Pamela Peña Serrano

CFP® Professional | Always Inspire Others and Love Fully |

[Pamela Peña Serrano @ItsPamelapena]

I know it has been a long time since I have posted but I wanted to update you with a big life change. #newbeginnings Next week will bring in a fresh start. Looking forward to continuing to be a part of this community. https://t.co/yCF9eLHd0Q

[Pamela Peña Serrano @ItsPamelapena]

Join the Carson Investments team for our Quarterly Market Outlook Webcast.

We'll cover a macroeconomic update of the markets, plus the key things every advisor should be watching right now and should prepare for in the rest of 2019. https://t.co/fOL4OjrMhB

[Pamela Peña Serrano @ItsPamelapena]

“What are your fastest growing advisory firms doing?”

It’s a question we hear often from advisory business owners. After all, we all know that success leaves a trail – there’s no need to reinvent the wheel! https://t.co/NcNxBq3ZvQ

[Pamela Peña Serrano @ItsPamelapena]

Fortnite. TikTok. Snapchat. What can advisors learn from these companies, and what new platforms are out there that you could use to find growth, too? https://t.co/gWs6rdg91B

[Pamela Peña Serrano @ItsPamelapena]

The true test of the strength of your firm is whether it’s standing when you’re gone, even if that’s just for a conference or a two-week vacation. Business continuity planning isn’t just for emergencies or preparing for succession. https://t.co/g0DyVVM9CQ

[Pamela Peña Serrano @ItsPamelapena]

Three of Carson’s expert coaches want you to know that asking for help does not have to be a painful experience. It can be full refreshing and full of trust – and most importantly, drastically grow your firm. https://t.co/tRi4fIcF3E

[Pamela Peña Serrano @ItsPamelapena]

This time tomorrow we’ll be broadcasting with Alex Rodawig, Jason Carver and @rchusker to discuss the 3 ways you can grow your firm – by building organic growth, buying or acquiring other firms, or partnering with an entire ecosystem of support. Register: https://t.co/xBI1Rmg0hH

[Pamela Peña Serrano @ItsPamelapena]

Join three of Carson’s brightest minds on Thursday, Aug. 22, at 1 p.m. CDT to see which path is best for your firm. Registration is now open: https://t.co/KhHJ1DJUPJ

[Pamela Peña Serrano @ItsPamelapena]

I joke that Orie is the beneficiary to my life insurance policy. Anyone else care about their pets that much? https://t.co/0mOBEkK8ca

[Pamela Peña Serrano @ItsPamelapena]

A major change in the Guinness Book of World Records could be happening very soon. https://t.co/aVlV08nZDS

[Pamela Peña Serrano @ItsPamelapena]

Stocks rose significantly on lower recession concerns. https://t.co/QpRinGlaGc

[Pamela Peña Serrano @ItsPamelapena]

U.S.-China trade talks continued, but no summit was announced. https://t.co/QpRinGlaGc

[Pamela Peña Serrano @ItsPamelapena]

Strong U.S. job growth and improved Chinese economic data pushed markets higher.https://t.co/QpRinGlaGc

[Pamela Peña Serrano @ItsPamelapena]

Took Their Ball and Went Home: Staying in Play with Job-Creators. https://t.co/gF175R1Hd2

[Pamela Peña Serrano @ItsPamelapena]

Valuations and economic growth are obstacles to reaching new highs.https://t.co/xeGqhl3SEP

[Pamela Peña Serrano @ItsPamelapena]

Stocks staged a strong rally in the first quarter. https://t.co/xeGqhl3SEP

[Pamela Peña Serrano @ItsPamelapena]

This time of year is great for meeting with your advisor or tightening up your strategy as well as making sure your estate plan is in order from top to bottom.https://t.co/W3KcGLj64a

[Pamela Peña Serrano @ItsPamelapena]

Medicare Time – Now What? Things to Know as You Start Out: https://t.co/wbVklpREIU

[Pamela Peña Serrano @ItsPamelapena]

Valentine’s Day was tough on New Yorkers who were hoping to benefit from the more than 20,000 new jobs Amazon was going to bring. Instead, the move will be seen as evidence of corporations continuing to gain strength. https://t.co/gF175R1Hd2

[Pamela Peña Serrano @ItsPamelapena]

What factors will be important in determining whether the increased risk will translate into a recession? These factors, based on our research, are key to determining how far the economy slows: https://t.co/lioDNhriId