Oliver McDonald

Co-founder & Director at Engage Wealth Management. I like cycling, triathlons, snow, travel, music, poker, ale, dogs, my kids and my wife 😄

[Oliver McDonald @oli_mac10]

@MavenAdviser HUM is the only conference I attend each year. I’ve found all others to be unbearable!

Don’t stop!

[Oliver McDonald @oli_mac10]

@nicklincoln Haha I know the guy 🤣. Chat GPT possibly! Looking for new role if you need….whatever it is that says ☝️

[Oliver McDonald @oli_mac10]

@moneychimp A sloth 🥳

[Oliver McDonald @oli_mac10]

@moneychimp How do you find Evalue? I think it’s integrated with CashCalc? Would make our onboarding one step easier for clients

[Oliver McDonald @oli_mac10]

@SenseSimon It does seem their plan, but then what? New blood can print money in other professions with little regulation. Very little incentive in financial advice.

I love this profession, but if I knew what I know now, and was starting again…..

[Oliver McDonald @oli_mac10]

@TimJones15 100% driver. Every driver should know why - if not, they should not be driving a 2 ton metal box.

That said, I would have slowed as the cyclist, knowing how many idiots are on our roads.

[Oliver McDonald @oli_mac10]

@JulienCoudert @AlexandreRiley You’re in a safe place now. Nobody can hurt you 🤣

[Oliver McDonald @oli_mac10]

@moneychimp It’s exhausting. Add the cost of it all and I’m not surprised the adviser pool is dwindling. Experienced good guys had enough. Young talent are better off making chunks, with minimal regulation, in group benefits or similar.

[Oliver McDonald @oli_mac10]

@AlanJLSmith WHAT has happened to these active managers faces? 🤣

[Oliver McDonald @oli_mac10]

@dontdelay I found the same watching a SW webinar. I do a lot of these and focus on the basics - why save/compound interest/where does your money go. We offer more detailed webinars for the high earners & those closer to retirement

[Oliver McDonald @oli_mac10]

@jamesenglish0 “Pacific”

[Oliver McDonald @oli_mac10]

@gazelligpoker Bet everything!

[Oliver McDonald @oli_mac10]

@philbray73 Yup. Tough for new firms now - it helped us launch in 2021 and got some business in the door immediately. Now, the leads are awful and expensive. Just cancelled

[Oliver McDonald @oli_mac10]

@TimJones15 That’s what I said 🤣

[Oliver McDonald @oli_mac10]

This might be the greatest Twitter thread I’ve seen all year….

[Garrett Scott 🕳 @thegarrettscott]

For every 10 likes this gets, I will ask ChatGPT to make this goose a little sillier.

[Oliver McDonald @oli_mac10]

@pokerfuse @GGPoker @phil_hellmuth @TomDwan @BrynKenney @elkypoker @JasonSomerville @MarleSpragg @JeffGrossPoker @kittykuopoker Throw in a couple of real amateurs. I’m in 🤙

[Oliver McDonald @oli_mac10]

@gazelligpoker If they bet smaller, say 30% pot, do you continue?

[Oliver McDonald @oli_mac10]

@StateOfLinkedIn
the only logical option….

[Oliver McDonald @oli_mac10]

@dontdelay Community notes has it covered…

[Oliver McDonald @oli_mac10]

@garryhale AI exists in a lot of places. Loom use for writing an overview/title etc. AI integration on Zoom for recording/transcript. As for full-power suitability reports etc, it’s a no.