Should You Adjust Your Portfolio Based on the Midterm Election Results? The midterm elections are just around the corner, and our crystal ball’s view of the results is cloudy. #elections #politics #investing
Should You Adjust Your Portfolio Based on the Midterm Election Results? The midterm elections are just around the corner, and our crystal ball’s view of the results is cloudy. #elections #politics #investing
How Can Investors Navigate China Markets? China’s latest political showcase has left investors uncertain about the prospects for the economy and questioning whether to invest in the region.
How Can Investors Navigate China Markets? China’s latest political showcase has left investors uncertain about the prospects for the economy and questioning whether to invest in the region.
Aligning Values and Investing Easier Said Than Done On the surface, ESG investing is a worthy goal and certainly in congruence with someone that holds these values. Yet it is not as simple as it looks. #ESG
Aligning Values and Investing Easier Said Than Done On the surface, ESG investing is a worthy goal and certainly in congruence with someone that holds these values. Yet it is not as simple as it looks. #ESG
Speak Up To Get Better Feedback in Your Next Performance Review Tricky performance review for an employee on your team, I highly encourage you to ensure you’re not falling into one of these frustrating traps.
Speak Up To Get Better Feedback in Your Next Performance Review Tricky performance review for an employee on your team, I highly encourage you to ensure you’re not falling into one of these frustrating traps.
Markets to Rocket if Fed Signals Rate Rise Slow Down Stock markets will rocket if the Federal Reserve signals it will slow down its rate-hiking agenda during Wednesday’s policy meeting.
Markets to Rocket if Fed Signals Rate Rise Slow Down Stock markets will rocket if the Federal Reserve signals it will slow down its rate-hiking agenda during Wednesday’s policy meeting.
The Secret Sauce for High-Performing Nonprofit Organizations High-performing organizations are characterized by strong leadership, a clear goal, and strategic investments. #nonprofit #investors
The Secret Sauce for High-Performing Nonprofit Organizations High-performing organizations are characterized by strong leadership, a clear goal, and strategic investments. #nonprofit #investors
Test Drive Your Marketing Funnel: Customer Journey For financial advisors, it's all about the clients. Which is essential because, without clients, there is no business. #business #clients
Test Drive Your Marketing Funnel: Customer Journey For financial advisors, it's all about the clients. Which is essential because, without clients, there is no business. #business #clients
What Actually Does the Term “Digital Twin” Really Mean and How Does It Impact on Your Revenue Creation? Posting and hoping or posting random stuff is not a strategy, in fact I doubt it's driving anything for your business. #socialselling
What Actually Does the Term “Digital Twin” Really Mean and How Does It Impact on Your Revenue Creation? Posting and hoping or posting random stuff is not a strategy, in fact I doubt it's driving anything for your business. #socialselling
Live From The Fearless Investing Summit I want to discuss why it’s critically important for every advisor to go to events and conferences such as this. #conferences #advisors
Live From The Fearless Investing Summit I want to discuss why it’s critically important for every advisor to go to events and conferences such as this. #conferences #advisors
The Evolutionary Pressures and Re-Emergence of Value Investing Recommendations on the key areas or elements to consider when positioning value investing in client portfolios today. #investing
The Evolutionary Pressures and Re-Emergence of Value Investing Recommendations on the key areas or elements to consider when positioning value investing in client portfolios today. #investing
Apple Stock Defies Tech Rout and Moves Higher Post Quarterly Results The largest tech company in the world, rose 7.5% on Friday as it beat Wall Street revenue and earnings estimates in the September quarter. #apple
Apple Stock Defies Tech Rout and Moves Higher Post Quarterly Results The largest tech company in the world, rose 7.5% on Friday as it beat Wall Street revenue and earnings estimates in the September quarter. #apple
October Market Lows And The End Of Bear Markets Loss aversion is a tendency in behavioral finance where investors are so fearful of losses that they focus on trying to avoid a loss.
