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What No One Tells You About Being a Financial Advisor

Are Meta and Google Crumbling in the Face of Macro-Economic Headwinds?

The Problem with Concentrated Investments

What To Do When You’ve Had Enough

Oct 31, 2022 by Stewart Bell

What do you do when you’ve lost momentum, feel overwhelmed, feel like you just can’t focus, or just feel a bit drained? #advisors

11 Most Read Articles of the Week!

Oct 29, 2022 by Douglas Heikkinen

11 Most Read Articles of the Week! #finserv #advisors #wealthmanagement #financialfreedom #business #stockmarket

Different Income Ideas Could Pay Dividends … Literally

Oct 28, 2022 by Todd Shriber

There are myriad off-the-beaten path income-generating ideas in the world of ETFs. Here are some to consider. #income #investing

7 Strategies To Get More Right-fit Clients From Social Events

Oct 28, 2022 by Bill Cates

Here are 5 reasons why you should strongly consider adding Social Event Marketing to your overall client-acquisition plan. #business #growth

Your Secret Weapon To Planning Retirement

Oct 28, 2022 by Wesley Forster

Uncertainty with inflation, stock market fluctuations and high interest rates. Learn how to bulletproof your financial plan in times like these. #investors

Cadence Updates Executive Compensation Structure to Incentivize Diversity

Oct 28, 2022 by Shirley Engelmeier

Aligning workplace DEI goals with executive pay is a great strategy for adding teeth to an organization’s workplace DEI efforts. #inclusion

The Opportunities and Mechanics of Launching an ETF

Oct 28, 2022 by Bill Hortz

If starting out, begin with an investment strategy that has a strong track record and where you have a proven area of expertise. #ETF

Unilever: Guidance Raised as Sales Pop on Higher Prices, Volume Weakness Continues

Oct 28, 2022 by Guest Contributor

Unilever posted third quarter sales of €15.8b, reflecting underlying sales growth of 10.6%. Growth was broad based across divisions.

Lloyds Banking Group: Weak Economic Outlook Extinguishes Profit

Oct 28, 2022 by Guest Contributor

Third quarter underlying net interest income rose 19% to £3.4bn, as net interest margins rose to 2.98% from 2.55%. #investing #stocks

Venerable Vanguard ETF Stands Tall, Sort of, in 2022

Oct 28, 2022 by Todd Shriber

Advisors also know that status extends well beyond the issuers most basic equity and fixed income offerings. #investing #ETFs

Do You Really Know Who Your 'Best' Clients Are?!?

Oct 28, 2022 by Mike Garrison

You need to know the answer to the following question: Who is your best client? #advisors #profitability #business #success

MBS, Convexity Vortex, and a Silver Lining for Bonds

Oct 28, 2022 by Michael P. Lebowitz

This somewhat wonky article explores the unique qualities distinguishing MBS from other bond types. #bonds #MBS #investing

What if We Are Not in a Recession?

Oct 28, 2022 by David B. Armstrong

I’m suggesting that there is a chance that everything being suggested is not a foregone conclusion. #markets #recession

Grumbling Grows Over Fed Rate Hikes

Oct 28, 2022 by Greg Valliere

Chairman Jerome Powell is becoming politicized; could he face internal pressure within the Fed?

Why Netflix Stock Surged 24% in the Last Week?

Oct 28, 2022 by Finscreener

Netflix recently announced its Q3 results and reported revenue of $7.926 billion with adjusted earnings of $3.10 per share. $NLFX

Rishi Sunak’s Environmental Credentials Appear Greener Than His Predecessor’s

Oct 28, 2022 by Guest Contributor

New PM Rishi Sunak’s decision to reinstate a fracking ban suggests he could be more environmentally friendly than Liz Truss. #ESG

10 Strategies To Tame and Maintain Your Inbox

Oct 28, 2022 by Libby Greiwe

I had over 2,800 emails in my inbox. I used my inbox for storage, as a to do list, and all the other things you are not supposed to do. #advisors #business

Is Your Portfolio Positioned for a Lithium “White Gold” Rush?

Oct 28, 2022 by Frank Holmes

The White House is deploying nearly $3 billion to boost domestic output of EV batteries and the minerals used to make them. #alternatives #investing

"Life Isn’t About Finding Yourself… Life Is About Creating Yourself.”

Oct 27, 2022 by Ted Rubin

Throw out the recipe book, the paint-by-numbers kit, and anything anyone ever told you about who or what you should be—and chart your own course.

