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Understanding Crypto Currency

3 Ways To Avoid a Will Contest

Is China Losing Its ‘Factory of the World’ Crown to India?

7 Questions To Inspire New Thinking on Your Team

Dec 07, 2022 by Karin Hurt

Despite all the change going on, have you noticed your team sometimes gets stuck in a rut of uninspiring routines? #change

Thinking Positive Really Works

Dec 07, 2022 by Dr. Bert Shlensky

Set your worries aside, keep your passion and positivity at the forefront, continue working hard, and trust that you’re headed for greatness.

Guard Against Scams When You Give

Dec 07, 2022 by Rick Kahler

Nobody is immune to fraud, and sometimes people simply fall for scams due to the psychological techniques employed by fraudsters. #scam

Giving Your Frail Aging Parent “Space” - How Dangerous Is That?

Dec 07, 2022 by Carolyn Rosenblatt

Let’s face it, some elders are not just stubborn, they’re flat out dangerous to themselves. They insist on independence. #aging #family

S&P 500 Sold Off Again: Is This Still Just a Correction?

Dec 07, 2022 by Golden Meadow

Stock prices suffered another sharp decline yesterday – is this a change of trend? #stocks #investing #investors

Biodiversity Climbing up the Agenda for Investors

Dec 07, 2022 by Guest Contributor

The loss of biodiversity could have serious consequences for the functioning of natural systems and the long-term sustainability of the planet.

Why I’m Thankful for America

Dec 07, 2022 by Stephen McBride

As an Irishman, America holds a special place in my heart. I want to thank America for all the opportunities it’s given me and my family.

Year End Financial Moves for Gen Xers

Dec 07, 2022 by Will Hoffman

December 31st is the last day for you to make decisions that will impact your taxes, and your financial plans for 2023. Are you prepared?

What To Do When You’ve Become a Legacy Organisation

Dec 07, 2022 by Paul Taylor

A legacy organisation is defined as one where all processes, technology and ways of working where in place before the modern internet. #organization

The Bull Case Has A Two Problems

Dec 07, 2022 by Lance Roberts

The bull case may be too far ahead of reality. Being a little more cautious and selling rallies may hedge the risk one final leg lower in 2023.

Real Assets May Still Outperform, but Be Cautious

Dec 07, 2022 by Guest Contributor

Steadying rates and peaking inflation could generate a positive tailwind for much of the Real Assets complex. #investing #realassets

Helping Advisors Narrow Retirement Gaps With … Cash

Dec 07, 2022 by StoneCastle Cash Management, LLC

Solutions like FICA For Advisors allow advisors to leverage cash outside of a retirement account – a risk-free asset class. #retirement #cash

Financial Advisors: Raise Your Prices

Dec 07, 2022 by James Pollard

Once you consider raising your prices, your brain tries to convince you that you’ll lose all of your clients overnight. #advisors #fees

The Sequencing of Peak, Pause, Pivot and Patience

Dec 07, 2022 by Guest Contributor

Peak, Pause, Pivot and Patience. One could argue these four P’s can have a different sequence and would receive no argument from us. #markets

What It Means To Be Fearless

Dec 07, 2022 by Generation Fearless

CJ Ackerman, interviewed Investment Advisor & Partner of AIM Advisors, Nina O'Neal, at the October 2022 Riskalyze Fearless Investing Conference.

9 Key Points You Need To Know About a Recession

Dec 07, 2022 by Ken Ouellette

There are many questions about America’s current economic state and the possibility of a recession, so let’s start off with the basics. #money

Eight Keys To Being A First Responder To Market Changes

Dec 07, 2022 by Martin Zwilling

Here are some key strategies that I recommend to prompt you when changes to your business may be required. #business #change

Financial Planning Is More Than Spreadsheet Formulas

Dec 06, 2022 by James E. Wilson

Complicated spreadsheets can’t help you feel wealth. The feeling of wealth comes from your personal experiences with money. #emotions #investors

5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte

Dec 06, 2022 by Bill Cates

We interviewed Sandro because of the insight and wisdom he brings to the client acquisition process. #advisors #clients

Presentations: Focus on the Sauce

Dec 06, 2022 by Rob Jolles

The right balance of ingredients in your sauce is what makes a dish tasty, and that goes for your presentation sauce as well. #growth #presenting

3 Secrets to Reaching Your Financial Goals in 2023

Dec 06, 2022 by Mike Brooks

When you follow these three secrets to successful goal attainment, you will become unstoppable. #investing #finance #saving

Open Letter to the Modern Leader

Dec 06, 2022 by Duena Blomstrom

If anything is to leave the lasting impression you must be longing to leave if anything is to become a true legacy of a leader people.

