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What Is the Risk of a Market Correction?

Four Professional Services Findings From Our Inside the Buyer’s Brain Research

Wall & Main: Season 1 Recap With Douglas Blake

Is the USA Still Number One in Financial Advice?

Sep 19, 2022 by Guest Contributor

It can be argued that the USA has led the global industry & profession but perhaps this is not the case anymore. #advisors #podcast

11 Most Read Articles of the Week!

Sep 17, 2022 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #financialfreedom #investing #investor #success

How Do Financial Advisors Talk About Performance?

Sep 16, 2022 by Grant Hicks

What is their track? They have numbers and a plan in mind, but not on paper. #goals #financialfreedom #advisors #investors

Is Practice Benchmarking Useful?

Sep 16, 2022 by Stewart Bell

Benchmarking can be an incredibly powerful tool. When it’s simple, it’s even more powerful. #benchmarking #advisors #business

How To Know When It’s Time To Blast Out Of Your Comfort Zone

Sep 16, 2022 by Rochelle Moulton

Maybe you’ve been focused on building a certain client base, but you see an opportunity to move up the value chain. #entrepreneurs

Is The 60/40 Portfolio Really Dead?

Sep 16, 2022 by Michael Labos

The 60% / 40% portfolio is to balance the ups and downs of the market. But how can you increase your returns when stocks and bonds are down?

Demystify Hedge Fund Investing

Sep 16, 2022 by Fiducient Advisors

Some investment committees are reluctant to own alternative investments because they don’t understand the space well.

In Gray Divorce, Financial Disclosure Can Be Especially Challenging

Sep 16, 2022 by Guest Contributor

In gray divorces there has been more time to accumulate assets—which is helpful to the parties as there are more resources to divide.

The Merge Is Here: The Most Important Crypto Event Since Bitcoin’s Launch?

Sep 16, 2022 by Guest Contributor

PTON: Why is Peloton Stock Falling Again?

Sep 16, 2022 by Finscreener

While this news spooked investors, PTON stock was already a high-risk bet for fundamental investors, and here’s why. $PTON

Bitcoin and Ethereum 101 For Advisors

Sep 16, 2022 by FPA NexGen

Bitcoin and Ethereum are likely to continue to be major players and will continue to get the attention of clients who may be looking to invest in this area

How to Talk (Or Not) About Your Competitors

Sep 16, 2022 by Bill Cates

Here are are three views on talking about your competitors for you to consider and apply to your business. #advisors #business

Blending Principles With a Unique Approach to Wealth Planning with Raj Bhattacharyya

Sep 16, 2022 by Power Your Advice

Robertson Stephens is evolving to keep pace with changes across the wealth management industry, with the goal of helping advisors.

California Wants 100% Electric Vehicles By 2035. Will Its Energy Grid Be Ready?

Sep 16, 2022 by Frank Holmes

Many Californians right now are no doubt feeling the whipsaws of conflicting government policies. #EVs #electricity #california

5 Ideas to Create Concierge-Level Service and Drive Client Loyalty

Sep 16, 2022 by Libby Greiwe

Why should Financial advisors aspire to deliver concierge-level service? It drives next-level customer loyalty which in turn drives referrals.

Outsourcing Middle-Office Services and Technology

Sep 16, 2022 by Bill Hortz

Firms need to take a forward thinking, long-term, strategic view on their operating model verses a tactical approach to closing immediate gaps.

What I Learned From 60 Advisor Website Reviews In 4 Days

Sep 16, 2022 by James Pollard

Imagine how many more clients you would have if you were able to convince a fraction of your website visitors to book an appointment.

Amid Strong Dollar, Is Gold Worth It?

Sep 16, 2022 by Todd Shriber

There’s no denying gold is in the red this year, but it has some potentially favorable historical traits on its side. #gold #investing #ETFs

Living An Unapologetic Life

Sep 15, 2022 by Ayelet Baron

Living an unapologetic life means sharing our gifts and potential with the world. #living #life #personal #success

11 Simple and Proven Ways To Scale Your Business for Amazing Results

Sep 15, 2022 by Roy Osing

A scaling strategy should START WITH REVENUE, to look for the optimum ways to grow in a way that is sustainable over time.

The Key Stages of the Divorce Process

Sep 15, 2022 by Sisemore Law Firm

Marriage requires a lot of collaboration…financially and emotionally to create a good family structure and dynamic. #divorce

Technology You Need To Have a Successful Business

Sep 15, 2022 by Guest Contributor

Using the right technology in your business is paramount to your overall success and influence in the marketplace. #technology

Remember When Change Was a Choice?

Sep 15, 2022 by Rachel Cooke

Change has been forever changed. It’s become pervasive, unchosen, unbounded, never-ending – and we’re kind of exhausted.

Controversy Over Harfoots a Sobering Wake-Up Call for I&D

Sep 15, 2022 by Shirley Engelmeier

These are interesting times we live in where controversy over inclusiveness arises even in relation to fictional beings that don’t exist!

