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1. Forward Returns Will Disappoint Compared To The Past Decade
For many investors who started their investing journey following the financial crisis, forward returns will be disappointing compared to the last decade. But it won’t be solely due to high valuations. I recently discussed why the next “Secular Bear Market” may have started, which touched on the issues of valuations and forward returns. — Lance Roberts
2. Preparing Equity Portfolios for a New Investing Era
It certainly feels as if we’re entering a new era for investors, and that can be pretty unsettling, particularly after a year like 2022, where we saw extreme volatility and stock markets around the world declining. But we believe that this is the right time to focus on what the new regime may look like and start to position accordingly. Over the last four decades, investors have really benefited from falling interest rates and low levels of inflation. — Chris Hogbin
3. Create Exponential Growth by Multiplying Your Best Clients
Client Satisfaction and Client Loyalty are critical to the stability of your business. But it’s client leverage that turns incremental growth into exponential growth. In this unique, high-content session, you will receive the blueprint for building a thriving business based on a culture referrals and personal introductions. — Bill Cates
4. What Should You Expect from the S&P 500 In 2023?
Stock market investors experienced a tough year in 2022 as the sell-off across sectors weighed heavily on shareholder sentiment. While the S&P 500 is down 20% from all-time highs, the tech-heavy Nasdaq Composite index fell more than 33% in 2022. — Finscreener
5. 23 Ways To Create an Amazing Experience in 2023
Happy New Year! I’m not one for New Year’s resolutions, which are often broken. Instead, I like setting and resetting my goals for the year, and in my world, those goals focus on delivering an amazing customer service experience. — Shep Hyken
6. What's Ahead for the Markets in 2023
S&P 500 still didn‘t catch second breath since giving up the (for some but not for you, my readers) sharp Dec CPI gains, and getting finished by Powell and the tightening spree continuation around the world (ECB, BoE, SNB) – dashing all hopes of Santa Claus rally. — Moncia Kingsley
7. How Advisors Can Help Clients Reach Financial Goals
Seasoned advisors know that goals and milestones aren’t the same from one client to the next. However, there are some that are nearly uniform, including home ownership and comfortable retirement. — Todd Shirber
8. Advisors: Are You Getting Complacent?
Complacency is a funny thing. We don’t get there intentionally or maliciously. Yet it happens to the best of us, particularly when things are ‘good’. — Julie Littlechild
9. Battling Goblin Mode
Oxford Dictionary’s Word of the Year – goblin mode – captures the dumpster fire of 2022 by labeling the pandemic spawn of people “indulging in their laziest and most selfish habits”. It is impossible for most CEOs to openly engage this villain of productivity lurking beneath the more benign label of “hybrid work”. The Economist is more PC and chose that one for its annual winner. Employee motivation and morale, aka “engagement”, is easier to measure than to manage and any challenge to the new WFH option is a potent third rail for executives hoping to restore “accountability”. — Steve Gresham
10. Connecting the Technology to the Advisor with Ainslie Simmonds
Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Ainslie discuss the exciting launch of the Pershing X platform while also diving into the relationship between the digital world and financial advisors. — Power Your Advice
11. Ready To Acquire a Practice?
The independent advisor mergers and acquisitions marketplace remains largely unaffected by recent equities market volatility and continues to see record-breaking activity across the financial services industry. With greater access to capital and other financing solutions, advisors continue to pursue acquisition strategies at a rapid pace. — Jessica Flynn
