Advocacy Priorities for the Independent Advisor FSI has refocused our advocacy priorities to really react to the evolution of what's going on in the environment right now. #advisors
Advocacy Priorities for the Independent Advisor FSI has refocused our advocacy priorities to really react to the evolution of what's going on in the environment right now. #advisors
The One Skill Your Salespeople Need to Master in This Digital World I'm sorry but the days of marketing holding onto to social and having responsibility for it for a business are over. #socialselling
The One Skill Your Salespeople Need to Master in This Digital World I'm sorry but the days of marketing holding onto to social and having responsibility for it for a business are over. #socialselling
Facebook, Microsoft… Now Walmart? Walmart’s not the sort of business you’d expect to dive headfirst into a brand-new tech megatrend. #stocks #invsting #ETFs
Facebook, Microsoft… Now Walmart? Walmart’s not the sort of business you’d expect to dive headfirst into a brand-new tech megatrend. #stocks #invsting #ETFs
The Future is Human What if purpose is the fire inside every person and organization? What if it sparks something meaningful for people and the planet?
The Future is Human What if purpose is the fire inside every person and organization? What if it sparks something meaningful for people and the planet?
What Makes A Great Financial Advisor Website? What makes for a great financial advisor's website? How To Write Your Bio, Design Your Homepage 2022 #advisors
What Makes A Great Financial Advisor Website? What makes for a great financial advisor's website? How To Write Your Bio, Design Your Homepage 2022 #advisors
What To Do When You Hit Your Financial Freedom Point The financial freedom point of one person is completely different from the freedom point of another. #finanancialfreedom
What To Do When You Hit Your Financial Freedom Point The financial freedom point of one person is completely different from the freedom point of another. #finanancialfreedom
“So Daddy Pays You?” Divorce, Money, and Emotions A divorce is more than the termination of a marriage. It’s also a major financial event that can have repercussions for many years to come.
“So Daddy Pays You?” Divorce, Money, and Emotions A divorce is more than the termination of a marriage. It’s also a major financial event that can have repercussions for many years to come.
Are Stocks About To Build a Higher Low, and Then Higher High? S&P 500 rebound goes on reflexively, but stormy clouds are gathering. Look for the bears to reassert themselves over the next couple of days.
Are Stocks About To Build a Higher Low, and Then Higher High? S&P 500 rebound goes on reflexively, but stormy clouds are gathering. Look for the bears to reassert themselves over the next couple of days.
Customer Data Compliance: Best Practices for Marketers Here are 7 best practices to help marketers keep up with regulations and stay compliant. #marketing #business #success
Customer Data Compliance: Best Practices for Marketers Here are 7 best practices to help marketers keep up with regulations and stay compliant. #marketing #business #success
Three Ways to Boost Your Salespeople’s Results Some firms still manage to compound the sales team’s difficulties by not providing what they need most, which is real marketing support.
Three Ways to Boost Your Salespeople’s Results Some firms still manage to compound the sales team’s difficulties by not providing what they need most, which is real marketing support.
Be a Concierge: The Roadmap To Giving Referrals Effortlessly for Financial Advisors We are looking to grow our business and have fun and know that we are doing so in a way that truly contributes to our clients and our communities.
Be a Concierge: The Roadmap To Giving Referrals Effortlessly for Financial Advisors We are looking to grow our business and have fun and know that we are doing so in a way that truly contributes to our clients and our communities.
CROX Stock: Is This New-Age Retail Company a Buy Right Now? Analysts tracking CROX stock expect its sales to touch $2.31 billion in 2021, an increase of 67% year over year. #investing #stock
CROX Stock: Is This New-Age Retail Company a Buy Right Now? Analysts tracking CROX stock expect its sales to touch $2.31 billion in 2021, an increase of 67% year over year. #investing #stock
Why “Expectation Checks” Are Critical to Your Success Establishing and checking in on expectations is one habit that will serve you and all your relationships well. #advisors #expectations
Why “Expectation Checks” Are Critical to Your Success Establishing and checking in on expectations is one habit that will serve you and all your relationships well. #advisors #expectations
Is Your Client Segmentation Model Still Relevant? While foundational, client segmentation can be a reflection of what is most important to you and the kind of business you are creating.
Is Your Client Segmentation Model Still Relevant? While foundational, client segmentation can be a reflection of what is most important to you and the kind of business you are creating.
Convert Prospects into Clients with Three Meetings Follow this structured three-step approach that gives you the opportunity to demonstrate your strengths and capabilities from the start.
Convert Prospects into Clients with Three Meetings Follow this structured three-step approach that gives you the opportunity to demonstrate your strengths and capabilities from the start.
How to Easily Communicate With Your Clients the Way They Want You To Speak doesn't require the client to download anything, they just use their iPhone or Android devices, and just start communicating.
