5 Limiting Beliefs That Hold Salespeople Back Take advantage of today’s opportunities in order to build for the future. Not doing so does a disservice to your future self. #sales #success
5 Limiting Beliefs That Hold Salespeople Back Take advantage of today’s opportunities in order to build for the future. Not doing so does a disservice to your future self. #sales #success
Tax Planning While Laws Are Still Changing Review your 2021-2022 tax planning, consider the impact of future tax rate increases: will bring future income into 2021 avoid taxes on future income
Tax Planning While Laws Are Still Changing Review your 2021-2022 tax planning, consider the impact of future tax rate increases: will bring future income into 2021 avoid taxes on future income
Infection. Inflation. We’re in for a Period of Market Volatility This reinforces our view that we are in for a period of market volatility, particularly now the Fed is thinking of speeding up its QE tapering.
Infection. Inflation. We’re in for a Period of Market Volatility This reinforces our view that we are in for a period of market volatility, particularly now the Fed is thinking of speeding up its QE tapering.
Has Email Marketing Fallen off a Cliff? If you are using email marketing and the alarm bells are not going off, at what time is it time to drop email and cut across to something else?
Has Email Marketing Fallen off a Cliff? If you are using email marketing and the alarm bells are not going off, at what time is it time to drop email and cut across to something else?
It‘s the Fed, Not Omicron Risk-on rebound is here, spanning even over into oil. The road to recovery - this time from the Fed tapering acceleration ideas.
It‘s the Fed, Not Omicron Risk-on rebound is here, spanning even over into oil. The road to recovery - this time from the Fed tapering acceleration ideas.
Covid Woes and Supply Chain Issues Among the Drivers in FTSE Reshuffle The FTSE All Share Index Quarterly Review is based on closing prices November 30th and is due to be announced on Wednesday 1 December
Covid Woes and Supply Chain Issues Among the Drivers in FTSE Reshuffle The FTSE All Share Index Quarterly Review is based on closing prices November 30th and is due to be announced on Wednesday 1 December
Twitter’s New CEO Pick Appears to Underwhelm Investors The realisation of the mountain to scale and some disappointment that a Twitter outsider hasn’t been brought in to offer fresh ideas.
Twitter’s New CEO Pick Appears to Underwhelm Investors The realisation of the mountain to scale and some disappointment that a Twitter outsider hasn’t been brought in to offer fresh ideas.
The Simple Business Plan that Produces Results You will learn how to create a business plan that will help you attract and serve more ideal, profitable clients. #advisors #planning
The Simple Business Plan that Produces Results You will learn how to create a business plan that will help you attract and serve more ideal, profitable clients. #advisors #planning
Five High Conviction Ideas for a Post-Pandemic World These five high conviction categories equate to BBB credit quality and intermediate maturity, offer greater income and potential total return advantages
Five High Conviction Ideas for a Post-Pandemic World These five high conviction categories equate to BBB credit quality and intermediate maturity, offer greater income and potential total return advantages
Financial Regulations Protect Consumers ... Sometimes Regulations are intended to protect patients and financial consumers from negligent, unethical, and fraudulent providers. #investors
Financial Regulations Protect Consumers ... Sometimes Regulations are intended to protect patients and financial consumers from negligent, unethical, and fraudulent providers. #investors
How to Attract Business Owners An approach that will help financial professionals become indispensable to their affluent clients, especially business owners. #advisors
How to Attract Business Owners An approach that will help financial professionals become indispensable to their affluent clients, especially business owners. #advisors
Believe It: Vanguard Gets Into Single-Country Fund Game and It's Going Active Vanguard’s new China fund will debut sometime in the first quarter and it will seek to outperform the MSCI China All Shares Index.
Believe It: Vanguard Gets Into Single-Country Fund Game and It's Going Active Vanguard’s new China fund will debut sometime in the first quarter and it will seek to outperform the MSCI China All Shares Index.
LMND: Should You Buy the Dip in Lemonade Stock? Lemonade shares might regain momentum especially if the company can successfully integrate the two businesses. #stocks $LMND
LMND: Should You Buy the Dip in Lemonade Stock? Lemonade shares might regain momentum especially if the company can successfully integrate the two businesses. #stocks $LMND
5 Things Everyone Gets Wrong About Customer Service Acknowledging these myths and ensuring that your customer service experience delivers accordingly will go miles toward increasing satisfaction
5 Things Everyone Gets Wrong About Customer Service Acknowledging these myths and ensuring that your customer service experience delivers accordingly will go miles toward increasing satisfaction
3 Bullish Indicators For Airlines, Shipping And Bitcoin Institutions and Bitcoin whales have largely been responsible for driving the recent price surge, and though activity has slowed somewhat.
3 Bullish Indicators For Airlines, Shipping And Bitcoin Institutions and Bitcoin whales have largely been responsible for driving the recent price surge, and though activity has slowed somewhat.
