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Risk of Recession

Back to Class: Shep’s Law of Customer Service

6 FinTech and Technology Trends That Will Redefine CX in 2022

The Power of Platforms and Ecosystems

Mar 21, 2022 by Bill Hortz

How platforms can help us access technology, talent, current insights, and strategic partners. #finserv #fintech #investing

Oil Jumps as Fresh Pessimism Hits Prospects for Peace and Supply Worries Rise

Mar 21, 2022 by Guest Contributor

Optimism is seeping away about progress in talks to achieve a ceasefire in Ukraine and that’s sent the price of oil on the march upwards again.

This is a Good Time to Revisit the Concept of the Risk/Reward Ratio

Mar 21, 2022 by Al Emid

Several strategies will help cope with the tumult we expect to come this week. This is a fun time to revisit the concept of the risk/reward ratio.

War in Ukraine and Young Generations: Cross-Generational Conversation to Cope

Mar 21, 2022 by Phyllis Weiss Haserot

Do share your coping experience with colleagues. The generations need to unify – they are in this together. #war #conflict #business

How Long Does it Take to Get a New Client?

Mar 21, 2022 by Don Connelly

Generally, the journey through the sales funnel can be expected to last several weeks at a minimum to several months. #advisors

Recession Risk is Rising Rapidly

Mar 21, 2022 by Lance Roberts

While it may seem as if a recession is nowhere in sight the yield curve suggests that risk is higher than we think. #markets #recession

What Are the Impacts of Rising Energy Prices?

Mar 21, 2022 by J.P. Morgan Asset Management

Higher oil prices for a sustained period of time could have a significantly negative impact on the U.S. economy. #energy #investing

5 Financial Advisor Prospecting Ideas to Grow Your Business

Mar 21, 2022 by Samantha Russell

Prospecting can make or break a company as finding clients is crucial to keeping a business afloat. #advisors #prospecting #sales

Why Electric Vehicle Stocks Will Underperform In 2022

Mar 21, 2022 by Finscreener

Right now, share prices of NIO, Niu and Li Auto are trading 76%, 83% and 55% below all-time highs. #stocks #automobiles

2 Years on From the Pandemic in Charts: What’s Changed for the Markets and Personal Finances

Mar 21, 2022 by Guest Contributor

We look at 7 charts covering what’s changed for the markets and personal finances throughout the pandemic and as life returns closer to normal:

How Your Customer Service Can Be Made Mistake Proof

Mar 21, 2022 by Roy Osing

Successful organizations figure out how to make their customer service OOPS! resistant. #buiness #cx #customerservice

Here's What the Survey Says About ESG

Mar 21, 2022 by Todd Shriber

ESG surveys worth paying attention and that's good news for advisors because offerings and strategies in this space #ESG

11 Most Read Articles of the Week!

Mar 19, 2022 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #investing #business #success

Investing Involves Uncertainty. The Trick Is To Manage Risk

Mar 18, 2022 by David B. Armstrong

What I’m trying to express is that there is no perfect portfolio, and there is no proverbial brass ring. #finance #investing #investor

Why This Is Better Than “If You Build It They Will Come”

Mar 18, 2022 by Rochelle Moulton

We’re never guaranteed a win when it comes to designing new products and services around our expertise. #business #success

How To Be Financially Stable When You're Young

Mar 18, 2022 by Dawn Castell

Being young is often viewed romantically as being financially free and not yet having tasted the burdens that life creates. #finance

The Best Ways to Successfully Work With Other Companies

Mar 18, 2022 by Guest Contributor

Connecting with other companies allows all parties to thrive through the support and relationship with each other. #business

Financial Innovation or Investment Fad?

Mar 18, 2022 by Nicholas Stuller

The challenge is in today’s world, how do you decide what new offering has merit for you, and which is not a fit for you? #innovation

7 Important Things Most Salespeople Forget To Do

Mar 18, 2022 by Adam Honig

A typical day in the life of a salesperson can range from fast-paced and exciting to stressful and demoralizing. #business #sales #success

Nonprofit Fundraising and Cryptocurrencies

Mar 18, 2022 by Fiducient Advisors

Organizational fundraising and advancement efforts remain critical to the success of any charitable organization. #cryptocurrency

Serve Your Clients Better with an Extended Family Approach

Mar 18, 2022 by Bill Cates

This is where a financial professional can scale their business by having members of their team or free agents help with this joint work.

How To Get To A Million In Revenue

Mar 18, 2022 by Brett Davidson

I see five phases of growth that all businesses need to work through on the road to £1M or more of annual revenue. #advisors #revenue

How to Help Your Team Think Bigger

Mar 18, 2022 by Karin Hurt

Helping your team think bigger will take time, so you want to start by engaging them in the process. #business #growth #success

What the Russia-Ukraine Crisis Means for Your Portfolio

Mar 18, 2022 by VanEck

Portfolio Manager insights about the impact of the Russia-Ukraine conflict on their respective asset classes and potential allocation changes.

