Investing In Startups: Understanding How Exits Can Impact Your Investment Strategy Startups are an exciting way to diversify your investments, but doing so can come at a cost if not approached properly. #investing #investor
Investing In Startups: Understanding How Exits Can Impact Your Investment Strategy Startups are an exciting way to diversify your investments, but doing so can come at a cost if not approached properly. #investing #investor
$2 Trillion a Year Sits Rotting in Bank Accounts It makes the bank money in leverage and interest. No wonder so many people want to create a bank. #finance #banks #investors
$2 Trillion a Year Sits Rotting in Bank Accounts It makes the bank money in leverage and interest. No wonder so many people want to create a bank. #finance #banks #investors
How We Can Create a New Economy with Rex Raimond How food growth can impact our health and the environment and outline ways we can get into a new sustainable economy. #ESG
How We Can Create a New Economy with Rex Raimond How food growth can impact our health and the environment and outline ways we can get into a new sustainable economy. #ESG
Getting Paid in Bitcoin Will Become the Norm More than a third of millennials and half of Generation Z would be happy to receive 50% of their salary in Bitcoin. #crypto #bitcoin
Getting Paid in Bitcoin Will Become the Norm More than a third of millennials and half of Generation Z would be happy to receive 50% of their salary in Bitcoin. #crypto #bitcoin
The Transition To Net-Zero Carbon Emissions Will Be Highly Inflationary Transitioning to a zero-carbon energy mix as quickly as climate scientists are urging will be highly inflationary. #inflation #bitcoin
The Transition To Net-Zero Carbon Emissions Will Be Highly Inflationary Transitioning to a zero-carbon energy mix as quickly as climate scientists are urging will be highly inflationary. #inflation #bitcoin
Great Advisors Are Great Leaders One of the true hallmarks of a great financial advisor is their ability to influence their clients’ decisions in ways that help them stay on the path
Great Advisors Are Great Leaders One of the true hallmarks of a great financial advisor is their ability to influence their clients’ decisions in ways that help them stay on the path
We Must Use the World’s Wealth To Save Earth Our challenge now is to deploy the investment we need to deliver those targets around the world. #world #wealth #savetheplanet
We Must Use the World’s Wealth To Save Earth Our challenge now is to deploy the investment we need to deliver those targets around the world. #world #wealth #savetheplanet
How A Thicker Skin Can Give You An Advantage In Life’s Battles To be thick-skinned is about having the mental toughness to withstand the stress and pressure of life’s battles. Are you mentally tough?
How A Thicker Skin Can Give You An Advantage In Life’s Battles To be thick-skinned is about having the mental toughness to withstand the stress and pressure of life’s battles. Are you mentally tough?
Income Tax Law Proposals You Should Be Thinking About There are currently tax law proposals being discussed in Congress that if passed, could have a major impact on taxes. #taxes
Income Tax Law Proposals You Should Be Thinking About There are currently tax law proposals being discussed in Congress that if passed, could have a major impact on taxes. #taxes
5 Ways to Get Recognized For Your Work Contributions Getting the recognition you want can happen even if your manager doesn't make the first move. Consider trying these tactics.
5 Ways to Get Recognized For Your Work Contributions Getting the recognition you want can happen even if your manager doesn't make the first move. Consider trying these tactics.
Protect Your Home and Assets However, natural disasters could damage your home, leaving you with the financial and emotional strain of displacement and rebuilding.
Protect Your Home and Assets However, natural disasters could damage your home, leaving you with the financial and emotional strain of displacement and rebuilding.
Celebrating Small Caps in Passive Fashion A key reason for the strength of the S&P 600’s rebound in the past 12 months is its greater sensitivity to U.S. macroeconomic variables
Celebrating Small Caps in Passive Fashion A key reason for the strength of the S&P 600’s rebound in the past 12 months is its greater sensitivity to U.S. macroeconomic variables
MMAT: Why is Meta Materials Stock Up in Recent Trading Sessions? In the last year, MMAT stock has surged by 784% and is up 250% in 2021. But should this tech stock be part of your portfolio right now?
MMAT: Why is Meta Materials Stock Up in Recent Trading Sessions? In the last year, MMAT stock has surged by 784% and is up 250% in 2021. But should this tech stock be part of your portfolio right now?
It Is A Journey To Becoming An Advice Client Becoming an advice client is not quick and easy for consumers really…every decision, solution, recommendation is a major journey for them.
It Is A Journey To Becoming An Advice Client Becoming an advice client is not quick and easy for consumers really…every decision, solution, recommendation is a major journey for them.
Impact of Biden Administration on Investments Occupation influences investor’s feelings regarding the amount of impact that the Biden administration is having on their investments.
Impact of Biden Administration on Investments Occupation influences investor’s feelings regarding the amount of impact that the Biden administration is having on their investments.