6 Basic Advantages of Blockchain Technology

Sep 15, 2022 by Guest Contributor

Blockchain technology refers to a wide range of processes done through a distributed ledger or database. #blockchain #technology

An Economist’s Secrets to More Money, Less Risk, and a Better Life

Sep 15, 2022 by Jeremy Keil

Making major lifestyle decisions without considering their financial implications is similar. You might not make the best decisions for yourself.

Advisors Have Big Opportunity to Guide Millennials

Sep 15, 2022 by Todd Shriber

Name a generation – baby boomers, Gen X, millennials or Gen Z – and there’s opportunity for registered investment advisors (RIAs).

Sticky Inflation: Why Inflation Remains Persistent and Strategies to Tackle It

Sep 15, 2022 by Guest Contributor

Several factors are colliding to create what may become persistent, elevated levels of inflation. These factors are not short-term in nature.

Yields are Defying Yesterday’s Logic

Sep 15, 2022 by Michael P. Lebowitz

When the supply and demand for bonds normalize, bond investors will likely realize that economic, inflation warrants much lower yields.

Diversify Client Portfolios Through Commercial Real Estate with Sheldon Chang

Sep 15, 2022 by CrowdStreet Advisors

The unique opportunity CrowdStreet gives to private investors and their clients to advance their portfolios. #realestate #investing

Can Rising Rates Work to the Advantage of Bond Investors?

Sep 15, 2022 by Salvatore Bruno

When yields rise, bond prices fall, but there is a silver lining for those who reinvest all or part of the income generated by their fixed income holdings

How to Find Your Ideal Match in M&A with Katie Bruner

Sep 15, 2022 by Duncan MacPherson

Purchasing power, operational processes, There are several nuances you might consider while screening potential buyers/sellers.

In Which Alternative Strategies Are Allocators Currently Interested?

Sep 15, 2022 by Donald Steinbrugge

We anticipate an increase in hedge fund allocations and this survey should provide good guidance on the strategies to which assets will flow.

Charging What Your Services Are Worth

Sep 15, 2022 by Rick Kahler

Keeping your fees at market rate is respecting yourself. It helps you enjoy your work and assures that you show up fully for your clients

A Case for Friendships at Work

Sep 14, 2022 by Achim Nowak

I’m on a highly social European vacation. Much of my socializing is happening with friends I made through work. #frindships

The World Has Changed, So Should Your 2023 Planning

Sep 14, 2022 by Timothy Hughes

The problem we see is that to many companies are looking at pre-covid campaigns and techniques, when we all know that the world has changed.

How Is Your Social Security Benefit Calculated?

Sep 14, 2022 by Capita

How much should you expect to receive from these benefits? And in addition, where does the money from these benefits come from?

Tax Planning vs Tax Preparation with Christina Lael

Sep 14, 2022 by Malcolm Ethridge

There are several key differences between the terms tax planning, and tax preparation. #taxes #finance #investing

Is Your Plan Working?

Sep 14, 2022 by Machen MacDonald

Traction is you pulling yourself toward what you want. Distraction is what you don't want pulling you towards it. #business #success

It’s High Time We Reward Our People for the Human Work

Sep 14, 2022 by Duena Blomstrom

It is high time we start recognising that the human work is essential and we as organisations must both equip our people for it.

The 5 Secrets of Motivating Your Sales Team

Sep 14, 2022 by Mike Brooks

Here are five things you can do today to get the most out of each member of your sales team. #advisors #business #sales

Choose your Attitude, It’s Showtime: How to Actually Care for Every Customer

Sep 14, 2022 by Joseph Michelli

We have a choice every day regarding the attitude we will embrace for the day. Life is 10% what happens to us and 90% how we react to it.

Survey Says Advisors Are More Important than Ever

Sep 14, 2022 by Todd Shriber

Advisors have an opportunity to cultivate trusting relationships with Gen X clients who want to remain involved in making their own investment decisions

Can Your Client Run Their Personal Finances Like a Business?

Sep 14, 2022 by Bryce Sanders

Do you have some successful clients who have built successful careers, yet their personal finances are a disaster? #advisors #investors

Deficit Reduction. Is It Reality Or A Mirage?

Sep 14, 2022 by Lance Roberts

Debt-funded government spending increases and the “multiplier effect” becomes more negative over time. #advisors #investors

A Looming Rail Strike Could Slow the U.S. Economy

Sep 14, 2022 by Greg Valliere

With Two Key Unions Holding Out, Railroads Already Are Pre-emptively Cutting Back on Passenger and Freight Service.

Is It Too Late To Play Ethereum’s Upcoming Merge?

Sep 14, 2022 by Chris Reilly

By staking your Ethereum, you’ll get capital gains if the price appreciates. And you’ll collect a roughly 8% yield after the Merge is complete.

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