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Five Ways To Execute a Five-Star Customer Experience

8 Ways To Turn Clients Into Advocates for Your Business

Where Will the U.S. Dollar Go From Here?

3 Challenges Advisors Face During Volatile Markets

Mar 27, 2023 by Practifi

Good CRMs can help advisors understand different client situations, manage increased workload and streamline ongoing client education. #advisors #CRM

Creating a Service Calendar Around Value Adds and Client Touchpoints

Mar 27, 2023 by FPA NexGen

Meeting these unanticipated needs makes it difficult for someone to ever want to go anywhere else. #advisors #CX #value

The Top 10 Benefits of Using Social Media Marketing for Business

Mar 27, 2023 by Lee Frederiksen

Why is social media so important? Below, we’ve collected the top ten benefits of using social media marketing for business. #advisors #socialmedia

11 Most Read Articles of the Week!

Mar 25, 2023 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #wealth #money #investing #business #success

5 Ways To Raise Money-Smart Kids: Part II

Mar 24, 2023 by Richard Rosso

Valuable ideas and action steps are provided to identify your children’s money scripts and course-correct them if necessary. #money #kids

Just Plan That the Plan Will Fail

Mar 24, 2023 by Steve Gresham

All of my older relatives were tough, independent people who lived on their own as long as they could. Here are their stories of retirement wreckage. #life

Our Obsession With Beauty

Mar 24, 2023 by Ayelet Baron

AI filters have sculpted an image of the ideal woman, paving the way for more unrealistic definitions of beauty. #beauty #views

The Hidden Gift of Living With Fear, Anxiety and Uncertainty?

Mar 24, 2023 by Jacqueline Wales

The quality of our life is determined by how much uncertainty we can comfortably live with. #uncertainty #life #views

With 4% Of Companies in Market for Your Services at Any One Time, How Do You Get to the Other 96% Before Your Competition?

Mar 24, 2023 by Timothy Hughes

Sales and marketing is focused on that 4% in market. Which means all your competition are there too #sales #advisors #tools

How to Build Your Brand with LinkedIn in 2023

Mar 24, 2023 by Jennifer Goldman

By creating engaging and original content, your company can build its reputation as a thought leader in your field. #marketing

Knowing What ESG Investing Is ... And Isn’t

Mar 24, 2023 by Ross Levin

It’s important to know what ESG is, but maybe more important to know what it isn’t. #ESG #investing

Global Markets Turbulent on Bank Fears, Investors Eye Buying Opportunities

Mar 24, 2023 by Guest Contributor

Heightening volatility in major stock markets around the world, triggered by concerns of the global banking system, will be used by investors.

Down 25% From Record Highs Is JPMorgan Bank Stock a Buy?

Mar 24, 2023 by Finscreener

Several bank stocks are experiencing a sell-off as Wall Street is now wary of the state of the broader banking system. #banks #stocks

Why Haven’t Investors Panicked ... Yet?

Mar 24, 2023 by Jay Mooreland

Why haven’t investors panicked, especially given all the negative and sometimes apocalyptic headlines? #advisors #clients

Advisors, Pay Attention to These Retirement Disruptors

Mar 24, 2023 by Todd Shriber

Other retirement disruptors advisors need to be aware of. Fortunately, those issues, which are outlined below, are easy for advisors to address. #retire

Everywhere You Look, Confidence is Plunging

Mar 24, 2023 by Greg Valliere

Has every institution suffered a decline in confidence in recent years? #confidence #politics #government #banking

Follow-Up Emails Made Easy: My Hack To Sending Them Consistently

Mar 24, 2023 by Libby Greiwe

I’m sharing my follow up email hack that is so simple you’ll be palm to forehead by the end of the episode. And, it’s so easy. #advisors

Dividend ETFs: Important Tools for Advisors, Income-Hungry Clients

Mar 24, 2023 by Todd Shriber

There’s added usefulness when it comes to dividend strategies because it’s likely a concept many clients are already familiar with. #advisors

Raise Your Hand if You Are an Ethical Financial Planner

Mar 24, 2023 by FPA NexGen

As an academician, I seize the moment to create a more ethical environment for the next generation of financial advisers. #ethics #advisors

7 Examples of Financial Copywriting From Real Advisor Websites

Mar 24, 2023 by FMG

Using effective copywriting to appeal to potential clients and site visitors is critical to your site’s success. #advisors #websites

Marketing To Gen-Z: What Works And What Doesn't

Mar 24, 2023 by James Pollard

Most financial advisors ignore Gen Z thinking they don’t have capital. But this is a big, fat $100 million mistake. #marketing

How To Increase the Value of Your Advisory Firm

Mar 23, 2023 by Kalli Fedusenko

One of the best ways to ensure smooth sailing post-transition and anticipate what will attract a buyer is to outsource your marketing. #advisors #marketing

The Foundations of a Resilient Advice Business

Mar 23, 2023 by Sue Viskovic

A mission to share practical insights into the strategies that will build resilient businesses with a successful, sustainable future in advice. #advisors

