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Do You Share Sample Plans and Case Studies with Top Prospects

Forward-Looking Cohorts Must Now Consider Rate Cuts

Moore v. The United States: Will the Supreme Court Join the Whack-A-Tax Shelter Game?

Indecision: When Your Prospect Is “Interested” but Won’t Commit

Jul 17, 2024 by Ari Galper

Is giving value and educating your prospect in your sales process, really in your best interest? #advisors #growth

Your Optimism About Your Company's Stock May Not Be Shared by Your Spouse

Jul 16, 2024 by Malcolm Ethridge

Makes the case for why it's important to take some chips off the table along the way, as well as use the shares that you've accumulated. #stocks

Planning Your Inheritance: Securing Your Wealth's Future

Jul 16, 2024 by Jeffrey A Green

Here’s a guide to help you navigate this critical component of financial planning. #family #estate

Navigating the Solo Aging Journey

Jul 16, 2024 by Eric Blake

Discover practical strategies for maintaining independence and confidently navigating solo aging. #NCRetirementCenter

The Neuroscience of CONFORMIST Thought

Jul 16, 2024 by Achim Nowak

When you submit to group consensus even though you believe the group is blatantly ignoring contradictory evidence? #thought

Roles and Responsibilities of a Financial Advisor in Retirement

Jul 16, 2024 by David Pulcini

Why working with a Financial Advisor is essential. Moreover, he shares invaluable insights on how to create a good retirement budget. #NCRetirementCenter

Financial Crimes and Corporate Transparency – New Reporting

Jul 16, 2024 by Steven A. Branson

In case you have not heard about the new reporting requirement, here is a summary from the FinCen.gov website from last January. #reporting

Advice Mindset: Purpose and Principles featuring Breanna Blaney

Jul 16, 2024 by Guest Contributor

Adam navigates a riveting conversation on the intersection of financial advice, personal wellness, and human ingenuity.

Stocks: More New Highs, but a Correction May Be Looming

Jul 16, 2024 by Paul Rejczak

S&P 500 keeps reaching new record highs, but isn’t it forming a topping pattern? #markets #trading #stocks

Instagram Essentials: A Guide To Building Your Online Presence

Jul 16, 2024 by Niki Clark

Have been carefully crafted and created by users who are utilizing the platform to share their passions, and often, their businesses. #Instagram #advisors

Should You Ignore Do-It-Yourselfers?

Jul 16, 2024 by Ari Galper

Most advisors don’t consider do-it-yourselfers as serious potential clients. That’s a big, incorrect and very costly assumption. #growth #DIY

Is AI a New Engine for Emerging-Market Equity Investors?

Jul 16, 2024 by Alliance Bernstein

More to artificial intelligence AI than the US tech giants. Equity investors can find overlooked opportunities in emerging-market companies. #AI

Too Easy To Make Money in Stocks?

Jul 16, 2024 by Stephen McBride

Think about doing a summer cull of your portfolio. There’s no better time to take some profits than when the market is making new highs. #investing

Attract Ideal Clients by Being Your Non-Negotiable You With Angie Wisdom

Jul 16, 2024 by ProudMouth

From rewiring negative thought patterns to pinpointing your values, she shares practical steps to help you become your non-negotiable you

Celebrating the Freedom To Invest Well

Jul 16, 2024 by Jay Mooreland

I wanted to share some thoughts on how the principle of sacrifice and blessing of freedom can help investors obtain more desirable outcomes. #freedom

Innovating Smarter Employer Group Health Plans

Jul 16, 2024 by Bill Hortz

How to transform a well-established financial industry business model like group health insurance, we reached out to new Institute Founding Member.

James Conroy Discusses His New Book on the Roosevelt-Churchill Casablanca Conference

Jul 16, 2024 by Laurence Kotlikoff

The personalities involved and the crucial decisions made, drawing parallels to contemporary issues in leadership and international politics. #history

Client Complaints: Resolve or Resist?

Jul 16, 2024 by Tony Vidler

The art of good client complaint handling is knowing when to fight and when to just fix it. #growth #advisors

Empowering Financial Advice for Women Planning for Retirement

Jul 15, 2024 by David Koren

The importance of education and finding advisors who respect women’s unique financial needs. #advisors #women

Training Customers To Do It Themselves

Jul 15, 2024 by Shep Hyken

While customers might prefer the human touch, some expect digital, self-service solutions. #advisors #CX

A Ponzi Victim’s Manifesto for Value-Driven Financial Advice With Guest Kevin Thompson

Jul 15, 2024 by The Perfect RIA

Wasn’t just a wake-up call – it was a defining moment that reshaped his entire approach to serving clients as a financial advisor. #Ponzi

Planning for the 5 Ds: Essential Strategies To Safeguard Your Business

Jul 15, 2024 by Mark Dorman

Uncertainty derail your success. Explore Planning for the 5 Ds and ensure your business’s resilience in the face of adversity. #advisors

A Comprehensive Guide to Managing a Recent Inheritance

Jul 15, 2024 by Mark Pearson

Here’s a guide on what to do with a recent inheritance to make the most of this financial windfall. #investors #advisors

