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How to Get Someone Talking About Their Advisor

Lifetime Income Fees vs. Costs: Look Beneath the Tip of the Iceberg

ZEN Stock: Should Zendesk Be Part of Your Equity Portfolio In 2022?

Make Your Client a Referral Hero

Jun 28, 2022 by Paul Kingsman

Make it easy for people who have been referred to you to reach you and make sure they do not slip through the cracks when you’re busy.

10 Questions To Ask Yourself Before Every New Venture

Jun 27, 2022 by Martin Zwilling

Deciding to be an entrepreneur is a lifestyle move, and should be part of a long-term strategic plan. #startup #entrepreneurs

Why Compounding Is So Difficult

Jun 27, 2022 by Guest Contributor

What happened to all those could-have-been billionaires? Why do more investors not reap the benefits of compounding? #investing

How to Change the Story You’ve Been Telling Yourself

Jun 27, 2022 by Debbie Peterson

How can you tell a different story about yourself to move forward? Here are three tips for doing just that! #freedom #personal

We Cannot Seem To Interact With Clients the Same Way We Did

Jun 27, 2022 by Timothy Hughes

It's time to bring your demand generation into the second decade of the 21st century and it's time to start fishing where the fish are.

How the Abortion Ruling Changes the Fall Election Outlook

Jun 27, 2022 by Greg Valliere

There will be two Americas, geographically and politically, with no hope of compromise on abortion. #politics #abortion #america

Good Intentions Can Be More Important Than Perfection

Jun 27, 2022 by Shep Hyken

Remember the lesson here. In many situations, if not most, intent is more important than perfection. #service #business #success

How to Command Control Over Conversations With Prospects and Clients

Jun 27, 2022 by Don Connelly

How often have you been in a meeting with a client or prospect and felt like you lost control of the conversation? #control #advisors

Young Generations Have Great Expectations About Wealth

Jun 27, 2022 by Todd Shriber

As has been widely documented, Gen Z and millennials face mountainous student loan burdens, but that’s not affecting their outlooks on debt.

“HODL” Finds Its Inevitable Flaw

Jun 27, 2022 by Lance Roberts

Before sticking your head in the sand and ignoring market risk based on an article touting long-term investing always wins, just HODL.

What Are the Investment Opportunities in Sustainable Construction?

Jun 27, 2022 by J.P. Morgan Asset Management

Energy usage is the largest operating expense in commercial office buildings at roughly one-third of operating budgets. #energy

Can Chewy Stock Stage a Comeback By the End of 2022?

Jun 27, 2022 by Finscreener

Chewy stock closed at $32 on June 21. Analysts have an average price target of $48.54 on the stock. That’s a potential upside of over 40%.

Large Buyout Funds Offer a Defensive Play in Uncertain Times

Jun 27, 2022 by Guest Contributor

Despite their enduring popularity, some investors continue to view large private equity buyout funds as unexciting next to smaller, nimbler funds.

The Pros and Cons of Working Remotely

Jun 27, 2022 by Guest Contributor

Knowing the pros and cons of remote work will help you make an informed decision about your career path. #workforce #business

11 Most Read Articles of the Week!

Jun 25, 2022 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #wealth #business #advice #success #investor #investing

Why Financial Firms Are Actively Trying to Recruit Women

Jun 24, 2022 by Adri Miller-Heckman

Today financial firms are actively trying to recruit women because they have learned the impact women have on their bottom line.

Is Organizational Sludge Driving Your Talent Away?

Jun 24, 2022 by Rachel Cooke

These days it feels like bad bosses and toxic culture get all the airtime when it comes to reasons why people leave jobs. #business

8 Most Profitable Investments for Any Age

Jun 24, 2022 by Fiat Wealth Management

Modern investors have a very wide suite of investment options, this environment changes regularly. Investment managers, banks, and insurance companies

Divorce Steps to Know Before the Dance

Jun 24, 2022 by Amar Shah

No one escapes the economic trauma as both parties are responsible for the added fees and related costs incurred throughout the process.

A Very Tired SPX Upswing?

Jun 24, 2022 by Monica Kingsley

S&P 500 overdue relief rally – flat, lacking significant momentum, not internally at its strongest – is here. #investing #investor

5 Secrets That Make Jeff Bezos The Leader Of The Pack

Jun 24, 2022 by Martin Zwilling

Lessons from his Day 1 mindset, long-term thinking, customer obsession, employee culture, and drive for continuous innovation.

The Bear Market Has Been Confirmed. Here’s What To Do.

Jun 24, 2022 by Justin Spittler

Owning gold is also an effective hedge against inflation. Unlike stocks and bonds, gold’s value isn’t dependent on the value of the US dollar.

Why You Need To Open A UTMA Account For Your Kids

Jun 24, 2022 by Finscreener

Saving for college fees may be daunting, but being able to save even tiny amounts throughout the years may give your child a good head start.

