Tumultuous Times Highlight Efficacy of Quality With equities challenged by the combined forces of rising rates, elevated valuations, and profit margins being squeezed by inflation.
Tumultuous Times Highlight Efficacy of Quality With equities challenged by the combined forces of rising rates, elevated valuations, and profit margins being squeezed by inflation.
Resisting Transition is Not Natural Is there anyone around us who is not going through some sort of transition and is questioning everything right now? #transition
Resisting Transition is Not Natural Is there anyone around us who is not going through some sort of transition and is questioning everything right now? #transition
Storms Ahead? Revisit the Basic Principles That Will Get Us Through Successful Financial Advisors are a unique combination of leader, entrepreneur, and professional practitioner. #advisors #success
Storms Ahead? Revisit the Basic Principles That Will Get Us Through Successful Financial Advisors are a unique combination of leader, entrepreneur, and professional practitioner. #advisors #success
How to Pay for Estate Taxes If you are set to have an estate tax, how might that tax get paid? Can we get that tax to zero? #estateplanning #taxes #investing
How to Pay for Estate Taxes If you are set to have an estate tax, how might that tax get paid? Can we get that tax to zero? #estateplanning #taxes #investing
Why Competence Gets You Only So Far The beauty of a power pose: it tends to unleash your warmth conveyors, as well. Your HAPPY WARRIOR is unleashed! #competence
Why Competence Gets You Only So Far The beauty of a power pose: it tends to unleash your warmth conveyors, as well. Your HAPPY WARRIOR is unleashed! #competence
Empowering Your Divorce By Building a Community Dealing with the legal requirements, plus all of the transitions of going from a co-parent to a single-parent can feel overwhelming and draining.
Empowering Your Divorce By Building a Community Dealing with the legal requirements, plus all of the transitions of going from a co-parent to a single-parent can feel overwhelming and draining.
Everyone Deserves a Compliment Saying something nice only takes a moment, but the impact is much bigger than the few words shared. #compliment #service
Everyone Deserves a Compliment Saying something nice only takes a moment, but the impact is much bigger than the few words shared. #compliment #service
Does China’s “COVID Zero” Approach Threaten Global Supply Chains? Since the onset of the pandemic, global supply chains have been stressed, weighing on economic growth and lifting consumer core goods inflation.
Does China’s “COVID Zero” Approach Threaten Global Supply Chains? Since the onset of the pandemic, global supply chains have been stressed, weighing on economic growth and lifting consumer core goods inflation.
Sinking Feeling Takes Over Financial Markets Amid Worries About Rising Rates Investors are digesting the unpalatable implications of inflation and fretting that there will be a need for a bigger dose of the bitter medicine.
Sinking Feeling Takes Over Financial Markets Amid Worries About Rising Rates Investors are digesting the unpalatable implications of inflation and fretting that there will be a need for a bigger dose of the bitter medicine.
How We’ll Know Stocks Have Bottomed (Long Before CNBC Announces It) If the VIX continues to rise AND growth stocks and IPOs can stabilize at their key support levels, we could have a major buying opportunity on our hands.
How We’ll Know Stocks Have Bottomed (Long Before CNBC Announces It) If the VIX continues to rise AND growth stocks and IPOs can stabilize at their key support levels, we could have a major buying opportunity on our hands.
The File Note: How to Increase Your Closing Rates to 9 out of 10 in Life Insurance Sales This acted as a pre-presentation vehicle and I believe it motivated people to really look forward to our next meeting and my eventual recommendations.
The File Note: How to Increase Your Closing Rates to 9 out of 10 in Life Insurance Sales This acted as a pre-presentation vehicle and I believe it motivated people to really look forward to our next meeting and my eventual recommendations.
STOP. DOING. THIS. NOW. It’s Not What Your Clients Need Most Financial markets are volatile. Don’t expect graphs of historical market performance to immediately make your clients feel better.
STOP. DOING. THIS. NOW. It’s Not What Your Clients Need Most Financial markets are volatile. Don’t expect graphs of historical market performance to immediately make your clients feel better.
Buy and Hold Investing Works, Until It Doesn’t The best way to invest is navigating the entire market cycle between when you start investing and when you need your capital. #investing
Buy and Hold Investing Works, Until It Doesn’t The best way to invest is navigating the entire market cycle between when you start investing and when you need your capital. #investing
Don’t Sit on the Sidelines Waiting for the Ghost of Stagflation You should make sure that your current personal financial planning strategies are such that you can mitigate risk but still build and grow wealth.
Don’t Sit on the Sidelines Waiting for the Ghost of Stagflation You should make sure that your current personal financial planning strategies are such that you can mitigate risk but still build and grow wealth.
What You Should Know About Your Portfolio’s Exposure to Russia How do you hold individuals, investors, and larger companies accountable in a timely fashion when considering the conflict between Russia and Ukraine?