Equity Compensation: Seizing Opportunities While Managing Risks

Jul 15, 2024 by Michelle Gessner

Doing so can help you steer clear of dangers such as concentration risk—the risk that too much of your wealth is tied up in a single stock. #stock

8 Keys To Taking Better Control in Your Business

Jul 15, 2024 by Martin Zwilling

I offer the following keys that have worked for me, to maintain the right balance and focus in these challenging and often chaotic economic times #advisors

Magnificent 7 Falters on CPI Deflation

Jul 15, 2024 by José Torres

Market participants have dialed up the odds of the Fed dishing out its first reduction of the cycle to 85% in September. #active #markets

The “Broken Clock” Fallacy & the Art of Contrarianism

Jul 15, 2024 by Lance Roberts

While it may seem true during a rising bull market, the reality is that both bulls and bears are owned by the broken clock syndrome. #markets

The Fed’s Potential Rate Cuts Could Make 2024 the Year To Invest in Gold

Jul 15, 2024 by Frank Holmes

Now might be the right time to consider getting exposure or increasing exposure to the yellow metal. #gold

Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz

Jul 15, 2024 by WisdomTree

Japan is identified as a strong investment prospect due to the benefits of currency hedging, robust corporate governance, and dividend growth.

People Buying Bitcoins Are Psychos?

Jul 15, 2024 by Chris Skinner

Put it another way, in the hands of The Daily Mail, all people buying crypto are psychopaths. Nice. #crypto

Has Healthy Rotation Become Potentially Toxic?

Jul 15, 2024 by Steve Sosnick

We are getting a dose of the healthy rotation that many have hoped for, yet it is impacting key indices nonetheless. #strategy

Why Does Asking Fact-Finding Questions Breaks Trust?

Jul 15, 2024 by Ari Galper

Are you being hired based on the facts you collect and provide, or based on how your prospects feel about you? #facts #emotions #growth

Transforming Your CRM Into an Effective Operational Hub With Guest Kate Guillen

Jul 15, 2024 by Libby Greiwe

Unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational hubs that: #advisors #CRM

Emerging Markets (EEM) May Be Breaking Out

Jul 15, 2024 by Rob Isbitts

Emerging Markets EEM may be breaking out. #markets #ETF

11 Most Read Articles of the Week

Jul 14, 2024 by Douglas Heikkinen

11 Most Read Articles of the Week #financialadvisors #wealthmanagement #weath #finance #money #business #success

Five Ways To Support Clients Through the Pervasive Relationship Losses of These Times

Jul 13, 2024 by Amy Florian

Today, we focus on one pervasive grief trigger - relationship loss - and how you can effectively support your clients through it. #family

Four Triggers That Tell You It’s Time To Make Some New Moves

Jul 13, 2024 by Rochelle Moulton

Be on the look-out for these four triggers that tell you it’s no longer time for business-as-usual. #growth #advisors

The Crucial Role of Diversification in an Uncertain World

Jul 13, 2024 by J.P. Morgan Asset Management

US names largely outperformed the rest of world, bonds did little as rate expectations crystalized, gold rallied and digital assets took a dive.

Your Prospects Don’t Need to Like You ... To Hire You

Jul 13, 2024 by Ari Galper

In a saturated and commoditized industry like advisory, trust is the final differentiating factor that you can still control. #growth

Why You Need to Encourage Your Clients to Ask Questions

Jul 13, 2024 by Don Connelly

Encouraging client questions is not just a courtesy—it’s a cornerstone of an enduring advisory relationship. #advsiors #investors

Some Vanguard ETFs May Be Overlooked

Jul 13, 2024 by Todd Shriber

it’s a stretch to say Vanguard ETFs are overlooked, but a few might just fit that bill. Let’s examine such a trio here. #Vanguard #ETF

One Reason You Should Stay out of the Popular Crowd

Jul 13, 2024 by Roy Osing

Being different and embracing your individuality leads to incredible growth and fulfillment for you personally and for those around you. #advisors

Olympic Lesson: Plan a Strong Finish

Jul 12, 2024 by Paul Kingsman

We need to plan and practice our prospect-meeting finishes. The language and execution are simple but need diligence. #growth #advisors

What Really Sets Advisors Apart

Jul 12, 2024 by FPA NexGen

Below are 5 critical areas that make the biggest impact on client service. #advisors #growth

David Walker Talks Financial Insolvency, Policy Solutions, and Politics

Jul 12, 2024 by Laurence Kotlikoff

A clearer understanding of the urgent fiscal issues facing the United States and practical, actionable solutions proposed by two leading experts. #USA

Travel Insurance: Avoiding Costly Mistakes with the Right Coverage

Jul 12, 2024 by Rick Kahler

I thought I knew a lot about travel insurance until recently, when I learned something new. It was an expensive lesson. #travel

A Unique and Heartfelt Insight into the Essential Tool for Family Financial Stability

Jul 12, 2024 by Jason Coddington

Father’s passing, providing a unique and heartfelt insight into this crucial tool for family financial stability and peace of mind. #insurance

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