Using Technical Analysis to Navigate Market Volatility

Jun 24, 2022 by Guest Contributor

Why trendlines, moving averages and overbought/oversold signals matter to investors. #investing #investors #markets #success

The Attainability of a Digital Ecosystem with Mike Scaplen & Gary Wiedman

Jun 24, 2022 by Power Your Advice

The tools Axos provides to its customers and how finding the right clearing firm is essential to empowering correspondents and growing their business

DKNG: Is DraftKings Stock a Buy, Sell, or Hold In June 2022?

Jun 24, 2022 by Finscreener

The stock is prepped for growth and should be on the radar of investors who want to invest in heavily discounted growth companies.

Work Less and Make More with Matt Jarvis

Jun 24, 2022 by Libby Greiwe

How you can work more efficiently without decreasing your client experience. #advisors #success #business #wealth

7 Ways To Retain Your High-Performing Employees

Jun 24, 2022 by Karin Hurt

If you want to retain your high-performers, re-recruit them by showing them just how important they are. #business #success

Why Being an Outside-of-the-Box Thinker Really Isn’t Good Enough

Jun 23, 2022 by Roy Osing

Out-of-the-box thinking will get you only so far; without morphing intellectual intent into action, thoughts have little value. #value

How One Advisor Increased New Assets by $80 Million in One Year

Jun 23, 2022 by Annette Bau

Matt shares each aspect of the financial planning process in his firm and how they created a workflow that allowed them to leverage their time

Make Breaking Up Hard to Do

Jun 23, 2022 by Elinor Stutz

When you actively and systematically manage your accounts, your competitors won’t stand a chance because breaking up with you will be very hard to do

Controlling The Narrative Of Your Dreams

Jun 23, 2022 by Rob Jolles

She wasn’t thinking about the times our girls played with their dolls; she was thinking about the times she played with her dolls

Donald Trump’s Disastrous June

Jun 23, 2022 by Greg Valliere

DONALD TRUMP’S CHANCES of winning another term as president are fading fast, thanks to revelations in the Jan. 6 hearings.

Gold Has Held Up Nicely Against A Strong Dollar And Surging Bond Yields

Jun 23, 2022 by Frank Holmes

We’re almost halfway through 2022, and so far gold has been the big winner after oil, coal and other commodities. #gold #commodities

Oil Price Reversions: The Inevitable Outcome Of Recessions

Jun 23, 2022 by Lance Roberts

The recent rally in energy stocks has been quite strong, the Fed is about to aggressively tighten monetary policy with the sole goal of combating inflation

Money, Time And Freedom = The New Wealth

Jun 23, 2022 by Rochelle Moulton

There comes a time in every successful soloist’s journey when it’s about so much more than the next ka-ching to your bank account.

Are Your Investments Really Inflation-Protected?

Jun 23, 2022 by Guest Contributor

Investors need to protect their investments against soaring inflation and rising interest rates by revising which assets make up their portfolios.

Down 40% In 2022, Is Target Stock a Buy?

Jun 23, 2022 by Finscreener

Target is a company that has been through multiple downturns and should be able to navigate this one as well. #stocks #investing

Find the Partner That Can Help You Grow with Matt Nielsen

Jun 23, 2022 by Permission to Succeed

How Kingswood Family Office began from a shared commitment to growth and a great introduction. #familyoffice #advisors

Crypto Firms Urged To Avoid Making Destabilizing Dot-com Era Errors

Jun 23, 2022 by Guest Contributor

Bitcoin continues to produce block by block, the ecosystem and infrastructure continue to develop, major corporations and institutions continue to adopt it

10 Ways to Teach Your Kids How to Make Better Financial Decisions

Jun 22, 2022 by Kris Dureau

To foster good financial habits for the future, it’s important for parents to talk to their children about money from an early age. #finance

8 Signals That It’s Time for Change In Your Business

Jun 22, 2022 by Martin Zwilling

When the economy struggles as it is doing now, that’s a strong signal that things have to change, and it’s hard to miss. #business

How To Make A Manager Receptive To Your Idea

Jun 22, 2022 by Paul Taylor

Follow all these AND got some data about the cost of the problem you should have enough evidence to get backing behind your idea.

How The Skill of Listening Brings You Business

Jun 22, 2022 by Bryce Sanders

It has been said the last three letters of the word listen are ten implying you should let the client speak ten times as much as you speak.

5 Ways That Technology Can Help With Your Finances

Jun 22, 2022 by Lewis Robinson

Here are a few ways that technology today can help with your finances. #technology #finance #investing

Should I Go All in on Referrals?

Jun 22, 2022 by Mike Garrison

Here are some questions to answer that will tell you, without a doubt, if you should push those chips into the middle of the table.

The Upcoming Paradigm Shift in the Economy

Jun 22, 2022 by Gregory DuPont

Are we headed towards stormy seas when it comes to inflation and the economy? #finance #economy #investing

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