The Chinese Devaluation Continues Just today, as US inflation came in a touch hotter than expected, the Chinese Yuan is pulling lower, testing the lows of May 9, 2022.
The Chinese Devaluation Continues Just today, as US inflation came in a touch hotter than expected, the Chinese Yuan is pulling lower, testing the lows of May 9, 2022.
What is Your Pricing & Profit Model? Advisors will charge their marketplace what they perceive is their value and worth, which, in my opinion, is inadequate in most cases.
What is Your Pricing & Profit Model? Advisors will charge their marketplace what they perceive is their value and worth, which, in my opinion, is inadequate in most cases.
Crypto Careers Downwards as Investors Flee High Risk Assets Fears about rampant inflation and the abrupt ending of the era of cheap money have sent cryptocurrencies careering down a cliff edge.
Crypto Careers Downwards as Investors Flee High Risk Assets Fears about rampant inflation and the abrupt ending of the era of cheap money have sent cryptocurrencies careering down a cliff edge.
A Way of Thinking That Will Change Your World We’re human, which means our “thinking” is not much more than automated responses—those reactions to everything that happens to us
A Way of Thinking That Will Change Your World We’re human, which means our “thinking” is not much more than automated responses—those reactions to everything that happens to us
10 Things I Wish Financial Advisors Knew About LinkedIn If you know how LinkedIn really works, you can magnetize more prospects than you can handle. #linkedin #advisors #prospecting
10 Things I Wish Financial Advisors Knew About LinkedIn If you know how LinkedIn really works, you can magnetize more prospects than you can handle. #linkedin #advisors #prospecting
The Great Resignation: Navigating the Mid-Career Crisis We have all seen⏤or at least heard of⏤the Mid-Life Crisis. Typically, there is an abrupt change in behavior in someone who is middle-aged.
The Great Resignation: Navigating the Mid-Career Crisis We have all seen⏤or at least heard of⏤the Mid-Life Crisis. Typically, there is an abrupt change in behavior in someone who is middle-aged.
Making Your Own Retirement Rules My point is there are a lot of rules in retirement. But the fun part is creating a life where if you work or don’t work you are happy.
Making Your Own Retirement Rules My point is there are a lot of rules in retirement. But the fun part is creating a life where if you work or don’t work you are happy.
High ROI Leadership: Schedule the Finish Scheduling the finish means you create a specific mutual moment where you will follow up, follow through or finish the task.
High ROI Leadership: Schedule the Finish Scheduling the finish means you create a specific mutual moment where you will follow up, follow through or finish the task.
Why Social Selling Isn’t Marketing’s Responsibility If you think that social selling is all about marketing, you don't understand social selling, let me walk you through what social selling means
Why Social Selling Isn’t Marketing’s Responsibility If you think that social selling is all about marketing, you don't understand social selling, let me walk you through what social selling means
Three Go-to-Market Misconceptions Holding You Back Talking about changing the way you go to market is certainly easier than actually overhauling your current processes. #marketing
Three Go-to-Market Misconceptions Holding You Back Talking about changing the way you go to market is certainly easier than actually overhauling your current processes. #marketing
The Future of the Dollar Seems So Bright It’s Blinding Gold While the USDX rushes up without looking back, gold is running... out of power. What could the next dollar highs mean for the precious metals market?
The Future of the Dollar Seems So Bright It’s Blinding Gold While the USDX rushes up without looking back, gold is running... out of power. What could the next dollar highs mean for the precious metals market?
The Dominant Investing Theme of the Decade Do this one thing right, and stock market profits will effortlessly flow into your brokerage account. #investing #stockmarket
The Dominant Investing Theme of the Decade Do this one thing right, and stock market profits will effortlessly flow into your brokerage account. #investing #stockmarket
Liquidity and Volatility: Decoding Market Jargon Liquidity is the fuel that keeps the financial market’s engine running. Without enough liquidity, the motor seizes, and financial crises erupt.
Liquidity and Volatility: Decoding Market Jargon Liquidity is the fuel that keeps the financial market’s engine running. Without enough liquidity, the motor seizes, and financial crises erupt.
We Need Same-Day Financial Firms Near real-time, it can make decisions, change and implement same-day. If you cannot do that, then you’re not fit for 2022. #finance
We Need Same-Day Financial Firms Near real-time, it can make decisions, change and implement same-day. If you cannot do that, then you’re not fit for 2022. #finance
Today’s Technology for Advisors Must Be Holistic and Extensible Extensible to me means it has to be able to scale and grow with your business as your business evolves and changes. #fintech
Today’s Technology for Advisors Must Be Holistic and Extensible Extensible to me means it has to be able to scale and grow with your business as your business evolves and changes. #fintech
Growing Your Practice Through Tax Planning with Chris Field How Holistiplan can help advisors conduct forward-looking tax planning reports to better meet their clients’ needs. #taxplanning
Growing Your Practice Through Tax Planning with Chris Field How Holistiplan can help advisors conduct forward-looking tax planning reports to better meet their clients’ needs. #taxplanning
What You Should Know About Insurance Adjusters The insurance adjuster investigates the claim you made. You should understand that insurance adjusters are not on your side.
