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How Advisors Can Avoid the Three Deadly Sins of Cash

Why Advisors Should Get to the Cloud

Midterm Election Results Good News For Stocks, Based On History

Preparing Clients and Protecting Funds with Karl Frank

Nov 16, 2022 by Power Your Advice

The firm’s focus on woman’s wealth, Reflections of the challenges through this past year of change from an asset management perspective.

The Secret To Avoid Overpaying Your Property Taxes with Francis Kafor

Nov 16, 2022 by John Mints

Francis Kafor, property tax consultant at Texas Tax Protest, about the process of filing a protest for your property taxes. #property #taxes

Midterm Elections Are Bullish Even In A Bear Market

Nov 16, 2022 by Lance Roberts

Spending the next bull cycle getting back to even is not the same as making money. #investing #finance #bullmarket

The Philosophy of Not Freaking Out

Nov 15, 2022 by James E. Wilson

The philosophy of not freaking out has two principles: Focus on what you can control, and accept that there will be uncertainty with the rest.

The Compelling Importance Of New Beginnings To Get The Best In Life

Nov 15, 2022 by LaRae Quy

Do you want your excuses or reasons for not moving from good to best to be the same ones 6 months from now? 5 years? #life #forward

The Value Of Ongoing Financial Advice

Nov 15, 2022 by Brad Sherman

When looking for the right advisor to provide you advice, make sure they can help in these three overarching areas. #advice #advisors

Ghostwriting Authenticity?

Nov 15, 2022 by Ayelet Baron

When did outsourcing content creation become real, authentic communication? Is it just not more of the same? #leadership

5 Outdated Sales Tactics That Don’t Work Anymore

Nov 15, 2022 by Adam Honig

Here are five outdated sales tactics to avoid, if for no other reason than they no longer work. #sales #business #success

Are You Using Complexity As A Shortcut Solution To Run Your Business?

Nov 15, 2022 by Rochelle Moulton

And it’s not just any one thing—there is a ripple effect that adds often invisible complexity that reduces your productivity and profit.

Where Do Your Prospects “Search” When They Don’t Know the Question?

Nov 15, 2022 by Timothy Hughes

You should have got here and realised that the words search and discovery are different. #socialmedia #socialselling #sales

How To Make Money Through Forex Trading

Nov 15, 2022 by Finscreener

In this article, we will try to understand some of the basics that you need to know in order to get started in currency #trading.

Why Settle for Average Adviser Performance When You Could Be Outstanding?

Nov 15, 2022 by Tony Vidler

Average adviser performance can be turned into outstanding adviser performance by making the changes that make the difference.

Why Advisors Should be Delivering Value Across the Household

Nov 15, 2022 by Advisorpedia Media Group

Advisorpedia interviewed Kristian Borghesan, Chief Marketing Officer at FutureVault, at the Riskalyze Fearless Investing Conference in October 2022.

Why Investors Fire Advisors

Nov 15, 2022 by Catherine McBreen

The top reason why an investor would fire their advisor is if the advisor does not return phone calls in a timely manner. #advisors

Advisors: It’s Not Different This Time — You Are!

Nov 15, 2022 by Alliance Bernstein

What a difference a decade makes! Advisors are talking about the difficulty of working with distressed clients. #advisors #stockmarket

The Great FTX Collapse, and the Role Binance Played

Nov 15, 2022 by Chris Skinner

Binance helped to incubate FTX. Last year they cashed out their equity to the tune of $2.1B as a split between stablecoins and FTT

Estate Planning for Concentrated Equity Positions with Aaron Rubin

Nov 15, 2022 by Malcolm Ethridge

How to design a plan that keeps more of your money in your pocket and out of the hands of the IRS. #estateplanning #finance

Dissecting Some Of The Hottest Headlines Of The Current Investing World

Nov 15, 2022 by RPA Wealth Management

Some of the most relevant headlines you should know as you head into the holiday season and as you monitor your portfolio. #investing

The Future Evolution Of Financial Services With Dana Wilson and Zach Conway

Nov 15, 2022 by ProudMouth

As the world’s perspective changes, so do the needs of your clients. Are you adapting to push forward and rise above within the industry?

Tax-Saving Strategies Before Year-End with Matthew Taus, CPA

Nov 14, 2022 by Larry Heller

Strategies businesses, and individuals qualify for, and can use to help them save money on their income tax. #taxes #savings #finance

How To Save on Gas ... An Amazing 45%

Nov 14, 2022 by Gordon Stein

Saving an actual 45% on gas. With nothing to buy. No cars to trade in. No need to spin wrenches, get your hands dirty, or crawl underneath your car. #gas

Why Wait To Create An Estate Plan?

Nov 14, 2022 by Tom Selbo

Everyone knows a will is essential in financial planning. So why doesn’t everyone have one? More importantly, how comprehensive is the plan?

