Linda Graham

People who suddenly become rich can feel cut off from their friends and family and suspicious of investment counsellors. #wealth #plan

It’s unlikely that you’ll find one that does everything you want it to do. This is where integrations come in. #CRM #advisors

Humans, however, naturally believe they are better than they are. And, for the most part, this is not unhealthy. #investing #money

Loss aversion, from an investment perspective, refers to our tendency to avoid losses over acquiring gains. #investing #finance #money

A basic understanding of the latest developments in neuroscience can take your financial marketing results from mediocre to magnifico.

When you get really into telling a story your whole body comes alive – your face lights up and your hands start to move. #video #zoom

Here are some foolproof tips to take your video conferencing skills from so-so to stellar. #financialadvisors #video #zoom

When normal life returns, let’s not forget that the fight has only just begun and we can only win it if we all work together. #opportunity

It’s essential that as your plans evolve, you communicate the details to your clients, prospects, and colleagues. #communication 

An attractive and useful website should be one of the first things in every financial advisor’s toolbox. #marketing #business