Ideal Clients Want 10 Touches per Year, How Are You Doing? Better understanding of clients, better relationships, referrals and more revenue. Do you have a list of your ideal clients segmented?
Ideal Clients Want 10 Touches per Year, How Are You Doing? Better understanding of clients, better relationships, referrals and more revenue. Do you have a list of your ideal clients segmented?
Crypto Exchange Boss Rejects Blanket Ban on Russian Users One of the world’s leading cryptocurrency exchanges has confirmed that it will not implement a blanket ban on Russians using its platform
Crypto Exchange Boss Rejects Blanket Ban on Russian Users One of the world’s leading cryptocurrency exchanges has confirmed that it will not implement a blanket ban on Russians using its platform
Russia-Ukraine Conflict and Inflation Will Continue to Weigh On S&P 500 The equity markets have fallen for the fourth straight week as the S&P 500 is down 9.5% from all-time highs. #stockmarket #investing
Russia-Ukraine Conflict and Inflation Will Continue to Weigh On S&P 500 The equity markets have fallen for the fourth straight week as the S&P 500 is down 9.5% from all-time highs. #stockmarket #investing
Disruption Is Coming and It’s No Joke Big companies with deep pockets are looking to sweep up the wealth-accumulating mass affluent and High Net Worth (HNW) clients of the future.
Disruption Is Coming and It’s No Joke Big companies with deep pockets are looking to sweep up the wealth-accumulating mass affluent and High Net Worth (HNW) clients of the future.
An Earnings Reversion Is Coming The reversal of liquidity will precede less consumption leading to an earnings reversion. It is only a function of time. #stockmarket
An Earnings Reversion Is Coming The reversal of liquidity will precede less consumption leading to an earnings reversion. It is only a function of time. #stockmarket
Want To Know the Truth? Most Stocks Suck The disruptive chipmaker almost single-handedly revived the dream of creating artificial intelligence (AI) with its revolutionary chip called the GPU.
Want To Know the Truth? Most Stocks Suck The disruptive chipmaker almost single-handedly revived the dream of creating artificial intelligence (AI) with its revolutionary chip called the GPU.
Why Do Advisors Need Digital Marketing? As the internet and digital marketing continue to gain more and more speed, isn’t it time to stop waiting and jump in? #advisors
Why Do Advisors Need Digital Marketing? As the internet and digital marketing continue to gain more and more speed, isn’t it time to stop waiting and jump in? #advisors
Don’t Worry About Being Different: Just Say How You Help You’re not really different from other advisors, so stop saying you are. Do this instead. #advisors #value #help #success
Don’t Worry About Being Different: Just Say How You Help You’re not really different from other advisors, so stop saying you are. Do this instead. #advisors #value #help #success
Exploring Financial Advisor Advocacy in Washington, D.C. Through FSI Robin Traxler, SVP, Policy and Deputy General Counsel for the Financial Services Institute, at the FSI OneVoice Conference on February 1, 2022.
Exploring Financial Advisor Advocacy in Washington, D.C. Through FSI Robin Traxler, SVP, Policy and Deputy General Counsel for the Financial Services Institute, at the FSI OneVoice Conference on February 1, 2022.
Attract Ideal Clients With a Custom Content Marketing Plan with Olivia Luper Do you want to have a content marketing plan that captures your voice, attracts ideal clients, and grows your practice? #advisors
Attract Ideal Clients With a Custom Content Marketing Plan with Olivia Luper Do you want to have a content marketing plan that captures your voice, attracts ideal clients, and grows your practice? #advisors
Russia Is The Target Of The Harshest Sanctions On Record. Will They Be Enough? Sanctions have long been considered the least worst option, even when the results can be pretty unpleasant for everyone.
Russia Is The Target Of The Harshest Sanctions On Record. Will They Be Enough? Sanctions have long been considered the least worst option, even when the results can be pretty unpleasant for everyone.
What You Don't Do With Money What you do with your money is important; the things you don’t do are sometimes even more important. #finance #investing
What You Don't Do With Money What you do with your money is important; the things you don’t do are sometimes even more important. #finance #investing
Building a Greater Value Proposition Developing your firm and services to create ever-growing value for your customers should be an ongoing consistent commitment.
Building a Greater Value Proposition Developing your firm and services to create ever-growing value for your customers should be an ongoing consistent commitment.
The Biggest Surprise of the War: Russia’s Inept Military As Vietnam and Afghanistan proved, an insurrection eventually can prevail against Superpowers. #russia #war #economy
The Biggest Surprise of the War: Russia’s Inept Military As Vietnam and Afghanistan proved, an insurrection eventually can prevail against Superpowers. #russia #war #economy
The Fight For Feedback One of the most emotional issues that any manager, coworker, presenter, or even family member must deal with is giving feedback.