Three Powerful Ideas From a Former Amazon Exec

Nov 14, 2022 by Shep Hyken

Whenever there is a chance to learn from an iconic brand like Amazon, I jump at the chance. #CX #advisors

Brand Kindness: Build Your Brand Reputation With Empathy and Compassion

Nov 14, 2022 by Ted Rubin

Being nice may be its own reward, but it also has real benefits for your reputation and workplace. #advisors #kindness #reputation

Examining the Internet of Things

Nov 14, 2022 by Dawn Castell

You can expect IoT to be all over your workplace, community and home in the not-too-distant future. #technology

UPST Stock: Price Tanks 10% Post Q3 Results

Nov 14, 2022 by Finscreener

Upstart not only missed earnings and revenue guidance for Q3, but it also provided a tepid forecast for the quarter ending in December. #stocks

Investors Seek Bullish Signs From Biden-Xi Meeting

Nov 14, 2022 by Guest Contributor

Investors around the world will be scrutinizing the meeting between Joe Biden and Xi Jinping hoping for bullish signals. #investors

Stagflation Is Coming, and Gold’s Gonna Love It

Nov 14, 2022 by Golden Meadow

As the Fed tightens monetary policy, fears of overdoing it are rising. However, the US central bank is far from overtightening.

The “Policy Pivot” May Not Be Bullish

Nov 14, 2022 by Lance Roberts

The bullish expectation is that when the Fed finally makes a policy pivot, such will end the bear market. #markets #poilicy

The Benefits of Riskalyze for Both Clients and Prospects

Nov 14, 2022 by Advisorpedia Media Group

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

How To Increase Prospect Engagement

Nov 14, 2022 by Don Connelly

Using this multi-pronged strategy will create plenty of reasons to contact your prospects, if not by phone calls, then by personal emails. #growth

How Can Millennials Ride Out the Current Market Storm?

Nov 14, 2022 by J.P. Morgan Asset Management

Diversify portfolios away from heavily concentrated positions in risky assets. #investing #markets #millennials

Are Financial Professionals Stuck Between Self Interest and Best Interest Advice?

Nov 14, 2022 by Guest Contributor

An interesting journey that’s led him to some strong beliefs on how we can improve our profession. #advisors #growth

What the UK Debt Crisis Teaches Us About Managing Debt Costs

Nov 14, 2022 by David B. Armstrong

People, investors, business owners, and executives need to be prepared for fast moves in financial markets. #strategy #planning #markets

What Can We Learn From Recent Hedge Fund Performance?

Nov 14, 2022 by Guest Contributor

If you look under the hood right now, you’ll see that some funds are thriving. What sets them apart, and what can we learn from their performance?

Left Hand Not Talking To Right Hand: Quantitative Tightening & Federal Government Spending

Nov 14, 2022 by Guest Contributor

Lack of monetary and fiscal coordination is confusing and gives the appearance that the government’s left hand isn’t talking to its right hand.

11 Most Read Articles of the Week!

Nov 12, 2022 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #financialfreedom #success #advisors

How To Fix America: Politics with Mike McCabe

Nov 11, 2022 by Jeremy Keil

Why Americans need to get out of the left vs. right political system mindset, and instead focus on an up vs. down representation of the powerful

11 Lead-Generation Tools for Financial Advisors To Help Build Your List

Nov 11, 2022 by Johnny Sandquist

Lead generation: what it is, why it matters and how you can create lead-gen content to grow and nurture a list of prospective clients. #leads #advisors

Great Leaders Apologize Well

Nov 11, 2022 by Achim Nowak

The rewards of a swift amends are endless. I trust this is inherently clear. Here’s how you get to a quick amends, well, a little more quickly.

The Five Reasons We Give Up

Nov 11, 2022 by Dr. Marshall Goldsmith

Five of the most common reasons for giving up on our goals are listed below. Understanding these roadblocks will help you apply some preventive medicine.

Generational Inclusion: At Both Ends of the Age Continuum

Nov 11, 2022 by Shirley Engelmeier

The concept of age-based workplace diversity should certainly be top of mind for employers in the current labor market. #inclusion

What Is Long-Term Care Insurance, and Is It Right for You?

Nov 11, 2022 by Michael G Rivas

Since Medicare doesn’t cover long-term care, without protection, you could be stuck paying for all the bills yourself. #caregiving #finances

What You Should Know About Investing in Food & Plant-Based Innovation with Elysabeth Alfano

Nov 11, 2022 by Kim Griego Kiel

Changing what you eat has an impact on the planet, but changing how you invest has an even bigger influence. #investing

How to Invest During High Inflation

Nov 11, 2022 by Guest Contributor

Here’s what you should be considering whether you’re a novice investor concerned about where you should put your money. #inflation

Advisors and Social Media: What’s the End Game?

Nov 11, 2022 by Advisorpedia Media Group

Advisorpedia interviewed Joe Lukacs, President of International Performance Group Inc., at the Riskalyze Fearless Investing Conference in October 2022.

The Cash Environment and How Advisors Can Bring Value to It with Morgan Ludovico and Todd Blackburn

Nov 11, 2022 by StoneCastle Cash Management, LLC

The cash phenomenon, and how it has served advisors so well in increasing AUM, while enhancing client value. #advisors

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