What You Should Know About Insurance Adjusters The insurance adjuster investigates the claim you made. You should understand that insurance adjusters are not on your side.
Inflation: What it is and Why You Should Care As investors, we need to remember that our goals are long term, and moments of such high inflation have historically been short term issues.
Inflation: What it is and Why You Should Care As investors, we need to remember that our goals are long term, and moments of such high inflation have historically been short term issues.
Be Patient. Metaverse Investment Opportunity Will Be Redeemed With the Nasdaq-100 Index (NDX) down 24.4% -- bad enough for a bear market – year-to-date, it’s clear growth stocks aren’t working.
Be Patient. Metaverse Investment Opportunity Will Be Redeemed With the Nasdaq-100 Index (NDX) down 24.4% -- bad enough for a bear market – year-to-date, it’s clear growth stocks aren’t working.
The Surprising Financial Impact of Mindfulness Meditation Meditation helps us become aware of our interior beliefs and emotions about many things, including our relationship with money.
The Surprising Financial Impact of Mindfulness Meditation Meditation helps us become aware of our interior beliefs and emotions about many things, including our relationship with money.
A Letter From An Owner To Their Successor I promise to get out of the way more and trust your decisions. I’ve burned my bridges. You’re my chosen successor. #advisors
A Letter From An Owner To Their Successor I promise to get out of the way more and trust your decisions. I’ve burned my bridges. You’re my chosen successor. #advisors
Employees, Culture, and the Great Resignation Culture is the foundation of the organization. It’s the blood that flows through the veins. It’s the DNA. And it’s driven by leaders.
Employees, Culture, and the Great Resignation Culture is the foundation of the organization. It’s the blood that flows through the veins. It’s the DNA. And it’s driven by leaders.
The Four Wealth Destroyers How taxes, inflation, fees, and overreacting to the market impact our savings, income, and investments. #investing #investor
The Four Wealth Destroyers How taxes, inflation, fees, and overreacting to the market impact our savings, income, and investments. #investing #investor
The 7 Most Important Conversations for Your Retirement How you can use these conversations to reflect on your unique retirement needs instead of conforming to generic rules of thumb.
The 7 Most Important Conversations for Your Retirement How you can use these conversations to reflect on your unique retirement needs instead of conforming to generic rules of thumb.
The Undeniable Case for Using Video in Top Advisor Marketing Strategies Videos build strong prospect and customer relationships because they foster the one thing people need to have with you before they become clients
The Undeniable Case for Using Video in Top Advisor Marketing Strategies Videos build strong prospect and customer relationships because they foster the one thing people need to have with you before they become clients
How to Build Up Self-Confidence as a Woman in Leadership To help you feel better, I have five tips to help you build up your self-confidence as a woman leader or someone who aspires to be.
How to Build Up Self-Confidence as a Woman in Leadership To help you feel better, I have five tips to help you build up your self-confidence as a woman leader or someone who aspires to be.
The Strategic Way To Invest in Bitcoin When it comes to Bitcoin and Blockchain, its main purpose has changed slightly, but does that mean it isn’t a good investment anymore?
The Strategic Way To Invest in Bitcoin When it comes to Bitcoin and Blockchain, its main purpose has changed slightly, but does that mean it isn’t a good investment anymore?
Advisors, Are You Investing in Your Best Client Opportunities? Elite financial advisors looking to grow their business need to spend more time with their ideal clients and clients with opportunities.
Advisors, Are You Investing in Your Best Client Opportunities? Elite financial advisors looking to grow their business need to spend more time with their ideal clients and clients with opportunities.
The Onus Remains on the Bulls Since late January, the stock market has produced several dramatic reversals that have seen big losses replaced by large gains in single sessions.
The Onus Remains on the Bulls Since late January, the stock market has produced several dramatic reversals that have seen big losses replaced by large gains in single sessions.
Now Is When Investors Make the Most Mistakes The best we can do is recognize the environment for what it is, understand the associated risks, and navigate cautiously. #investing
Now Is When Investors Make the Most Mistakes The best we can do is recognize the environment for what it is, understand the associated risks, and navigate cautiously. #investing
The Big Themes We Saw Coming out of T3 One of the big themes is artificial intelligence, but we haven't really had a chance a use case in wealth management. #AI #advisors
The Big Themes We Saw Coming out of T3 One of the big themes is artificial intelligence, but we haven't really had a chance a use case in wealth management. #AI #advisors
How to Deal With Not “Right Fit” Existing Clients, Referrals, and Prospects (Kindly!) how to handle clients, referrals and prospects that are just not a right fit for your practice for whatever reason. #advisors #investors
How to Deal With Not “Right Fit” Existing Clients, Referrals, and Prospects (Kindly!) how to handle clients, referrals and prospects that are just not a right fit for your practice for whatever reason. #advisors #investors
In Search of a Steady State: Inflation, Interest Rates and Value The inflation genie is out of the bottle, and if history is any guide, getting it back in is going to take time and create significant pain.