What You Should Know About Your Portfolio’s Exposure to Russia How do you hold individuals, investors, and larger companies accountable in a timely fashion when considering the conflict between Russia and Ukraine?
Etsy Stock Tanks Post Q1 Results Shares of e-commerce company $ ETSY are trading 12% lower in pre-market today after the company announced Q1 results on May 4.
Etsy Stock Tanks Post Q1 Results Shares of e-commerce company $ ETSY are trading 12% lower in pre-market today after the company announced Q1 results on May 4.
Behind the Movement Towards Direct Indexing Direct Indexing has evolved from the managed accounts realm with its origins at the highest levels of High-Net-Worth wealth and tax management.
Behind the Movement Towards Direct Indexing Direct Indexing has evolved from the managed accounts realm with its origins at the highest levels of High-Net-Worth wealth and tax management.
The Meaning of Investing Terms Used by the Next Gen Where these terms are originating from as more younger people are starting to invest their money into the stock market. #stockmarket
The Meaning of Investing Terms Used by the Next Gen Where these terms are originating from as more younger people are starting to invest their money into the stock market. #stockmarket
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #fintech #cryptocurrency #investing #investors #financialfreedom
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #fintech #cryptocurrency #investing #investors #financialfreedom
Cultivate Success with Positivity Let’s not only look for the positive, but help put more positivity out there through our work, thoughts, words, and actions. #business
Cultivate Success with Positivity Let’s not only look for the positive, but help put more positivity out there through our work, thoughts, words, and actions. #business
What is the Metaverse? The internet is a network of billions of computers, millions of servers and other electronic devices. The metaverse doesn't compete - it builds on it.
What is the Metaverse? The internet is a network of billions of computers, millions of servers and other electronic devices. The metaverse doesn't compete - it builds on it.
Why It’s Always Worth Building Your Own Digital Platform if you’re selling expertise, you must own your own platform. That means a website that is the central hub for all things you/your firm.
Why It’s Always Worth Building Your Own Digital Platform if you’re selling expertise, you must own your own platform. That means a website that is the central hub for all things you/your firm.
5 Ways You Can Get More From Excel Excel is one of the most powerful programs you’ll come across while working. #business #success #advisors #excel
5 Ways You Can Get More From Excel Excel is one of the most powerful programs you’ll come across while working. #business #success #advisors #excel
Secure Act 2.0: How Will it Affect Your Retirement? Are there some good ideas on the table to bolster retirement savings? Yes. Can much more be done? Yes. Stay tuned for Secure Act 3.0 by 2023.
Secure Act 2.0: How Will it Affect Your Retirement? Are there some good ideas on the table to bolster retirement savings? Yes. Can much more be done? Yes. Stay tuned for Secure Act 3.0 by 2023.
The Good and Bad News of Realized Capital Gains The good took place in 2021 when investors saw increased capital on their investments. The bad took place in the form of increased tax payments.
The Good and Bad News of Realized Capital Gains The good took place in 2021 when investors saw increased capital on their investments. The bad took place in the form of increased tax payments.
5 Ways the Financial Space Has Been Transformed by Technology Fintech will continue to alter the face of the financial industry, having an effect on the private sector and business activities as well.
5 Ways the Financial Space Has Been Transformed by Technology Fintech will continue to alter the face of the financial industry, having an effect on the private sector and business activities as well.
ETF Distribution at the Intersection of Tradition and Innovation FLX Networks a community platform revolutionizing the engagement experience for asset managers, wealth management firms, and financial advisors.
ETF Distribution at the Intersection of Tradition and Innovation FLX Networks a community platform revolutionizing the engagement experience for asset managers, wealth management firms, and financial advisors.
How Do Advisors Stay Relevant During Lulls in Markets? There are always steps an advisor can take with potential clients that also increase the odds of future success. #advisors #value
How Do Advisors Stay Relevant During Lulls in Markets? There are always steps an advisor can take with potential clients that also increase the odds of future success. #advisors #value
Do You Have a Disciplined Client Experience? There's a big difference between the strategies, tactics and processes we apply and the disciplines we need to strengthen in order to succeed.
Do You Have a Disciplined Client Experience? There's a big difference between the strategies, tactics and processes we apply and the disciplines we need to strengthen in order to succeed.
Your Culture Delivers a Premium Client Experience How much of a difference does your company culture really make for your clients and your employees? #advisors #business #culture
Your Culture Delivers a Premium Client Experience How much of a difference does your company culture really make for your clients and your employees? #advisors #business #culture
3 Stocks Cathie Wood Just Bought at a Lower Multiple Cathie Wood who is also the CIO at Ark Invest recently went bottom fishing and increased exposure these companies. #stocks
3 Stocks Cathie Wood Just Bought at a Lower Multiple Cathie Wood who is also the CIO at Ark Invest recently went bottom fishing and increased exposure these companies. #stocks
Despite Grim Economic Outlook, Investors Are Not Spooked Wealthy investors are planning on making additions to their investment portfolios this year despite hot inflation and interest rate rises
Despite Grim Economic Outlook, Investors Are Not Spooked Wealthy investors are planning on making additions to their investment portfolios this year despite hot inflation and interest rate rises
Find The Who’s And Trust The Process With Andree Mohr and John Pastore What Advisors are missing is the importance of sticking to a process and finding professionals who can help build their referrals.
