The Trouble with Free Advice Investors would be well served to stop and find out what they are giving up when they see free as part of the offer in a financial relationship.
The Trouble with Free Advice Investors would be well served to stop and find out what they are giving up when they see free as part of the offer in a financial relationship.
5 Keys to Building Business Relationships Most buyers who are trying to select a firm rely heavily on a firm’s relevant experience and expertise. #advisors #authority #success
5 Keys to Building Business Relationships Most buyers who are trying to select a firm rely heavily on a firm’s relevant experience and expertise. #advisors #authority #success
Ideas From Social Media Influence More Than Half of Younger Investors It appears that swiping up through posts to get ideas about investing has become a favourite pastime among many younger investors.
Ideas From Social Media Influence More Than Half of Younger Investors It appears that swiping up through posts to get ideas about investing has become a favourite pastime among many younger investors.
Feels Like 1977: Inflation Too High, Money Too Loose Never in my wildest imagination did I think the financial markets would become the farce they have. #stockmarket #investing #investor
Feels Like 1977: Inflation Too High, Money Too Loose Never in my wildest imagination did I think the financial markets would become the farce they have. #stockmarket #investing #investor
2 Easy Ways To Play Facebook’s Metaverse Spending Spree Facebook is changing in one major way. CEO Mark Zuckerberg just bet the company on the metaverse. #facebook #meta #stocks
2 Easy Ways To Play Facebook’s Metaverse Spending Spree Facebook is changing in one major way. CEO Mark Zuckerberg just bet the company on the metaverse. #facebook #meta #stocks
The Elements of a Wealth Management Engagement What wealth management can do for it, and why it is important to work with someone, no matter what situation you are coming with.
The Elements of a Wealth Management Engagement What wealth management can do for it, and why it is important to work with someone, no matter what situation you are coming with.
Asking For Help When You're Financially Stuck Many of us feel a ton of shame, a belief that something is wrong with us, if we can’t do money well. #money #finance #investing
Asking For Help When You're Financially Stuck Many of us feel a ton of shame, a belief that something is wrong with us, if we can’t do money well. #money #finance #investing
Beware of The “What If’s” The biggest problem with being scared off by the what if’s is that each time you do, you’re more prone to being scared off again.
Beware of The “What If’s” The biggest problem with being scared off by the what if’s is that each time you do, you’re more prone to being scared off again.
3 Ways to Monetize Your Podcast With Any Number of Downloads! Stop chasing pie-in-the-sky download numbers and start using your podcast to monetize your products and services! #advisors #podcasts
3 Ways to Monetize Your Podcast With Any Number of Downloads! Stop chasing pie-in-the-sky download numbers and start using your podcast to monetize your products and services! #advisors #podcasts
The Potential of E-commerce is Just Starting The pandemic was accompanied by an incremental increase in E-commerce. This was not a short-term blip. #sales #marketing
The Potential of E-commerce is Just Starting The pandemic was accompanied by an incremental increase in E-commerce. This was not a short-term blip. #sales #marketing
Interested in Helium Mining? Read This Helium is a fantastic blockchain network that aims to create a decentralized wireless network for Internet of Things linked devices.
Interested in Helium Mining? Read This Helium is a fantastic blockchain network that aims to create a decentralized wireless network for Internet of Things linked devices.
Till the Dollar Yields Would the dollar upwing make PMs and commodities suffer, and which one is the more vulnerable here? #dollar #stockmarket
Till the Dollar Yields Would the dollar upwing make PMs and commodities suffer, and which one is the more vulnerable here? #dollar #stockmarket
October Markets Bounce Back as Headwinds Ease October was a bounce back month for equities, but issues persist in the supply chain, labor market and elsewhere in the economy.
October Markets Bounce Back as Headwinds Ease October was a bounce back month for equities, but issues persist in the supply chain, labor market and elsewhere in the economy.
Will You Allow Gold to Break Your Heart? Investors have fallen in love with gold, silver, and mining stocks once again. However precious metals often leave investors at the altar.
Will You Allow Gold to Break Your Heart? Investors have fallen in love with gold, silver, and mining stocks once again. However precious metals often leave investors at the altar.
