Imperfect Fed Policy Tools Could Derail Investment Decisions Investors should avoid panicking about the imperfect Federal Reserve’s next announcement and stick to basic investment fundamentals
Imperfect Fed Policy Tools Could Derail Investment Decisions Investors should avoid panicking about the imperfect Federal Reserve’s next announcement and stick to basic investment fundamentals
The Easiest Way To Help Clients (Finally) Get Their Estate Planning Done With Ryan Stark But what if you could make it easy for clients –– including the stragglers –– to finally get it done? #inheritance #estateplan
The Easiest Way To Help Clients (Finally) Get Their Estate Planning Done With Ryan Stark But what if you could make it easy for clients –– including the stragglers –– to finally get it done? #inheritance #estateplan
Variable Is Preferred Way To Play Preferreds Preferred stocks and the related funds have extensive histories of being vulnerable to rising interest rates #stocks #investing #advisors
Variable Is Preferred Way To Play Preferreds Preferred stocks and the related funds have extensive histories of being vulnerable to rising interest rates #stocks #investing #advisors
How To Earn Greater Returns in a Risky Environment They also explore strategies to achieve greater risk-adjusted returns. #advisors #fiance #investing #economy
How To Earn Greater Returns in a Risky Environment They also explore strategies to achieve greater risk-adjusted returns. #advisors #fiance #investing #economy
Will a Senior Living Facility Cost Your Kids an Inheritance? The financial impact of declining health can require selling one’s home to provide funds for monthly assisted living or nursing costs.
Will a Senior Living Facility Cost Your Kids an Inheritance? The financial impact of declining health can require selling one’s home to provide funds for monthly assisted living or nursing costs.
Vital Considerations for Perpetual Trusts A Perpetual Trust, also known as a Dynasty Trust, can be an incredibly beneficial planning tool. #investors #advisors #planning
Vital Considerations for Perpetual Trusts A Perpetual Trust, also known as a Dynasty Trust, can be an incredibly beneficial planning tool. #investors #advisors #planning
Whole Life Insurance Can Be an Asset for Balance When it comes to assets, you can add whole life insurance to help create a balanced portfolio. #insurance #financialadvisors
Whole Life Insurance Can Be an Asset for Balance When it comes to assets, you can add whole life insurance to help create a balanced portfolio. #insurance #financialadvisors
Are Your DEIB Efforts Real and Relevant? Your DEIB efforts matter. But they must be real. And they must be retained—even as economic pressures threaten corporate budgets. #inclusion
Are Your DEIB Efforts Real and Relevant? Your DEIB efforts matter. But they must be real. And they must be retained—even as economic pressures threaten corporate budgets. #inclusion
The Evolution of Contactless Payments With Aaron Wollner The banking and payments industry is in a period of rapid change, with new technologies and services emerging all the time. #advisors #money #banking
The Evolution of Contactless Payments With Aaron Wollner The banking and payments industry is in a period of rapid change, with new technologies and services emerging all the time. #advisors #money #banking
Triple Threat: The Exponential Power of an Effective Financial Advisor Website, Podcast, and Target Market With Jeremy Keil There are three important marketing strategies that every top advisor should consider using in their effort to attract more Right-Fit Clients #advisors
Triple Threat: The Exponential Power of an Effective Financial Advisor Website, Podcast, and Target Market With Jeremy Keil There are three important marketing strategies that every top advisor should consider using in their effort to attract more Right-Fit Clients #advisors
F: Why is Ford Motor Stock Down? Valued at a market cap of $60 billion, Ford is expected to increase sales by 16% to $146 billion in 2022 and by 7.6% to $157 billion in 2023. $F
F: Why is Ford Motor Stock Down? Valued at a market cap of $60 billion, Ford is expected to increase sales by 16% to $146 billion in 2022 and by 7.6% to $157 billion in 2023. $F
Buffett Indicator Says Markets Are Going To Crash? The Buffett Indicator doesn’t mean markets will definitely crash. However, there is a more than reasonable expectation of disappointment.
Buffett Indicator Says Markets Are Going To Crash? The Buffett Indicator doesn’t mean markets will definitely crash. However, there is a more than reasonable expectation of disappointment.
Depend on Data Centers for Futuristic Real Estate Exposure For decades, listed real estate was a relatively bland asset class, but that’s changing for the better thanks to disruptive mega trends.
Depend on Data Centers for Futuristic Real Estate Exposure For decades, listed real estate was a relatively bland asset class, but that’s changing for the better thanks to disruptive mega trends.