When Clients Want to Buy Something They Don’t Understand Even through as advisors we know a lot, we don’t know everything. We can at least try asking the right questions. #advisors #investor
When Clients Want to Buy Something They Don’t Understand Even through as advisors we know a lot, we don’t know everything. We can at least try asking the right questions. #advisors #investor
Discover and Reach New Markets Through Snowflake Data Marketplace How data providers and data consumers can discover and reach new markets with Snowflake Data Marketplace. #data
Discover and Reach New Markets Through Snowflake Data Marketplace How data providers and data consumers can discover and reach new markets with Snowflake Data Marketplace. #data
7 Ideas to Unblock Your Referral Supply Chain 7 ideas to help you unblock your supply chain of referrals, introductions, and new clients. #advisors #referrals #prospecting
7 Ideas to Unblock Your Referral Supply Chain 7 ideas to help you unblock your supply chain of referrals, introductions, and new clients. #advisors #referrals #prospecting
New ETF Offers Clients a Lot to Like There's no secret recipe for what makes a new ETF successful, but it doesn't hurt a rookie fund to have at least one of the following traits.
New ETF Offers Clients a Lot to Like There's no secret recipe for what makes a new ETF successful, but it doesn't hurt a rookie fund to have at least one of the following traits.
Bitcoin Bounces Near Record Highs Amid Inflation Fears Bitcoin is bouncing higher again, close to all-time highs fuelled by expectations that the era of cheap money looks set to hang around for longer
Bitcoin Bounces Near Record Highs Amid Inflation Fears Bitcoin is bouncing higher again, close to all-time highs fuelled by expectations that the era of cheap money looks set to hang around for longer
What if the Fed Doesn’t Hike? Markets see a better than 75% probability that the Fed will hike its benchmark rate by at least 25bps by September 2022.
What if the Fed Doesn’t Hike? Markets see a better than 75% probability that the Fed will hike its benchmark rate by at least 25bps by September 2022.
The Truth About Stocks Patient investors know how to tolerate short-term disappointment, delay, and suffering. This mindset separates them from everyone else.
The Truth About Stocks Patient investors know how to tolerate short-term disappointment, delay, and suffering. This mindset separates them from everyone else.
When Will Supply Chain Disruptions Be Resolved? It is unclear how long it will take for the semiconductor shortage to resolve itself, but it looks set to remain an issue well into next year.
When Will Supply Chain Disruptions Be Resolved? It is unclear how long it will take for the semiconductor shortage to resolve itself, but it looks set to remain an issue well into next year.
How the Truly-Wealthy & the Working-Wealthy Differ For moderately wealthy people who don’t believe they have any tax strategy opportunities, this episode is for you. #wealth #taxes
How the Truly-Wealthy & the Working-Wealthy Differ For moderately wealthy people who don’t believe they have any tax strategy opportunities, this episode is for you. #wealth #taxes
Three Valuable Investment Lessons From Zillow’s Folly Learning is more than just recognizing a mistake and talking about it with others. Real learning is incorporating this into your plan.
Three Valuable Investment Lessons From Zillow’s Folly Learning is more than just recognizing a mistake and talking about it with others. Real learning is incorporating this into your plan.
Are You Listening? Writing So Your Audience Can Hear You You know exactly how you can transform your client’s life. But you just can’t seem to find the right words to tell them how. Sound familiar?
Are You Listening? Writing So Your Audience Can Hear You You know exactly how you can transform your client’s life. But you just can’t seem to find the right words to tell them how. Sound familiar?
Our Odds as Congress Considers Even More Stimulus A win-win for the markets, as the prospect of higher taxes is delayed and the simulative impact begin to boost the economy by summer.
Our Odds as Congress Considers Even More Stimulus A win-win for the markets, as the prospect of higher taxes is delayed and the simulative impact begin to boost the economy by summer.
Calling the Precious Metals Bull How do the markets like the fresh upswing in commodities, and precious metals? #stockmarket #investing #metals #crypto
Calling the Precious Metals Bull How do the markets like the fresh upswing in commodities, and precious metals? #stockmarket #investing #metals #crypto
When Your Customer Experience Hits a “Bump in the Road” Breaking customer experience into three words: measure, interpret, and act. That’s a valuable formula for any type of business.
When Your Customer Experience Hits a “Bump in the Road” Breaking customer experience into three words: measure, interpret, and act. That’s a valuable formula for any type of business.
10 Ways To Get Tagged As High-Potential In A Startup Everyone knows that startups are risky, but they also expect that the job will be exciting and potentially very lucrative. #startups
10 Ways To Get Tagged As High-Potential In A Startup Everyone knows that startups are risky, but they also expect that the job will be exciting and potentially very lucrative. #startups
Why Isn’t Gold Rallying Along With Inflation? Inflation is high and doesn’t seem to be going away anytime soon. However, gold is not rising. The question is what does the Fed have to do with it?
Why Isn’t Gold Rallying Along With Inflation? Inflation is high and doesn’t seem to be going away anytime soon. However, gold is not rising. The question is what does the Fed have to do with it?