The Fight For Feedback One of the most emotional issues that any manager, coworker, presenter, or even family member must deal with is giving feedback.
7 Insights From Founders Who Have Been There Before Remember that if you don’t deliver for your customers, they won’t deliver for you. That can make the normal business trenches a deep hole
7 Insights From Founders Who Have Been There Before Remember that if you don’t deliver for your customers, they won’t deliver for you. That can make the normal business trenches a deep hole
Financial Advisor Content Ideas: 3 Great Visual Examples Proven to Improve Your Marketing How to use visuals on your website, in emails and in social media to get your message across really quickly. #advisors #marketing
Financial Advisor Content Ideas: 3 Great Visual Examples Proven to Improve Your Marketing How to use visuals on your website, in emails and in social media to get your message across really quickly. #advisors #marketing
Stocks to Watch in an Environment of Higher Inflation If supply chains were not already under significant pressure, this is causing further headaches for impacted firms. #stocks #investing
Stocks to Watch in an Environment of Higher Inflation If supply chains were not already under significant pressure, this is causing further headaches for impacted firms. #stocks #investing
Shell Heads for More Russian Exits Shell’s apology for buying Russian oil shows just how strong the winds of change are blowing through the corporate world.
Shell Heads for More Russian Exits Shell’s apology for buying Russian oil shows just how strong the winds of change are blowing through the corporate world.
Sofi Stock Surges Post Q4 Results SoFi stock is valued at a forward price to sales multiple of 5.8x and its loss per share is forecast to narrow from $1.45 in 2021 to $0.38 in 2022.
Sofi Stock Surges Post Q4 Results SoFi stock is valued at a forward price to sales multiple of 5.8x and its loss per share is forecast to narrow from $1.45 in 2021 to $0.38 in 2022.
Where Will the Greatest Disruption to Your Practice Come From? Disruption will accelerate, and the most challenging disruptors will be the ones your business relies upon for its income right now.
Where Will the Greatest Disruption to Your Practice Come From? Disruption will accelerate, and the most challenging disruptors will be the ones your business relies upon for its income right now.
No. Greedy Corporations Aren’t Causing Inflation Such is despite the claims of many of those on the political left that failed to understand the very basics of economic supply and demand.
No. Greedy Corporations Aren’t Causing Inflation Such is despite the claims of many of those on the political left that failed to understand the very basics of economic supply and demand.
Financial Sanctions: A Reality Check For those who hope the sanctions and restrictive measures introduced in response to Russia’s unprovoked and illegitimate war against Ukraine
Financial Sanctions: A Reality Check For those who hope the sanctions and restrictive measures introduced in response to Russia’s unprovoked and illegitimate war against Ukraine
How Green Bonds Will Fund a Green Future More securities labeled as environmental, social and governance (ESG) bonds are being issued by a wider variety of companies than ever before.
How Green Bonds Will Fund a Green Future More securities labeled as environmental, social and governance (ESG) bonds are being issued by a wider variety of companies than ever before.
Why You Should Reply to LinkedIn Messages Here’s my logic why you want to respond to every message that comes in your direction. #advisors #linkedin #marketing
Why You Should Reply to LinkedIn Messages Here’s my logic why you want to respond to every message that comes in your direction. #advisors #linkedin #marketing
Elon Musk’s Oil Tweets Should Not Deter Investors From Green Alternatives The Tesla boss says he supports increasing U.S. oil and gas output despite the negative impact it would have on his company
Elon Musk’s Oil Tweets Should Not Deter Investors From Green Alternatives The Tesla boss says he supports increasing U.S. oil and gas output despite the negative impact it would have on his company
In Retirement, There Are Two Investment Risks and Both Are Happening Now When you are retired, you have two major investment risks: volatility and inflation. #retirement #inflation #volatility #investing
In Retirement, There Are Two Investment Risks and Both Are Happening Now When you are retired, you have two major investment risks: volatility and inflation. #retirement #inflation #volatility #investing
An Open Letter to Sales and Marketing Leaders: Alignment is a Verb Creating marketing and sales alignment is hard work that requires both commitment and an ego check from both sides—but the results are worth it.
An Open Letter to Sales and Marketing Leaders: Alignment is a Verb Creating marketing and sales alignment is hard work that requires both commitment and an ego check from both sides—but the results are worth it.
Never, Never, Never Be Late Never being late is the goal, and always keeping the customer informed is required. #timemanagement #business #service
Never, Never, Never Be Late Never being late is the goal, and always keeping the customer informed is required. #timemanagement #business #service
There's Still Time to Embrace Commodities It won't be a linear move higher, but commodities could offer clients some more upside owing to the aforementioned multiple tailwinds.
There's Still Time to Embrace Commodities It won't be a linear move higher, but commodities could offer clients some more upside owing to the aforementioned multiple tailwinds.
