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8 Great Video Testimonial Questions and Why They Work

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

Finding Success on YouTube

Don’t Forget What Got You to the Dance

Dec 05, 2022 by Shep Hyken

The dance is the metaphor for your business, and what got them to the dance is why customers keep doing business with you. #advisors #CX

11 Most Read Articles of the Week!

Dec 03, 2022 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #business #succcess #financialfreedom #advice #investor

We Have No Pipeline, No Visibility and No Credibility

Dec 02, 2022 by Timothy Hughes

If you are doing any of this interruption techniques in marketing, this is not going to give you a growth agenda. #growth #marketing

Practices Who Start Well Set This up Before They Finish

Dec 02, 2022 by Stewart Bell

The obvious problem with waiting until the end of March for your plan to roar into life is you’ve said goodbye to a quarter of the year. #planning

Since the Silver Market Soared, Has a Top Already Formed?

Dec 02, 2022 by Golden Meadow

Silver outperformed gold in quite an impressive way. However, can this really be considered bullish, or was it in fact just a correction?

Compound Interest Is a Snowball with Evan Wohl

Dec 02, 2022 by Opus Private Client

As an adult, the experience changes from creating snowmen to generating compound interest. #finance #interest

5 Leadership Tools for Decision-Making and Prioritization

Dec 02, 2022 by Annette Franz

These are five very different approaches to making decisions and prioritizing your improvement initiatives. #decision #initiatives

Unique Asset Management Forum on Industry Challenges and Opportunities

Dec 02, 2022 by Bill Hortz

Message for me as I sat through the Fall Forum was realizing the massive nature and scope of the transformation going on in the asset management industry.

CEO Days and Year-end Questions To Ask Yourself

Dec 02, 2022 by Libby Greiwe

The #1 most TRANSFORMATIONAL question I ever asked myself as part of my business plan.... and you won't find it in any planner. #advisors

OTLY Stock: Price Slumps Over 12% Post Q3 Results

Dec 02, 2022 by Finscreener

OTLY stock price is currently trading 91.5% below all-time highs, valuing the company at a market cap of $1.26 billion. #stocks

Advisors: How To Deal With Overwhelm

Dec 02, 2022 by Brett Davidson

There’s just too much on your plate. Decisions are required from you one after the other. Everything bounces back to you. #stress

9 Question Self-Assessment: Do You Communicate Your Value Effectively?

Dec 02, 2022 by Bill Cates

The following 9 questions are designed to help you both assess your value, and create an action checklist to focus your messaging.

Accessible Private Commercial Real Estate for the Masses with Thomas McDonald

Dec 02, 2022 by CrowdStreet Advisors

The investment opportunities within private commercial real estate and how CrowdStreet advisor’s are changing the accessibility of this asset class.

Is Your Referral Strategy Actually Based On Erosion?

Dec 02, 2022 by Mike Garrison

Erosion is an excellent macro strategy to employ at any stage of your career and is one that I always recommend as a foundation for guaranteed success

Hope Emerges for 2023 Biotech Rebound

Dec 02, 2022 by Todd Shriber

There’s optimism biotech stocks and ETFs can and will bounce back – perhaps as soon as next year. #index #biotech

The Changing Role of Technology in Wealth Management Firms

Dec 02, 2022 by Advisorpedia Media Group

Advisorpedia interviewed Tricia Rothschild, Board Member at Riskalyze, at the Riskalyze Fearless Investing Conference in October 2022.

Are You Being Authentic? Marketing That Turns Prospects Into Raving Fans with Larry Sprung

Dec 02, 2022 by ProudMouth

The importance of being vulnerable and showing your authentic self to connect with prospects. #prospects #advisors

Look Inside Your Practice To Grow as a Financial Advisor

Dec 02, 2022 by Grant Hicks

Want to grow your business as a financial advisor? Look inside your practice. #financialadvisor #growth #business #referrals

My Top 5 Tips To Make a Successful Entrepreneur

Dec 01, 2022 by Roy Osing

The mortality rate for new businesses is extremely high—chances are you won’t make it—and you absolutely must avoid these 5 mistakes

Personal Finance Is a Social Justice Issue

Dec 01, 2022 by FPA NexGen

I don’t want to be part of a society that privileges me for the color of my skin, even as it puts down my mother for the color of her skin. #views

Understanding the Crypto Market

Dec 01, 2022 by Guest Contributor

The future of the crypto market looks promising for businesses who want to leverage its many potential benefits. #crypto #markets

The Secret to Financial Advisors & CPA Collaboration

Dec 01, 2022 by Guest Contributor

What Paul and his team are doing to achieve this growth and how they have mastered the FA/CPA partnership for collaborative advice and serving HNW clients.

How Can You Afford To Turn off Clients That Are Paying Way Less Than Your Minimum Fees?