4 Critical Issues Facing Financial Advisors Right Now If you want to be the first person your clients think of when it matters most, you need a strategy that puts you top-of-mind. #advisors
4 Critical Issues Facing Financial Advisors Right Now If you want to be the first person your clients think of when it matters most, you need a strategy that puts you top-of-mind. #advisors
History Suggests That Stocks Won’t Like Inflation Given the current demographic, debt, pension, and valuation headwinds, the future growth rates will be low over the next couple of decades.
History Suggests That Stocks Won’t Like Inflation Given the current demographic, debt, pension, and valuation headwinds, the future growth rates will be low over the next couple of decades.
Bad Client Behavior Will Not Be Tolerated Unruly clients are a bigger threat to your business than you might think. #advisors #financialadvisors #wealthmanagement
Bad Client Behavior Will Not Be Tolerated Unruly clients are a bigger threat to your business than you might think. #advisors #financialadvisors #wealthmanagement
Uncovering Investment Opportunity all Over the World with Russell Platt How advisors can take advantage of the opportunities provided and can explain these types of investments to their clients.
Uncovering Investment Opportunity all Over the World with Russell Platt How advisors can take advantage of the opportunities provided and can explain these types of investments to their clients.
Getting a Handle on Valuing Bitcoin Some bitcoin profit and loss metrics are inside baseball type stuff, but one of the three that's relatively easy to convey is the STH P/L ratio.
Getting a Handle on Valuing Bitcoin Some bitcoin profit and loss metrics are inside baseball type stuff, but one of the three that's relatively easy to convey is the STH P/L ratio.
Cannabis Investors: Is Tilray Stock a Good Buy Right Now? Tilray is a company that has the cash and the experience to withstand tough markets, making a safe bets among Canadian cannabis stocks.
Cannabis Investors: Is Tilray Stock a Good Buy Right Now? Tilray is a company that has the cash and the experience to withstand tough markets, making a safe bets among Canadian cannabis stocks.
How To Know Your Website Needs A Refresh: 7 Signs It's Time For A Redesign Everybody always constantly remembers to refresh their social channels, but when was the last time you gave your website a refresh?
How To Know Your Website Needs A Refresh: 7 Signs It's Time For A Redesign Everybody always constantly remembers to refresh their social channels, but when was the last time you gave your website a refresh?
It's Time to Take Futuristic Views on Infrastructure Communications and data infrastructure underscore the point that the future of infrastructure is here and some clients are apt to be interested.
It's Time to Take Futuristic Views on Infrastructure Communications and data infrastructure underscore the point that the future of infrastructure is here and some clients are apt to be interested.
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #advisors #business #success #nextgen
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #advisors #business #success #nextgen
The Attrition Equation The formula is simple. If people are leaving your company, it means the alternative is perceived to be 2-3x better than staying with you.
The Attrition Equation The formula is simple. If people are leaving your company, it means the alternative is perceived to be 2-3x better than staying with you.
Two Independent Pathways for Advisors to Consider When it comes to freedom and control, there are key differences amongst the independent broker dealer and registered investment advisor spaces
Two Independent Pathways for Advisors to Consider When it comes to freedom and control, there are key differences amongst the independent broker dealer and registered investment advisor spaces
How To Leverage The “Kevin Bacon Effect” On LinkedIn The key is to embrace LinkedIn as the ultimate connection-building platform so you can increase your opportunities AND your impact.
How To Leverage The “Kevin Bacon Effect” On LinkedIn The key is to embrace LinkedIn as the ultimate connection-building platform so you can increase your opportunities AND your impact.
Debt and Gen X: How To Create A Plan That Doesn’t Derail Your Goals For many investors in the accumulation period of their financial journey, debt has become a significant concern. #debt #finance #freedom
Debt and Gen X: How To Create A Plan That Doesn’t Derail Your Goals For many investors in the accumulation period of their financial journey, debt has become a significant concern. #debt #finance #freedom
What’s Going on in the Real Estate Market The current state of the housing market, and advice that benefits both buyer and seller during one of the biggest transitions a person makes.
What’s Going on in the Real Estate Market The current state of the housing market, and advice that benefits both buyer and seller during one of the biggest transitions a person makes.
Aston Martin Lagonda: Progress, but Still a Long Road To Travel Demand for Aston Martins is strong, demonstrated not only by increased sales but also by increased sales prices across its three core models.
Aston Martin Lagonda: Progress, but Still a Long Road To Travel Demand for Aston Martins is strong, demonstrated not only by increased sales but also by increased sales prices across its three core models.
Why Xerox Stock Just Fell By 11.5% $XRX stock is valued at a forward price to sales multiple of just 0.4x and a price to earnings multiple of 10.22x. #stocks #investing
Why Xerox Stock Just Fell By 11.5% $XRX stock is valued at a forward price to sales multiple of just 0.4x and a price to earnings multiple of 10.22x. #stocks #investing