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Sustainability and Investing: Lessons Learned in the Pandemic Era

Creating a Value-Based Pricing Engagement

5 Reasons Why Hiring A Financial Advisor Marketing Agency Is A Bad Idea

Five Entry Points into the HNW Community

Nov 02, 2021 by Bryce Sanders

These are ways to get into the world of HNW individuals and engage with them as peers, on an equal level. #advisors #HNW

Moving Investment Banking into the Future with Richard Rappaport

Nov 02, 2021 by Power Your Advice

In today’s episode, Doug & Richard talk about investment banking and what the future holds for the industry. #investmentbanking

Tips on Handling Clients' Inflation Queries

Nov 02, 2021 by Todd Shriber

If advisors communicate with clients, they'll likely thrive even if inflation remains with us over the course of 2022. #inflation

Coca-Cola: Is This Dividend King on the S&P 500 a Buy?

Nov 02, 2021 by Finscreener

Coca-Cola is a stock that will help you generate inflation-beating returns over time, but it might struggle to outpace the S&P 500 consistently.

How Will Bitcoin Prices React to Central Banks’ Reviews?

Nov 02, 2021 by Guest Contributor

Bitcoin and other major cryptocurrencies are likely to jump this week on central banks’ interest rates announcements. #crypto

Advisors, Get to Know Who's Buying Crypto and Why

Nov 02, 2021 by Todd Shriber

The longer people tend to plan ahead, the less interested they are in cryptocurrency investment. #research #bitcoin #cryptocurrency

Tax Law Changes Are Coming!

Nov 01, 2021 by Lauren Klein

As we move closer to year-end, it is essential to be aware of the proposed tax law changes and their effect on your tax situation. #taxes

Huge News Week Ahead: Virginia, Infrastructure Deal, FOMC, Glasgow

Nov 01, 2021 by Greg Valliere

The biggest story for the markets this week is the FOMC meeting, where officials are expected to announce details of their tapering of asset purchases

How To Retain Employees During High Turnover Times

Nov 01, 2021 by Linda Ginac

Turnover is an issue that all companies experience. Holding on to and developing talent is a difficult task. #workforce #employees

Seller’s Remorse

Nov 01, 2021 by Rob Jolles

The shocker is that those who sell for a living can experience remorse as well, and the repercussions can be devasting. #sales #success

The Good News About Managing in Disruptive Markets: Inclusion Leaders Excel

Nov 01, 2021 by Shirley Engelmeier

Inclusion drives big ideas, innovation, and business growth. But you must take a mindful approach to seeking input. Be #inclusive!

Be Sincere When You Apologize When Dealing With Angry Customers

Nov 01, 2021 by Shep Hyken

I’m sorry. Customers love to hear those important words, especially when they are calling about a problem or have a complaint.

Amazon: Profits Take a Backseat, but Important To Avoid Bad Habits

Nov 01, 2021 by Guest Contributor

Amazon reported third quarter revenues of $110.8bn slightly behind market expectations despite rising 15% year-on-year. #stocks

Apple: The Gift That Keeps on Giving

Nov 01, 2021 by Guest Contributor

Apple is the gift that keeps on giving. Despite enormous macroeconomic pressure, it’s delivered a fourth quarter of record growth.

Financial Industry Must Urgently Step up on Climate Change

Nov 01, 2021 by Guest Contributor

The financial industry needs to step up and now with unprecedented levels of cooperation to tackle the climate change crisis. #ESG

How to to Become a Highly Referable Advisor

Nov 01, 2021 by Don Connelly

Successful advisors will tell you their best clients come from referrals. Makes you wonder why more advisors don’t ask for referrals?

Don't Write Off Tech Just Because Inflation Persists

Nov 01, 2021 by Todd Shriber

Clients know that they don't have to buy a Tesla or spend time on Twitter, but they also know they spend a lot of time on mobile devices

40% Of The Bull Market Is Due Solely To Buybacks

Nov 01, 2021 by Lance Roberts

Money that could get spent spurring future growth, benefitting shareholders, instead got wasted benefitting only senior executives.

Infrastructure Digitalization Accessible with New ETF

Nov 01, 2021 by Todd Shriber

Among the many investment themes clients are likely curious about this year is infrastructure and it's easy to understand why that's the case.

Why is Cathie Wood Bullish on LivePerson?

Nov 01, 2021 by Finscreener

LPSN is a mid-cap stock that is well poised to stage a rebound in the future, especially if it can narrow its losses and race towards profitability.

What Can We Expect From the U.N. Climate Change Conference?

Nov 01, 2021 by J.P. Morgan Asset Management

From October 31- November 12, world leaders from nearly 200 countries will descend upon Glasgow, Scotland to convene for the U.N.

What Types Of Social Media Content Or Posts Actually Get Engagement?

