The Juggle Generation and How They Will Influence Your Client Experience We should feel good about the experience that has been delivered to date and we should worry about if and how that will change in future.
The Juggle Generation and How They Will Influence Your Client Experience We should feel good about the experience that has been delivered to date and we should worry about if and how that will change in future.
An Angelic Idea for Second-Half Bond Allocations There’s not been much rest for weary clients on the fixed income front this year, but there are some positive signs emerging. #bonds
An Angelic Idea for Second-Half Bond Allocations There’s not been much rest for weary clients on the fixed income front this year, but there are some positive signs emerging. #bonds
These Stocks Are Sending a Signal (Like Amazon in 2008) In bear markets, the best stocks bottom well before the major indices do. In today’s rough market, it’s worth your while to find these gems.
These Stocks Are Sending a Signal (Like Amazon in 2008) In bear markets, the best stocks bottom well before the major indices do. In today’s rough market, it’s worth your while to find these gems.
5 Driving Forces Behind Human Behavior That Can Get You More Clients 5 deep psychological triggers are, so you can apply them to your marketing, and never worry about landing more clients again.
5 Driving Forces Behind Human Behavior That Can Get You More Clients 5 deep psychological triggers are, so you can apply them to your marketing, and never worry about landing more clients again.
The Energy Crisis of 2022 to 2028 Energy is the master governor of our economies. It is far more important than we realize. #investing #energy #ESG
The Energy Crisis of 2022 to 2028 Energy is the master governor of our economies. It is far more important than we realize. #investing #energy #ESG
Recession Warning Sirens: Review Your Investments Now Investors need to revise their portfolios sooner rather than later after the Bank of England flags up a long and deep recession on the horizon
Recession Warning Sirens: Review Your Investments Now Investors need to revise their portfolios sooner rather than later after the Bank of England flags up a long and deep recession on the horizon
An Alternative To The Good Old Boy Network in Financial Services In the new model, the concept of prospecting is out, and relationship building is the new focus for filling your pipeline. #advisors
An Alternative To The Good Old Boy Network in Financial Services In the new model, the concept of prospecting is out, and relationship building is the new focus for filling your pipeline. #advisors
Advisors: Give People Something Easy To Remember You need to become confident and adept at using word pictures so you leave a clear picture in your client’s or prospect’s mind.
Advisors: Give People Something Easy To Remember You need to become confident and adept at using word pictures so you leave a clear picture in your client’s or prospect’s mind.
When Leaders Talk About Innovation, Always Be Skeptical Don’t buy into the concept of organisations having a culture of innovation but do believe that you can have a culture conducive to innovation.
When Leaders Talk About Innovation, Always Be Skeptical Don’t buy into the concept of organisations having a culture of innovation but do believe that you can have a culture conducive to innovation.
7 Proven Ways to Easily Achieve Operational Excellence It’s a strategic concept not one that merely bundles together the populist notions of the day on operational effectiveness. #excellence
7 Proven Ways to Easily Achieve Operational Excellence It’s a strategic concept not one that merely bundles together the populist notions of the day on operational effectiveness. #excellence
Don’t Stop Believing in a Streamlined Customer Journey The customer journey starts before they even get to your site and ends after they’ve completed their purchase. #cx #cxjourney
Don’t Stop Believing in a Streamlined Customer Journey The customer journey starts before they even get to your site and ends after they’ve completed their purchase. #cx #cxjourney
Stop The Excuses and Start Seizing Opportunities? Excuses are the barrier to joy and fulfillment. You either make excuses or you make progress. Your choice! #personal #success
Stop The Excuses and Start Seizing Opportunities? Excuses are the barrier to joy and fulfillment. You either make excuses or you make progress. Your choice! #personal #success
Simple Ways to Improve Your Business We hope the following suggestions challenge you, resonate with you, and help improve your business and life. #personal #success
Simple Ways to Improve Your Business We hope the following suggestions challenge you, resonate with you, and help improve your business and life. #personal #success
What to Do in a Cyber Attack in the First Five Minutes By following these steps, you can minimize the damage of a cyber attack and help to protect your data. #secuirty #cybersecurity
What to Do in a Cyber Attack in the First Five Minutes By following these steps, you can minimize the damage of a cyber attack and help to protect your data. #secuirty #cybersecurity
How to Measure M&A Success No matter what you expect from your merger or acquisition, you’ll want to track multiple metrics—beyond your primary objectives.
How to Measure M&A Success No matter what you expect from your merger or acquisition, you’ll want to track multiple metrics—beyond your primary objectives.
LSPD: Is This Stock a Buy Right Now? One point potential investors would do well to keep in mind is that Lightspeed stock moves fast. $LSPD #stocks #investing
LSPD: Is This Stock a Buy Right Now? One point potential investors would do well to keep in mind is that Lightspeed stock moves fast. $LSPD #stocks #investing
Top Advisor Opportunities Right Now Trends in the financial advising industry, including strategies on financial planning and what is leading to success in educational workshops.