Change Not Charity: Charitable Giving for Climate Change with Jack Chellman

Dec 06, 2022 by Kim Griego Kiel

When it comes to donating to charities for climate change, applying a fund management approach can be the solution that makes a difference. #charity

The Crypto House of Cards

Dec 06, 2022 by Chris Skinner

People are saying that Sam Bankman-Fried, the founder and faller at FTX, was running a Ponzi scheme. #cryptocurrency

How Does JPMorgan View the S&P 500 and Global Markets

Dec 06, 2022 by Finscreener

After the pain of 2022, the ability for investors to build diversified portfolios is now the strongest in over a decade. #investing

Retirement on the Eve of Destruction

Dec 06, 2022 by Steve Gresham

They are worried about being able to continue their independence in retirement. Why is this so complicated?? #babyboomers

How Many Advisors Are Enough?

Dec 06, 2022 by Catherine McBreen

One advisory relationship can provide everything an investor needs, while other individuals need multiple advisors in order to meet all their needs.

We’re Not at the Start of a New Bull Market

Dec 06, 2022 by Guest Contributor

Investors should remain cautious as we are not at the start of a new bull market for risk assets. #investing #assets #stockmarket

Global Stocks: Look Beyond Home Base To Find Growth

Dec 06, 2022 by Alliance Bernstein

Investors should look beyond a company’s domicile to find the most promising sources of long-term growth. #global #investors

How To Challenge Clients Thinking Without Being Confrontational

Dec 06, 2022 by Tony Vidler

An easy technique that you can use anywhere – even on a napkin or serviette – to get clients to become open to some different thinking. #growth

The Journey of Starting a Business

Dec 06, 2022 by Generation Fearless

Interviewed the President & Co-Founder of Journey Strategic Wealth, Penny Phillips, at the October 2022 Riskalyze Fearless Investing Conference.

For Captive Advisors: The Ultimate Encouragement To Go Independent with Charlie Van Derven

Dec 06, 2022 by ProudMouth

Are you a wirehouse advisor who dreams of going independent…except the amount of freedom actually sounds a little scary? #advisors

Ten Reasons to Call Clients Before Year End

Dec 06, 2022 by Bryce Sanders

We want to stay top of mind with clients, but not seem like we are pushing for business to hit our year end numbers. #investors

What Transformational Leadership Really Means

Dec 05, 2022 by Ayelet Baron

Innovation was simply present in our creations because we had the runway back then to experiment. #leadership #possibilities

Presenting the Strategy Paper To Turn Prospects Into Clients

Dec 05, 2022 by Don Connelly

If I then started discussing cost before securing their agreement in principle then their focus would fixate on affordability rather than benefit. #growth

What Is Your Business Value Proposition and Does It Set You Apart?

Dec 05, 2022 by Ted Rubin

What is your brand/business value proposition? Is it clear, do potential customers know, do you know? #value #tools #advisors

How to Talk About Finances With Your Aging Parents

Dec 05, 2022 by Jonathan Kuttin

The benefits of involving a third-party professional (such as a financial advisor) in financial conversations with parents. #retirement #aging

The Rebranding of WEB3 Is Just the Beginning

Dec 05, 2022 by Kevin Susman

The brand that is web3 today is the brand that the early builders wanted to build in the first place. #fintech

Navigating the Complexities of Healthcare with Dianne Savastano

Dec 05, 2022 by Peter Raskin

The process of Medicare and the timing of Medicare’s open enrollment season. #insurance #medicare

10 Mindset Elements That Tag You As An Entrepreneur

Dec 05, 2022 by Martin Zwilling

Here are ten sample considerations that I believe will reveal positive indications of your potential as an entrepreneur. #businss #success

Why Advisors Should Use a Visual-First Marketing Strategy (And How to Create One)

Dec 05, 2022 by FMG

The more specific a search is the more narrowed down it gets and the easier it is to rank on the search results pages. #advisors #SEO

Lessons From The “Nifty Fifty”

Dec 05, 2022 by Lance Roberts

Investors should begin to prioritize companies that have strong balance sheets, resilient cash flows, and high levels of visibility into future growth.

Building RIA Compliance for Enterprise Value

Dec 05, 2022 by Bill Hortz

o learn more about compliance and its place in building enterprise value, we reached out to Mac Bartine, CEO of Smartria. #compliance #advisors

Are Banks Capitalized for Another Recession?

Dec 05, 2022 by J.P. Morgan Asset Management

This years’ stress test shows that large banks have sufficient capital to absorb losses and can continue lending to households and businesses. #banks

The 5 Big Reasons Why Your Investments Aren’t Growing as Fast as Warren Buffett’s

Dec 05, 2022 by Gordon Stein

Let’s look at the 5 reasons why your investments aren’t growing and everyone else’s are. #investing #performance

8 Great Video Testimonial Questions and Why They Work

Dec 05, 2022 by Kerri Feazell

Genuinely emotional content you need for your customer testimonials? It is about the right video testimonial questions…and a little more than that.

Building a Team of Shareholders: Fostering Collaboration and Wealth Creation with Jim Gold

Dec 05, 2022 by Power Your Advice

Building of Steward Partners infrastructure and business model, setting the company up for monetary success and an array of benefits for their advisors.

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