In Search of a Steady State: Inflation, Interest Rates and Value The inflation genie is out of the bottle, and if history is any guide, getting it back in is going to take time and create significant pain.
Win Your Goals Through Financial Education and Comprehensive Planning Corey Heimensen from Heimensen Wealth Advisors uses WIN as an acronym for What’s Important Now. #investing #investor
Win Your Goals Through Financial Education and Comprehensive Planning Corey Heimensen from Heimensen Wealth Advisors uses WIN as an acronym for What’s Important Now. #investing #investor
17 Surprising Statistics About Employee Retention Whether you’re a C-level executive, HR department professional, or middle manager, be committed to creating a better employee experience.
17 Surprising Statistics About Employee Retention Whether you’re a C-level executive, HR department professional, or middle manager, be committed to creating a better employee experience.
Are You an Extrapolating Machine? You want to forecast these experiences into the future and that’s where the appeal of extrapolation comes into play. #investors
Are You an Extrapolating Machine? You want to forecast these experiences into the future and that’s where the appeal of extrapolation comes into play. #investors
The Case Against Collaboration The danger is that with a focus on all-out collaboration you miss out on the creativity of introverts. #business #collaboration
The Case Against Collaboration The danger is that with a focus on all-out collaboration you miss out on the creativity of introverts. #business #collaboration
Taking Control Of Finances For Aging Parents: Avoid These 3 Common Mistakes Most people do need some help with money matters as they age. When the legal paperwork is well done, everyone is better protected.
Taking Control Of Finances For Aging Parents: Avoid These 3 Common Mistakes Most people do need some help with money matters as they age. When the legal paperwork is well done, everyone is better protected.
NFL Schedule Released Thursday. Are You Ready? If you are a sales manager or business owner with an inside sales team, you need to offer each player on your team daily and weekly coaching.
NFL Schedule Released Thursday. Are You Ready? If you are a sales manager or business owner with an inside sales team, you need to offer each player on your team daily and weekly coaching.
The Problem With Invisible Leaders Here are a few ways to go from being a disconnected invisible leader to an inspirational leader. #leadership #leader #business
The Problem With Invisible Leaders Here are a few ways to go from being a disconnected invisible leader to an inspirational leader. #leadership #leader #business
7 Ways Financial Advisors Can Capture More Attention With Email Subject Lines How often do you delete an email without opening it? We’re guessing pretty often, especially if the subject line is boring.
7 Ways Financial Advisors Can Capture More Attention With Email Subject Lines How often do you delete an email without opening it? We’re guessing pretty often, especially if the subject line is boring.
A Conversation Around Global Oil and Gas After severing oil trade with Russia, President Biden plans to increase U.S. oil production from 11.8 million barrels to 12.8 million.
A Conversation Around Global Oil and Gas After severing oil trade with Russia, President Biden plans to increase U.S. oil production from 11.8 million barrels to 12.8 million.
Why a Global Approach to Bonds Makes Even More Sense Right Now As bad as bond markets have been in 2022, there are opportunities to be had for investors with the flexibility to look beyond more familiar countries.
Why a Global Approach to Bonds Makes Even More Sense Right Now As bad as bond markets have been in 2022, there are opportunities to be had for investors with the flexibility to look beyond more familiar countries.
Which Clients To Keep; Which Ones To Fire Working out who to drop, and who to invest further time and effort into, is often the best way forward. #business #advisors #investors
Which Clients To Keep; Which Ones To Fire Working out who to drop, and who to invest further time and effort into, is often the best way forward. #business #advisors #investors
Stripe’s IPO – How Much? If Stripe is worth $200 billion, then it’s worth more than ING, BBVA, Deutsche Bank and Commerzbank combined.
Stripe’s IPO – How Much? If Stripe is worth $200 billion, then it’s worth more than ING, BBVA, Deutsche Bank and Commerzbank combined.
Everyone Lives by Selling Something You are not merely selling an investment. There are many aspects of sales within the advisory relationship. #advisors #investors
Everyone Lives by Selling Something You are not merely selling an investment. There are many aspects of sales within the advisory relationship. #advisors #investors
2022 T3 Providing Advisors New Ideas and Solutions There's a lot of people talking here about data and moving data and owning your own data. #technology #advisors #T3
2022 T3 Providing Advisors New Ideas and Solutions There's a lot of people talking here about data and moving data and owning your own data. #technology #advisors #T3