Immunize Yourself From the FOMO The best way to avoid financial mistakes is to make yourself immune to FOMO - which is based entirely on comparing yourself to others.
Immunize Yourself From the FOMO The best way to avoid financial mistakes is to make yourself immune to FOMO - which is based entirely on comparing yourself to others.
Having Your Doubts About The Metaverse? The Metaverse is currently one of the most exciting developments in digital, making it an interesting platform for Adidas. #metaverse
Having Your Doubts About The Metaverse? The Metaverse is currently one of the most exciting developments in digital, making it an interesting platform for Adidas. #metaverse
How Do You Regulate What Cannot Be Regulated? Even with all of this innovation and disruption with technology, no one has really reinvented banking and finance. #regulation
How Do You Regulate What Cannot Be Regulated? Even with all of this innovation and disruption with technology, no one has really reinvented banking and finance. #regulation
Feeling the Quickly Changing Pulse of the Markets Was yesterday's rebound the convincing solve-it-all? Is the worst behind? Depends where you look. #stockmarket #investing #investors
Feeling the Quickly Changing Pulse of the Markets Was yesterday's rebound the convincing solve-it-all? Is the worst behind? Depends where you look. #stockmarket #investing #investors
10 Signs That You Should Avoid Starting A New Venture Managing yourself effectively is the best preparation for managing a new business. #business #success #startup #entrepreneurs
10 Signs That You Should Avoid Starting A New Venture Managing yourself effectively is the best preparation for managing a new business. #business #success #startup #entrepreneurs
Improve Worker Fulfillment With These Novel Ideas To retain employees, an employer should make efforts to keep its workers satisfied. Here are some ideas for increasing worker fulfillment.
Improve Worker Fulfillment With These Novel Ideas To retain employees, an employer should make efforts to keep its workers satisfied. Here are some ideas for increasing worker fulfillment.
Simplify: How Can You Take Stuff Out Instead of Putting Stuff In? Get rid of the pebbles in people’s shoes. An obvious place to start is to get rid of stupid rules and low-value activities
Simplify: How Can You Take Stuff Out Instead of Putting Stuff In? Get rid of the pebbles in people’s shoes. An obvious place to start is to get rid of stupid rules and low-value activities
Trading with Risk Control How you can start being more confident with your long term stocks and even day trading in the markets to become a more successful trader.
Trading with Risk Control How you can start being more confident with your long term stocks and even day trading in the markets to become a more successful trader.
SNDL: Why Sundial Stock Is a High-Risk Bet! Analysts tracking Sundial expect sales growth to return in 2022 allowing the company to report a positive free cash flow next year.
SNDL: Why Sundial Stock Is a High-Risk Bet! Analysts tracking Sundial expect sales growth to return in 2022 allowing the company to report a positive free cash flow next year.
Could The Fed Trigger The Next “Financial Crisis” Investors should keep an eye on the risk of an abrupt shift from a relative valuation market mindset to an absolute valuation one.
Could The Fed Trigger The Next “Financial Crisis” Investors should keep an eye on the risk of an abrupt shift from a relative valuation market mindset to an absolute valuation one.
12 Advisor Conversation Starters for Holiday Parties There are many ways to start a conversation and keep it going without appearing to be focused on business or too nosey. #prospecting
12 Advisor Conversation Starters for Holiday Parties There are many ways to start a conversation and keep it going without appearing to be focused on business or too nosey. #prospecting
The Shortcut To Creating Trust Simply creating trust with a prospective client is the initial hurdle to having them engage in the advice process. #advice #advisor #trust
The Shortcut To Creating Trust Simply creating trust with a prospective client is the initial hurdle to having them engage in the advice process. #advice #advisor #trust
Building a City Through Revitalization with Erik Hayden How Urban Catalyst is more than just a fund manager – they are the developer on all their projects. #sanjose #investing #future #realestate
Building a City Through Revitalization with Erik Hayden How Urban Catalyst is more than just a fund manager – they are the developer on all their projects. #sanjose #investing #future #realestate
Inflation Fears of the Wealthy Financial advisors and providers need to know that it is top of mind for investors as they think about financial decisions in 2021 and beyond.
Inflation Fears of the Wealthy Financial advisors and providers need to know that it is top of mind for investors as they think about financial decisions in 2021 and beyond.