Top Advisor Opportunities Right Now Trends in the financial advising industry, including strategies on financial planning and what is leading to success in educational workshops.
Persistent Inflation Scares The Fed If a price-wage spiral develops, the likelihood of persistent inflation is real. This scenario must scare the Fed. #stockmarket #Investing
Persistent Inflation Scares The Fed If a price-wage spiral develops, the likelihood of persistent inflation is real. This scenario must scare the Fed. #stockmarket #Investing
How to Ask for Introductions from Brand New Clients Satisfied clients are darned loyal, but only about 20% provide introductions. 98% of engaged clients provide introductions. #advisors
How to Ask for Introductions from Brand New Clients Satisfied clients are darned loyal, but only about 20% provide introductions. 98% of engaged clients provide introductions. #advisors
It Isn’t A Recession Until This Group Of Economists Says So Has the U.S. economy entered a recession? The best answer to this question is: Maybe. There are conflicting signals. #investing
It Isn’t A Recession Until This Group Of Economists Says So Has the U.S. economy entered a recession? The best answer to this question is: Maybe. There are conflicting signals. #investing
Using Content to Position Yourself as A Thought Leader Content marketing has evolved tremendously over the past few years, becoming crucial to a successful marketing plan. #advisors
Using Content to Position Yourself as A Thought Leader Content marketing has evolved tremendously over the past few years, becoming crucial to a successful marketing plan. #advisors
Understanding the Historical Trends of the Markets Do you believe that history tends to repeat itself? The markets have been down recently and if it is anything like the past, it could be down for a while.
Understanding the Historical Trends of the Markets Do you believe that history tends to repeat itself? The markets have been down recently and if it is anything like the past, it could be down for a while.
What You Should Know About Investing in Commodities and Real Estate Commodity and real estate investing are popular alternatives to market investing, but their financial benefits are often debated.
What You Should Know About Investing in Commodities and Real Estate Commodity and real estate investing are popular alternatives to market investing, but their financial benefits are often debated.
Great Timing for Dividend Resurgence One of the big takeaways from 2022 performances delivered by payout stocks is that high-dividend fare are really delivering for incomes.
Great Timing for Dividend Resurgence One of the big takeaways from 2022 performances delivered by payout stocks is that high-dividend fare are really delivering for incomes.
3 Ways to Make an Instant Connection Three ways to immediately connect with people at a networking event, cocktail party, or outing where you might be meeting people for the first time.
3 Ways to Make an Instant Connection Three ways to immediately connect with people at a networking event, cocktail party, or outing where you might be meeting people for the first time.
7 Tips to Close a Prospect Who’s Expressed Interest There are some things you can do to ensure you have the best chance of getting to a closed deal. #sales #prospecting #success
7 Tips to Close a Prospect Who’s Expressed Interest There are some things you can do to ensure you have the best chance of getting to a closed deal. #sales #prospecting #success
Investors: Vow of Simplicity Not Really So Simple Like an unconscious vow of poverty, a conscious vow of simplicity can result in failing to provide for anything beyond one’s immediate needs.
Investors: Vow of Simplicity Not Really So Simple Like an unconscious vow of poverty, a conscious vow of simplicity can result in failing to provide for anything beyond one’s immediate needs.
Structuring An Ownership Buy-Sell Agreement between Business Owners What happens when a partner passes away along with tax implications for the surviving partner with a buy-sell agreement. #buysell
Structuring An Ownership Buy-Sell Agreement between Business Owners What happens when a partner passes away along with tax implications for the surviving partner with a buy-sell agreement. #buysell
Don’t Be Misled by Gold’s Recent Upswing Despite gold’s latest move higher, its outlook remains bearish. If its 2012-2013 pattern is to repeat, it means gold is now preparing for a big fall.
Don’t Be Misled by Gold’s Recent Upswing Despite gold’s latest move higher, its outlook remains bearish. If its 2012-2013 pattern is to repeat, it means gold is now preparing for a big fall.
Is the Japanese Yen’s Decline Over? Since the COVID low in US Treasury rates and subsequent rise, the Japanese Yen has tracked the yield differential between the US and Japan.
Is the Japanese Yen’s Decline Over? Since the COVID low in US Treasury rates and subsequent rise, the Japanese Yen has tracked the yield differential between the US and Japan.
Heineken: Price Hikes Do Nothing to Dent Beer Demand Beers remain as much of a staple as ever, with demand showing little sign of slowing despite mounting pressures on disposable income.
Heineken: Price Hikes Do Nothing to Dent Beer Demand Beers remain as much of a staple as ever, with demand showing little sign of slowing despite mounting pressures on disposable income.
