Internal Sales
North Central Region
Colette Beaumont
Internal Sales
North Central Region
Colette Beaumont
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50
States
visited
This is Going to End Badly,
Bro
Despite my unfairly given nickname, “Doomsday Dan,” we have never been known to be part of the “this is going to end badly” crowd.
Not so Efficient
Frontier
Financial advisors typically start their initial investment conversation by determining the client’s comfort level with risk.
From Turtle to ETF:
Managed Futures Overview
What started as a friendly debate between two successful traders turned into a challenge that aimed to settle…
Not all Momentum
is the Same
When it comes to investing, momentum is the velocity of price change over time. Money managers may use momentum to identify…
Choosing to be
Different
“Be yourself; everyone else is already taken.” That’s good advice but sometimes it’s hard to follow, especially… on Wall Street.
Not so Fast:
The Pitfalls of Buffer ETFs
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023.
Colette works with financial advisors to take their businesses to the next level by enhancing the advisor-client relationship. She provides insight and direction to advisors in the areas of business strategy and planning, operational efficiency, client experience, and portfolio construction.
Colette enjoys traveling with her husband to see her two kids play competitive basketball.
- Basketball 100%
- Outdoor activities 95%
- Cooking 75%
CONNECT WITH ME!
Book a Meeting
@colette-beaumont