The Synthetic Biology Revolution: Investing in the Science of Sustainability How does synthetic biology work and why does it matter for equity investors? #investors #biology #investing #science
The Synthetic Biology Revolution: Investing in the Science of Sustainability How does synthetic biology work and why does it matter for equity investors? #investors #biology #investing #science
How You Can Protect Your Art For Future Generations If you own a piece of art or an art collection, you don’t want to make the mistake of not properly protecting and insuring your art. #art
How You Can Protect Your Art For Future Generations If you own a piece of art or an art collection, you don’t want to make the mistake of not properly protecting and insuring your art. #art
Disruptive Growth Investing Isn't Dead. It's Just Getting Started. According to our research, the market cap of innovative companies will scale exponentially during the next five to ten years. #ETF
Disruptive Growth Investing Isn't Dead. It's Just Getting Started. According to our research, the market cap of innovative companies will scale exponentially during the next five to ten years. #ETF
Be Profoundly Grateful That You Are a Financial Advisor Despite the pervasive and crippling ‘bad news sells’ syndrome, people the world over do pause to give thanks for all that is good.
Be Profoundly Grateful That You Are a Financial Advisor Despite the pervasive and crippling ‘bad news sells’ syndrome, people the world over do pause to give thanks for all that is good.
Should You Turn Your Vacation Home into an Airbnb? Turning your vacation home into an Airbnb can be a great source of relatively passive income where the marketing takes care of itself.
Should You Turn Your Vacation Home into an Airbnb? Turning your vacation home into an Airbnb can be a great source of relatively passive income where the marketing takes care of itself.
On Giving Yourself Permission to Be the Leader You Need We each have an opportunity to take a hard look at ourselves and our ability to heal old wounds—and learn to forgive ourselves.
On Giving Yourself Permission to Be the Leader You Need We each have an opportunity to take a hard look at ourselves and our ability to heal old wounds—and learn to forgive ourselves.
6 Tips for Succeeding in Your New Work Position Taking on new responsibilities is exciting and can motivate you to do your best. However, the experience can also be a little intimidating.
6 Tips for Succeeding in Your New Work Position Taking on new responsibilities is exciting and can motivate you to do your best. However, the experience can also be a little intimidating.
Feedback Bribery To what extent will a company go to try to get customer feedback? Is it a simple email request? #service #feedback #business
Feedback Bribery To what extent will a company go to try to get customer feedback? Is it a simple email request? #service #feedback #business
Is Jerome Powell Here To Stay? Powell is probably the safer choice and suggests the administration is confident in his ability to continue to lead us through this pandemic recovery.
Is Jerome Powell Here To Stay? Powell is probably the safer choice and suggests the administration is confident in his ability to continue to lead us through this pandemic recovery.
International Stocks Could be Ripe for a Catch-Up Trade A definite feature of the last decade has been the persistent underperformance of European and Asian stocks vs US stocks. #stocks
International Stocks Could be Ripe for a Catch-Up Trade A definite feature of the last decade has been the persistent underperformance of European and Asian stocks vs US stocks. #stocks
The Other List to Draw Up This list may not be as much fun as a Christmas list, but it also needs a fair amount of checking as we approach yearend. #stockmarket
The Other List to Draw Up This list may not be as much fun as a Christmas list, but it also needs a fair amount of checking as we approach yearend. #stockmarket
Why Is Zoom Stock Down 64% From Record Highs? Shares of Zoom Video Communications $ZM are currently trading at $208 which is down more than 60% from all-time highs.
Why Is Zoom Stock Down 64% From Record Highs? Shares of Zoom Video Communications $ZM are currently trading at $208 which is down more than 60% from all-time highs.
Goldilocks and the “3 Bulls Economy” We believe it’s not time to abandon risk, but reposition for higher rates and moderately higher inflation as well as a more muted return environment
Goldilocks and the “3 Bulls Economy” We believe it’s not time to abandon risk, but reposition for higher rates and moderately higher inflation as well as a more muted return environment
4 Systems To Build a Resilient Advisory Practice With Jay Coulter In financial services, bear markets come and go. But the most resilient advisors stand strong even during the toughest crises. #advisors
4 Systems To Build a Resilient Advisory Practice With Jay Coulter In financial services, bear markets come and go. But the most resilient advisors stand strong even during the toughest crises. #advisors
10 Ideas for More Effective Calls with Prospects Here are 10 ideas to help you have more effective calls with prospects. Some will be reminders of what you already know. #advisors
10 Ideas for More Effective Calls with Prospects Here are 10 ideas to help you have more effective calls with prospects. Some will be reminders of what you already know. #advisors
Bitcoin Is Unstoppable With Prices Likely to Double Over 12 Months Bitcoin’s current price drop will be seen as a major buying opportunity amongst investors with the value likely to double over the next 12 months
Bitcoin Is Unstoppable With Prices Likely to Double Over 12 Months Bitcoin’s current price drop will be seen as a major buying opportunity amongst investors with the value likely to double over the next 12 months
Factor Rotation Made Easy with this ETF One way of looking at FCTR is that it's a hands-off approach that can help advisors steer clients away from crowded factor trades. #ETF
Factor Rotation Made Easy with this ETF One way of looking at FCTR is that it's a hands-off approach that can help advisors steer clients away from crowded factor trades. #ETF
