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Your Money: 3 Steps to Kicking Off the New Year Right

Bridging the Gap Between the ESG Investing and the Financial Industry

How SEO is Going to Change in 2022

Contempt of Conversation

Dec 22, 2021 by Rob Jolles

What exactly would fall into the category of contempt of conversation? Here are three examples. #conversation #relationships

Our Top Twelve Washington Predictions for 2022

Dec 22, 2021 by Greg Valliere

We’ll end for this year with our Top Dozen Washington predictions for 2022, a year that has the potential to be just as wild as 2021.

Financial Transformation of Ebenezer Scrooge: Visiting the Past

Dec 22, 2021 by Rick Kahler

What we need most for transformation is emotional awareness and intelligence, which cannot be learned academically or developed by oneself.

Bite Taken Out of Vegan Firms’ Share Price Even as Veganuary Looms

Dec 22, 2021 by Guest Contributor

2021 hasn’t been a smooth ride for some of the headline acts on the vegan billboard and investors may need a lot of patience. #investing

Inflation, China, Omicron: Top Three Investment Headwinds in 2022

Dec 22, 2021 by Guest Contributor

Investors need to brace themselves for three major headwinds in 2022 and a failure to take action could result in a hammer blow to their finances

The Metaverse Is A $1 Trillion Revenue Opportunity. Here’s How To Invest

Dec 22, 2021 by Frank Holmes

What do Mickey Mouse, the Gucci bee and Snoop Dogg have in common? Besides being animal-themed, all three are coming to a metaverse near you.

Bull Markets & Why We Repeat Our Mistakes

Dec 22, 2021 by Lance Roberts

A careful review of your investment strategy, with an honest comparison to actual returns, might be an enlightening exercise to reduce potential risk

Leading With Learning with Matt Brown

Dec 22, 2021 by Power Your Advice

How CAIS has evolved over the years and how they learned and grew through the pandemic. #alternatives #investing #success

Advisors and The Digital Asset Explosion

Dec 22, 2021 by Advisorpedia Media Group

Learn how to incorporate this brand new asset class into their client portfolios. Understand regulation, taxation and compliance.

How Can I Ask For Referrals Without Burning Out My Relationships?

Dec 22, 2021 by Mike Garrison

How to ask more frequently for referrals and make it easy and comfortable for your clients and referral sources. #referrals #advisors

Down 68% From Record Highs, Is Sunrun Stock a Buy?

Dec 22, 2021 by Finscreener

Sunrun is a solid long-term bet given its expanding addressable market, improving bottom-line and pullback in its stock price. $RUN

Busyness Doesn’t Need to be A Way of Life

Dec 22, 2021 by Ayelet Baron

Many of us are even too busy to think about or practice self-care. Being over-scheduled simply leads to burnout. And this is not news.

There Might Be Value in Disruptive Growth

Dec 22, 2021 by Todd Shriber

When disruptive growth rebounds, concentration and conviction will likely work in investors' favor. #investing #technology #disruption

How You Learn From Your Financial Decisions

Dec 21, 2021 by James E. Wilson

If you continually find yourself struggling with decisions, think about “downsizing” – make the decisions smaller. #finance #investor

We Really Need a Focus on Financial Literacy

Dec 21, 2021 by Chris Skinner

Kids think crypto is fun, as they wake up every day and the money goes up. But what happens when it doesn’t? #finlit #finance #education

Year-End Planning Recommendations for Retirees

Dec 21, 2021 by Larry Heller

Year-end planning recommendations for retirees so you don’t miss any of these timely planning opportunities. #retirement #finance

How To Reach The 0% Tax Bracket

Dec 21, 2021 by J. Barry Watts

He explains why there are some who cannot reach the 0% tax bracket, and discusses the Three Tax Buckets. #taxes #finance

How’s That Sales Number Going?

Dec 21, 2021 by Mike Brooks

Here’s a tip: If you find it hard to believe in the big income number you’d like to achieve, then simply lower it. #sales #success

ABNB: Should Airbnb Stock Be Part of Your Portfolio in 2022?

Dec 21, 2021 by Finscreener

Analysts tracking ABNB stock have a 12-month average price target of $196 which is 35% above its current target price. $ABNB

New Year’s Resolution: Make It a Client Driven Year

Dec 21, 2021 by Stephen Wershing

There a trend underway to move from a client-centric model to a client-driven model. The first is paying more attention to the needs of individual clients.

