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1. Are You Over-Educating and Losing the Sale?
Most advisor’s sales processes are based on informing and educating prospects. You have a discovery meeting. You do a free financial plan. Then you have another meeting to present the plan and educate your prospect about why it’s important to implement it to solve their challenges. — Ari Galper
2. How Advisors Are Helping Clients Unretire
How advisors are helping clients rediscover purpose and passion beyond retirement. After years of guiding clients toward financial freedom, many wealth advisors are now facing a new challenge: helping those same clients return to work—not out of necessity, but to fulfill a deeper need for connection, purpose, and structure. — David Conti
3. The Average Increase in U.S. Home Prices
U.S. home prices have soared in recent decades. However, growth has been uneven across states, with coastal areas experiencing the largest price increases. By considering location-specific growth in land trends, investors can make informed decisions about estate planning to ensure they align with their long-term goals. — Lincoln Financial Group
4. Does Anyone Hear the Consumer?
In this episode, Chris, Bob, and Lindsey delve into the current state of the markets, economy, and Federal Reserve actions. They discuss key economic indicators such as inflation data, retail earnings, and consumer spending trends, and their implications for future decision-making. — What Does It Mean?
5. Who Turned the Stock Market Upside Down?
Keep in mind that a handful of mega tech stocks carried the market higher in the first half of 2024. Now Nvidia (NVDA), Google (GOOG), and Microsoft (MSFT) are all down at least 10%. Meanwhile… smaller stocks have been surging. Roughly 70% of US stocks are beating the S&P 500 over the past month. That’s the highest in 30 years! This is what the pros call rotation. And while it doesn’t feel good to wake up to the market dropping like a rock… rotation is generally a sign of a healthy market. While the S&P 500 is down over the past three weeks, the list of stocks going up is getting longer. — Stephen McBride
6. Retail Investors Focused on Pair of Unsurprising Issues
Allow me to clarify. “Unsurprising” in the headline does not imply “unimportant.” Quite the opposite. Two of the big issues that are of concern to retail investors are credible and important. Those are interest rates and the upcoming presidential election. —Todd Shriber
7. Will July 2024 Be a Harbinger of Small-Cap Strength in U.S. Equities?
In July 2024, U.S. small-cap stocks outperformed large-cap stocks after lagging for the first half of the year, driven by a cooler inflation report and improved market sentiment. — Christopher Gannatti
8. Are Mega-Caps About To Make a Mega-Comeback?
Are the “Mega-Cap” stocks dead? Maybe. But there are four reasons why they could be staged for a comeback. The recent market correction from the July peak certainly got investors’ attention and rattled the more extreme complacency. As we noted previously ... — Lance Roberts
9. Understanding the Yen Carry Trade Impact on World Markets
Last Monday, global equities and digital assets underwent a dramatic selloff as the unwinding of the Japanese yen carry trade rattled markets. The S&P Global Broad Market Index (BMI), which measures the performance of more than 14,000 stocks around the world, retreated 3.3%, its worst trading day in over two years. The Tokyo Stock Price Index, or TOPIX, fell 20% in its biggest three-day wipeout ever. — Frank Holmes
10. Should I Have Many Clients or Few Clients?
If you have many clients as a financial professional, you might have wondered if “thinning your book” is a good idea. If you have only a few big clients, you might be worried about your client’s mortality, thinking about expanding your client base. There are pros and cons for each strategy. — Bryce Sanders
11. Engaging Clients Across Generations With Eliot Weissberg
Eliot Weissberg is the President of The Investors Center, a financial and longevity planning firm that guides clients to discover and leverage their capacity to live and age confidently. In this podcast, Eliot and hosts, Steve Gresham and Suzanne Schmitt, discuss the importance of longevity planning in financial advising, with insights on building long-term client relationships and the practical strategies for engaging multiple generations in the planning process. — Power Your Advice