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Do Investors Really Chase Performance?

Authenticity: The Key to a Favorable First Impression

Manage Portfolios at Scale With the Right Technology with Brian Bleasdell

How To Handle The "I'm Not Interested" Objection

Feb 14, 2022 by James Pollard

If you can deal with I’m not interested, you can discover what’s holding your prospect back and might even land more clients. #advisors

This Time Is Different: The Fed’s Next “Minsky Moment”

Feb 14, 2022 by Lance Roberts

There have been ZERO times in history the Federal Reserve began an interest-rate hiking campaign that did not eventually lead to a negative outcome.

Investing in Vibrant Residential Real Estate Markets with Megatel Homes

Feb 14, 2022 by Todd Shriber

Real estate is like any other industry in that clients want to be where the growth is. Megatel makes accomplishing that objective easier.

Geopolitics Has Put Bitcoin to the Test This Week – What Happens Next?

Feb 14, 2022 by Guest Contributor

Geopolitical issues, including the heightening Ukraine-Russia tensions, will drive Bitcoin’s increasing mass adoption and higher values this year.

Taking a Pass on Emerging Markets for Now

Feb 14, 2022 by Todd Shriber

Between poor sentiment, weak earnings growth and inflation, that's simply too much for valuation to overcome. #indexfunds #investing

11 Most Read Articles of the Week!

Feb 12, 2022 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #investing #investor #fintech #business #success #finance #wealth

Contribute to Your Community and Grow Your Business At the Same Time With Jeff Chaddock

Feb 11, 2022 by Bill Cates

It can be personally rewarding to make a contribution to a philanthropic cause to impact your community. #advisors #community

Inflation Surge Has Three Major Policy Implications

Feb 11, 2022 by Greg Valliere

THE RISK, AS MONETARY POLICY TIGHTENS and inflation remains elevated, is that the Fed will over-do its restraint. #inflation

5 Tips To Create Content That Gets More Overall Engagement

Feb 11, 2022 by Samantha Russell

Tactic number one is to create content around timely topics that your audience is already actively talking about. #advisors #socialmedia

Thriving on Hawkish Fed

Feb 11, 2022 by Monica Kingsley

Stocks meet inflation - and yesterday's encounter wasn't so pleasant. Rebound underway - or even a full fledged reversal?

Hard Work Isn’t All It’s Cracked Up to Be

Feb 11, 2022 by Paul Kingsman

Mind Mapping: Turn the Messiest Ideas Into Clear Actions for Your Team!

Feb 11, 2022 by ProudMouth

Do you ever leave meetings feeling disappointed because you have disorganized notes that you know will be a nightmare for your team to understand

6 Simple and Proven Ways To Be Seen and Have a Successful Career

Feb 11, 2022 by Roy Osing

These six ways to be seen as you progress your career have been tested on the battlefield. They work. #career #success #personal

The Discussions We Don’t Have and How That Impacts Our Success

Feb 11, 2022 by Dr. Bert Shlensky

Engaging in these conversations could unlock new areas of growth and success—both professionally and personally. #conversation

Inflation Brews More Problems for Unilever

Feb 11, 2022 by Guest Contributor

The sell-off of the tea business is still underway to private equity, an indication of the direction to come, with a focus more on personal care and home

Dealing With Kryptonite Isn’t Easy

Feb 11, 2022 by Al Emid

Higher inflation causes multiples to compress and that’s what we are experiencing right now. #stockmarket #investing #investor

Astrazeneca: Strength Ahead as COVID Vaccine Sales Wind Down

Feb 11, 2022 by Guest Contributor

There’s a lot riding on the successful integration of Alexion and growth in AstraZeneca’s newly approved drugs like Evusheld.

Working With Affluent Women

Feb 11, 2022 by Annette Bau

In today’s episode, I share the formula you need to successfully serve the affluent market (actually any market!). #women #advisors

My Top “Out of the Box” Idea

Feb 11, 2022 by Justin Spittler

If you’re looking for a smart place to put your money, consider investing in commodities and dirty energy stocks. #stockmarket #investining

Focus to Build a Future-Ready Practice with Anand Sekhar

Feb 11, 2022 by Power Your Advice

What tasks are sucking away advisors’ time? And what can advisors do to help evaluate & improve how they spend their time?

Implications of the Fed’s Policy Shift for Investors

Feb 11, 2022 by Guest Contributor

Investors must shift with the Fed, identify different strategies suited for a tighter policy regime, and adjust portfolios to stay on track towards goals.

Leveraging Dividend Growth for Rising Rates Protection

Feb 11, 2022 by Todd Shriber

Seasoned advisors know that there plenty of occasions when solving common problems is best accomplished with prosaic, not-so-exotic solutions.