Using Practice Technology As A Competitive Advantage

Dec 21, 2021 by Tony Vidler

When it comes to deciding HOW you wish to compete strategically there are not that many choices really. #advisors #technology

8 Reasons Prospects Should Do Business in The New Year

Dec 21, 2021 by Bryce Sanders

Once your prospect’s attention is refocused after the holidays, you can make the case for taking action now. #advisors #prospecting

Money Has More Excitatory Power than ANYTHING Else

Dec 21, 2021 by Advisorpedia Media Group

The power of money to make us excited to make us sad to make us anxious, is greater than just about anything else. #money

Going with Gold Could Work in 2022

Dec 21, 2021 by Todd Shriber

Higher interest rates don't have to doom gold, but many clients aren't aware of that. #ETF #gold #investors #investing

Fed Accelerates Rate Hike and Taper Game Plan

Dec 21, 2021 by Alliance Bernstein

If the US economy falls short of full employment, the COVID-19 pandemic will be the likely culprit. #investing #economy #Inflation

Becoming a Professional Money Manager with Steve Meyers

Dec 21, 2021 by Nell Sloane

Discover how Steve became a professional money manager after gaining a lot of his experience selling livestock as a child. #stocks

Help Prospects Better Understand Fees by Tying Them to Your Value

Dec 21, 2021 by Maribeth Kuzmeski

The problem isn’t with the fee model itself, but in the way the value of those fees is communicated. #advisors #fees #value #business

Manchin Plays the Grinch

Dec 20, 2021 by Guest Contributor

Manchin plays Grinch, Lira reversal, Crude pares losses, Gold dips, Bitcoin remains choppy trade. #stockmarket #investing #stocks

How Do I Sell Global Deals With Social Selling?

Dec 20, 2021 by Timothy Hughes

Originating and creating global deals, in fact any deals is very easy today as social gives us a global stage. #marketing #socialselling

7 Concepts To Keep In Mind When Running Any Business

Dec 20, 2021 by Martin Zwilling

Before you start building a business, you really do need to know the basic concepts of leadership, management, and operations.

Don’t Cut What Is Obvious to the Customer

Dec 20, 2021 by Shep Hyken

Where can we cut costs that our customers won’t notice? You never know. Someone may have the perfect answer! #service #team

A Mugility Perspective to the Personal Agility Lighthouse Model

Dec 20, 2021 by Raji and Michal

Audience connect, Adoption to technology, Frequent delivery, Continuous improvement, Simplicity & Leadership.

4 Ways to Handle Getting Passed Up On a Promotion

Dec 20, 2021 by Lewis Robinson

In dealing with a missed opportunity at work, be sure that you respond professionally to safeguard your reputation. #promotion #career

Dollar‘s Warning Signal

Dec 20, 2021 by Monica Kingsley

Omicron worries are throwing a short-term spanner in the SPX and oil works. The rally is being faded, but hasn't died. #stockmarket

Why Silvergate Capital Is a Top Cryptocurrency Bet for 2022!

Dec 20, 2021 by Finscreener

Silvergate Capital stock has gained over 1,000% in the last two years but it’s also down 34% from all-time highs, allowing you to buy the dip.

Not Only Gold Lacks Energy: We All Do Now

Dec 20, 2021 by Golden Meadow

First a pandemic, then inflation, and now an energy crisis. Should you buy gold when preparing for the winter? #investing #gold

The Only Reliable Trend in the Markets Right Now is Wilder Swings

Dec 20, 2021 by Al Emid

These factors could generate volatility but they are not mutually exclusive and taken together will have an impact on economic growth and stability in 2022

Trends That Will Fuel Crypto Growth in 2022

Dec 20, 2021 by Guest Contributor

Increase awareness, understanding, and acceptance of crypto, record growth in 2022 only awaits streamlined avenues for access

The Biggest Mistake Advisors Make With a Prospect

Dec 20, 2021 by Don Connelly

Contacting people before they are ready and neglecting to find out how they prefer to be contacted is the surest way to burn through your pipeline.

Going To Cash Can Be As Costly As A Market Crash

Dec 20, 2021 by Lance Roberts

While it may seem logical to go to cash to avoid crashes, the risk of mistiming the event can have the same negative impact on goals

Enabling Advisor Scalability Through Technology with Rusty Sommer

Dec 20, 2021 by Power Your Advice

Doug and Rusty caught up about Flyer Financial Technologies and how they help advisors deliver personalized investment portfolios at scale.

Why Advisors Need a Sustainable Business

Dec 20, 2021 by Advisorpedia Media Group

Having a sustainable business is important in any service. But for advisors, it's incredibly critical. #advisors #business #success

Financial Advisors Should Fear This Competitor

Dec 20, 2021 by James Pollard

Competitors are closing clients you could’ve signed. And if you’re not setting yourself apart from your competitors, you’ll lose.

How Can Employer-Sponsored Plans Better Serve Younger Adults?

Dec 20, 2021 by J.P. Morgan Asset Management

Financial planning is one of ripest areas for potential innovation. #wealthmanagement #planning #advisors #investors

Boohoo: Brits Return Their Dresses as They Deprioritize Christmas Parties

Dec 20, 2021 by Guest Contributor

Boohoo’s results back up UK Chief Medical Officer’s assumption that people are deprioritizing some social gatherings in light of Omicron

These Bonds Could Be Beautiful in 2022

Dec 20, 2021 by Todd Shriber

Now the time to consider crossovers. It's an asset class that lends itself to active management as there are limited passive options in the space.

11 Most Read Articles of the Week!

Dec 18, 2021 by Douglas Heikkinen

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

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