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The Biggest Challenge for Advisors Today

3 Ways to Profit From the Total Disruption of Real Estate

How Advisors Can Inoculate Themselves from Fee Compression

A Fast Answer or the Right Answer

Nov 15, 2021 by Shep Hyken

Great Customer Service + Confidence = Potential Customer Loyalty #service #loyalty #advisors #business #success

$1.2 Trillion Infrastructure Bill Means More Metals And Mining Will Be Needed

Nov 15, 2021 by Frank Holmes

Now may be the time to get exposure to the mining industry as well as refiners and manufacturers. #alternatives #metals #investing

Bar, Coin Gold Demand Rises as New Bitcoin ETF Challenges Gold ETFs

Nov 15, 2021 by Jacob Wolinsky

It has become increasingly apparent that bitcoin is taking some of the safe-haven demand from gold amid the recent economic data.

Where Do We Stand on Infrastructure Spending?

Nov 15, 2021 by J.P. Morgan Asset Management

Recognize that these two packages in tandem will only have a modest impact on the pace of economic growth. #infastructure

Market Redux: Back to the ‘90s, or Is It the ‘70s?

Nov 15, 2021 by Guest Contributor

The current economic backdrop and considers past decades that may typify market conditions now being faced by investors.

11 Most Read Articles of the Week!

Nov 13, 2021 by Douglas Heikkinen

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

Words Matter. But Your Behaviour Matters More.

Nov 12, 2021 by Suzi McAlpine

Don’t tell them – show them. Words matter. But your behaviour matters more. #personal #behavior #words #success

A Simple Explanation of Digital Marketing for Advice

Nov 12, 2021 by Stewart Bell

It’s no longer about whether advice firms do or don’t do digital marketing. Are you comfortable with what you’re missing.

From Free to Fee: Proven Tips for Becoming a Paid Speaker

Nov 12, 2021 by Deirdre Van Nest

You’d love to get paid for your professional speaking. But you’re not sure how to go from free-based to fee-based. Sound familiar?

The State of Customer Experience: Fall 2021

Nov 12, 2021 by Annette Franz

Lesson: being customer-centric, bringing the customer voice into all you do, has its benefits! #cx #customerexperience #business

Top Sales Secrets Learned To Help You Succeed

Nov 12, 2021 by Elinor Stutz

It is the willingness to proceed, no matter what we encounter, that teaches us valuable lessons. #business #success #sales

What’s Red Hot and Running in the Market?

Nov 12, 2021 by Monica Kingsley

In days light on news and rich on chop, it's best to step back and concentrate on what's hot. #stockmarket #investing #investor

Frozen Turkeys Flying Out of the Deep Freeze as Consumers Worry About Product Supplies

Nov 12, 2021 by Guest Contributor

Christmas turkeys are flying out of the deep freeze, faster than supermarkets can stock up again. #economy #shortage #investors

Disney: Not a Fairytale Ending

Nov 12, 2021 by Guest Contributor

The focus now is squarely on Disney’s ability to meet the streaming subscription targets the market’s so excited about. #stocks #investing

Opportunity in Equity Income

Nov 12, 2021 by Guest Contributor

We believe equity income strategies offer a unique opportunity for investors to potentially generate high current income. #equity #income

Here’s Why the Fed Could Stay Easy for a LONG Time

Nov 12, 2021 by Guest Contributor

Is this why 2 year yields have fallen 10bps in the last several days and the Fed Funds futures market is starting to price out rate hikes for 2022?

Why Advisors Need To Understand Their Costs

Nov 12, 2021 by Brett Davidson

What are you not measuring that might be having an impact on the success and sustainability of your business? #advisors #business

Making Alternatives Accessible Through Technology with Brian King

Nov 12, 2021 by Power Your Advice

We’re connecting buyers and sellers like never before and modernizing their portfolio with less volatile, more versatile investment options.

Holiday Marketing Ideas for Advisors

Nov 12, 2021 by Annette Bau

When done correctly, a holiday marketing strategy can be very effective because it allows your message to be heard and remembered.

TWLO: Down 30% From Record Highs, Twilio Stock Remains a Buy!

Nov 12, 2021 by Finscreener

Twilio stock is well poised to beat the market on a consistent basis and is a solid bet for growth investors.

Making Pre-Holiday Calls Easy

Nov 12, 2021 by Paul Kingsman

You feel like you should call your clients before the holidays, but you don’t really have anything to say. #advisors #holiday #relationship

What A Rate Hike In 2022 Might Mean For “Stonks”

Nov 12, 2021 by Michael P. Lebowitz

Today, American families are faced with rising prices and inflation not seen in 30 years – this is surely not price stability.

Retirement Inflation-Adjustments for 2022

Nov 11, 2021 by Brad Sherman

For Retirement Inflation-Adjustments for 2022, business owners and employees, this one applies to you, so don’t miss it.

Remote or Revolt?

