Trending
1. How to Explain Risk Free Investments Don’t Exist
The stock market has been in bull market territory for 10+ years. Yields have been low for a long time. Investors are looking for ‘the next big thing.” — Bryce Sanders
2. What Not to Say to Women With Wealth
When thinking about high net worth women, “where do I find them?” is the question we are asked most often. Actually, it’s not that hard to find them – wealthy women are not nearly as elusive as you might think. — Paulette Filion and Judy Paradi
3. Can Financial Technology Catch Alexa? – with Doug Fritz
How FinTech is playing catch-up to investor expectations in a world of Alexa and rideshare apps — Permission to Succeed
4. Coronavirus and Your Investment Portfolio
The Chinese government’s attempt to contain the virus with strict travel restrictions and quarantines means that millions of Chinese citizens are neither buying consumer goods nor being productive at work. — Rick Kahler
5. Do Investors Still Respond to Cold Calls?
Don’t you hate it when someone tells you to do something you don’t want to do even though you know it is likely to be beneficial to you and to others? — Catherine McBreen
6. The Handwriting on the Wall: What is Your Firm Trying to Tell You?
Advisors are presented with signs and signals—many of which go unnoticed, that is, until it might be too late. — Mindy Diamond
7. 3 Ways to Build Trust as a Financial Advisor
Let’s pull the curtain aside. Being an independent advisor doesn’t just entail helping clients achieve their financial goals. If that was all, most of the job wouldn’t be relationship management. — Kelsey Woodbridge
8. How Advisors Can Get More Results With Email Marketing
These are perhaps the worst emails financial advisors can send. Clients hire financial advisors so they DON’T have to think about this stuff. — James Pollard
9. Why Financial Advisors Need to Double Down on Marketing in 2020
The modern client wants more control and transparency. And it shows in the numbers - 86% of potential investors spend more than an hour researching online. — Alex Cavalieri
10. What Advisors Need to Know About Social Selling
Social selling is more than that. It’s the process of building powerful relationships with qualified leads on social media by understanding their needs and providing them with valuable content that helps them make informed buying decisions. — Gabriela Schilling
11. Buy on the Cannons and Sell on the Trumpets
Of the most cringeworthy phrases to announce publicly, “This time it’s different” may be at the top…barely beating out the “It’s not you, it’s me” and “In my day….” — Matt Lloyd