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Why Real Assets Are at an Inflection Point

Managing Wealth for 100 Years with Rick Pitcairn

Is Etsy Stock a Smart Buy in a Falling Market?

The Best Type of Content To Create For Each Age Group

Jun 22, 2022 by James Pollard

You’ll discover the best type of content for each age group you want to reach. Want to get more clients by creating less content?

4 Mistakes to Avoid When Switching Custodians

Jun 22, 2022 by Axos Clearing, LLC

If you avoid these common mistakes, switching custodians can be a painless and productive process. #custodians #change

How to Choose a Financial Planner

Jun 21, 2022 by James E. Wilson

There are three different types of financial service providers: Robo-advisors, salespeople, and real financial planners. #advice

Why Your Financial Planner Needs a Financial Planner

Jun 21, 2022 by Rick Kahler

If you learned that your financial planner had their own financial planner, would you be concerned? #advisor #planning #advice

Imagination is the Beginning of Creation

Jun 21, 2022 by Ayelet Baron

Our true potential is beyond our sight and can only be found by unlocking our imagination to infinite possibilities. #personal #growth

Top Products That Will Define Ecommerce Business in 2022 and Beyond

Jun 21, 2022 by Guest Contributor

We have selected a couple of products that will transform e-commerce business in 2022. Let’s see what you should focus on!

The Fed’s Hawkish Bite Left Its Mark on the S&P 500 Stocks

Jun 21, 2022 by Golden Meadow

By raising interest rates the Fed poured cold water on the red-hot markets and finally chilled investors' enthusiasm. #investing

NIO: Is Nio Stock Worth Buying In June?

Jun 21, 2022 by Finscreener

Nio holds a significant position in the Chinese EV industry and is in a prime position to improve market share going forward. $NIO

Fix the Prospecting Problem Forever

Jun 21, 2022 by Tony Vidler

You can fix all prospecting problems forever if you generate enough referrals. Get this right, and prospecting problems are non-existent

A Playbook for Late Cycle Investing

Jun 21, 2022 by Guest Contributor

It is possible that in their attempt to temper inflation, the FOMC will engineer a soft-landing instead of causing a recession. #investing

Welcome to (Another) Crypto Meltdown

Jun 21, 2022 by Chris Skinner

The biggest issue for me is the market crash could lead to a life crash, particularly amongst younger investors who are predominantly male.

The Powerful Combination of Seminars & Introductions

Jun 21, 2022 by Bill Cates

The seminar environment can be a powerful way to add value to your existing client relationships and position yourself as a valuable resource

How Advisors Can Make Informed Decisions Around Their Data

Jun 21, 2022 by Advisorpedia Media Group

Advisorpedia Interviewed Dave Hagen, Chief Commercial Officer at BridgeFT, at the T3 Advisor Conference in May, 2022 #fintech

The Power of Personalization for Financial Services with Helen Yang

Jun 21, 2022 by Power Your Advice

The importance of carefully examining each step in a financial service process, starting from the very beginning. #advice #personal

In Volatile Markets, Remember This One Important Lesson from Psychology

Jun 21, 2022 by Alliance Bernstein

When markets become volatile, it is best to proactively talk about what is happening. Introducing the possibility of losses prepares the client.

What a Buddhist Concept Can Teach You About Your Finances

Jun 20, 2022 by Ross Levin

It is clear what the enemies of sound financial planning are, but for most people it is the near enemies over which they must take control.

How to Use Warren Buffet’s 10 Secrets for Success

Jun 20, 2022 by Natalie Hilscher

Knowing what success means to YOU will enrich your life and help you find eudaimonia–your own unique state of joy and prosperity.

Will the Market Sell-off Drag S&P Index Lower This Week?

Jun 20, 2022 by Finscreener

The upcoming week is relatively light in terms of economic events as the U.S. markets will be closed on Monday. #stockmarket

Another Lesson on How To Handle Angry Customers: Don’t Smell the Milk

Jun 20, 2022 by Shep Hyken

The lesson is clear. Trust your customers. Don’t say things or take actions that question the integrity of your customers. #investing

Everyone in Washington Has a Plan as Economy Slides

Jun 20, 2022 by Greg Valliere

Manchin supports spending more money on clean energy programs, which could win 50 votes in the Senate: Chances: 45%.

4 Ways to Infuse Empathy in Your Social Media Content

Jun 20, 2022 by Teresa Leno

More than previously, people are looking to forge personal relationships with those they work with and buy from. #socialmedia

Why Lovesac Is an Easy Buy for Long-Term Investors

Jun 20, 2022 by Finscreener

Lovesac stock closed trading on June 13 at $29.5. The average analyst price target for the stock is $91.29. $LOVE #investing

Everything You Wanted To Know About Bear Markets

Jun 20, 2022 by Frank Holmes

Going back to 1929, the average length of time bear markets have lasted is 324 days, or around 10 and a half months. #stockmarket

NFIB Signals A Recession Is Coming, Again

Jun 20, 2022 by Lance Roberts

With economic growth slowing, the Fed hiking rates, and inflation weighing on consumers, I suspect we are closer than many think.