How Do You Trade This Off-the-Charts Bull Market? We continue to trade the off-the-charts bull market much the same way you pick up a porcupine; very carefully. #stockmarket #investing
How Do You Trade This Off-the-Charts Bull Market? We continue to trade the off-the-charts bull market much the same way you pick up a porcupine; very carefully. #stockmarket #investing
Here’s One (More) Reason Inflation Could Accelerate Through Mid-2022 Flush households mean more consumer spending. More consumer spending drives prices higher, especially when supply is limited. #inflation
Here’s One (More) Reason Inflation Could Accelerate Through Mid-2022 Flush households mean more consumer spending. More consumer spending drives prices higher, especially when supply is limited. #inflation
Higher Prices: The Buck Stops With You We believe investors would be prudent to more seriously consider what the impact of sustained inflation would have on consumer spending
Higher Prices: The Buck Stops With You We believe investors would be prudent to more seriously consider what the impact of sustained inflation would have on consumer spending
The Flip Flop: Growth Stocks Versus Value Stocks The ongoing debate about which style will be more rewarding in coming years is like the rivalry between the Yankees and Red Sox. #stocks
The Flip Flop: Growth Stocks Versus Value Stocks The ongoing debate about which style will be more rewarding in coming years is like the rivalry between the Yankees and Red Sox. #stocks
Investing in Electric Autos with a Focus on Enablers, Not Unicorns Thematic investing clients who focus on the underlying enablers of a theme may shield themselves from the boom or bust mentality. #ETFs
Investing in Electric Autos with a Focus on Enablers, Not Unicorns Thematic investing clients who focus on the underlying enablers of a theme may shield themselves from the boom or bust mentality. #ETFs
PYPL: Down 33% From Record Highs, PayPal Stock Remains a Buy! Analysts expect PYPL stock to touch $290 in the next 12-months which is 40% above its current trading price. $PYPL #stocks
PYPL: Down 33% From Record Highs, PayPal Stock Remains a Buy! Analysts expect PYPL stock to touch $290 in the next 12-months which is 40% above its current trading price. $PYPL #stocks
Dismissing Gold In The Past Led To Some Hard Lessons With inflation at an approximately 30-year high, I believe it’s only rational and wise to have gold in your portfolio. #gold #investing
Dismissing Gold In The Past Led To Some Hard Lessons With inflation at an approximately 30-year high, I believe it’s only rational and wise to have gold in your portfolio. #gold #investing
Global Regulators Must Establish Standardized Anti-Greenwashing Rules Global regulators must work together on an international framework to stamp out potential ‘greenwashing’ as capital inflows increase.
Global Regulators Must Establish Standardized Anti-Greenwashing Rules Global regulators must work together on an international framework to stamp out potential ‘greenwashing’ as capital inflows increase.
Helping Clients Remove the Home Country Bias Advisors know there's been no contest and the dominance exerted by U.S. stocks is an ongoing theme. #investing #investor
Helping Clients Remove the Home Country Bias Advisors know there's been no contest and the dominance exerted by U.S. stocks is an ongoing theme. #investing #investor
Avoiding Money Misbehavior in a Changing World Your money choices differ from others and that’s what makes economics work. It’s more than just numbers, it’s human emotions.
Avoiding Money Misbehavior in a Changing World Your money choices differ from others and that’s what makes economics work. It’s more than just numbers, it’s human emotions.
7 Do’s and Don’ts for Calling Referral Prospects When calling your new referral prospects, keep these do’s and don’ts in mind to increase your chances of a great first call. #advisors
7 Do’s and Don’ts for Calling Referral Prospects When calling your new referral prospects, keep these do’s and don’ts in mind to increase your chances of a great first call. #advisors
Innovation Overrides Fear In the Financial Services Business Clarity in the financial service business is innovative. Why? Because people don’t think about clarity or the power of clarity. #finserv
Innovation Overrides Fear In the Financial Services Business Clarity in the financial service business is innovative. Why? Because people don’t think about clarity or the power of clarity. #finserv
Are you Smarter than a 5th Grader? Talk to your Kids About $$ Scott speaks to his daughter about money so you can see how you could start having the money talk with your children and grandchildren too.
Are you Smarter than a 5th Grader? Talk to your Kids About $$ Scott speaks to his daughter about money so you can see how you could start having the money talk with your children and grandchildren too.
Social Security Beyond “Death Do Us Part” with Beth Ingle Spousal benefits and survivor benefits of Social Security and detail how different scenarios could impact the benefits each party receives.
Social Security Beyond “Death Do Us Part” with Beth Ingle Spousal benefits and survivor benefits of Social Security and detail how different scenarios could impact the benefits each party receives.
How (And What) Financial Advisors Should Outsource Find out exactly how to get more freedom with outsourcing, without worrying about someone else ruining your business. #advisors
How (And What) Financial Advisors Should Outsource Find out exactly how to get more freedom with outsourcing, without worrying about someone else ruining your business. #advisors
The Elephant Called … or Is That a Cryptophant? The dollar volume of crypto received by users in Nigeria in May was $2.4bn, up from $684m last December. #crypto #nigeria
The Elephant Called … or Is That a Cryptophant? The dollar volume of crypto received by users in Nigeria in May was $2.4bn, up from $684m last December. #crypto #nigeria
Is Cash A Good “Risk” Hedge? Yes, cash will lose purchasing power over the holding period, but equities can lose a lot more when fast risk happens. #money #cash
Is Cash A Good “Risk” Hedge? Yes, cash will lose purchasing power over the holding period, but equities can lose a lot more when fast risk happens. #money #cash
Do Providers of Wealth Management Have Greater Share of Wallet? Providing wealth management will increases AUM among all investors, but especially among the wealthiest of investors and Millennials.
