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7 New Opportunities Based On Trends And Demographics

How Behavioral Biases Crushed Peloton’s Business

Some Good News for Municipal Bonds

Oil Stays Elevated Ahead of Crucial G7 and NATO Talks

Mar 24, 2022 by Guest Contributor

Oil has climbed upwards again, with Brent crude marching back above $122 a barrel earlier as trade stays highly sensitive to the Ukraine conflict.

Three Ways to Prepare for Rapid Business Growth

Mar 24, 2022 by Karl Maier

Three very important strategies to handle your business’s growth and how to keep it sailing smoothly as you see your profits rise.

March Madness Predictions and Investing: Process Matters

Mar 24, 2022 by Michael P. Lebowitz

Filling out brackets provides insight into how investors select assets, structure portfolios, and react during volatile market periods.

The Perfect Formula for Prospect Emails

Mar 24, 2022 by Bill Cates

Email is a great way to reach out to a prospect … IF (and only if) you are able to get the prospect to do three things. #advisors

How Can Poorly Designed Sales Goals Undermine an Advisor?

Mar 24, 2022 by Steven Rubenstein

Realistic goals throughout the sales cycle will demonstrate credible leaders and boost the likelihood of sustaining energy and long-term success.

Billionaires Elon Musk And Michel Saylor: Dump The Dollar And Buy Physical Things

Mar 24, 2022 by Frank Holmes

The value of cash is disappearing at an annual inflation rate of 7.9% right now, though I believe that number to be much higher.

Effectively Using Social Media As A Financial Advisor

Mar 24, 2022 by Mike Garrison

Make introductions on social media. How? First, connect to all your normal business contacts that are on the platforms you use.

Competition, Collaboration, and Concepcion With Jeff Concepcion and Paul Saganey

Mar 24, 2022 by Integrated Partners

Many business owners fear competition but a true entrepreneur understands the benefits of healthy competition. #advisors

T3’s Technology Conference for Financial Advisors and Supplemental T3 Enterprise Day Returns to Denton, Texas in May 2022

Mar 24, 2022 by Guest Contributor

Here are five reasons to prioritize being in person with us in May 2022 for the T3 Technology Conference for advisors. #technology

How To Get Your Competition Fired

Mar 24, 2022 by Duncan MacPherson

When you think about someone getting fired or getting someone fired, your first thought drifts to them doing or saying something wrong.

Fear At the Top

Mar 23, 2022 by Duena Blomstrom

The fact of the matter is that we have burned out, mental health challenged, actively disengaged and unhappy employees. #leadership

Will Your Health Care Directives Protect You?

Mar 23, 2022 by Rick Kahler

The reality is that no legal document is an absolute guarantee that the signer’s wishes will be fulfilled. #healthcare #life #dealth

How to Make It Easier to Get Better Insights

Mar 23, 2022 by Karin Hurt

Once you’ve asked your team courageous questions, gather your themes and be sure you respond with regard. #questions #business

The Next Steps to Emotional Healing After Losing a Partner

Mar 23, 2022 by Todd Bessey

When someone loses their significant other, it can be difficult to regain a sense of normality and to feel in control of your own life again.

Remote Work and the Geography of the Future

Mar 23, 2022 by Guest Contributor

With more companies switching to remote-only or remote-optional workforces, the need for headquarters in a large urban area is reduced.

Why “Killing your Darlings” Is Absolutely Critical in Storytelling

Mar 23, 2022 by Deirdre Van Nest

The number one editing skill you need to develop when writing your speeches and stories. #storytelling #sales #business

This is Not a Good Time for Speculation

Mar 23, 2022 by Al Emid

Overhanging worries about the Russian-Ukraine war and inflation, some analysts will undoubtedly be mulling over remarks yesterday by Carl Icahn

How FinTech is Shaping the Banking Industry

Mar 23, 2022 by Guest Contributor

The introduction of the internet and mobile banking has changed the way people do their banking. #fintech #banking #technology

Russia in Ukraine: How This Crisis Is Playing Out in Markets

Mar 23, 2022 by Aswath Damodaran

How this crisis is playing out in markets and on businesses and investments, and whether these effects are likely to be transient or permanent.

How CPAs Can Find Their Best FA Match

Mar 23, 2022 by Andree Mohr

For CPAs who are scouring the landscape for their perfect financial advisor match, here are some key factors to keep in mind.

Inflection Points When Rates Move Higher

Mar 23, 2022 by Guest Contributor

When putting a puzzle together, one must have a reference to begin placing the pieces together. The same methodology works in the markets and economy.

Finding Bonds That Aren’t Heavily Correlated to Stocks

Mar 23, 2022 by Todd Shriber

Recent data suggest Treasuries aren’t getting the job done in terms of offering negative correlations to stocks. #fixedincome #bonds

How One Top Advisor Uses His Personal Facebook Page to Win New Clients

Mar 23, 2022 by Bill Cates

Success in using Facebook as a tool for enhanced client engagement, business growth, and lots of fun, without running Facebook Ads.