Nov 01, 2021 by Samantha Russell

What Is The Average Amount That An Advisor Should Be Spending On Google Or Facebook Ads? #advisors #socialmedia #marketing

The Biggest Difference Between Crypto and Stocks

Nov 01, 2021 by Stephen McBride

Bitcoin is only the 37th best-performing crypto in 2021. Smaller, lesser-known cryptos are running laps around it. #crypto #investing

11 Most Read Articles of the Week!

Oct 30, 2021 by Douglas Heikkinen

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

Three Critical Steps From Sales-centric to Customer-centric

Oct 29, 2021 by Annette Franz

Focus on these three things and watch a shift happen on your sales team that will delight executives and most importantly customers.

‘Tis the Season Not to Procrastinate

Oct 29, 2021 by Paul Kingsman

Here are details of everything you need to take action now to meaningfully connect with clients before the holiday rush. #advisors

The Three Drivers of Innovation for 2022

Oct 29, 2021 by Rachel Cooke

The tension between wanting to innovate and needing to contain risk can be a tricky one to balance. #workforce #balance #climate

6 Effective Ways To Build Wealth in Your 50s

Oct 29, 2021 by Michael G Rivas

Building wealth in your 50s is complex. You’re doing your best to focus on accumulation while also considering what retirement will look like.

Disasters, Difficulties, Diversions: Do Your Dollars Differently

Oct 29, 2021 by Danielle Howard

You can be financially resilient and work around whatever obstacles you may encounter. Here are four tips to keep you headed in the right direction.

Build Back Bitter

Oct 29, 2021 by Rey Descalso

The current attitude towards people who have money or make money is a bitter jealousy borne of misinformation. #finance #money

5 Things to Know About Behavioral Finance

Oct 29, 2021 by Hugh Massie

To be able to understand an investor’s decision-making process, advisors need to equip themselves with understanding of Behavioral Finance

How To Find Your Value

Oct 29, 2021 by Stewart Bell

The only thing you’re selling your clients-in-waiting – no matter what business you’re in – is a better version of themselves.

People Need People, Not Just Apps

Oct 29, 2021 by Chris Skinner

Money is closely aligned with mental health, and you don’t cure depression on an app. You deal with it face-to-face. #fintech #people

How to Find Affluent Clients

Oct 29, 2021 by Annette Bau

How to find clients, as well as attract them, in both a virtual and live environment. #prospecting #business #advisors #affluent

Why Bitcoin Will Fail

Oct 29, 2021 by Finscreener

Critics think volatility shows how much Bitcoin is likely to fail, for others it is just growing pains until the digital asset reaches its crowning point.

Real Opinions vs. The Ivory Tower of Zero Accountability

Oct 29, 2021 by David B. Armstrong

Instead of trying to buck the odds, going head-to-head against the best and the brightest, why not just systematically work with the opportunities you have

Investors Should Prepare for the Growing COVID Aftershocks

Oct 29, 2021 by Guest Contributor

Covid was the earthquake, but investors now need to prepare themselves for the growing aftershocks. #investors #investing #covid19

10 Smart Money Moves to Make Right Now

Oct 29, 2021 by Richard Rosso

Take advantage of the fourth quarter to accelerate your financial acumen, bolster your balance sheet and successfully springboard into the new year.

The Whole New “Stock Market” Forming in Crypto

Oct 29, 2021 by Stephen McBride

The cryptos I’m most interested in represent true ownership stakes in real, disruptive, cash-generating businesses. #cryptocurrency

The Great Exodus: Why Now Is The Time For A Career Change

Oct 28, 2021 by LaRae Quy

The pandemic has uncovered the deep unhappiness that many Americans have with the workplace. #career #workplace #jobs #success

What If Your World Was Breathlessly Awaiting Your New Thing?

Oct 28, 2021 by Rochelle Moulton

Just imagine if your world—not the entire universe, just your slice of it—was breathlessly awaiting your new thing. #business #succes

Content Marketing Is Changing the Way Professional Services Are Bought and Sold

Oct 28, 2021 by Lee Frederiksen

Content marketing should be a major component of your marketing plan. It’s the future of professional services marketing. #marketing

Using My Superpowers for Good by Encouraging Women to #Squeezeitin

Oct 28, 2021 by Bonnie Clark

October is Breast Cancer Awareness month, and early detection is key to saving lives. #breastcancer #cancer #awareness

This Is When Risk-On Returns

Oct 28, 2021 by Monica Kingsley

SPX wavered into the close, but is rising again at the open today - is the selling over? #stockmarket #investing #investor

Top 5 Ways to Save Money on Employee Benefit Costs as a Small Business Owner

Oct 28, 2021 by Lewis Robinson

Owning a business is financially challenging, there are ways to actually save money which can then be re-routed to other aspects of your company.

Breaking Through the Wall: A Cold Email Strategy that Actually Worked

Oct 28, 2021 by Dan Sondhelm

A little bit of extra time, effort and creativity opened a door for him into an RIA with nearly $1 billion in assets. #advisors #assetmanagement

Microsoft: No Clouded Judgement Here

Oct 28, 2021 by Guest Contributor

First quarter revenue rose 20% to $45.3bn, ignoring the effect of exchange rates, faster than market expectations for 18% growth.

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