Snap Stock Plunges Post Q2 Results The average consensus target for Snap stock is $25.3, a potential upside of over 154%. Snap is a stock with a tremendous payoff and risk
Snap Stock Plunges Post Q2 Results The average consensus target for Snap stock is $25.3, a potential upside of over 154%. Snap is a stock with a tremendous payoff and risk
Financial Advisors Who Segment Their Clients Earn More Financial advisors who segment their clients earn 33% more than advisors who do not segment. #advisors #segmentation #advice
Financial Advisors Who Segment Their Clients Earn More Financial advisors who segment their clients earn 33% more than advisors who do not segment. #advisors #segmentation #advice
Financial Capabilities Increasing, But Advisors Still Needed Despite myriad challenges, including the coronavirus pandemic and rising interest rates, Americans’ financial capabilities are surprisingly sturdy.
Financial Capabilities Increasing, But Advisors Still Needed Despite myriad challenges, including the coronavirus pandemic and rising interest rates, Americans’ financial capabilities are surprisingly sturdy.
How Elite RIAs Market Their Businesses Successfully To optimize your marketing spending, it’s worth taking some time to outline short- and long-term goals as well as strategies to pursue them.
How Elite RIAs Market Their Businesses Successfully To optimize your marketing spending, it’s worth taking some time to outline short- and long-term goals as well as strategies to pursue them.
Recession Fears and the Municipal Market Fixed income investors ask themselves if the Federal Reserve has done enough to combat inflation and guide the economy into a soft landing.
Recession Fears and the Municipal Market Fixed income investors ask themselves if the Federal Reserve has done enough to combat inflation and guide the economy into a soft landing.
Four Things You Can Do With Your Stocks in This Bear Market This stock market has been a real lemon. If you fell in love with the highest value your portfolio has ever been, it is unrequited love.
Four Things You Can Do With Your Stocks in This Bear Market This stock market has been a real lemon. If you fell in love with the highest value your portfolio has ever been, it is unrequited love.
How Recessions Opened Possibilities For Independent Practices With Brad Bueermann The current path of RIA businesses and what the mindset shift of the industry will look like after one of the steepest recessions. #advisors
How Recessions Opened Possibilities For Independent Practices With Brad Bueermann The current path of RIA businesses and what the mindset shift of the industry will look like after one of the steepest recessions. #advisors
Best Ways to Handle Scary Financial Markets Thoughts on navigating the financial market during tough times and the importance of playing the long game when it comes to your financial success.
Best Ways to Handle Scary Financial Markets Thoughts on navigating the financial market during tough times and the importance of playing the long game when it comes to your financial success.
Investing Lesson Of Math Learned The Hard Way The investing lesson investors have yet to learn is that capital preservation matters most in achieving long-term financial goals.
Investing Lesson Of Math Learned The Hard Way The investing lesson investors have yet to learn is that capital preservation matters most in achieving long-term financial goals.
My Favorite Closing Line If you want to dramatically increase your number of sales, then take the prospect all the way through the sale by leading them to the buy action.
My Favorite Closing Line If you want to dramatically increase your number of sales, then take the prospect all the way through the sale by leading them to the buy action.
Eight Reasons Why You Need to Ask People to Do Business Every advisor would like business to come to them. That is possible. Let us look at eight reasons you need to be proactive. #advisors
Eight Reasons Why You Need to Ask People to Do Business Every advisor would like business to come to them. That is possible. Let us look at eight reasons you need to be proactive. #advisors
What’s Beyond the ‘Sharing’ Economy? The present and the future is about community and sharing in ways we never imagined—from a conversation to endless possibilities.
What’s Beyond the ‘Sharing’ Economy? The present and the future is about community and sharing in ways we never imagined—from a conversation to endless possibilities.
What You Think About All Day Fuels Your Decisions You can’t do anything about the past; you can control the present; what you think about now ultimately influences your future. #finance
What You Think About All Day Fuels Your Decisions You can’t do anything about the past; you can control the present; what you think about now ultimately influences your future. #finance
What’s Your View of Insurance? A core of insurance is a principle called uberrima fides, Latin for utmost good faith. #investor #insurance #finance
What’s Your View of Insurance? A core of insurance is a principle called uberrima fides, Latin for utmost good faith. #investor #insurance #finance
10 Sharing Principles Propel Many Current Businesses Here is my interpretation of the key focus points and requirements to be categorized as open. #buisness #success #growth
10 Sharing Principles Propel Many Current Businesses Here is my interpretation of the key focus points and requirements to be categorized as open. #buisness #success #growth
Tech Leaders Fear Racism Could Hinder Metaverse Efforts What if some of the aspects of our current universe to make it into the metaverse are our biases and prejudices? #inclusion #metaverse
Tech Leaders Fear Racism Could Hinder Metaverse Efforts What if some of the aspects of our current universe to make it into the metaverse are our biases and prejudices? #inclusion #metaverse