Dec 01, 2022 by Sue Viskovic

Redesigning your client base is an exercise that if done well, can help you achieve a tremendous uplift in enjoyment and financial results. #clients

ZM: Zoom Price Slumps as the Video Collaboration Giant Lowers Forecast

Dec 01, 2022 by Finscreener

Let’s see if ZM stock can stage a comeback in the next 12 months and outpace the broader markets going forward. #stocks

Worst Year Ever for Bonds: Fund Picks to Weather the Storm

Dec 01, 2022 by Guest Contributor

With equity and bond markets suffering a torrid year, investors could be forgiven for wondering what role each should play in a portfolio.

7 Financial Strategies To Help You Be Successful in 2023

Dec 01, 2022 by RPA Wealth Management

Recession almost certain and most households having some amount of credit card debt, building effective financial strategies is more important than ever.

Good News for Advisors: Clients Take Retirement Planning Seriously

Dec 01, 2022 by Todd Shriber

Younger generations are fertile ground for advisors to work with when it comes to retirement because data confirm many aren’t taking advantage

6 Winning Marketing Moves for Financial Advisors in 2023

Dec 01, 2022 by Johnny Sandquist

it’s the year to make your voice heard! With that in mind, here are six winning marketing moves for financial advisors to make in 2023. #marketing

Combatting the Gap Between the Talk and the Walk of Advisors with Philipp Hecker

Dec 01, 2022 by Power Your Advice

Doug and Philipp discuss Bento Engine and its efforts to focus on and support each client equally and productively. #advisors

How Advisors Can Make Segmentation Work for Them

Dec 01, 2022 by Todd Shriber

One way for registered investment advisors (RIAs) to facilitate durable growth is to hone their focus on specific client groups.

How Kids Can Learn About Money

Dec 01, 2022 by Generation Fearless

Advisorpedia reporter, CJ Ackerman, interviewed CEO & Wealth Advisor, Yohance Harrison, at the October 2022 Riskalyze Fearless Investing Conference.

3 Benefits of Digital Account Openings

Dec 01, 2022 by Practifi

Fully digital processes—including account opening, transfer of assets, updating beneficiaries, etc.—are necessary to free up valuable time

Adding Bonds to Your Investment Portfolio

Dec 01, 2022 by Tom Selbo

Peanut butter and jelly, minnie and mickey, stocks and bonds, rather some well known duos. #stocks #bonds

One Monetary Policy Fits All

Dec 01, 2022 by Michael P. Lebowitz

Whether foreign nations want or need tightening or easing, they are stuck with the monetary policy that the Fed decides America needs.

Why Most People Retire Broke

Nov 30, 2022 by James Pollard

Here’s a cold, hard fact of life: Most people retire almost as broke as they were when they entered the world. #retirement #finance

Turning Constraints Into Innovation Opportunities

Nov 30, 2022 by Paul Taylor

Constraints help you better understand the problem. When any and every option is in front of you, it’s difficult to decide what to do.

Do You Need To Know Your Financial Planner’s Net Worth?

Nov 30, 2022 by Rick Kahler

A planner who fails to practice what they preach is hardly going to inspire confidence in prospective clients. #planner #advisor

A FinTech CMO’s Recap of Schwab IMPACT 2022

Nov 30, 2022 by Bill Hortz

Institute Founding member Kristian Borghesan of FutureVault to provide us with a conference participant review from his perspective as a FinTech CMO. #tech

The 4 Day-Workweeks and the Mental Health Crisis at Work

Nov 30, 2022 by Duena Blomstrom

We have had one big win in the world of work which is the amazing news of the success of the 4 days weeks experiment that went so very well. #inclusion

7 Staffing Strategies That May Cost You Your Business

Nov 30, 2022 by Martin Zwilling

Hiring in any new venture needs to be a structured and high priority task, not the ad hoc informal process #growth

Have You Emerged Stronger Through Adversity? Four Evidence-based Lessons for Growth

Nov 30, 2022 by Joseph Michelli

What lessons have you learned, and how have you grown from those adversities? #adversity #advisors

Markets’ High-Octane Boost if Fed Chair Powell Signals Rate Rise Step Down

Nov 30, 2022 by Guest Contributor

Markets will be given a high-octane boost should the Federal Reserve chair support expectations that it will begin to step down from its interest rate hike

S&P 500 Below 4,000 Again: Time to Be Bearish?

Nov 30, 2022 by Golden Meadow

Stock Prices pulled back and the S&P 500 went below the 4,000 level again. Is this a downward reversal? #stocks #investing

The Next Secular Bear Market May Be Upon Us

Nov 30, 2022 by Lance Roberts

Until Central Banks revert to all-out monetary accommodation, investors will face a challenging investment environment. #investing

U.S. Dollar’s ‘Power Era’ Coming to an End?

Nov 30, 2022 by Guest Contributor

Investors are now positioning themselves to capitalize on the U.S. dollar’s era of strength coming to an end. #dollar #money #finance

I’ve Hated These Stocks for More Than a Decade (And Still Do)

Nov 30, 2022 by Chris Wood

In today’s issue: The worst-looking chart in the world... Google soared 200% the last time it was this cheap... #stocks #investing

Why I’m Buying These “Boring” Stocks

Nov 30, 2022 by Justin Spittler

These stocks are in clear uptrends and should continue leading the market higher. But let’s first look at the mega-cap stocks. #investing

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