The ROI of Social Media Revealed Posting and hoping or posting random stuff is not a strategy, in fact I doubt it's driving anything for your business. #socialmedia
The ROI of Social Media Revealed Posting and hoping or posting random stuff is not a strategy, in fact I doubt it's driving anything for your business. #socialmedia
What Percentage of Financial Advisors Are Successful? There are many reasons financial advisors don’t last, but there are a few common themes. #advisors #success #growth
What Percentage of Financial Advisors Are Successful? There are many reasons financial advisors don’t last, but there are a few common themes. #advisors #success #growth
The Science Behind Generating Referrals Naturally Did you know that there’s a science behind referrals? #business #success #referrals
The Science Behind Generating Referrals Naturally Did you know that there’s a science behind referrals? #business #success #referrals
The Power of Coaching for Financial Advisors With Jamie Hopkins In this episode, Brad Swineheart speaks with the managing partner of wealth solutions at Carson Group, Jamie Hopkins. #advisors #growth
The Power of Coaching for Financial Advisors With Jamie Hopkins In this episode, Brad Swineheart speaks with the managing partner of wealth solutions at Carson Group, Jamie Hopkins. #advisors #growth
Is Personal Happiness Gone Forever or Can WEB3 and Its Integration With the Metaverse Be a Savior? Digital media evolved to include Social Media, and a lot of happiness has apparently gone with it. #advisors #social
Is Personal Happiness Gone Forever or Can WEB3 and Its Integration With the Metaverse Be a Savior? Digital media evolved to include Social Media, and a lot of happiness has apparently gone with it. #advisors #social
The Unreliability of Economists & Strategists Economists and strategists will likely remain part of Wall Street. But that doesn’t mean you have to heed their forecasts. #investing
The Unreliability of Economists & Strategists Economists and strategists will likely remain part of Wall Street. But that doesn’t mean you have to heed their forecasts. #investing
Your Beliefs Drive Your Behavior You likely have hundreds of opinions, ideas, and beliefs, but only a few core principles that drive your actions. #finance #advisors #growth
Your Beliefs Drive Your Behavior You likely have hundreds of opinions, ideas, and beliefs, but only a few core principles that drive your actions. #finance #advisors #growth
If A Third Of What We Do Is Waste: Why Can’t We See It? Never look vertically. Look horizontally. Once you’ve seen the wasted time, money and effort you can never unsee it. #business
If A Third Of What We Do Is Waste: Why Can’t We See It? Never look vertically. Look horizontally. Once you’ve seen the wasted time, money and effort you can never unsee it. #business
Financial Planning in a Digital Era With the rise of the internet and social media, financial advice has never been easier to find but there is such a thing as too much advice.
Financial Planning in a Digital Era With the rise of the internet and social media, financial advice has never been easier to find but there is such a thing as too much advice.
The Potential for a Prolonged Recession While higher interest rates, slower growth, and softer labor market conditions will bring down inflation, they will also bring some pain.
The Potential for a Prolonged Recession While higher interest rates, slower growth, and softer labor market conditions will bring down inflation, they will also bring some pain.
When Retirement Is Derailed by a Terminal Illness We’ve compiled a list of often overlooked financial considerations for those facing a terminal illness. #termailillness #finance #advisors
When Retirement Is Derailed by a Terminal Illness We’ve compiled a list of often overlooked financial considerations for those facing a terminal illness. #termailillness #finance #advisors
6 Toxic Myths Too Many Salespeople Believe We wanted to take a moment to debunk some of these myths, so that people who quietly disagree with them don’t feel like they’re alone.
6 Toxic Myths Too Many Salespeople Believe We wanted to take a moment to debunk some of these myths, so that people who quietly disagree with them don’t feel like they’re alone.
What’s Your Competitive Advantage? Looking back from our position of computers and mobiles it was nothing but for him it was life changing, it was his competitive advantage.
What’s Your Competitive Advantage? Looking back from our position of computers and mobiles it was nothing but for him it was life changing, it was his competitive advantage.
