TruClarity

01/13/2023

Tomorrow is National Dress Up Your Pet Day! Yes, that’s a real thing and we’re sending you into the weekend with some inspiration. Pictured:
🐩 Alice ready for her closeup (submitted by Edwin Fermin)
🐕 Captain curled up on the couch (submitted by Travis Johnson)
😺 Lily in her pajamas (submitted by Tyler Smith)
😻 Sonny celebrating the holidays in style (submitted by Alexis Franco)
🐶Vader and Zelda in vibrant hues (submitted by Liz Tarnof)
🦇 Zoe as Bat Girl (submitted by Pam Stross)

01/13/2023

Our offices will be closed on Monday, January 16 in observance of Martin Luther King, Jr. Day.

01/12/2023

The Mission Financial Group treats clients like family, and we are so proud to partner with them and help support their operations in the independent space. Today, the Mission team is celebrating 2 years of independence. Congratulations Nick, Clifton and team on this milestone. Here's to another year!

01/09/2023

Let’s get after it.

01/05/2023

Podcast Edition: When Pam Stross began her career in financial services over 40 years ago, things were quite different. “To say that it was ultra conservative would be a major understatement.”
➡️ Ladies wore hose, dresses, and heels. No slacks.
➡️ There were no females with President in their title, not even Vice President.
➡️ "I was told that women could not be lenders."

“I was so green at the time. I was 18 years old. I didn’t even know there was such thing as a glass ceiling.”

Pam shares stories from formative years including her first banking interview where she was told there would be no room for growth. Despite obstacles along the way, Pam has served in c-suite roles in the banking industry, owned a small business, worked as the CFO at a family office, and currently serves as President/CEO of TruClarity.

Pam’s words of advice:
💪Believe that you deserve a seat at the table. It’s not that you’re entitled to the seat—you have to dig in, learn, and make yourself valuable—but you do deserve a seat.
🌱As you grow, pay it forward. Do what you can to make sure the generation behind you gets equal or better opportunities.
🧠Get out there and learn!

Listen in to Pam’s 2021 interview with Christine Shaw on Her Success Matters: https://bit.ly/3ikHkgD

01/03/2023

Advisors’ main reasons for wanting to leave a wirehouse according to a recent report from Cerulli Associates:
- Inadequate staffing support
- Compensation changes
- Minimums on new clients

Financial Advisor IQ shares more: https://bit.ly/3WX3zrQ

12/30/2022

Happy New Year! Have a safe and fun holiday. Our offices will be closed on Monday, January 2 in observance of New Year’s Day.

12/29/2022

What it’s like to work with TruClarity:
🤝 We are your partners.
We work as a team, with you, our colleagues and other professionals, to consistently anticipate, enlighten and execute so you feel confident in your decisions and their outcomes.

💬 We see accessing information as a two-way exchange.
We not only share information with you but also seek it. We join all key transition planning meetings to ensure we have exposure to the full picture.

👉 We work from the person to the practice.
We rely on a clear understanding of your vision, values and situation to make your journey work for you.

Learn more about our approach: https://bit.ly/3VxgiA7

12/23/2022

Happy Holidays to you and yours. Our offices will be closed on Monday, December 26 and Monday, January 2.

12/20/2022

Wealth Management’s picks for the 12 best business books of 2022 for financial advisors. What would you add to the list?

✔️How to Invest: Masters on the Craft
✔️The Man Who Broke Capitalism: How Jack Welch Gutted the Heartland and Crushed the Soul of Corporate America
✔️Quit: The Power of Knowing When to Walk Away
✔️Making Numbers Count: The Art and Science of Communicating Numbers
✔️George Soros: A Life in Full
✔️Bully Market: My Story of Money and Misogyny at Goldman Sachs
✔️Holding the Calm: The Secret to Resolving Conflict and Defusing Tension
✔️21st Century Monetary Policy: The Federal Reserve from the Great Inflation to COVID-19
✔️Leadership Two Words at a Time: Simple Truths for Leading Complicated People
✔️Trust (a novel)
✔️A Brief History of Equality
✔️Where the Money Is: Value Investing in the Digital Age

More about these books:

From books on leadership and conflict management to a novel about finance, WealthManagement.com presents the best books of 2022 for financial advisors.

12/18/2022

Chag Sameach! Wishing you a season filled with love and light.

12/15/2022

There is nothing like that break day feeling. We’re taking a trip back in time with photos from the Gutierrez Wealth Advisory launch earlier this year.