How to Easily Communicate With Your Clients the Way They Want You To Speak doesn't require the client to download anything, they just use their iPhone or Android devices, and just start communicating.
Finding the Middle Path in Extreme Equity Markets For investors seeking more stable equity allocations, stocks in the middle, can help portfolios cope with volatility. #stocks #investing
Finding the Middle Path in Extreme Equity Markets For investors seeking more stable equity allocations, stocks in the middle, can help portfolios cope with volatility. #stocks #investing
The Chinese Have Pivoted and No One Else Has Noticed Stimulus is underway adding to the probability that Chinese equities can look through the weakness in the data #china
The Chinese Have Pivoted and No One Else Has Noticed Stimulus is underway adding to the probability that Chinese equities can look through the weakness in the data #china
Commodities Call Is Increasingly Compelling Inflation is a primary catalyst for commodities and it doesn't appear to be abating anytime soon. #inflation #commodities #investing
Commodities Call Is Increasingly Compelling Inflation is a primary catalyst for commodities and it doesn't appear to be abating anytime soon. #inflation #commodities #investing
What's The 'Nature' of Uncertainty? Staying with your financial plan in turbulent times might feel like punishment, it’s just the price of admission to accomplishing your goals
What's The 'Nature' of Uncertainty? Staying with your financial plan in turbulent times might feel like punishment, it’s just the price of admission to accomplishing your goals
Financial Advisors Should Target Ideal Families How do you have family conversations and what questions do you need to ask. here are a few questions to start engaging people in family conversations.
Financial Advisors Should Target Ideal Families How do you have family conversations and what questions do you need to ask. here are a few questions to start engaging people in family conversations.
In Defense of Longer Meetings Each meeting is different, and each meeting happens for a different purpose. Not each meeting tackles complex issues. Understood.
In Defense of Longer Meetings Each meeting is different, and each meeting happens for a different purpose. Not each meeting tackles complex issues. Understood.
Critical Financial Discussions To Have With Your Aging Parents & Kids Having conversations about family wills can be tough. How do you start that conversation from one family to another? #finance
Critical Financial Discussions To Have With Your Aging Parents & Kids Having conversations about family wills can be tough. How do you start that conversation from one family to another? #finance
Surprise: The Federal Budget Deficit Turns Sharply Lower WE ALL KNOW that monetary policy will be restrictive until further notice, but there’s been little focus on fiscal policy. #economy
Surprise: The Federal Budget Deficit Turns Sharply Lower WE ALL KNOW that monetary policy will be restrictive until further notice, but there’s been little focus on fiscal policy. #economy
Time to Create True Profit: 7 Cheap Businesses to Start Starting a business isn’t easy peasy, but with passion and proper findings, you will be on your way to building a conglomerate in no time.
Time to Create True Profit: 7 Cheap Businesses to Start Starting a business isn’t easy peasy, but with passion and proper findings, you will be on your way to building a conglomerate in no time.
War Jitters Calming Down, and Risk-on Returning? War jitters calming down, and risk-on returning? To a degree, yes - must be confirmed by e.g. bonds and tech. #stockmarket
War Jitters Calming Down, and Risk-on Returning? War jitters calming down, and risk-on returning? To a degree, yes - must be confirmed by e.g. bonds and tech. #stockmarket
Affirmative Action on the Defensive in Early 2022 Major political and legal events taking place this year have signaled that 2022 could be a mixed bag for affirmative action at the national level.
Affirmative Action on the Defensive in Early 2022 Major political and legal events taking place this year have signaled that 2022 could be a mixed bag for affirmative action at the national level.
Markets on Edge Over Ukraine Situation as HL Index Shows Investor Confidence Has Fallen Sharply Markets on edge over Ukraine situation as HL index shows investor confidence has fallen sharply. #stockmarket #investing #investor
Markets on Edge Over Ukraine Situation as HL Index Shows Investor Confidence Has Fallen Sharply Markets on edge over Ukraine situation as HL index shows investor confidence has fallen sharply. #stockmarket #investing #investor
A Take on the Merger Between DWAC SPAC and Truth Social It is believed that this platform might become extremely popular chiefly because of the enormous fan base of the former President.
A Take on the Merger Between DWAC SPAC and Truth Social It is believed that this platform might become extremely popular chiefly because of the enormous fan base of the former President.
Economic Stagnation Arrives As “Sugar Rush” Fades The “Sugar Rush” that drove economic acceleration, and fueled earnings growth, is now turning to economic deceleration.
Economic Stagnation Arrives As “Sugar Rush” Fades The “Sugar Rush” that drove economic acceleration, and fueled earnings growth, is now turning to economic deceleration.
