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1. Tariffs & Tactics: Trump’s Bigger Economic Game
In this episode, Chris Versace and Lindsey Bell sit down with Arthur Laffer of Laffer Tengler Investments to break down the real impact of tariffs, inflation, and economic policy on markets. Arthur shares insights on sector winners and losers, the ripple effects of tariffs on global trade, and why upcoming elections could reshape economic policy. — What Does It Mean?
2. The Single Most Powerful ROI You Can Get as a Financial Advisor
One universal factor stands out: the level of investment an advisor makes in their personal and professional development. In this episode, let’s unpack the most powerful return on investment you can make in your career. — Joseph Lukacs
3. The Real Value of Financial Advisors: It’s More Than Just Advice
On the surface, it would appear implicit that advisors are dispensers of advice. After all, “advisor” is derived from “advice” so the logical assumption is that clients engage advisors for advice. — Todd Shriber
4. What’s Driving Investor Decisions in 2025? Insights You Need
If you're feeling overwhelmed right now, take a moment to breathe. While today's market challenges might feel unprecedented, we've navigated far stormier waters. The 2008 financial crisis tested advisor-client relationships in ways that make today's challenges seem manageable by comparison. The difference now isn't the severity of market conditions—it's the sheer volume of triggers that can spark client anxiety. — Hugh Massie
5. 5 Proven Ways Financial Advisors Can Use Texting To Streamline Client Annual Reviews
Annual reviews are the backbone of client relationships, but coordinating them shouldn’t eat up your valuable time. Financial advisors are discovering that compliant texting platforms like MyRepChat can cut down review preparation time while improving client engagement. Here are 5 simple ways financial advisors can use texting to streamline annual reviews. — FMG
6. DeepSeek Isn’t a Threat to the AI Boom ... It's Rocket Fuel
AI stocks are in recovery mode. A few weeks ago, Chinese startup DeepSeek shocked the world with its new artificial intelligence (AI) model R1. It was the first Chinese AI model that matched—and even exceeded—the capabilities of US rivals like ChatGPT. DeepSeek also claimed it trained its breakthrough model for just $6 million. That’s a fraction of the billions of dollars spent by US companies. — Stephen McBride
7. The Hidden Factors That Make High-Net-Worth Clients Choose You
Many financial advisors believe that earning a CFP®, CFA, or fiduciary status is enough to attract and retain high-net-worth clients. While these credentials establish credibility, they are no longer the differentiating factor that sets you apart. High-net-worth individuals have more options than ever before. They are not just evaluating technical expertise—they are selecting an advisor based on trust, relatability, and perceived value. — Erin Botsford, CFP®
8. 7 Ways to Attract Top Financial Advisers to Your Firm
The financial advising world is competitive, making it challenging for firms to capture the best talent. There is no shortage of competent advisers, but they may think there are not many places worth working for. Companies must adopt strategies to attract the talent pool’s top performers before other businesses tempt them with a better opportunity. — Zac Amos
9. Are Government Job Cuts Just the Beginning?
The coming unprecedented government job cuts will undoubtedly impact the job market. Given the labor market’s importance to Fed policy and the economy, it’s worth fully appreciating the size of the government workforce and other employees whose jobs might be affected. — Michael Lebowitz
10. The Future-Proof Financial Advisor: Mastering Adaptability
The financial advisory industry is evolving at a blurring pace, with rapid technological advancements, changing regulatory frameworks, and rising client expectations. From the emergence of artificial intelligence (AI) to the proliferation of digital tools, these changes are reshaping how financial advisors interact with clients and manage their businesses. Simultaneously, clients are demanding more personalized, efficient, and transparent services, leaving no room for complacency. — Don Connelly
11. The Truth About Market Drawdowns: How Often They Really Happen
Despite a mostly calm year in 2024, drawdowns are a normal occurrence — even during healthy bull markets. Nearly all calendar years see stocks decline at least 5%, and more than half see double-digit drawdowns. Additionally, the average year experienced a decline of nearly 14%. Despite this, stocks still finished with gains in 73% of all years. While these drawdowns can be unsettling, the best course of action is often to stay the course. Because over the long term, markets tend to march higher, with most of these declines ending up looking like nothing more than a small bump in the road. — Lincoln Financial Group