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1. 8 Proven Ways to Earn and Keep Client Confidence
“If you have confidence in your lure, you will catch fish,” says one of the millionaires interviewed by Thomas J. Stanley in his book The Millionaire Mind. There’s wisdom for advisors in those words. In financial advisory, there’s one undeniable truth: confidence is the key to success. Every decision you make—whether it's selecting investments, crafting tailored financial plans, or creating a seamless client experience—serves one purpose: to inspire confidence in your ideal clients. When you win that confidence, the possibilities are endless. You can build the practice you’ve always envisioned with the right clients who trust your expertise. — Jeff Thorsteinson
2. 3 Holiday Questions I Love Asking Every Year
If self-reflection time is so beneficial, why do many of us avoid it? Well, it can feel uncomfortable. YES. We confound reflection time with dreaded workplace performance reviews. EEEK. We prefer doing to stopping and not doing. YES – and so what? Perhaps we don’t know how to get started, and so we settle for accidental self-awareness. Self-reflection is easily started by asking helpful questions. Questions that are not about “beating yourself up.” I urge you to start here. — Achim Nowak
3. What To Expect From Gen Z Investors
Countless questions about Generation Z investors exist. Are direct messages on social media their preferred communication channel? Are they interested in making alternative investments? How many of them actually fear phone calls? The truth about this demographic is more complex than it may seem at first glance. —Zac Amos
4. Seven Practical Reasons to Call Clients Before Christmas
December is stressful. The nonstop Christmas films might imply otherwise, but there are not enough hours in the day to get everything done. Advisors face a paradox. As their advisor, you want to stay top of mind, yet don’t want them to feel you are one more voice trying to sell them something. How can you manage this balancing act? — Bryce Sanders
5. Can Trump's "Art of the Country" Deliver Results?
In this episode, Chris Versace welcomes guest co-host J.D. Durkin, host of ‘Common Threads’, an online political debate show. Durkin brings valuable insights into understanding the November retail sales and what to expect from the Fed's policies. They also discuss the transition from President-elect Trump to President Trump, focusing on political and economic implications, including tariffs and budget reconciliation. — What Does It Mean?
6. Advisors, Here’s Why Gen X Should Be Your Next Big Focus
Many advisors are seeing the writing on the wall and are increasingly focusing on either converting Gen X prospects into clients or putting in the work needed to keep baby boomer heirs that are Gen Xers on as clients when their parents pass on. Those are positive moves and if you’re an advisor that’s not doing either of those things, put them on your list of business-related new year’s resolutions because Gen X needs the help of advisors and a lot of it. Some of those reasons, including the demographic’s retirement crisis, are readily apparent. Others not so much. — Todd Shriber
7. The Great Wealth Transfer: Beyond Dollars and Cents
The great transfer of wealth is not just about money. It’s about passing down family values. Many families seek to leave their kids a strong sense of key values that shaped their lives, made them successful, and got them through hard times – and will eventually shape their legacies. —David Conti
8. The Path to Profits for West Red Lake as Gold Prices Climb with Shane Williams
In this episode, hosts Lindsey Bell and Chris Versace welcomed Shane Williams, CEO and President of West Red Lake Gold Mines, to discuss the gold market and its promising future. With Goldman Sachs forecasting gold to reach $3,000 per ounce by 2025, together, they explore the potential of investing in gold mining companies and West Red Lake’s broader vision in a rising market. — Why The Buzz?
9. Are You Being Compared To Other Advisors?
Advisors often focus on their ability to deliver tailored solutions, instead of focusing on their approach to how they’re selling their solutions. The common perception is that you can differentiate yourself based on the solutions you offer a potential new client – “we’re different.” — Ari Galper
10. Twice the Optimism, Half the Returns: A 2025 Market Preview
Consumer, business, and investor sentiment indices have roughly doubled from where this bull market began two years ago. Historically, higher levels of optimism have correlated with lower levels of returns. Fortunately, because sentiment levels came off such historically low levels in 2022, current levels still correlate historically with positive forward returns. — David Waddell
11. Forecasting 2025: What Today’s Valuations Tell Us
It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are often wrong and sometimes very wrong. For example, on December 7th, 2021, we wrote an article about the predictions for 2022. “There is one thing about Goldman Sachs that is always consistent; they are ‘bullish.’ Of course, given that the market is positive more often than negative, it ‘pays’ to be bullish when your company sells products to hungry investors. — Lance Roberts