The Future of Client Portfolios is Hyper-Personalization Hyper personalization is certainly top of mind for advisors and the firms within which they operate today. #advisors #portfolios #success
The Future of Client Portfolios is Hyper-Personalization Hyper personalization is certainly top of mind for advisors and the firms within which they operate today. #advisors #portfolios #success
The "Wow" Experience: How To Replicate Your Best Clients When you WOW your clients with an unforgettable experience, they tell their friends and family about it. #advisors #prospecting
The "Wow" Experience: How To Replicate Your Best Clients When you WOW your clients with an unforgettable experience, they tell their friends and family about it. #advisors #prospecting
Why Raising Money for Charity Is Brilliant for Advisors You still haven’t broken into the top tier of wealth in the community. Getting involved with fundraising for a local nonprofit is a next step.
Why Raising Money for Charity Is Brilliant for Advisors You still haven’t broken into the top tier of wealth in the community. Getting involved with fundraising for a local nonprofit is a next step.
What if You Had to Fire 1 in 10 People Every Year? Bottom-line: get rid of the fat, the waste, the overhead, the people who don’t produce and the lines of business that we don’t need.
What if You Had to Fire 1 in 10 People Every Year? Bottom-line: get rid of the fat, the waste, the overhead, the people who don’t produce and the lines of business that we don’t need.
Creating Community Within the Advisory Space With Justin Castelli Creating a supportive community with other financial advisors just might be the solution you’ve been looking for. #advisors #community
Creating Community Within the Advisory Space With Justin Castelli Creating a supportive community with other financial advisors just might be the solution you’ve been looking for. #advisors #community
5 Strategies From The Military For Tackling Investors All the shortcuts up the hill are rigged with minefields. Better safe than sorry. This is serious business. #startups #entreprenuers
5 Strategies From The Military For Tackling Investors All the shortcuts up the hill are rigged with minefields. Better safe than sorry. This is serious business. #startups #entreprenuers
Niche or Nest Marketing: Which is Best? A niche is a target market of potential clients who have a lot of commonality, and are therefore easy to identify because they self-identify as members.
Niche or Nest Marketing: Which is Best? A niche is a target market of potential clients who have a lot of commonality, and are therefore easy to identify because they self-identify as members.
The Power of A Meaningful Conversation Is it time to have a conscious chat and listen deeply? It’s a practice that once we start with ourselves can spread and greatly enhance our lives.
The Power of A Meaningful Conversation Is it time to have a conscious chat and listen deeply? It’s a practice that once we start with ourselves can spread and greatly enhance our lives.
The Never Ending Pursuit of Diversity and Inclusion We must work together to identify ways to help get people of color and women into the financial advice profession. #advice #DEI
The Never Ending Pursuit of Diversity and Inclusion We must work together to identify ways to help get people of color and women into the financial advice profession. #advice #DEI
Strategies for Achieving Your Vision Generally, a recurring thought reflects what truly matters to you and that the time may be right for going after it with everything you have.
Strategies for Achieving Your Vision Generally, a recurring thought reflects what truly matters to you and that the time may be right for going after it with everything you have.
Use Relationship Data to Build Stronger Connections There are two kinds of relationship data. One is focused on business numbers, as just mentioned, and the other is personal information.
Use Relationship Data to Build Stronger Connections There are two kinds of relationship data. One is focused on business numbers, as just mentioned, and the other is personal information.
6 Strategies For Removing Drudgery and Dread At Work When was the last time you saw members of your team happily working well past required hours? Maybe it’s time for you to break some old habits.
6 Strategies For Removing Drudgery and Dread At Work When was the last time you saw members of your team happily working well past required hours? Maybe it’s time for you to break some old habits.
New Geopolitical Threats for 2022: Is Gold in Danger Too? As in previous years, geopolitical tensions are likely to have an impact on the markets in 2022. As a safe haven, gold probably won’t be omitted.
New Geopolitical Threats for 2022: Is Gold in Danger Too? As in previous years, geopolitical tensions are likely to have an impact on the markets in 2022. As a safe haven, gold probably won’t be omitted.
This Week We Get Clues About the Metaverse and the Travel Sector These factors are definite and continuing and really cannot be stopped. What is at stake is how advisors and clients deal with them.
This Week We Get Clues About the Metaverse and the Travel Sector These factors are definite and continuing and really cannot be stopped. What is at stake is how advisors and clients deal with them.
Coca-Cola: Return to Out-of-Home Drinking Boosts Sales Marketing spend has also been on the rise, unsurprising given the need to maintain Coke’s strong brand awareness. #investing #stocks
Coca-Cola: Return to Out-of-Home Drinking Boosts Sales Marketing spend has also been on the rise, unsurprising given the need to maintain Coke’s strong brand awareness. #investing #stocks
HIMS Stock: Should You Buy Hims & Hers Health Analysts tracking HIMS stock have a 12-month average price target of $9.4 which is 90% above its current trading price. $HIMS
HIMS Stock: Should You Buy Hims & Hers Health Analysts tracking HIMS stock have a 12-month average price target of $9.4 which is 90% above its current trading price. $HIMS