Recognizing Planning Opportunities for Parent Plus Loans

Oct 27, 2022 by FPA NexGen

Student and parent loan repayment strategies and understanding the pros and cons could make a huge difference. #tuition

How To Fix America: Our Tax System

Oct 27, 2022 by Jeremy Keil

It’s safe to say everyone thinks America’s tax system needs some adjusting, but where should we begin? #taxes #taxsystem

Live Long and Prosper? 5 Ways To Plan For Extended Longevity in Retirement

Oct 27, 2022 by Michael G Rivas

Today, we’ll discuss planning for a long retirement and some critical points to consider along the way. #retirement #financialplanning

Learning to Love Your Voice

Oct 27, 2022 by Rob Jolles

Your voice is making one of the most beautiful sounds you’ll ever hear: It’s the sound of authenticity. #business #growth #voice

Why DEIB Will Never Likely Produce a Competitive Advantage

Oct 27, 2022 by Roy Osing

DEIB is a commendable aspiration for any organization, but it’s not a tool to gain competitive advantage. #inclusion #business

How To Connect With Others To Increase Performance and Results

Oct 27, 2022 by Hugh Massie

If you’re a leader or want to be a leader, you must embrace the idea of connecting and investing in the lives of others. #connection #advisors

Alphabet: Ad Revenues Disappoint While Costs Soar

Oct 27, 2022 by Guest Contributor

Third quarter revenue rose 6% to $69.1bn, with advertising revenue rising from $53.1bn to $54.5bn. Both of these figures were lower than expected.

The Secret To Elevate Your Results

Oct 27, 2022 by Joseph Lukacs

If you find something that you’re not happy about and you don’t do something about it, your mind will find a way to sabotage your success.

How To Turn Your “Commodity” Into a Scarce, High Quality and Expensive Niche

Oct 27, 2022 by Rochelle Moulton

When it feels like everyone in your space is doing the same thing the same way and there isn’t room for you, that you might be wrong. #advisors

Interest Rate Volatility Calls for Continued Duration Management

Oct 27, 2022 by Guest Contributor

The impact of higher interest rates on portfolios has undoubtedly overshadowed the 2022 investment playbook. #markets #finance

5 Mistakes Financial Advisors Make With Facebook Ads

Oct 27, 2022 by James Pollard

Through my research, I’ve uncovered 5 massive mistakes financial advisors make with Facebook Ads. #facebook #advisors #advertising

2 Cheap Dow Jones Stocks to Buy in October 2022

Oct 27, 2022 by Finscreener

Shares of Visa have gained close to 500% in the last decade but are trading 24% below all-time highs. $CRM $V #stocks #investing

What Is Peso and How Can Financial Advisors Use It?

Oct 27, 2022 by Johnny Sandquist

One of the best marketing acronyms financial advisors should know is PESO – and, no, it’s not the Mexican currency. #marketing #advisors

What to Work on in Retirement with Dave Ackerman

Oct 27, 2022 by Corey Heimensen

Retirement is not about having nothing to do. It’s about doing the things that you are passionate about. #retirement #planning #hobbies

How To Differentiate Your Business in a Sea of Sameness

Oct 27, 2022 by Remy Bernstein

After recently attending the Awwwards Digital Thinkers conference in Amsterdam, we’re sharing some of the speakers’ tips

What’s Beyond Entertainment?

Oct 26, 2022 by Ayelet Baron

When we build the foundation we need for a healthy world, we choose what we give energy to and where we invest ourselves.

What Is Your Prospect’s Journey as a Financial Advisor?

Oct 26, 2022 by Grant Hicks

The question should now be: What is your prospect's digital journey in hiring you as their next financial advisor? #advisor #success

Are You Ready To Boost Your Career?

Oct 26, 2022 by Elinor Stutz

Are you ready to boost your career offers five excellent suggestions to potentially help your career advancement. #career #goals #advisors

Strip Out Friction so Employee Experience Soars

Oct 26, 2022 by Rachel Cooke

Don’t wait for your team to hit a wall of misery. Open the door to making small improvements to their daily experience. #workforce

Q4 Rally Confirmed

Oct 26, 2022 by Monica Kingsley

Given the outside markets, the pullback would represent a buying opportunity, and the MSFT, GOOG earnings have indeed provided a profit taking

The Accountability of Advocating for Yourself

Oct 26, 2022 by Jim Frawley

Change is on the horizon. And while the workplace and world will continually evolve, so will our need to prepare and adapt.

3 Reasons Why Performance Management Is Not Performance Culture

Oct 26, 2022 by Estelle Pin

Why putting more of an emphasis on driving a performance culture will propel your organization to new levels. #workforce #culture

Long-Term Money Planning as a Couple: Here’s Some Must-know Advice

Oct 26, 2022 by Kim Griego Kiel

Some must-know financial mishaps couples can avoid making while detailing the tips you need to start implementing good financial habits. #couples #finance

Sound Financial Decisions Rely on Balanced Media Diet

Oct 26, 2022 by Rick Kahler

Consuming a media diet that has a balance of political and financial facts and viewpoints isn’t always easy. #news #media

Druckenmiller: A Decade Of No Returns

Oct 26, 2022 by Lance Roberts

Things can go wrong iahead. While investors cling to the hope the Fed has everything under control, there's a chance they don’t.

The Only Stocks To Buy in a Recession

Oct 26, 2022 by Chris Wood

When you think of recession-proof stocks... what comes to mind? Let me guess… toilet paper and toothpaste? #investing #stocks

A Global Recession Is Coming in 2023

Oct 26, 2022 by Guest Contributor

A global recession is coming in 2023 and you should act now to protect your investments. #investing #global #recession #finance

New Market Regime Demands Market Intelligence

Oct 26, 2022 by Bill Hortz

Be open to trying new investment analytics and technology by realizing that they are being designed to leverage your skills and maximize performance

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