October Market Lows And The End Of Bear Markets Loss aversion is a tendency in behavioral finance where investors are so fearful of losses that they focus on trying to avoid a loss.
Advisors, Clients Have Gloomy Outlooks, According To Survey Fretting about familiar factors – namely rising market volatility, persistently high inflation and the specter of a recession. #advisors #clients
Advisors, Clients Have Gloomy Outlooks, According To Survey Fretting about familiar factors – namely rising market volatility, persistently high inflation and the specter of a recession. #advisors #clients
What Are the Chances for a Windfall Profits Tax? The Biden Administration will continue to focus on aggressive regulation of pipelines, production, refining, etc. #windfall #profits #tax
What Are the Chances for a Windfall Profits Tax? The Biden Administration will continue to focus on aggressive regulation of pipelines, production, refining, etc. #windfall #profits #tax
The Most Important Factors for Advisors in Choosing Their Tech Stacks Advisorpedia interviewed Brian McLaughlin, President of Orion Advisor Technology, at the Riskalyze Fearless Investing Conference in October 2022.
The Most Important Factors for Advisors in Choosing Their Tech Stacks Advisorpedia interviewed Brian McLaughlin, President of Orion Advisor Technology, at the Riskalyze Fearless Investing Conference in October 2022.
Managing the Seasons of Life with Regina Faison In this episode, Doug & Regina discuss her journey – both into financial services and after the passing of her husband. #advisor
Managing the Seasons of Life with Regina Faison In this episode, Doug & Regina discuss her journey – both into financial services and after the passing of her husband. #advisor
Choosing A Medicare Plan with Laurie Boatman Unfortunately, the chances of you needing medical attention increase as the years progress. So what can you do to prepare for this?
Choosing A Medicare Plan with Laurie Boatman Unfortunately, the chances of you needing medical attention increase as the years progress. So what can you do to prepare for this?
Dying Kindness: Help Clients Be Kinder to Those They’ll Leave Behind with Cianna Stewart Most of us are left with grief that’s affected by feeling frustrated, confused, or financially freaked out by legalities. #advisors #planning
Dying Kindness: Help Clients Be Kinder to Those They’ll Leave Behind with Cianna Stewart Most of us are left with grief that’s affected by feeling frustrated, confused, or financially freaked out by legalities. #advisors #planning
Meta Platforms Is Blowing Through Billions of Dollars in Free Cash Flow. Will the Metaverse Bet Pay Off? Will Mark Zuckerberg’s metaverse project follow the same path as General Magic and Argo AI, or will it go in the direction of the iPhone? #strategy
Meta Platforms Is Blowing Through Billions of Dollars in Free Cash Flow. Will the Metaverse Bet Pay Off? Will Mark Zuckerberg’s metaverse project follow the same path as General Magic and Argo AI, or will it go in the direction of the iPhone? #strategy
Financial Decisions: Do Your Expectations Mesh With Reality? Think about some of your financial decisions. Have the real-life outcomes resembled the expectations you had before the decisions were made? #finance
Financial Decisions: Do Your Expectations Mesh With Reality? Think about some of your financial decisions. Have the real-life outcomes resembled the expectations you had before the decisions were made? #finance
How to Do a Better Job of Prospecting on LinkedIn As a financial planner or financial advisor, you would like to attract more clients. LinkedIn can be a useful place to raise your visibility.
How to Do a Better Job of Prospecting on LinkedIn As a financial planner or financial advisor, you would like to attract more clients. LinkedIn can be a useful place to raise your visibility.
