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How Much Do Supply and Demand Drive Inflation?

Inflation, Recession, Stagflation? But Don’t Admit Defeat With Your Money!

How to Link Your CTAs to the Buyer Journey

6 Lessons for the Bank of Mom and Dad

Aug 26, 2022 by Richard Rosso

So, your kid needs a mortgage? Here are Six Lessons for the Bank of Mom and Dad. #finance #children #relestate #mortgages

Effective Tax Deferral Strategies for Real Estate Investors

Aug 25, 2022 by Centura Wealth Advisory

Alternative tax deferral strategies using UPREITs and DownREITs. #realestate #taxes #REITs

How To Curate Your People So You Can Spend More Time In Your Genius Zone

Aug 25, 2022 by Rochelle Moulton

Content means getting exquisitely clear on your lanes of content—three topics you’ll be writing and speaking to your ideal audience about.

The Terminal Illness Checklist

Aug 25, 2022 by Chad Smith

A guide to provide you with a clear list of action items to help ensure your financial life is in order. #terminal #planning #estate

Why a Startup Must Stand Apart From Others To Be Successful

Aug 25, 2022 by Roy Osing

If you can’t provide unique reasons to attract business then your startup idea will never get off the ground. #different #startup

Everything to Know about Data Privacy Laws in These States

Aug 25, 2022 by Lewis Robinson

Here are five things you need to know about data privacy laws in other states. #cybersecurity #data #technology

Little Steps: Less Exciting but More Productive

Aug 25, 2022 by Dr. Bert Shlensky

Don’t let little mistakes in big ideas ruin the whole idea. In contrast paying attention to details can greatly enhance ideas.

Using Technology To Improve Charitable Giving With Adam Nash

Aug 25, 2022 by Malcolm Ethridge

A donor advised fund is simply a type of brokerage account, where contributions to it are specifically earmarked for charitable giving.

How to Increase Brand Visibility and Awareness

Aug 25, 2022 by Lee Frederiksen

Brand. It’s a word that is thrown around a lot, but what is it really? And how can you measure it to quantify its impact? #brand

How Advisors Can Effectively Communicate with Gen Z

Aug 25, 2022 by Todd Shriber

Advisors that make an effort to identify Gen Z’s priorities and tendencies regarding investments will have success with this demographic.

10 Mistakes To Avoid When You Want To Sell A Business

Aug 25, 2022 by Martin Zwilling

The process of selling your business can generate more pain and loss than continuing to run it yourself. #business #sell #advisors

It Could Pay to Still Mind Mid-Caps

Aug 25, 2022 by Todd Shriber

One way – an accurate one at that – for advisors to articulate mid-caps to clients is this is a market segment with superior growth prospects

When It Comes to Burnout: What’s the Latest and What’s Working?

Aug 25, 2022 by Suzi McAlpine

What’s the latest when it comes to burnout? And perhaps, most importantly, what is working when it comes to reducing its prevalence?

Will Nvidia Survive the Sell-Off?

Aug 25, 2022 by Finscreener

Thanks to substantial government subsidies, Nvidia should be able to maintain its profit margins despite waning sales. #NVDA

How to Finally Publish the Book You Started but Never Finished With Kristin Shea

Aug 25, 2022 by ProudMouth

Are you an advisor who has always thought of writing a book — perhaps even started one — but never finished it? #book

“Risk” From a Client Perspective

Aug 25, 2022 by FPA NexGen

Most advisors don't spend too much time explaining risks to clients, yet it is one of the more critical value additions we can make. #risk

Deglobalization and Central Banking

Aug 25, 2022 by Michael P. Lebowitz

Investors are comfortable with a Fed that willingly lowers rates and does QE at the first sign of economic or market trouble. #inflation

Are Unequal Inheritances Fair?

Aug 24, 2022 by Rick Kahler

Emotions behind the reasons are not trivial, but are important, and should not be dismissed or minimized. #inheritence #estateplan

Is Your Adviser Remuneration Strategy Causing You Problems?

Aug 24, 2022 by Brett Davidson

How you pay the advisers in your business can be the source of many of your problems. #advisors #business #partners

What Do Your Employees Really Need From You?

Aug 24, 2022 by Achim Nowak

A purpose connects us to the heart-and-soul reasons for getting out of bed in the morning and going to work. It channels our dreams.

3 Ways To Set Expectations Before Sending Your Kids to College

Aug 24, 2022 by Kris Dureau

The conversations you should be having with your children about finances prior to them leaving for college or university. #college

The Future of Liquefied Natural Gas: Opportunities for Growth

Aug 24, 2022 by Guest Contributor

Here are some factors that will create an opportunity for greater demand growth, especially in Asia. #investing #LNG

6 Reasons Why You Should Only Have ONE Advisor

Aug 24, 2022 by David Pulcini

Six of the many reasons why you should limit your number of financial advisors to one. #advisors #investors #investing

Doug Fritz: The Surfing CTO

Aug 24, 2022 by Guest Contributor

Advisors experience technology as a consumer or a professional, which builds expectations around technology. It’s like standing on the beach.

