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Down 63% From Record Highs, Is This Stock a Buy?

Bracing for an Economic Slowdown

Floating Rate Notes Proving Fantastic in 2022

“Sleeper Stocks” Are Defying the Bear Market

Jul 12, 2022 by Justin Spittler

You won’t hear about it in the mainstream media. But my favorite group of sleeper stocks is pulling away from the broad market.

Top 21 Inbound Lead Generation Techniques

Jul 11, 2022 by Lee Frederiksen

These 21 inbound lead generation techniques would make a formidable marketing plan by themselves. #marketing #leadgen

When Your Company Becomes a Verb

Jul 11, 2022 by Shep Hyken

If your brand is used in a sentence to position it as the brand that others should emulate you are operating at a Trademark level of service

What Financial Advisors Should Say to Clients During a Bear Market: 4 Communication Strategies

Jul 11, 2022 by Samantha Russell

I've got 4 communication strategies that do work that I suggest you utilize if you are a financial advisor right now. #bearmarket

The Value of a Regular Client Newsletter

Jul 11, 2022 by Jakie Kangas Beard

Remember that consistently sharing content through a newsletter, your website’s blog, and social media is essential. #advisors

5 Current Technologies Still Have Room For Innovation

Jul 11, 2022 by Martin Zwilling

It is time for entrepreneurs and all executives to stop being intimidated by technology discussions. #fintech #technology #innovation

10 Technology Terms To Know

Jul 11, 2022 by Lewis Robinson

These terms are essential knowledge for those who want to be current on the newest trends in the technology world. #technology

How to Start Blogging as a Business

Jul 11, 2022 by Natalie Hilscher

Blogging is an excellent strategy you should not be overlooking. So here are a few helpful tips and tricks for how to start blogging as a business.

Using LinkedIn To Acquire New Clients

Jul 11, 2022 by David Leo

The power of LinkedIn for advisors lies in the connections of your connections (your second-degree connections). #advisors

Are We Already in a Recession?

Jul 11, 2022 by J.P. Morgan Asset Management

Looking ahead, we recognize that recession risk has risen. That said, it seems premature to make a call that we are already in recession today.

The Most Significant Risk to Investors Right Now

Jul 11, 2022 by Lance Roberts

The most significant risk to investors is when the fear of missing out changes to the fear of being in. #investing #stockmarket

5 Things Nervous Clients Need from You

Jul 11, 2022 by Don Connelly

Let’s chat about the backbone of the business, client relationships. Client relationships are fragile. #advisors #success

What the Changing Digital World Means for Financial Advice

Jul 11, 2022 by Advisorpedia Media Group

We've adapted by listening to our people, thinking about where they want to work, trying to create value, and trying to create an ease for all of them.

The Power of Annuities and Seeing Insurance as an Investment with Amanda Adams

Jul 11, 2022 by Wall & Main

How utilizing #annuities alongside a perspective of investing is helpful for insurance planning and the importance of insurance services.

Is This Warren Buffett Stock Worth Buying In 2022?

Jul 11, 2022 by Finscreener

The stock closed trading last week at $$60.44 and the average analyst price target for the stock is $75. This is a potential upside of over 25%

Understanding De Minimis as it Relates to Municipal Bonds

Jul 11, 2022 by Guest Contributor

In this article, we’ll discuss the de minimis rule, along with key considerations for investors, particularly in periods of rising interest rates.

How Do We Find Out What’s Important to Our Audiences?

Jul 11, 2022 by Ted Rubin

There is a conversation happening on social platforms every day so start paying attention. #audience #listening #business

How Investors Can Make the Most of a Bear Market

Jul 11, 2022 by FPA NexGen

In times such as this, my refrain when speaking with clients is six simple words: let’s control what we can control. #stockmarket

Q2 Earnings Likely to Drive S&P 500 This Week

Jul 10, 2022 by Finscreener

Several inflation reports will also impact equities and will set the tone on how aggressive the Federal Reserve will have to be to battle inflation.

11 Most Read Articles of the Week!

Jul 09, 2022 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #wealth #crytpo #ESG #advisors #success

Why You Might Want To Push “That Vision Thing” To The Front Of The Line

Jul 08, 2022 by Rochelle Moulton

It is this vision that drives him every single day as he grows his practice, builds his authority and serves clients. #vision #business

5 Investing Myths Your Clients Probably Believe

Jul 08, 2022 by Hugh Massie

These are the top 5 investing myths and misconceptions your clients probably believe are true. #advisors #investors #myths

How To Take a Transformational Sales Message to the Market

Jul 08, 2022 by Timothy Hughes

Bring your demand generation into the second decade of the 21st century and it's time to start fishing where the fish are on social

6 Ways Technology Is Transforming the Traditional Education

Jul 08, 2022 by Guest Contributor

The fast-paced development of technology we have witnessed over the last couple of decades changed every facet of our society. #education

What Is A Good Financial Advisor Marketing Budget?