4 Video Marketing Ideas for Financial Advisors Interested in creating videos for your marketing campaign, you may want to consider creating one of these four types of videos. #marketing #advisors
4 Video Marketing Ideas for Financial Advisors Interested in creating videos for your marketing campaign, you may want to consider creating one of these four types of videos. #marketing #advisors
10 Effective Responses to “It’s Too Expensive” To help you avoid getting caught flat-footed, we’ve put together some effective responses to the price objection. #advisors #business
10 Effective Responses to “It’s Too Expensive” To help you avoid getting caught flat-footed, we’ve put together some effective responses to the price objection. #advisors #business
Here Is How To Win Today With the Customer in Control What most companies don’t realize is that businesses don’t drive customer trends anymore, customers drive business trends. #growth
Here Is How To Win Today With the Customer in Control What most companies don’t realize is that businesses don’t drive customer trends anymore, customers drive business trends. #growth
Reputation as a Currency Reputation is the key currency, as reputation creates trust. If I trust you, I can trade with you. If I don’t trust you, then I won’t. #trust
Reputation as a Currency Reputation is the key currency, as reputation creates trust. If I trust you, I can trade with you. If I don’t trust you, then I won’t. #trust
Advice for the Next Generation of Financial Planners with Patrick Mahoney and Dennis Moore The continual evolution of the financial planning industry and the role of young entrepreneurs looking to enter the profession. #advisors
Advice for the Next Generation of Financial Planners with Patrick Mahoney and Dennis Moore The continual evolution of the financial planning industry and the role of young entrepreneurs looking to enter the profession. #advisors
Why Chinese ADRs and Stocks Are Tanking Chinese stocks experienced a sell-off last week after the country’s President Xi Jinping tightened his grip on the country. #stocks
Why Chinese ADRs and Stocks Are Tanking Chinese stocks experienced a sell-off last week after the country’s President Xi Jinping tightened his grip on the country. #stocks
Bringing the Fearless Investing Movement Together Advisorpedia interviewed Aaron Klein, Co-Founder and CEO at Riskalyze, at the Riskalyze Fearless Investing Conference in October, 2022.
Bringing the Fearless Investing Movement Together Advisorpedia interviewed Aaron Klein, Co-Founder and CEO at Riskalyze, at the Riskalyze Fearless Investing Conference in October, 2022.
Coaches Get Higher Fees Than Advisers. Do That Then. Clients will pay more for someone who steps up and says: I will make this happen for you…I will get you where you want to be. #advisors #fees
Coaches Get Higher Fees Than Advisers. Do That Then. Clients will pay more for someone who steps up and says: I will make this happen for you…I will get you where you want to be. #advisors #fees
How Technology Lets Wealth Management Firms Do More With Data A great technology tool will be scalable, so as the firm grows and changes over time, the system can remain in place without requiring replacement.
How Technology Lets Wealth Management Firms Do More With Data A great technology tool will be scalable, so as the firm grows and changes over time, the system can remain in place without requiring replacement.
Market Collapse Raises Stakes for Active Equity Investors The answer varies from company to company and requires an active equity investing approach to separate winners from losers. #strategy
Market Collapse Raises Stakes for Active Equity Investors The answer varies from company to company and requires an active equity investing approach to separate winners from losers. #strategy
Asking for Referrals and Getting Referred up with Maribeth Kuzmeski, PHD. The keys behind asking for referrals without sounding like that cheesy referral guy. #advisors #business #growth
Asking for Referrals and Getting Referred up with Maribeth Kuzmeski, PHD. The keys behind asking for referrals without sounding like that cheesy referral guy. #advisors #business #growth
Keeping Focus on the Long Term Trends with Ed Butowsky Investing with a focus on the long term outcomes and the importance of an education in money management. #investing #advisors
Keeping Focus on the Long Term Trends with Ed Butowsky Investing with a focus on the long term outcomes and the importance of an education in money management. #investing #advisors
Bitcoin Investors Have No Plans To Sell Despite ‘Crypto Winter’ More than two-thirds of Bitcoin investors have no plans to sell their holdings in the next five years, reveals a new global poll.
Bitcoin Investors Have No Plans To Sell Despite ‘Crypto Winter’ More than two-thirds of Bitcoin investors have no plans to sell their holdings in the next five years, reveals a new global poll.