Drivers of Success When Stepping Into the International Market

Mar 23, 2023 by Guest Contributor

How do you then ensure success? Well, you raise the odds of succeeding by considering the following success factors. #success #views #advisors

How Does Reverse Mentoring Work (And Why You Need It)

Mar 23, 2023 by Debbie Peterson

So why do you need reverse mentoring as a leader? There are a few key reasons. #leadership #perspectives

Invisible Banking Is the Place To Be

Mar 23, 2023 by Chris Skinner

We are entering a world of real-time, global payment systems that brush away local payment systems and account structures. #payments #tech #views

The Truth Behind Getting Video Marketing Results

Mar 23, 2023 by Laura Garfield

Mark Rapoza of Barrett & Company, Inc shares his success story that convinced him that video marketing is worth the long haul. #advisors #marketing

How to Unwind a Timeshare

Mar 23, 2023 by Nicholas Stuller

Selling a timeshare can be a complex process, but there are a few steps that owners can take to make the process smoother.

Phase Two of the Fed Follies

Mar 23, 2023 by Michael P. Lebowitz

The Fed must preside over higher interest rates and less liquidity to tame inflation. Welcome to the paradox facing the Fed. #Fed #markets

The End of Silicon Valley

Mar 23, 2023 by Stephen McBride

Startups were already tightening their belts. The collapse of SVB is an extinction-level event for Silicon Valley. #stocks #investing

The Big Collapse and What To Do About It

Mar 23, 2023 by Stephen McBride

I believe this marks the end of Silicon Valley as we know it. But for today let’s go over the most urgent implications for your money. #money #SVB

3 Tips for Smoother Estate Planning With Clients

Mar 23, 2023 by CircleBlack

The topic can be extremely emotional. Here’s how financial advisors can ease discussions for investors and their families. #estate #death

Bold Timing for New Big Bank ETF

Mar 23, 2023 by Todd Shriber

Advisors may be more enthusiastic about allocating to the largest, steadiest banks while eschewing exposure to small fare. #banks #risks #ETF

Co-Worker Won’t Listen? How To Get Them To Take Your Idea Seriously

Mar 23, 2023 by Karin Hurt

So what do you do when a co-worker won’t listen? How do you get them to take your idea seriously? #advisors #listening #tools

EQ and Psychological Safety - We Need Both and We Need Them Now

Mar 23, 2023 by Duena Blomstrom

Teams need psychological safety more than ever. Not for performance only but for survival. Let me explain. #inclusion #safety #teams

How Advisors Can Improve Connections With Younger Clients

Mar 23, 2023 by Todd Shriber

Gen Z’ers are potentially attractive growth avenues for advisors, but establishing those relationships requires a solid blueprint. #advisors

Advisors: Is It Time To Quit?

Mar 23, 2023 by Brett Davidson

Here are a few things you might want to quit before you throw the baby out with the bathwater. #quitting #growth

Preparing for Retirement: Why Physical Fitness Should Be Part of Your Plan

Mar 22, 2023 by RPA Wealth Management

The different ways you can start implementing physical activity into your day, whether you are in your 20s, 50s, and even 80s! #activity #retire

5 Tactics To Ensure Your Solution Is Customer Driven

Mar 22, 2023 by Martin Zwilling

Customers prefer solutions based on tried and tested proven technologies. Smart entrepreneurs build market-driven solutions. #growth #entrepreneurs

Shocking! Ethnic Minority Thieves Target Their Own Elders for Exploitation

Mar 22, 2023 by Carolyn Rosenblatt

They persuade the elder to change the power of attorney, or the trust in their favor, cutting out rightful heirs. #aging #culture

4 Scientific Reasons Empathy Is the Most Important Leadership Skill

Mar 22, 2023 by LaRae Quy

Empathy is more than empty platitudes to make people feel better. It’s connecting with others in an authentic and genuine manner. #advisors #empathy

7 Ways To Elevate Your Team Connection and Leadership

Mar 22, 2023 by Martin Zwilling

Fortunately, team building is a skill that can be learned and practiced, for those willing to put in some effort. #advisors #tools #leaders

Review the Bill Before You Pay: Good Advice That’s Hard To Follow

Mar 22, 2023 by Rick Kahler

There are times when you receive a bill with added charges and fees you had no reason to anticipate. #hiddenfees #views

9 Proven Strategies for Building Your Small Business?

Mar 22, 2023 by Elinor Stutz

Our collaborative blog post will discuss nine proven strategies for building your small business. #business #growth #advisors

Bear Stearns’s Failure Was 15-Years Ago This Month

Mar 22, 2023 by Guest Contributor

We will explore some interesting parallels between 2008 and 2023 in the next couple of paragraphs. #markets #banks

Is the Housing Market About To Crash?

Mar 22, 2023 by Stephen McBride

According to a recent survey by Cinch Home Services, 53% of prospective homebuyers believe the real estate market will crash this year. #housing #crash

“Not QE” Puts Fed Between A “Rock And A Hard Place”

Mar 22, 2023 by Lance Roberts

QE or Quantitative Easing has been the bull’s siren song of the last decade, but will Not QE be the same? #investing #Fed

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