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1. 5 Strategies that Turn Prospects into Clients
In today's digital era, your online presence as a financial advisor isn’t just important – it’s critical. With 82% of prospects visiting advisor websites before making decisions,* and digital-savvy millennials now managing over $30 trillion in assets, mastering digital marketing has become essential for growth. Here are the five key pillars that will define successful advisory marketing in 2025. — FMG
2. What Advisors Must Do in Volatile Markets
In this episode, I’ll share the advice I give my personal coaching clients on how to thrive in today’s environment. You’ll learn strategies for tackling challenges, seizing opportunities, and staying sharp, healthy, and effective. — Joseph Lukacs
3. Musk’s DOGE Obsession: Why Investors Are Losing Patience
Starting with a disclaimer, there’s no denying that political discourse in this country is highly divided. There’s also no getting around the fact that the Department of Government Efficiency (DOGE) is endemic of that divide. — Todd Shriber
4. Growth to Value: Which Rotation Is Next?
The Magnificent Seven and many other large-cap growth stocks were among the winners in 2024. However, in 2025, investors are shunning the largest market cap growth and highest-beta stocks and moving into value, particularly large-cap value. — Michael Lebowitz
5. Risk Assumption vs. Risk Aversion
It is said that markets area a constant battle between fear and greed. I prefer to think of that relationship in less primal terms, with the daily movements of markets reflecting changing attitudes between risk aversion and risk assumption. Those terms encompass the basic emotions that drive investor behavior but also offer a role for intellect. Either way, the mood has certainly shifted. — Steve Sosnick
6. Turn That Frown Upside-Down: Counterfactual Framing for Financial Advisors
In today’s episode, Tom West and Suzanne Schmitt explore how financial advisors can use anticipatory regret to guide clients toward better decision-making. They discuss counterfactual framing—helping clients visualize negative future outcomes and work backward to prevent them. — The Family Financial Conversation
7. 10 Ways To Help Clients Give More to Charity and Reduce Taxes
While 2024 taxes are top of mind for your clients, it’s an ideal time to talk with them about tax-smart charitable giving in 2025. Whether a client itemizes, claims the standard deduction, or wants to maximize charitable impact regardless of their tax filing status, there are a variety of ways to give more to charities and potentially save on taxes. Here are 10 giving strategies to consider, many of which involve other financial moves you may make with clients in 2025. — Caleb Lund and Hayden Adams
8. Why Active Investing Works in International Equities
Many international equity investors have continued to prefer index-based exposures, even though Fidelity research concludes that active approaches in international equity markets have topped the performance of index funds over time. — Bryan Sajjadi, Seth Marks, Burr Clark and Vino Ravichandran
9. Is That Adviser Working for You?
“Is that adviser working for you?” is a question that is being constantly thrown at consumers, and there is some merit in it. Which financial adviser is going to be right: the one who charges a fee; the one who is “free”; or; the one charging a commission? Or is it the one who does all of these? — Tony Vidler
10. Market Drawdowns Are More Common Than You Think
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. — Lincoln Financial Group
11. Six Referral Strategies Every Advisor Should Use
Referrals are the lifeblood of the successful financial practice. A steady stream of referrals is an indicator of success and client satisfaction. On the other hand, sporadic referrals are an indicator of business stagnation, and sometimes even contraction. — Jeff Thorsteinson