Are Financial Advisors Gifting Dummies? Help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale. #advisors #CX
Are Financial Advisors Gifting Dummies? Help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale. #advisors #CX
Do You Have Enough Self-Discipline To Succeed? Dedicate yourself to the discipline to do what must be done, and then follow-through on next steps. #business #goals #success
Do You Have Enough Self-Discipline To Succeed? Dedicate yourself to the discipline to do what must be done, and then follow-through on next steps. #business #goals #success
Are We Dominated by Negatives? We also seem to focus more on the negatives. Social media gets more expansion of negative posts than positive ones. #society
Are We Dominated by Negatives? We also seem to focus more on the negatives. Social media gets more expansion of negative posts than positive ones. #society
How To Be Tax Efficient In Retirement From the time you get your first job to the time you retire, tax planning is crucial throughout your entire life. #retirement #taxes
How To Be Tax Efficient In Retirement From the time you get your first job to the time you retire, tax planning is crucial throughout your entire life. #retirement #taxes
Here Are 5 Reasons You Feel Like an Imposter at Work To gain more clarity on how our personality contributes to why we feel like a fraud, let’s dig deeper into the different types of imposters. #mindset
Here Are 5 Reasons You Feel Like an Imposter at Work To gain more clarity on how our personality contributes to why we feel like a fraud, let’s dig deeper into the different types of imposters. #mindset
Benefits of Working With an Architect To Build Your Dream Office A professional architect will do most of your work without excluding you and informing you at every step of the project. #office
Benefits of Working With an Architect To Build Your Dream Office A professional architect will do most of your work without excluding you and informing you at every step of the project. #office
6 Key Rules To Stay Competitive in the Digital World In case you hadn’t noticed, the key elements of a competitive advantage for your business have changed as businesses move online. #growth
6 Key Rules To Stay Competitive in the Digital World In case you hadn’t noticed, the key elements of a competitive advantage for your business have changed as businesses move online. #growth
Be the CEO of the Moment Some may call that employee a brand ambassador or advocate for the company, but I have a new title for that individual: CEO of the Moment. #advisors
Be the CEO of the Moment Some may call that employee a brand ambassador or advocate for the company, but I have a new title for that individual: CEO of the Moment. #advisors
Are You Winning Tomorrow? How to Really Create Lasting Customer Success How are you doing at driving customer success while providing an easy, consistent, sensory-rich, and memorable set of experiences? #CX #advisors
Are You Winning Tomorrow? How to Really Create Lasting Customer Success How are you doing at driving customer success while providing an easy, consistent, sensory-rich, and memorable set of experiences? #CX #advisors
The Treasury Market Is The Fed’s Next Crisis The problem comes when interest rates rise. Higher rates reduce the number of willing borrowers, and debt buyers balk at falling prices.
The Treasury Market Is The Fed’s Next Crisis The problem comes when interest rates rise. Higher rates reduce the number of willing borrowers, and debt buyers balk at falling prices.
What Are the Investment Implications of China’s Party Congress? With the conclusion of China’s Party Congress, investors are focused on whether policy uncertainty can also decrease. #markets #investors
What Are the Investment Implications of China’s Party Congress? With the conclusion of China’s Party Congress, investors are focused on whether policy uncertainty can also decrease. #markets #investors
We Are in the Latter Innings of a Bear Market with Sam Stovall The conundrum faced by the fed when considering raising rates and then evaluating the potential effect of their actions on the global economy.
We Are in the Latter Innings of a Bear Market with Sam Stovall The conundrum faced by the fed when considering raising rates and then evaluating the potential effect of their actions on the global economy.
TIPS Turned Terrible In 2022 TIPS as a value idea is a risky proposition and there may well be better fixed income opportunities to consider on that front. #TIPS
TIPS Turned Terrible In 2022 TIPS as a value idea is a risky proposition and there may well be better fixed income opportunities to consider on that front. #TIPS
