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1. Who Really Qualifies for Wealth Management?
The definition of wealth management has changed over the past several years, as has the number of investors who feel they are eligible for wealth management. Wealth management has previously been reserved for only ultra wealthy households, which is not the case any longer. What types of investors feel wealth management is suitable for themselves? Who feels they qualify for wealth management? — Catherine McBreen
2. Four Drivers of Change Will Shape the Future of Financial Services
Financial services and advisory is going to be “radically different” within five years with fundamental changes being fuelled by four keys drivers, affirms the CEO and founder of one of the world’s largest independent financial advisory, asset management and fintech organizations. — George Prior
3. Identifying Your Uniqueness as an Advisor
Your fingerprint is a unique identifier. Nobody else has the same one as you. Your uniqueness extends beyond having a separately identifiable set of finger prints though. Yet so many professionals struggle to identify their uniqueness and present that to the market. — Tony Vidler
4. There Are Cracks in the Housing Market
Traditionally, the housing market is not as prone to bubbles as other financial markets, but we are seeing more and more headlines speculating that we may be on the verge of a housing recession. Interest rates on a 30-year mortgage are nearing 6%, home prices are high, homebuilder sentiment has dropped significantly and with that single family starts and permits are dropping. Since housing impacts GDP, we will look at previous “bubbles” and the current environment. — Brian Gilbert
5. What if You’re not the Smartest Person in the Room?
Many leaders aspire to be the smartest person in the room. But those leaders would do well to remember the saying: “If you’re the smartest person in the room, then you’re in the wrong room.” If you are consistently the smartest person in the room, how are you gauging your own growth? Who are you learning from? As a leader, you have a tacit responsibility to always be growing and evolving at your maximum pace. But how can you grow and evolve if you’re always the smartest person in the room? This brings us to the real question: Why aren’t you hiring people who are smarter than you? — Julius James
6. How To See 223% Gains in a Bear Market
Tripling your money… in this market? I know, that might sound crazy… The S&P 500 has fallen around 15% since peaking in January. Google and Amazon are down around 23% this year. Most stocks are down, not up. Yet… one of my top holdings in my Disruption Investor advisory just surged to fresh all-time highs. — Stephen McBride
7. Seven Deadly Sins Clients Commit in Down Markets
Years ago, a veteran advisor made the observation: “All clients think they are aggressive investors in a rising market.” They think making money is easy. When the stock market changes direction, they are slow to adapt. What mistakes do they make? — Bryce Sanders
8. 10 Ways To Move From “Thinking Different” To Success
Every culture and community puts pressure on its members to follow the norms. Even young people who start out wanting to be different are called “freaks,” and most are slowly bent back into the norm by the time they “grow up.” Maybe that’s why so many entrepreneurs struggle with building a disruptive new business, where breaks from the norm are the key to success. — Martin Zwilling
9. How to Position Your Firm for the Great Wealth Transfer
Now is the time to start preparing your firm for the impact of the Great Wealth Transfer that will occur over the next few decades. The largest wealth transfer in American history will occur over the next quarter century when up to $68 trillion passes from baby boomers to members of Generation X and Millennials, according to Cerulli Associates. To put this number in perspective, the entire gross national product (GDP) of the United States is about $22 trillion, or less than one-third of this amount. — Axos Advisor Services
10. How to Respond to: ‘I Don’t Want to Lose Any Money’
A while ago I received an email from John in Texas and his email was very simple. He said, ‘Every time I go on an appointment, the first thing out of somebody’s mouth is, “I don’t want to lose any money.” And I’ve been saying, “I don’t know anyone that ever does.” as an ice breaker, but I don’t feel comfortable. Can you give me an idea on how to respond to that comment?” — Don Connelly
11. Unique Content Drives Advisor Conversions with Teresa Leno
The need for advisors to engage with content that helps them and their clients grow. How financial content can drive more leads to financial advisor’s sites. The types of content financial advisors should be using to their advantage. — Power Your Advice