RIVN: Can Rivian Stock Touch $75 Next Year? Let’s see if Rivian stock price can move higher in the coming months and outpace the broader markets going forward. $RIVN
RIVN: Can Rivian Stock Touch $75 Next Year? Let’s see if Rivian stock price can move higher in the coming months and outpace the broader markets going forward. $RIVN
No Value Proposition? Then You’re a Commodity. Any two financial advisers are, to the typical consumer who knows neither of them, about the same. #advisors #growth #success
No Value Proposition? Then You’re a Commodity. Any two financial advisers are, to the typical consumer who knows neither of them, about the same. #advisors #growth #success
Millionaire Actions in Volatile Markets Nearly a quarter of Millionaires are keeping more of their assets in cash due to stock market volatility. #advisors #investors #wealth
Millionaire Actions in Volatile Markets Nearly a quarter of Millionaires are keeping more of their assets in cash due to stock market volatility. #advisors #investors #wealth
Has Goldman Sachs Lost Its Marbles? Goldman Sachs does have strength, obviously, but its strength is not in consumer banking #banks #finance
Has Goldman Sachs Lost Its Marbles? Goldman Sachs does have strength, obviously, but its strength is not in consumer banking #banks #finance
Can Clients Gain Income in an Unsettled Stock Market? An unsettled stock market or a lower interest rate environment doesn’t mean your income seeking client is out of alternatives. #investor
Can Clients Gain Income in an Unsettled Stock Market? An unsettled stock market or a lower interest rate environment doesn’t mean your income seeking client is out of alternatives. #investor
AdviceTech.LIVE Event Shines a Needed Light on the Newest Advisor-facing FinTech Thursday, September 29 AdviceTech.LIVE is aspirational and different from your average webinar or virtual conference. #fintech #technoology #demos
AdviceTech.LIVE Event Shines a Needed Light on the Newest Advisor-facing FinTech Thursday, September 29 AdviceTech.LIVE is aspirational and different from your average webinar or virtual conference. #fintech #technoology #demos
Europe’s Energy Crisis: Winter is Coming The European energy crisis and the impact to both the industry and individuals as the cold weather approaches. #investing #winter
Europe’s Energy Crisis: Winter is Coming The European energy crisis and the impact to both the industry and individuals as the cold weather approaches. #investing #winter
US Investors Can Gain Hedge Edge With Global Bonds But there’s also another solution to the problem of lower rates abroad: hedge the currency exposure. #investors #investing #finance
US Investors Can Gain Hedge Edge With Global Bonds But there’s also another solution to the problem of lower rates abroad: hedge the currency exposure. #investors #investing #finance
What’s Great About Returning to the Office? Do we really need to return to the office (RTO) to create exceptional results? #office #workfromhome #leadership
What’s Great About Returning to the Office? Do we really need to return to the office (RTO) to create exceptional results? #office #workfromhome #leadership
Your Password May Be Compromised Did you hear LastPass was hacked? LastPass is a popular password manager that stores all your online passwords in one spot. #investing
Your Password May Be Compromised Did you hear LastPass was hacked? LastPass is a popular password manager that stores all your online passwords in one spot. #investing
Why Doesn’t My Financial Advisor Do That? There are six main areas that your financial advisor should be focusing on and providing to you, the client as part of their services.
Why Doesn’t My Financial Advisor Do That? There are six main areas that your financial advisor should be focusing on and providing to you, the client as part of their services.
Are You Managing or Leading? The authority style is changing and will hopefully advance further as many give due consideration to the possibilities. #leadership #business
Are You Managing or Leading? The authority style is changing and will hopefully advance further as many give due consideration to the possibilities. #leadership #business
What Gets Our Attention Rules Us It is up to us to decide what we give attention to as every situation and every person comes to teach us about ourselves. #advisors
What Gets Our Attention Rules Us It is up to us to decide what we give attention to as every situation and every person comes to teach us about ourselves. #advisors
The Biggest Mistake in the Predictable Referral Process People want to introduce people that are enjoying their lives, especially financial advisors, to other people. #advisors #referrals
The Biggest Mistake in the Predictable Referral Process People want to introduce people that are enjoying their lives, especially financial advisors, to other people. #advisors #referrals
Why Everyone Should Have an Estate Plan with Eric Whiting Many people think estate plans are solely for wealthy people but that could not be further from the truth. #estateplan #investor
Why Everyone Should Have an Estate Plan with Eric Whiting Many people think estate plans are solely for wealthy people but that could not be further from the truth. #estateplan #investor
Bad Customer Service Isn’t the Problem. A Bad Culture Is the Problem The customer experience starts and ends with the organization’s culture. #service #business #advisors #cx
Bad Customer Service Isn’t the Problem. A Bad Culture Is the Problem The customer experience starts and ends with the organization’s culture. #service #business #advisors #cx
6 Mistakes Often Made Positioning Against Competition Investors know that winning in today’s highly competitive environment is more a mindset than a product feature. #business #success
6 Mistakes Often Made Positioning Against Competition Investors know that winning in today’s highly competitive environment is more a mindset than a product feature. #business #success
The Mystery Surrounding Fees Is What Bothers Clients The fee discussion is a pivotal moment in the process and can set the tone for the relationship going forward. #advisors #fees
The Mystery Surrounding Fees Is What Bothers Clients The fee discussion is a pivotal moment in the process and can set the tone for the relationship going forward. #advisors #fees
Rising Rates Stocks Limiting Damage in 2022 If interest rates continue to rise in 2022, now may be the time to explore strategies for your large-cap equities sleeve. #investing
Rising Rates Stocks Limiting Damage in 2022 If interest rates continue to rise in 2022, now may be the time to explore strategies for your large-cap equities sleeve. #investing
Asset Bubbles & Forward Returns While many hope the last decade’s bull market will continue for another, history suggests such may be a challenge. #stockmarket #investing
Asset Bubbles & Forward Returns While many hope the last decade’s bull market will continue for another, history suggests such may be a challenge. #stockmarket #investing
2 Top Electric Vehicle Stocks Investors Can Buy In 2022 Analysts tracking NIO stock expect revenue to rise from $5.4 billion in 2021 to $15 billion in 2023. $TSLA $NIO #stocks
2 Top Electric Vehicle Stocks Investors Can Buy In 2022 Analysts tracking NIO stock expect revenue to rise from $5.4 billion in 2021 to $15 billion in 2023. $TSLA $NIO #stocks