Jul 08, 2022 by James Pollard

How much should you budget for your marketing? If you go on the internet, you’ll find tons of answers to this question. #advisors

Gold’s Inability to Pass the $2000 Mark Is a Very Bearish Clue

Jul 08, 2022 by Golden Meadow

Gold and silver stocks have fallen in such a way that investors will rather understand why it is not worth taking a bullish stance on them.

Is it Time to Buy Southwest Airlines In 2022?

Jul 08, 2022 by Finscreener

Southwest Airlines' stock closed trading at $36.5 on July 5, and the average target price for the stock is $57.23 which is a potential upside of 58.18%

How to Become a Successful Financial Advisor

Jul 08, 2022 by Annette Bau

A critical decision he made to leverage time and resources. As a result, he received four referrals in one month. #advisors #growth

9 Financial Advisor Time Management Tips to Boost Productivity

Jul 08, 2022 by Maribeth Kuzmeski

There are many ways to be more efficient with your time. The key is to find what works for you and do it with focus and consistency.

Cash is Back as an Asset Class

Jul 08, 2022 by StoneCastle Cash Management, LLC

With that in mind, now is an ideal time for advisors to up their client service games and bring more value to wealthy clients. #cash

Is It Time To Assess Your Client Fee Structure?

Jul 08, 2022 by Axos Advisor Services

Given the current environment, now might be a good time to take a fresh look at your fee structure. #fees #advisors #investors

New Tool in Rising Rate, Inflation-Fighting Toolbox

Jul 08, 2022 by Todd Shriber

Advisors could eventually deploy IRVH within client portfolios as an avenue for combatting steepening yield curves. #investing

A Deeper Dive into Client Engagement

Jul 08, 2022 by Bill Hortz

The old industry standard way of looking at Know Your Customer (KYC) has to be substantially upgraded. #advisors #investors

Smart Money Investing Signals

Jul 08, 2022 by Guest Contributor

All year, the Smart Money Index has tracked the S&P 500 closely, and when it fell reflective of smart money selling the S&P 500 sank.

The Fed’s Predicament: The Trolley Car Problem

Jul 08, 2022 by Michael P. Lebowitz

The Fed and many other central banks face trolley car problems, albeit lives are not on the line. #economy #inflation #investing

How To Make A Paradigm Shift

Jul 07, 2022 by Paul Taylor

As humans we have become more and more impatient, demanding immediacy and instant gratification through increasingly digital and frictionless experiences.

What the “Smart Money” Says About Private Credit

Jul 07, 2022 by Guest Contributor

what asset owners from public and corporate pension plans to endowments and foundations think about private credit and the potential opportunities

How To Improve Your Computer Security

Jul 07, 2022 by Guest Contributor

Improving your computer security can happen today. Survey your personal digital security landscape and pinpoint actionable areas for fortification.

The Greatest (and Simplest) One Step Sales Method… Ever!

Jul 07, 2022 by Rob Jolles

When you have a process, you have a way of measuring what you’re doing. When you can measure it, you can fix it. #sales

I’m Too Busy to Do What’s Most Important

Jul 07, 2022 by David Peck

If I'm too busy to do what's most important is a t-shirt we need to have made for you or your team, then consider the practices outlined here.

My 4 Simple Ways To Be an Audacious Leader

Jul 07, 2022 by Roy Osing

Audacious leadership, I’m referring to these four principles that have proven to be essential ingredients for a high performing organization

Data Storage Solutions For Your Business

Jul 07, 2022 by Guest Contributor

You want to make sure that you're making the most informed decision about where to keep your files and how to access them again in the future.

FDX: Should FedEx Stock Be Part of Your Portfolio In July 2022?

Jul 07, 2022 by Finscreener

FedEx stock is currently priced at $221 and the average analyst price target for the stock is $301.38. That’s a potential upside of almost 35%.

The SEC’s Plan End Payment for Order Flow

Jul 07, 2022 by Lance Roberts

Our current capital market system may be free, but it is not fair in many ways. Banning payment for order flow is a good start.

With Bitcoin Firmly Below $20,000, Where Will It Bottom Out?

Jul 07, 2022 by Jacob Wolinsky

The first time it has happened in history and because Bitcoin has plunged the vast majority of crypto investors into unrealized losses.

Why Don’t My Clients Refer To Me More?

Jul 07, 2022 by Mike Garrison

One of the reasons they don’t refer more is because they don’t remember you when they are in front of prospective clients for you.

Moving Technology from the Why to the How with Craig Ramsey

Jul 07, 2022 by Power Your Advice

How financial technology can get closer to the level of technology utilized in other industries. #technology #finance #finserv

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