6 Skills That Are Critical for Business You do not necessarily need to have a degree in business administration to own and operate your own company. #business #success
6 Skills That Are Critical for Business You do not necessarily need to have a degree in business administration to own and operate your own company. #business #success
5 Ways You’re Killing Your Deals Without Realizing It Here’s a list of some ways you could be inadvertently killing your own deals without realizing it. #sales #success #business
5 Ways You’re Killing Your Deals Without Realizing It Here’s a list of some ways you could be inadvertently killing your own deals without realizing it. #sales #success #business
The Truth About Inflation Prices have been rising and inflation is at an all time high. But what can you do about it today to help protect your finances tomorrow?
The Truth About Inflation Prices have been rising and inflation is at an all time high. But what can you do about it today to help protect your finances tomorrow?
Investments Business Owners Should Make In 2022 The key is knowing your company well enough to match your unique needs with the tools that can fulfill them. #business #success
Investments Business Owners Should Make In 2022 The key is knowing your company well enough to match your unique needs with the tools that can fulfill them. #business #success
3 Top Dividend Stocks That Can Beat the S&P 500 In 2022 Let’s take a look at three blue-chip dividend stocks that should be part of your portfolio today. #investing #stocks #dividends
3 Top Dividend Stocks That Can Beat the S&P 500 In 2022 Let’s take a look at three blue-chip dividend stocks that should be part of your portfolio today. #investing #stocks #dividends
How Should I Think About Geopolitics and Volatility? Profit growth will remain the key driver of returns, and the current environment will reinforce the momentum in value. #geopolitics
How Should I Think About Geopolitics and Volatility? Profit growth will remain the key driver of returns, and the current environment will reinforce the momentum in value. #geopolitics
There’s a Bull Market Forming in “Reopen Stocks" Yet stocks that were hit hardest by COVID—those that specialize in travel, vacations, and hotels—are bucking the trend. #stocks
There’s a Bull Market Forming in “Reopen Stocks" Yet stocks that were hit hardest by COVID—those that specialize in travel, vacations, and hotels—are bucking the trend. #stocks
Less Is More When Presenting Clients With Options Financial advisors are sometimes complicit in creating analysis by paralysis by offering their clients too many options. #advisors
Less Is More When Presenting Clients With Options Financial advisors are sometimes complicit in creating analysis by paralysis by offering their clients too many options. #advisors
Three Ingredients to Make Financial Service More Inclusive In order for financial services to do more there are three ingredients one that declare that there's a problem that they want to fix.
Three Ingredients to Make Financial Service More Inclusive In order for financial services to do more there are three ingredients one that declare that there's a problem that they want to fix.
Low Vol or High Beta When Rates Rise? The common belief that there is an inverse relationship between interest rates and equity market performance is no longer a sure thing.
Low Vol or High Beta When Rates Rise? The common belief that there is an inverse relationship between interest rates and equity market performance is no longer a sure thing.
The Partner to Take Your Business to the Next Level with Paul Lee How an an advisor with a rapidly advancing career who helps the next generation of investors make smart investment choices.
The Partner to Take Your Business to the Next Level with Paul Lee How an an advisor with a rapidly advancing career who helps the next generation of investors make smart investment choices.
Are NFTs a Fad or the Future? with Jesse Krieger How NFTs are changing the narrative of the creative marketplace, and the potential impact NFTs have on ownership and artist royalties.
Are NFTs a Fad or the Future? with Jesse Krieger How NFTs are changing the narrative of the creative marketplace, and the potential impact NFTs have on ownership and artist royalties.
Hiking Rates Into Peak Valuations Is A Mistake That means if a massive flood of liquidity, QE, and zero rates was your thesis for overpaying for earnings previously, the reversal of that policy is not.
Hiking Rates Into Peak Valuations Is A Mistake That means if a massive flood of liquidity, QE, and zero rates was your thesis for overpaying for earnings previously, the reversal of that policy is not.
It’s Going to be a Full Week in the Markets The valuations of some high-priced FAANG+ stocks may not be sustainable in an era of tightening interest rates. #stockmarket
It’s Going to be a Full Week in the Markets The valuations of some high-priced FAANG+ stocks may not be sustainable in an era of tightening interest rates. #stockmarket
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #business #success #wealth #wealthmanagement #investing #investor
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #business #success #wealth #wealthmanagement #investing #investor
My Name is Not ‘Valued Customer’ Your clients want to hear your voice when they read your communications. Give them that gift. #advisors #communications
My Name is Not ‘Valued Customer’ Your clients want to hear your voice when they read your communications. Give them that gift. #advisors #communications
The Role of Your Marketing Department — And What You Should Expect From It Professional services firms have, at times, had rocky relationships with their marketing functions. #marketing #finserv #advisors
The Role of Your Marketing Department — And What You Should Expect From It Professional services firms have, at times, had rocky relationships with their marketing functions. #marketing #finserv #advisors