Why I’m Buying the “New” Value Stocks

Jun 20, 2022 by Stephen McBride

History shows us it pays to buy great businesses when they’re cheap. We have one of those opportunities again today. #investing

Maximize Your Clients’ Social Security Benefits with Martha Shedden

Jun 20, 2022 by Power Your Advice

The benefits of taking Social Security at the right age and how important this asset is to clients’ retirement plans. #socialsecurity

Will the Fed Tip the Economy Into Recession?

Jun 20, 2022 by J.P. Morgan Asset Management

The message from the committee is clear, the Fed will expeditiously raise interest rates given it is “strongly committed” to tame inflation.

Solving the Complex Integration Puzzle

Jun 20, 2022 by Advisorpedia Media Group

Advisorpedia Interviewed John Mackowiak, Chief Business Development Officer at Advyzon, at the T3 Advisor Conference in May, 2022

The Keys to Building Life-Long Loyalty with Clients

Jun 20, 2022 by Don Connelly

Successful financial advisors know that client retention is vital for sustaining and growing their business. #advisors #retention

11 Most Read Articles of the Week!

Jun 18, 2022 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisor #wealth #finance #investing #freedom #crypto #stocks

If You Could Do It All Again, What Would You Do?

Jun 17, 2022 by Guest Contributor

Regardless of our profession most of us at some point find ourselves asking the question: If you could do it all again, what would you do?

Social Media’s Advice On Financial Planning With Sonya Lutter

Jun 17, 2022 by Integrated Partners

The mindset surrounding money, diving into the impact of societal beliefs surrounding money and why financial planning isn’t discussed openly.

Inbound Leads: Slam Dunks or Looky-loos?

Jun 17, 2022 by Mike Brooks

If you’ve been fielding inbound leads for a while, then you’ve probably noticed something: Not all inbound leads buy. #sales

Expanding Your Influence Through Usable Social Media Content

Jun 17, 2022 by Opus Private Client

Social media has become a tool for people of all ages and walks of life — from young children to businesses. #socialmedia #advisors

Are Financial and Market Instability The Last Hopes For Stocks

Jun 17, 2022 by Michael P. Lebowitz

Unless inflation quickly diminishes, it will tolerate a higher-than-normal amount of instability and result in higher bond spreads and lower stock prices.

It Pays to Prioritize Profitability

Jun 17, 2022 by Todd Shriber

Participate in financial markets long enough and one will eventually realize, like the world of high fashion, each season has a style.

The Best Message for Clients in a Down Market

Jun 17, 2022 by Laura Garfield

There’s a secret to client communication when big corrections happen. The secret is in the word communication. #advisors

Why “Goldilocks” Stocks Will Define This Decade…

Jun 17, 2022 by Justin Spittler

But history shows us new market leaders emerge every decade… For this decade, my money is on mid-cap stocks. #stocks

Fortunes Will Be Made as Panic-Selling Triggers Bear Market

Jun 17, 2022 by Guest Contributor

Fortunes will be made in this current bear market as in-the-know investors use the 20% drop as a major buying opportunity. #stocks

Data Analytics: The Connective Tissue between Data, Technology and Solutions

Jun 17, 2022 by Advisorpedia Media Group

Advisorpedia Interviewed Farouk Ferchichi, the Global Head at Envestnet, at the Envestnet Advisor Summit in May, 2022.

How Much Energy Does Bitcoin Use?

Jun 17, 2022 by Finscreener

When it comes to electricity consumption, #BTC numbers are high but not necessarily concerning because. #cryptocurrency

Value Down, But Less Bad Nearly Everything Else

Jun 17, 2022 by Todd Shriber

Value stocks usually are better sources of income than growth equivalents, owing to cyclicality, tend to outperform in rising rate environments

The Frequency of Trusting Our Intuition

Jun 16, 2022 by Ayelet Baron

By learning how to trust your intuition, you can listen to what your soul is whispering to you, and feel whole in integrating your body, mind and heart.

Looking to Your Liquidity Event

Jun 16, 2022 by Duncan MacPherson

How you can help clients overcome the emotional barriers to selling a business while simultaneously preparing for your own exit.

Make Failure Your Friend and Succeed Faster with Carrie Gallaway

Jun 16, 2022 by Adri Miller-Heckman

The only voice you should truly listen to is the one coming from your heart because nobody knows you like you do. #personal

Rethinking the Way You Hire In a Global Labor Shortage

Jun 16, 2022 by Guest Contributor

The standard way of hiring won’t get you the desired results you want; rather, opt for new methods like tapping into the overlooked areas.

Why Aspirations Should Never Be Used To Define Your Competitive Advantage

Jun 16, 2022 by Roy Osing

BE DiFFERENT or be dead has one simple message: if you’re not different in a way your customers CARE about, you’re dead (or soon will be).

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