Applying Mindfulness to Recent CNBC Headlines Helping your clients practice mindful decision making is an important value that is worthy of your time and attention. #investors #advisors
Applying Mindfulness to Recent CNBC Headlines Helping your clients practice mindful decision making is an important value that is worthy of your time and attention. #investors #advisors
Considerations for Tax-Loss Harvesting Season In simple terms, tax-loss harvesting is a considerable value add for clients because they likely fall into one of three groups. #taxes
Considerations for Tax-Loss Harvesting Season In simple terms, tax-loss harvesting is a considerable value add for clients because they likely fall into one of three groups. #taxes
The Epitome of Financial Repression in 2 Charts Investors are quite aware of the consequences of financial repression via negative real interest rate policies. #interestrates #investing
The Epitome of Financial Repression in 2 Charts Investors are quite aware of the consequences of financial repression via negative real interest rate policies. #interestrates #investing
Why Your Customer Service Must Absolutely Not Move to a Higher Level Organizations need to bear down and deliver on their existing customer service promises before trying to move to a ‘higher level’ of service.
Why Your Customer Service Must Absolutely Not Move to a Higher Level Organizations need to bear down and deliver on their existing customer service promises before trying to move to a ‘higher level’ of service.
Understanding the World of Finance With Bill Bloom There is far more to the finance industry than just hiring someone to tell you what to do with your money. #finance #money #finlit
Understanding the World of Finance With Bill Bloom There is far more to the finance industry than just hiring someone to tell you what to do with your money. #finance #money #finlit
Innovation Investing Using an Evolutionary Lens Approach Investors are increasingly asking their advisors for more exposure to innovative businesses, and we believe innovation investing is emerging.
Innovation Investing Using an Evolutionary Lens Approach Investors are increasingly asking their advisors for more exposure to innovative businesses, and we believe innovation investing is emerging.
Finding a Financial Life Planner The difference between a traditional financial planner and one that practices financial life planning is significant. #financialplanner
Finding a Financial Life Planner The difference between a traditional financial planner and one that practices financial life planning is significant. #financialplanner
Asset Protection for Sudden Wealth Beneficiaries Here are three asset protection strategies to consider as you navigate sudden wealth. #wealth #advisors #planning
Asset Protection for Sudden Wealth Beneficiaries Here are three asset protection strategies to consider as you navigate sudden wealth. #wealth #advisors #planning
Are You Apple or Are You Kodak? Which talent, product, person, idea is already within your four walls that will catapult you into the future? #innovation #ideas #business
Are You Apple or Are You Kodak? Which talent, product, person, idea is already within your four walls that will catapult you into the future? #innovation #ideas #business
Navigating the Complexities of Divorce with Children With Paul Seabrook Every divorce is different, there are some consistencies that make the divorce process most effective for all parties. #divorce
Navigating the Complexities of Divorce with Children With Paul Seabrook Every divorce is different, there are some consistencies that make the divorce process most effective for all parties. #divorce
The Demographics Of New Venture Founders Are Changing The highest rate of small business and entrepreneurial growth over the last few years is Boomers over 50, now called encore entrepreneurs.
The Demographics Of New Venture Founders Are Changing The highest rate of small business and entrepreneurial growth over the last few years is Boomers over 50, now called encore entrepreneurs.
3 Keys to Successfully Dealing with Influencers There are three keys to successfully dealing with influencers, and the better you understand and use them, the more success you’ll have.
3 Keys to Successfully Dealing with Influencers There are three keys to successfully dealing with influencers, and the better you understand and use them, the more success you’ll have.
I Don't Believe in Financial Planning Most people who do financial planning would agree, I only believe in comprehensive, quality financial planning. Now that means something.
I Don't Believe in Financial Planning Most people who do financial planning would agree, I only believe in comprehensive, quality financial planning. Now that means something.