Nov 11, 2021 by Andrea Schlapia

How do you set a firm date for resuming normal operations when COVID keeps crashing the planning party? #workforce #employees

9 Keys To Finding The Perfect Angel Investor For You

Nov 11, 2021 by Martin Zwilling

Above all, remember that angels are experienced business professionals, who have driven some success. #business #investor

How the Best Salespeople Find Customers Who Are Leaning Their Way

Nov 11, 2021 by Roy Osing

A leaner is a prospect that’s leaning your way after having heard your un-sales pitch over a rather lengthy engagement period. #sales

5 Investing Superpowers You Can Harness Today

Nov 11, 2021 by Allison Berger

While we still face challenges of financial stress and overwhelm, women have the potential to achieve superior financial results. #finance

Staying Compliant While Writing a Book

Nov 11, 2021 by Amy Buttell

Compliance definitely complicates and lengthens the book publication process, but there is no way around that. #author #writing

Mom’s Live-In Boyfriend Is Abusing Her Financially: What To Do

Nov 11, 2021 by Carolyn Rosenblatt

Cognitive impairment can set your aging parent up for financial manipulation by anyone. #aging #parents #finance #retirement

TWTR: Is Twitter Stock a Buy Post Q3 Results?

Nov 11, 2021 by Finscreener

Twitter’s valuation is inflated compared to its growth rates and might continue to underperform the markets in the near term. $TWTR

Can Advisors Focus On What Investors Want?

Nov 11, 2021 by Catherine McBreen

Financial providers and advisors need to reassess their service models and determine how to close some of these gaps. #advisors

5-Signs Stock Market Investors Are Too Bullish

Nov 11, 2021 by Lance Roberts

The biggest mistake that investors make in the stock market over time is failing to manage investment risk. #investing #investor

The Secure Act Changes Everything: The Money in Motion will be Trillions

Nov 11, 2021 by NS Capital

Hasn’t the phrase Money in Motion always been the siren call to advisors signaling opportunity. #401(k) #retirement #finance

Tesla's Trillion Dollar Moment: A Valuation Revisit!

Nov 11, 2021 by Aswath Damodaran

It is time to revisit Tesla and reassess its value, especially as the company’s market capitalization crosses a trillion dollars. #stocks

5 Psychological Biases That Sabotage Financial Advisors

Nov 11, 2021 by James Pollard

You’ll find out how to de-bias your thinking to make your wildest dreams come true. Want to create success on autopilot by removing your biases?

The Annuity Comeback

Nov 11, 2021 by Amar Shah

An annuity will be a good product to consider to diversify market and longevity risk. #retirement #planning #annuity #investor

Inflation Risks Will Increasingly Rattle Markets

Nov 11, 2021 by Guest Contributor

From China to the U.S., the UK to Europe, inflation risks are building, and this will increasingly rattle the markets. #stockmarket

Is It the End of the Road for Residential Property Investment?

Nov 11, 2021 by Guest Contributor

Find out whether investing in property is still a popular option. Here’s why investments have dipped recently and what the future looks like.

Your Inheritance May Be In Danger

Nov 10, 2021 by John Mints

This generation and future generations could be subject to increased taxes on inheritances and retirement plans. #taxes #retirement

History Warns The Fed Will Raise Interest Rates More, Not Less

Nov 10, 2021 by Michael P. Lebowitz

If easy money is the bedrock of valuations and the Fed is getting ready to shift the bedrock, investors best pay attention to market forecasts.

4 Reasons Why Salespeople Won’t Be Replaced by AI

Nov 10, 2021 by Adam Honig

Artificial intelligence will become so advanced that it will completely eliminate the need for a human seller. #sales #success #AI

How a New COO Tackles The First 100 Days

Nov 10, 2021 by Matt Sonnen

How an operations professional who is new to their firm should conduct an early assessment of the RIA. #COO #advisors #business

10 Business Networking Hacks Every Small Business Owner Should Know

Nov 10, 2021 by Guest Contributor

New connections create new business opportunities that can grow your business and allow you to reach your career dreams faster than you thought possible.

Profiting on Hot Inflation

Nov 10, 2021 by Monica Kingsley

S&P 500 remains momentarily undecided, but the pullback shouldn‘t reach far on the downside – the bears are having an opportunity to strike

Rivian Automotive Charges up for Its Listing on Nasdaq

Nov 10, 2021 by Guest Contributor

Rivian is the latest electric vehicle start up with ambitions to swerve into the fast lane in terms of EV sales. #EV #stocks #investing

Muni Investors: Stay Flexible as Rates Rise

Nov 10, 2021 by Alliance Bernstein

The prospect of rising interest rates understandably has many municipal bond investors concerned. #bonds #fixedincome

Why Bakkt Holdings Stock Is a Solid Long-Term Bet?

Nov 10, 2021 by Finscreener

Bakkt is a good stock to have in your portfolio given its expanding suite of solutions, big-ticket partnerships, widening user base, attractive valuation.

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