Climate Policies Helped Create High Shipping Rates

Feb 11, 2022 by Frank Holmes

Container shipping companies notch their best quarter ever… but not everyone is thrilled. #stockmarket #shipping #investing

Technology and Software Firms Uncover the Secrets to Growth

Feb 11, 2022 by Lee Frederiksen

Unpredictability in the marketplace has been replaced with Increased competition from larger competitors as the #1 challenge.

Investors: Risk = Danger + Opportunity!

Feb 11, 2022 by Aswath Damodaran

Investors all talk about risk, but there seems to be little consensus on what it is, how it should be measured, and how it plays out.

The Courage to Choose A Blank Canvass

Feb 10, 2022 by Ayelet Baron

What if you could make choices without needing to defend or explain them to anyone else? #freedom #future #personal

How To Know You’ve Chosen The Best People To Be In Your Corner

Feb 10, 2022 by Rochelle Moulton

If you’re ready to choose the very best people to be in your corner, it’s time to look at each one and decide—can and will they help.

What To Do With Cash Now

Feb 10, 2022 by J. Barry Watts

Are you sitting on cash, afraid to invest it in the markets during this crazy time in our country? Are you unsure what to do? #cash

Get and Stay on T.O.P.

Feb 10, 2022 by Machen MacDonald

Business and life move at the speed of thought. Are you harnessing your brilliance to make the advances you desire? Get on T.O.P.

Why Financial Advisors Should Use Digital Marketing

Feb 10, 2022 by Steven J. Wilson

There are many reasons why digital marketing for financial advisors help build your brand and online presence, and here are some of them.

3 Ways To Nurture Business Relationships Through Online Meetings

Feb 10, 2022 by Guest Contributor

Perhaps you strained to understand a speaker with a faulty microphone, or lost connection due to your own tech malfunctions?

Navigating Your Brand Presence on Social Media with Marc Rogers

Feb 10, 2022 by Guest Contributor

When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to position yourself online.

Is AMD Stock a Buy, Sell or Hold Right Now?

Feb 10, 2022 by Finscreener

Investing in this stock now won't be a bad idea because even if factors like slower growth in demand, stronger competition. $AMD

4 Core Strategies & Tactics for Gaining More Effective Introductions

Feb 10, 2022 by Bill Cates

One of the biggest mistakes made by advisors is that when they aren’t getting the results they want, they immediately look for a tactical answer.

NFTs Will Be Standard in Investment Portfolios Within Five Years

Feb 10, 2022 by Guest Contributor

NFTs, the decade’s hottest emerging asset class, will become a standard feature of investment portfolios within five years. #NFT

Value Stock Funds Are Lacking Value

Feb 10, 2022 by Michael P. Lebowitz

Many value stocks are poorly represented in passive funds. As such, they are less likely to move with markets. #investing #stocks

How Advisors Can Get Clients Into the Coveted Bay Area Real Estate Market

Feb 10, 2022 by Todd Shriber

It's the right time to think outside the box when it comes to clients' real estate allocations and Urban Catalyst accomplishes that.

The Critical Mindset of Being a Client Fiduciary

Feb 10, 2022 by Guest Contributor

What do Life Planning and Dream of Freedom have to do with being a Fiduciary? #advisors #investors #compliance #success

An Investment Strategy that Reverse Engineers Its Benchmark

Feb 10, 2022 by Bill Hortz

a singular conviction to outperformance by employing a clearinghouse of investment strategies that were determined by reverse engineering

How Can I Motivate Our Employees to Post Content on Social Media?

Feb 10, 2022 by Timothy Hughes

The problem we have is that people think that posting on social media is the outcome and the Linkedin post was written in this way.

Preparing Clients for an Interesting Time in Muni Land

Feb 10, 2022 by Todd Shriber

There are options for remaining engaged with municipal bonds in the current environment. #municipalbonds #investing #investor

Be the First to Wave

Feb 09, 2022 by Rebecca Hourihan

As we return to normal, be the first to wave to your clients and important relationships to get your connections back on track.

Ten Things a Financial Therapist Wants You To Know

Feb 09, 2022 by Rick Kahler

Money touches everything in our life. How we use it can transform us and those around us. #money #finance #investor #success

How To Increase Efficacy at Work and School While Improving Balance

Feb 09, 2022 by Lewis Robinson

Learn tips to be more effective at balancing your priorities while taking care of yourself. #work #school #balance #success

6 Ways To Find Courage For Uncomfortable Discussions

Feb 09, 2022 by Martin Zwilling

The key is learning how to manage your own fears first, and then building your courage while committing to stay positive in your approach.

Wellness Improvements You Can Make at Work

Feb 09, 2022 by Dawn Castell

Improving your wellness at work can be done without disrupting your routine or alienating your coworkers. #business #wellness

More Profits Ahead

Feb 09, 2022 by Monica Kingsley

S&P 500 bulls took the opportunity yesterday amid mild credit market support. Looks like more fireworks are to come. #stockmarket

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