Find The Who’s And Trust The Process With Andree Mohr and John Pastore What Advisors are missing is the importance of sticking to a process and finding professionals who can help build their referrals.
The Risk of Advisor Complacency Featuring Aaron Klein Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available.
The Risk of Advisor Complacency Featuring Aaron Klein Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available.
China Internet Stocks Have Interesting ESG Prospects Dating back to last year, Chinese internet stocks are among the world’s most repudiated asset classes. #investing #ESG #china
China Internet Stocks Have Interesting ESG Prospects Dating back to last year, Chinese internet stocks are among the world’s most repudiated asset classes. #investing #ESG #china
Economic Sense Doesn’t Always Make Logical Sense Unless we’re constantly evolving, improving, learning, experimenting, we won’t keep up. Worse, we won’t lead. #change #innovation
Economic Sense Doesn’t Always Make Logical Sense Unless we’re constantly evolving, improving, learning, experimenting, we won’t keep up. Worse, we won’t lead. #change #innovation
Pandemic Fraud About Greed, Not Capitalism What capitalism provides, in a way other economic systems do not, is a method of distributing limited resources as efficiently as possible.
Pandemic Fraud About Greed, Not Capitalism What capitalism provides, in a way other economic systems do not, is a method of distributing limited resources as efficiently as possible.
Dust Settles After Two Huge Political Developments Rock Washington Republicans face bitter primaries this spring while navigating the enormously controversial issue of abortion. #politics #abortion
Dust Settles After Two Huge Political Developments Rock Washington Republicans face bitter primaries this spring while navigating the enormously controversial issue of abortion. #politics #abortion
Rising Short Term Interest Rates Should Help Some Hedge Fund Strategy Returns Rising short term rates can have a positive impact for a few hedge fund strategies. #investing #hedgefunds #interestrates
Rising Short Term Interest Rates Should Help Some Hedge Fund Strategy Returns Rising short term rates can have a positive impact for a few hedge fund strategies. #investing #hedgefunds #interestrates
7 Ways To Get to Know Your Employees' Strengths Getting to know your employees' strengths requires keen observational skills and curiosity about the way others tick. #business #success
7 Ways To Get to Know Your Employees' Strengths Getting to know your employees' strengths requires keen observational skills and curiosity about the way others tick. #business #success
Using the EOS System to Turn Advisors into Entrepreneurs Are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader!
Using the EOS System to Turn Advisors into Entrepreneurs Are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader!
Why You Aren’t Getting More Ideal Clients How many referrals you have received in a given interval of time. Valuable from a strategic view point, but is of no value in the immediate moment.
Why You Aren’t Getting More Ideal Clients How many referrals you have received in a given interval of time. Valuable from a strategic view point, but is of no value in the immediate moment.
Confidence and Protection Versus Market Chaos The projection of the economy due to the current state of the world, and how to prepare for that possibility with confidence. #investing
Confidence and Protection Versus Market Chaos The projection of the economy due to the current state of the world, and how to prepare for that possibility with confidence. #investing
3 Under $10 Penny Stocks Investors Should Consider Buying In 2022 Niu stock is valued at an attractive price to sales multiple of less than 1x and a price to earnings ratio of 13.3x. #stocks #investing
3 Under $10 Penny Stocks Investors Should Consider Buying In 2022 Niu stock is valued at an attractive price to sales multiple of less than 1x and a price to earnings ratio of 13.3x. #stocks #investing
China Faces Trouble as the EU Nears Embargo on Russian Oil China is the world's second-largest consumer and the world’s top importer of crude oil. Is its economy likely to slow down? #oil
China Faces Trouble as the EU Nears Embargo on Russian Oil China is the world's second-largest consumer and the world’s top importer of crude oil. Is its economy likely to slow down? #oil
Don’t Try To Be Perfect, Try To Offer Value Instead Overworking something isn’t going to grow your business; rather, it bogs you down. It undermines what’s important. #business
Don’t Try To Be Perfect, Try To Offer Value Instead Overworking something isn’t going to grow your business; rather, it bogs you down. It undermines what’s important. #business
Warren Buffett's “2-List Strategy” to Prioritize Focus In Business & Life Make a list of your 25 most important goals and prioritize them today. Then, get started making your top five goals your reality!
Warren Buffett's “2-List Strategy” to Prioritize Focus In Business & Life Make a list of your 25 most important goals and prioritize them today. Then, get started making your top five goals your reality!