Summer Euphoria Fizzles Out and Economic Problems Mount for France and Germany

Aug 24, 2022 by Guest Contributor

Market Report: Summer euphoria fizzles out and economic problems mount for France and Germany. #economy #finance #investing

Buy Stocks Now? When It’s Time, You Won’t Want To

Aug 24, 2022 by Lance Roberts

Buying stocks when there is blood in the streets is the hardest thing to do. #investing #stocks #stockmarket #investor

How Elite Financial Advisors Meet New Ideal Clients

Aug 24, 2022 by Grant Hicks

Finding people is easy. Meeting people is one of the hardest parts of being a financial advisor. You need to meet more people on a regular basis.

The One Number That Can’t Lie

Aug 24, 2022 by Chris Wood

Amazon has invested nearly twice as much money in its business in the past 10 quarters than it did in its entire 25-year history before that.

Investing in Late-Stage Private Equity with Marcus New

Aug 24, 2022 by Wall & Main

InvestX Capital, a company delivering access, liquidity, and innovation to the private equity asset class through investments in late-stage private equity

How High Can Ethereum Go?

Aug 24, 2022 by Finscreener

Ethereum has a huge market cap and brings authentic value to the crypto market, which is a key reason for Ether’s explosive price growth potential.

How COO’s Build Operations at Scale

Aug 24, 2022 by Matt Sonnen

The conundrum of centralizing operational tasks vs. allowing advisory teams to work independently. #cio advisors #business

Survey Says: Boomers and Gen X Are Getting Into Crypto

Aug 24, 2022 by Guest Contributor

Nearly half of all baby boomers and Generation X already own cryptocurrency or are intending to buy it before the end of 2022. #crypto

So Good To Be Back at Conferences: Are You Generating Leads?

Aug 24, 2022 by Timothy Hughes

It does make you wonder about the ROI and where you should be spending your sales and marketing $s? #conferences #ROI

Say Farewell to Investment Forecasts

Aug 23, 2022 by James E. Wilson

You should purposefully make financial decisions using evidence-based science overlaid with your particular long-term goals. #investing

In Space, No One Can Take Your Money

Aug 23, 2022 by Chris Skinner

Money was invented to motivate us to achieve more and create inequality between those who don’t want to achieve and those who do.

The GoFundMe Dilemma

Aug 23, 2022 by Michael Labos

The downsides to using GoFundMe as an emergency fund and three types of insurance benefits for avoiding stressful financial situations.

10 Principles Define You As A Design Thinking Leader

Aug 23, 2022 by Martin Zwilling

Design thinking is a methodology used to solve complex challenges, such as the ones faced by every business in today’s rapidly changing environment.

6 Social Media Posts Financial Advisors Can Use To Showcase Their Brand

Aug 23, 2022 by Samantha Russell

Sharing content related to your business is the standard for most advisors – blogs, articles, podcast promos, all make their way to social media.

Nuclear Power Should Be Part Of Europe’s Energy Mix

Aug 23, 2022 by Frank Holmes

I believe nuclear should be part of the mix along with renewables and traditional sources of electricity. #energy #nuclearpower

Millions Could Be Crushed by Inflation at 18.6%

Aug 23, 2022 by Guest Contributor

Inflation at 18.6% would push millions into dire straits. It’s going to hit those on lower incomes hardest, who’ve got nothing left to give.

Is Duration Making a Comeback for Multi-Asset Strategies?

Aug 23, 2022 by Alliance Bernstein

Global treasury bonds were highly volatile in the first half of 2022, as inflation and interest rates rose sharply and bond markets tumbled with stocks.

What You Need To Know if You Buy To Grow

Aug 23, 2022 by Tony Vidler

As many advice businesses reach maturity it is common to consider whether they should buy to grow. #adivsors #business #success

Wealthy Women and Investing

Aug 23, 2022 by Catherine McBreen

Understanding investing differences can help many couples navigate conflicting attitudes towards their financial lives. #women #wealth

An AI Solution For Personalized Advising with Andrew Altfest

Aug 23, 2022 by Power Your Advice

Doug talked with Andrew about his background and how he got the idea for this innovative product. #AI #estateplanning #investor

Mass Social Unrest Could Catch Investors off Guard

Aug 23, 2022 by Guest Contributor

Large-scale social unrest is likely to become a major issue for investors who should act now to protect their investments. #socialunrest

The Evolving Nature of Private Markets

Aug 23, 2022 by Bill Hortz

There are a number of forces at work that are drastically altering the private investment markets landscape. #fintech #marketing

Is This Beaten-Down Health-Tech Company a Buy?

Aug 23, 2022 by Finscreener

The stock is currently trading at $37, and the average consensus target on the stock is $53.5, which is a potential upside of around 39%. $TDOC

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