Trending
1. Coronavirus Will Wipe Out These Three Industries for Good
And that’s more important today than ever before. As I’ve been saying, we’re in one of the most disruptive periods in history right now. The coronavirus has come through and absolutely annihilated some of today’s biggest industries. — Stephen McBride
2. Averages Are Misleading and Dangerous to Investors
We use averages a lot in the business of investing and financial planning. Two of the most common ways we rely on averages is when we discuss a historical track record and when we make projections for the future. — Jay Mooreland
3. What a Re-Opening of the Economy Might Look Like
Being in the midst of a crisis is like standing at the bottom of deep canyon: The sky is up there, but it’s hard to know how you’re going to climb out. — Salvatore Bruno
4. 8 Stories to Help You Build Trust and Land Clients
As I write this, it’s presidential campaign season. The candidates are all about telling their stories. They want to get their preferred narratives out there, in front of voters. Successful candidates are very well rehearsed on these stories. — Don Connelly
5. How Video Game Companies Are Leveling Up
Shelter-in-place orders amid the COVID-19 pandemic have helped push video gaming and esports into the mainstream spotlight, potentially accelerating a trend that we have already seen in motion in recent years. — John Patrick Lee
6. Do Investors Prefer a Male Advisor?
The Sales Myths You Still Believe. There are blanket statements people make about money these days that simply aren’t true. Because they are statements about money, they have some import beyond believing the Earth is flat. — Catherine McBreen
7. 5 Steps for Managing Your Practice Through Volatility
The current market volatility and unprecedented global health pandemic have many investors reeling. Normal operating procedures don’t seem to apply anymore in communicating with clients and running your practice. — Tina Downing
8. Stay Humble and Play Your Role with Derek Bruton
What actions financial advisors should be taking, and how to put lessons learned into action in the time of COVID-19. — Permission to Succeed
9. Things People Despise About Big Companies Make Them Great Investments
You may have clients who are losing faith in the stock market. You might wonder why the market has shown strength despite nonstop negative news about the Coronavirus and the economy. — Bryce Sanders
10. Selling is Out, but Financial Advisors Should Be Marketing With Meaning
You’d have to be totally tone-deaf not to know that trying to “sell” yourself and your products in the midst of a global crisis is not only inappropriate but doomed to backfire. — Paulette Filion and Judy Paradi
11. Creating a Strong Culture of Compliance
Every registered investment adviser and employees of the adviser have a fiduciary duty to put their clients’ interests ahead of their own. — Tito Pombra