Addiction To Fossil Fuels Is ‘Mutually Assured Destruction’ - And It Could Hit Your Portfolio Too

Mar 23, 2022 by Guest Contributor

Not only will addiction to fossil fuels drive the world’s mutually assured destruction, it could also hit your investment portfolio. #investing

What You Need to Know About Fiduciary Duty Claim For Financial Professionals

Mar 23, 2022 by Larry Heller

What is a fiduciary? Investment advisors, financial advisors, and wealth managers can all adhere to different legal obligations.

What Price Trends and History Tell Us About What’s Next for the Markets

Mar 23, 2022 by Bill Hortz

The new forces driving price trends result in fundamentals having declining impact and set up a need for more dynamic tools to grasp actual price trends.

Why Video Won't Always Work in the COVID-Recovering World

Mar 22, 2022 by Laura Garfield

While this advisors be using video to save time, build trust, and make his website visitors feel like they know him. #video #advisors

How the Media Harms Your Financial Health

Mar 22, 2022 by James E. Wilson

Good investment decisions depend on getting the facts straight. But media reports aren’t trustworthy for the reasons we’ve described.

5 Characteristics of A Startup Destined For Success

Mar 22, 2022 by Martin Zwilling

Studies show that companies at this stage show five key characteristics, which I believe every startup should strive to achieve from the very beginning

Advisors: The Importance of Reporting Back to Your Board

Mar 22, 2022 by Stephen Wershing

Asking for feedback is great. The real payoff comes when clients feel heard and see a response. #advisors #advisoryboard

5 Tips for Successfully Marketing Your Brand in Today’s Evolving Landscape

Mar 22, 2022 by Kelly Waltrich

Advisors can no longer rely on the old way of doing things when it comes to both prospecting and client service. #marketing #advisors

Feelings Are Data Points

Mar 22, 2022 by Julie Littlechild

It feels, at times, like we’re drowning in data. The reality is, however, a little more nuanced. #data #feelings #finserv #business

The Greatest Myth In Sales: Always Be Closing

Mar 22, 2022 by Rob Jolles

Customers have gotten a lot smarter, and the bombardment of closes will not assist you in closing today’s buyers. #sales #business

In ‘Unprecedented’ Times, Automation Delivers Consistent Growth

Mar 22, 2022 by ROBO Global

It is abundantly clear that now is the time to be invested—and stay invested—in automation. #stockmarket #automation #investing

You Deliver Value, So Why Not Promise Value Up-Front?

Mar 22, 2022 by Tony Vidler

Why not promise value up-front if you know you can deliver that? #value #advisors #financialadvisors #business

Are High Energy Prices Here to Stay?

Mar 22, 2022 by Guest Contributor

Russia’s invasion of Ukraine has caused commodity prices to spike around the world, driving up inflation and fears of slowing economic growth.

Is Cash Really Trash As Inflation Rages?

Mar 22, 2022 by Lance Roberts

We are holding higher cash levels because of the current uncertainty. That cash provides both stability and opportunity. #cash

Why The Human Touch Matters in Client Relationships

Mar 22, 2022 by Bryce Sanders

There is plenty technology can do to help, but it can’t replace the human element in relationships. #advisors #relationships #success

The Pandemic Has Changed Customer Behaviours Forever

Mar 22, 2022 by Chris Skinner

All in all, it shows that the customer is now pretty comfortable with technology. The question is whether their bank is? #technology

The Power of Adding Diversification to Your Investment Strategy

Mar 22, 2022 by Ken Ouellette

Diversification is an investment strategy that has the potential to be incredibly powerful when used correctly and strategically.

The Next Generation of Fixed-Income Tax-Loss Harvesting: How Tech-Driven Tax Optimization Turns Losses into Gains

Mar 22, 2022 by Alliance Bernstein

Taxes matter to a bond investors. That’s why we’ve brought a digital, high-speed solution to fixed-income active tax management.

5 Tips to Help Advisors Outrun Any Bear Market

Mar 22, 2022 by Charles Merwin

You are not a miracle worker. Your clients will forgive you for temporary losses during a bear market. #advisors #stockmarket

Falling Prey to Groupthink? How To Encourage Healthy Debate in Your Team

Mar 21, 2022 by Suzi McAlpine

Conflict and healthy debate is a good thing, as long as it’s to do with ideas and perspectives, not personal attacks. #leadership

Neither Putin Nor Zelensky Are Ready for a Deal

Mar 21, 2022 by Greg Valliere

After all the analysis of Vladimir Putin’s mental state, the key to ending this horrific war may be Volodymyr Zelensky. #geopolotics

Time for Floating Rate Notes to Shine

Mar 21, 2022 by Todd Shriber

If we were in a declining rate climate, floaters wouldn't be advantageous for clients, but that's not the current reality. #investing #ETFs

One Easy Way to Double Your Sales This Year

Mar 21, 2022 by Mike Brooks

Imagine if you could do just one simple thing differently that would allow you actually double your income. #business #sales #advisors

Risk of Recession

Mar 21, 2022 by Amar Shah

The bigger red flag in our model is in the details around inflation. Specifically with commodities prices, oil has shot up 27% YTD.

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