How To Cash In on the “Big Shortage”

Mar 18, 2022 by Justin Spittler

Shipping companies own and operate huge shipping vessels that transport products. It’s an indispensable industry. #investing

How To Generate Client Loyalty

Mar 18, 2022 by David Leo

Clients would have some expectations for the fees they pay, some or all of what you promise may have been discussed in your sales process.

Medicare Advantage or Medigap? Here Are 6 Tips To Help You Decide

Mar 18, 2022 by Jeremy Keil

Whether it’s Medicare Advantage or Medigap, choose your plan wisely. It can affect your healthcare costs for the rest of your life!

Private Market Investing for Family Offices and High-Net-Worth Individuals

Mar 18, 2022 by Kevin Kaylakie

The private market space has been around for a long time. But recently, it has been gaining interest from family offices and high-net-worth individuals.

Today’s Inflation Rate And Nolan Ryan’s Fastball

Mar 18, 2022 by Global Macro Monitor

It looks like the Fed is going to slow-walk the tightening of monetary policy and set to repeat the mistake of the 1970s. #inflation

The Big Disconnect: Why Listening Matters

Mar 17, 2022 by Ayelet Baron

What if we are not going back to anything familiar but we are simply in forward motion? #business #listening #success

Dear Female Advisors: Your Purpose Determines Your Paycheck

Mar 17, 2022 by Adri Miller-Heckman

True motivation need not come from numbers and statistics alone—it can come from the emotion and feelings that inspire you to act.

5 Changes Your Business Could Use

Mar 17, 2022 by Lewis Robinson

No business has ever survived by staying exactly the same. As you look to the future, keep these tips in mind to make your business agile and adaptable.

How To Improve Your Communication Skills as a Team Leader

Mar 17, 2022 by Guest Contributor

Here are practical guides that can help you improve your skills and master them while leading your team. #business #teamwork #success

The Market Upswing Is Far From Done

Mar 17, 2022 by Monica Kingsley

For now, stocks can continue the bullish turn – just as commodities and precious metals aren‘t asking permission. #stockmarket

What a Ukrainian Peace Deal Might Look Like

Mar 17, 2022 by Greg Valliere

Russian and ukrainian negotiators are getting closer to a deal, perhaps by the end of this month, after more losses on each side.

Myth: There Must Be A Great Care Place For Low Income Aging Parents

Mar 17, 2022 by Dr. Mikol Davis. Ed.D

The average person cannot afford the exceptionally high cost of things like assisted living or memory care. #aging #care #healthcare

5 Keys to Moving From Entrepreneur Thinking To Action

Mar 17, 2022 by Martin Zwilling

Here is my summary of key principles that you can follow to join that select realm of recognized and successful entrepreneurs.

5 Tips for Optimizing Your LinkedIn Profile

Mar 17, 2022 by Megan Snyder

When it comes to enhancing your online presence, building an effective LinkedIn profile should be at the top of your priority list.

Future of Money Says…Crypto Enthusiasm Will Continue to Grow

Mar 17, 2022 by Lilah Raynor

Americans continue to be bullish on cryptocurrency—with one in seven Americans currently owning crypto. #money #cryptocurrency

Should Mergers and Acquisitions Be Part of Your Growth Strategy?

Mar 17, 2022 by Lee Frederiksen

Mergers and acquisitions have become a popular business strategy for companies looking to expand into new markets or territories.

A Brewing Commodities Crisis Could Push Up Shipping Costs Even More

Mar 17, 2022 by Frank Holmes

A buyer must come in to support cratering prices and close the spread between Russian and non-Russian commodities. #investing

Big Oil: The Fallacy of a Windfall Profits Tax

Mar 17, 2022 by Michael P. Lebowitz

The Windfall Profits Tax Bill doesn’t truly penalize energy companies. It punishes consumers with more inflation. #economy #oil #tax

5 Reasons Why Hiring A Financial Advisor Marketing Agency Is A Bad Idea...

Mar 17, 2022 by James Pollard

A marketing agency CAN make sense for financial advisors if they have a proven model, systems in place, a healthy budget, and patience.

Avoiding Autocracy Is Sound Investing

Mar 17, 2022 by Todd Shriber

China and Russia are making it easy for investors to disavow emerging markets stocks. #ETFs #investing #investor

Quantitative Tightening: The Potent but Underappreciated Sister of Interest Rate Hikes

Mar 17, 2022 by Guest Contributor

Quantitative tightening is just the reverse: the Fed will shrink its balance sheet by paring down its bond holdings. #investing

What Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position?

Mar 17, 2022 by Centura Wealth Advisory

What should you do when a major portion of your wealth is tied up in a single stock? #investor #business #concentratedstock

Niche vs Specialty: What Is Best for Financial Advisors That Want to Predict Referrals?

Mar 17, 2022 by Mike Garrison

If your referral source can only say it is because you sell financial services you are going to lose potential business before you ever realized.

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