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1. Nine Places to Look for Business After Labor Day
As an advisor, I often felt the world rolled up its sleeves and said: “We’ve got to get some business done” the day following Labor Day. Summer’s over. The kids are back in school. Your manager realized everyone’s got numbers to hit. What can you do? — Bryce Sanders
2. 21 Hours with Ron Carson
I have been fascinated with Ron Carson for many years, not just because he is at the top of his game in the financial advisory profession, but also because of how he got there. — Danny Toney
3. The Glory of the UnMarked Trail with Sean Brown
As an entrepreneur, you have no idea what you’re getting yourself into. And that’s so glorious. — Permission to Succeed, Sponsored by Thompson IM Funds, Inc.
4. Advisors Are Struggling with Too Much Technology, Not Too Little
By constantly introducing new systems and asking the staff to learn and implement them, you are distracting employees from their core focus – serving clients. — Matt Sonnen
5. The Reason Stocks Will Soar in the Next 20 Months
A reader asked me last week if it’s time to head for the exits. There’s a lot of fear in the markets right now. Folks are nervous. Maybe you’re nervous. — Stephen McBride
6. Do Financial Plans Actually Work?
A financial plan is designed to organize and prioritize financial matters for a person or household, in order to achieve the goals set by the person or persons who will live under the financial plan. — Catherine McBride
7. Maybe the Client IS the Problem
What you think is the problem is not always actually the problem. Sometimes the person is the problem. Sometimes, maybe, the client is the problem rather than you. — Tony Vidler
8. Tips On Weathering A Stormy Market
Is this the eye of the hurricane? The stock market is fluttering near all-time highs, but has gone nowhere for 19 months. The bond market is pushing government bond yields toward or below zero. Gold is surging. The Fed is cutting. Tweets are flying. — Rob Isbitts
9. Where Top US Banks Are Betting On FinTech
US banks are future-proofing by actively investing in fintech startups. In 2019 YTD, US banks have participated in 24 equity deals to fintech companies. This follows a record 2018, where US banks backed 45 equity deals to fintech startups — a 180% increase from 2017. — Chris Skinner
10. Do Not Get “Indefinitely Banned” from LinkedIn
LinkedIn does not want you to do two things. If you’re doing them, please stop. Over time, LinkedIn has been clamping down on companies and marketers who use its platform and code. — Maria Marsala
11. Why to Utilize a Real Estate Investment Trust in Your Portfolios
Nearly every client we work with owns some real estate. Why then do we utilize a real estate investment trust (REIT) in our portfolios? Let’s look at some of the rationale and take a peek at the longer-term performance. — James E. Wilson