Oil Breaks Records, But Don’t Expect Increases in Supply Oil prices broke new multi-year records on Monday, Oct. 25, because of statements by the Saudi Energy Minister over the weekend.
Oil Breaks Records, But Don’t Expect Increases in Supply Oil prices broke new multi-year records on Monday, Oct. 25, because of statements by the Saudi Energy Minister over the weekend.
When Your Client Says, “I’m Fine.” The true challenge is teasing out these concerns in way that will be helpful for both yourself and your clients. #advisors #service #performance
When Your Client Says, “I’m Fine.” The true challenge is teasing out these concerns in way that will be helpful for both yourself and your clients. #advisors #service #performance
10 Reasons Why Financial Planning Is Relevant Now Even if no changes are needed, clients will appreciate you taking the time to review their financial plan, especially the dynamic aspects.
10 Reasons Why Financial Planning Is Relevant Now Even if no changes are needed, clients will appreciate you taking the time to review their financial plan, especially the dynamic aspects.
5 Bitcoin Developments You Need to Know About It’s important for investors to remember that the crypto ecosystem remains, and is expected to remain, highly volatile. #bitcoin #investing
5 Bitcoin Developments You Need to Know About It’s important for investors to remember that the crypto ecosystem remains, and is expected to remain, highly volatile. #bitcoin #investing
Developing an Intelligent Email and News Service for Wealth Managers Visibility in front of clients and prospects drives the perception of value, satisfaction, and can lead to referrals. #advisors #digital #referrals
Developing an Intelligent Email and News Service for Wealth Managers Visibility in front of clients and prospects drives the perception of value, satisfaction, and can lead to referrals. #advisors #digital #referrals
What Potential Changes to Medicare Mean For You Potential Medicare changes may soon happen. It’s important to know what those changes will mean for you and your healthcare coverage.
What Potential Changes to Medicare Mean For You Potential Medicare changes may soon happen. It’s important to know what those changes will mean for you and your healthcare coverage.
Slow Down to Speed Up: Live Your Legacy While You Build It with Jen Du Plessis If you’re running a hundred miles an hour, it’s difficult to focus on the work that will move your business forward. #business
Slow Down to Speed Up: Live Your Legacy While You Build It with Jen Du Plessis If you’re running a hundred miles an hour, it’s difficult to focus on the work that will move your business forward. #business
Preparing Clients for Next Generation of Internet Retail Trends The bursting of the technology/internet equity bubble is still remembered by advisors and clients more than two decades after the fact.
Preparing Clients for Next Generation of Internet Retail Trends The bursting of the technology/internet equity bubble is still remembered by advisors and clients more than two decades after the fact.
The Weight of the World: Taking Care of Yourself as a Leader When the Pressure’s On What can you do when you’re leading yourself and your team through a sandstorm with the weight of the world on your shoulders?
The Weight of the World: Taking Care of Yourself as a Leader When the Pressure’s On What can you do when you’re leading yourself and your team through a sandstorm with the weight of the world on your shoulders?
What’s Wrong With a Billionaires Tax? Here Are Seven Reasons We have no special affinity for billionaires; The ultra-rich probably need to pay higher tax rates. #taxes #economy #business
What’s Wrong With a Billionaires Tax? Here Are Seven Reasons We have no special affinity for billionaires; The ultra-rich probably need to pay higher tax rates. #taxes #economy #business
Make Your Professional Designations Mean Something to Clients Why aren’t more financial advisers using their professional designations and qualifications better? #advisors #business #success
Make Your Professional Designations Mean Something to Clients Why aren’t more financial advisers using their professional designations and qualifications better? #advisors #business #success
Seduce Me With Your Language. Please! Language has the power to invite. Entice. Seduce. Folks with genuine influence know how to speak this language. Speak it well.
Seduce Me With Your Language. Please! Language has the power to invite. Entice. Seduce. Folks with genuine influence know how to speak this language. Speak it well.
Investors: Are You Driving The Crazy Car? Deciding to get into the crazy car or not depends largely on your story about tomorrow. Are you hopeful and confident or fearful and nervous?
