflexively gut-driven responses are often rewarded by our culture, which praises the “fast-acting do-er” who “gets the job done” or “puts out fires.” Trouble […]
