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Introducing Clients To Alternative Investments

Microsoft: Another Round of Double-Digit Growth, Primed for Activision

3 Dividend Aristocrats to Buy and Hold Forever

Why Affluent Women Fire Their Advisors

Jan 27, 2022 by Annette Bau

Real stories of what advisors did before they were fired, and how you can serve these women who need a new advisor or money coach.

Tech Sector Will Survive Rising Rates

Jan 27, 2022 by Todd Shriber

Something else that might surprise clients is that while valuation is often framed as central to the technology sector thesis. #investing

Climate Change Investing Continues Coming Into Focus

Jan 27, 2022 by Todd Shriber

Climate awareness isn't an investing fad. It's here to stay and clients want these exposures. Keeping it simple is the way to go. #ESG

Why ‘The Only Statement’ Is the Best Way To Claim Your Competitive Advantage

Jan 27, 2022 by Roy Osing

“Why should I do business with you and not your competition?” is the killer question faced by every organization. #business

Top 10 Conferences for Financial Advisors in 2022

Jan 27, 2022 by Johnny Sandquist

The more good that an event can do in our communities and throughout our country, the more we can get behind it and recommend it.

The Fed Is Spooking Investors Into Adopting Fundamentals

Jan 27, 2022 by Guest Contributor

The Federal Reserve’s expected move today to raise interest rates is spooking investors into doing what they should be doing already.

Is the IMF Scared About the Future of Finance?

Jan 27, 2022 by Guest Contributor

The IMF’s demands to El Salvador on Bitcoin show the institution to be on the wrong side of history and is bullish for cryptocurrencies

Just Because Authority Lets You Work Fast Doesn’t Mean You Can’t Trust It

Jan 27, 2022 by Rochelle Moulton

Sometimes the thing you are convinced will be your break-through just sits there when you release it. #authority #business #success

Signs That It’s Time To Call a Couples Financial Therapist

Jan 26, 2022 by Rick Kahler

When might a couple seek out the help of a financial therapist versus a financial planner? #couples #financialadvisors #wealth

How To Navigate Time When There Is Never Enough

Jan 26, 2022 by Achim Nowak

Leave time for down-time and spontaneity. And get ready to be surprised. You may have more time on your hands than you thought possible.

5 Ways To Strengthen Your Business Relationships And Grow Your Company

Jan 26, 2022 by Guest Contributor

It’s critical to be humble enough to understand that you need great relationships to succeed as an entrepreneur. #business #success

Healthy Habits That Help You Stay Efficient at Work

Jan 26, 2022 by Lewis Robinson

If you’re having trouble with productivity or with staying focused, try these healthy habits that can help you stay efficient at work.

Debt Consolidation: All You Need to Know

Jan 26, 2022 by Guest Contributor

Debt consolidation is a way to combine individual debts by taking out a new loan and using the amount to pay off the outstanding debts.

Stocks Rebounded, Can They Take On 4,500 Next?

Jan 26, 2022 by Monica Kingsley

Glass half full call on S&P 500 yesterday was vindicated – this yet another reversal has the power to go on. #stockmarket

Why Your Being Rude on LinkedIn and Probably Don’t Know It

Jan 26, 2022 by Timothy Hughes

When somebody sends you a connection request (and the are not pitching) say "thank you". #socialmedia

The Five-Touch Client Acquisition Process for Financial Advisors Wanting To Grow in 2022!

Jan 26, 2022 by Grant Hicks

Successful marketers know that through their constant marketing programs, people want to know about your business before they will do business with you.

"We’re In An Epic Bubble"

Jan 26, 2022 by Lance Roberts

Given the importance of financial stability to the Fed, I suspect they'll abandon their inflation mandate to support the financial system.

Finding Silver Linings in Tech Tumble

Jan 26, 2022 by Todd Shriber

Advisors can assist clients seeking tactical exposure navigate a tricky macro environment by helping them keep their eyes on the long-term ball

Portfolio Adjustments Can Lead To Referrals

Jan 26, 2022 by Stephen Wershing

Are you making portfolio adjustments in response to changing market conditions? They can help you attract more referrals. #advisors

Will the Sell-off Continue to Drive Markets Lower?

Jan 26, 2022 by Finscreener

We can see that the tech-heavy NASDAQ Index has entered correction territory and given the threat of multiple interest-rate hikes in 2022

Why “Expectations Checks” Are Critical to Your Success

Jan 26, 2022 by Bill Cates

Establishing and checking in on expectations is one habit that will serve you and all your relationships well. #advisors #expectations

Advisors, Here’s Your Top To-Do List For 2022

Jan 26, 2022 by Guest Contributor

Leveraging technology and effective communication skills to solidify your current client base and attract ideal clients through niche marketing.

The Five Habits of Highly Effective Advisors to Retirees

Jan 26, 2022 by J. Barry Watts

There are 5 habits of highly effective advisors to retirees, and if your advisor is not doing these things for you, it might be time to consider a change

Better Data and Tech for Active Portfolio Managers

Jan 26, 2022 by Bill Hortz

The existence of massive sets of data and information offers asset managers competitive opportunities to enhance their investment research and performance.