Do Providers of Wealth Management Have Greater Share of Wallet? Providing wealth management will increases AUM among all investors, but especially among the wealthiest of investors and Millennials.
Reputation Is Everything Today, So Manage It. A professional’s personal reputation is undoubtedly the most important personal branding element and should be managed carefully. #advisors
Reputation Is Everything Today, So Manage It. A professional’s personal reputation is undoubtedly the most important personal branding element and should be managed carefully. #advisors
How to Ask Clients for More Money There are several logical reasons why clients should add more money and assets into their accounts. #advisors #investors #success
How to Ask Clients for More Money There are several logical reasons why clients should add more money and assets into their accounts. #advisors #investors #success
Learning Bitcoin Basics Helps Advisors Help Clients Knowing some of the basics can help advisors prepare clients for what to expect in the crypto and crypto-based equities arenas. #crypto
Learning Bitcoin Basics Helps Advisors Help Clients Knowing some of the basics can help advisors prepare clients for what to expect in the crypto and crypto-based equities arenas. #crypto
Your Financial Plan Is Probably Too Long Clients need more than your technical expertise. They need you to make it understandable. #advisors #financialplan #planning
Your Financial Plan Is Probably Too Long Clients need more than your technical expertise. They need you to make it understandable. #advisors #financialplan #planning
Bond Badness: What Worked in Fixed Income May Be on Borrowed Time Advisors and clients paying ample attention to fixed income markets in 2021 may just be counting down the days until the year is over.
Bond Badness: What Worked in Fixed Income May Be on Borrowed Time Advisors and clients paying ample attention to fixed income markets in 2021 may just be counting down the days until the year is over.
Global Transition to Renewable Energy is a Complex ESG Journey The continuing need for oil and gas during the transitional phase raises complex questions about balancing environmental needs.
Global Transition to Renewable Energy is a Complex ESG Journey The continuing need for oil and gas during the transitional phase raises complex questions about balancing environmental needs.
The Real Reason Facebook Just Went “All In” on the Metaverse Facebook changed its name to Meta and it plans to spend $10 billion and hire 10,000 people to build out the infrastructure of the metaverse.
The Real Reason Facebook Just Went “All In” on the Metaverse Facebook changed its name to Meta and it plans to spend $10 billion and hire 10,000 people to build out the infrastructure of the metaverse.
When Life Changes, Money Changes No matter what is changing in your life today or what change comes your way down the road, very few changes won’t impact your finances.
When Life Changes, Money Changes No matter what is changing in your life today or what change comes your way down the road, very few changes won’t impact your finances.
Social Media Content for Financial Advisors: Post Ideas Proven to Get the Most Engagement Being a financial advisor and trying to come up with content that is engaging to post on social media can be really hard.
Social Media Content for Financial Advisors: Post Ideas Proven to Get the Most Engagement Being a financial advisor and trying to come up with content that is engaging to post on social media can be really hard.
5 Reasons For Monetizing The Idle Resources Of Others The business tenants of the sharing economy, with alternative names including collaborative consumption, peer-to-peer economy, or we-conomy.
5 Reasons For Monetizing The Idle Resources Of Others The business tenants of the sharing economy, with alternative names including collaborative consumption, peer-to-peer economy, or we-conomy.
5 Technologies You Should Invest in Right Now Here are five unique and powerful technologies that you should consider investing in starting today. #investing #technology
5 Technologies You Should Invest in Right Now Here are five unique and powerful technologies that you should consider investing in starting today. #investing #technology
Top 10 Tips for Teaching Your Children About Money It’s important to make sure your lessons are age-appropriate and that you continue to involve and teach your children about money as they grow.
Top 10 Tips for Teaching Your Children About Money It’s important to make sure your lessons are age-appropriate and that you continue to involve and teach your children about money as they grow.
Tips That Can Help You Sell Your Home By making a few simple tweaks to your house, you can help ensure that it is standing out in the right way. #realestate #investor
Tips That Can Help You Sell Your Home By making a few simple tweaks to your house, you can help ensure that it is standing out in the right way. #realestate #investor
Direct Indexing: Do It Yourself or Trust The Professionals? We’ll outline some of the challenges of DIY direct indexing in the absence of a UMA and overlay manager. #investing #indexing
Direct Indexing: Do It Yourself or Trust The Professionals? We’ll outline some of the challenges of DIY direct indexing in the absence of a UMA and overlay manager. #investing #indexing
Will Evergrande Make Gold Grand? Evergrande’s debt issues are a symptom of China’s deep structural problems. If the crisis spills over wider, gold may benefit. #gold
Will Evergrande Make Gold Grand? Evergrande’s debt issues are a symptom of China’s deep structural problems. If the crisis spills over wider, gold may benefit. #gold