What's Your Story About Tomorrow?

Jan 25, 2022 by James E. Wilson

The key takeaway is to realize that your story about tomorrow – your plan – may not happen in the way you expect. #finance #money

The Words We Use Can Break Or Make The Sale

Jan 25, 2022 by Tony Vidler

We can break a probable sale or make the sale in an instant. It can turn on a phrase or sometimes even a single word. #advisors #sales

The Start To A Better Women’s Financial Future

Jan 25, 2022 by Adri Miller-Heckman

The history of women entering the financial industry has always been that they had to adapt their skills designed by men for men.

You Can’t Read the Label of the Jar You’re In

Jan 25, 2022 by Ayelet Baron

We create and inherit values and beliefs from previous generations and our ancestors, which label and divide us. #personal #growth

Why Webinars Are A Good Marketing Strategy for Financial Advisors

Jan 25, 2022 by Steven J. Wilson

Hosting webinars is an easy way to market your services on the internet but in an educational format. #advisors #webinars

5 Tips For Startups Looking For A Great Solution Idea

Jan 25, 2022 by Martin Zwilling

Potential startup founders are always looking for ideas to implement, when they should be looking for problems to solve. #startup

To Issue or Not to Issue? That Is Every Municipality’s Question

Jan 25, 2022 by Guest Contributor

In our opinion, the +$500 billion supply targets that some underwriters projected might seem rather aggressive given the challenges outlined.

Ukraine Conflict Concerns, Inflation Worries and COVID Woes Hang Over Financial Markets

Jan 25, 2022 by Guest Contributor

The threat of conflict breaking out on the doorstep is hanging over European indices, as hopes begin to fade. #stockmarket #politics

How to Avoid the Stocks Dogging this Market

Jan 25, 2022 by Todd Shriber

For clients that need convincing, those exchange traded funds and the S&P 500 Quality Index are holding up better than the broader market this month.

What Would You Spend $12 Billion On?

Jan 25, 2022 by Chris Skinner

If the highest valued bank in the world has a $6 billion budget to compete with FinTech and Big Tech, what budget do you have and what do you do with it?

Finding Profitable Growth in Shaky Markets

Jan 25, 2022 by Alliance Bernstein

We believe that investors should still retain US equity market exposure given the concentration of profitable growth companies in the US.

Tapping Into the Emergence of Blockchain Technology

Jan 25, 2022 by Todd Shriber

With all the crypto calamity happening today, it's probably best to take a wait-and-see approach to blockchain equities and funds.

The CPI Isn’t the Only Inflation Index Out There

Jan 25, 2022 by Bryce Sanders

Inflation is on everyone’s mind. The CPI or Consumer Price Index is the one most people think about. #index #investing #advisors

Markets Mixed Ahead of Key Policy Decisions and Corporate Updates

Jan 25, 2022 by Guest Contributor

Global stock markets will be mixed this week as investors brace for the crucial Fed’s meeting and rotate towards value stocks. #investing

Teaching Financial Literacy Through Technology

Jan 25, 2022 by Malcolm Ethridge

Your credit is important, and it is something that is going to either propel you toward or hold you back from financial independence. #finance

How To Gain Control Over Burnout, The Other Epidemic

Jan 25, 2022 by LaRae Quy

Burnout may be a bit like true love—hard to define but when it smacks you in the face, you know you’ve been hit. #personal #burnout

How to Create a Systematic Communications Strategy

Jan 24, 2022 by Don Connelly

Clients who feel less engaged are less likely to trust their advisor relationship and more likely to bolt when things go south. #advisors

10 Steps to a Successful Women’s Focus Group

Jan 24, 2022 by Adri Miller-Heckman

Your female clients are poised and ready to help you become more effective at engaging the female client; all you have to do is ask.

Can Your Business Handle Change?

Jan 24, 2022 by Dawn Castell

Even though change can be stressful, if navigated well, your business, employees, and customers can thrive with the new change.

What Would You Do if You Could No Longer Speak

Jan 24, 2022 by Deirdre Van Nest

What would you do if you could no longer speak? It’s unimaginable isn’t it? #speaking #communication

The Top 5 Suggestions for Preparing Your Finances for the New Year

Jan 24, 2022 by Jim Black

Budgeting, estate planning, and how inflation affects your finances. Plus, the proposed tax law changes from Congress. #finance

A Small but Powerful Service Surprise

Jan 24, 2022 by Shep Hyken

If a TSA employee inspecting luggage can surprise a passenger, it shouldn’t be hard for you to find ways to deliver small surprises to your customers

Gold Slides and Rebounds in 2022

Jan 24, 2022 by Golden Meadow

My outlook for the gold market in 2022 suffers from manic depression: I see first a period of despair and an elevated mood later. #gold

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