Investors: Are You Driving The Crazy Car? Deciding to get into the crazy car or not depends largely on your story about tomorrow. Are you hopeful and confident or fearful and nervous?
Freedom Inside the Boundaries of Spending Do you know how to spend your money without guilt and have peace of mind knowing that you’re spending it the optimal way in retirement?
Freedom Inside the Boundaries of Spending Do you know how to spend your money without guilt and have peace of mind knowing that you’re spending it the optimal way in retirement?
Entain-DraftKings Offer off the Table US-based betting firm DraftKings has announced it will not be making an offer to acquire Entain. #investing #stocks #investor
Entain-DraftKings Offer off the Table US-based betting firm DraftKings has announced it will not be making an offer to acquire Entain. #investing #stocks #investor
Riding the Bullish Revival Is the stock market correction is over (saw that great Tesla move?), and our open long profits can keep growing? #stockmarket #investing
Riding the Bullish Revival Is the stock market correction is over (saw that great Tesla move?), and our open long profits can keep growing? #stockmarket #investing
Estate Planning Considerations For Entrepreneurs It is vital to take steps to protect your family and ensure you are able to pass on as much of your estate as possible. #estate #entreprenuer
Estate Planning Considerations For Entrepreneurs It is vital to take steps to protect your family and ensure you are able to pass on as much of your estate as possible. #estate #entreprenuer
What Is Spatial Finance? Spatial finance is the integration of geospatial data and analysis into financial theory and practice. #finance #investing #investor
What Is Spatial Finance? Spatial finance is the integration of geospatial data and analysis into financial theory and practice. #finance #investing #investor
Should Blackberry Stock be a Part of Your Portfolio? Blackberry stock is not for the short-term investors as it will remain vulnerable until its growth story gains pace and the top-line normalizes.
Should Blackberry Stock be a Part of Your Portfolio? Blackberry stock is not for the short-term investors as it will remain vulnerable until its growth story gains pace and the top-line normalizes.
The Fed’s Coming Policy Mistake The problem for the Fed is that interest rates are already at 0, the Government is running a massive deficit, not to mention $120 billion in QE monthly.
The Fed’s Coming Policy Mistake The problem for the Fed is that interest rates are already at 0, the Government is running a massive deficit, not to mention $120 billion in QE monthly.
Our Industry Is Facing a Kodak Moment Resist the natural human preference for solutions, and start thinking about prevention. #advisors #problem #business #planning
Our Industry Is Facing a Kodak Moment Resist the natural human preference for solutions, and start thinking about prevention. #advisors #problem #business #planning
5 Ways to Convert Prospects Here are five techniques begin used by top financial advisors to turn prospects into long-term wealth management clients. #advisors
5 Ways to Convert Prospects Here are five techniques begin used by top financial advisors to turn prospects into long-term wealth management clients. #advisors
Another Tax Strategy for Advisors to Discuss with Clients With year-end beckoning, now is an appropriate time for advisors to discuss taxes with clients and there's plenty to discuss this year.
Another Tax Strategy for Advisors to Discuss with Clients With year-end beckoning, now is an appropriate time for advisors to discuss taxes with clients and there's plenty to discuss this year.
Prospecting vs. Marketing: Which is Right for You? The main advantage good marketing has over prospecting is that it is less time consuming and usually yields more qualified prospects.
Prospecting vs. Marketing: Which is Right for You? The main advantage good marketing has over prospecting is that it is less time consuming and usually yields more qualified prospects.
Triggered Disclosures: Escaping the Disclosure Dilemma Tying disclosures to a company's characteristics and value stories will limit those stories and create more accountability. #disclosures
Triggered Disclosures: Escaping the Disclosure Dilemma Tying disclosures to a company's characteristics and value stories will limit those stories and create more accountability. #disclosures
Strengthening Your Family Through Legacy Trusts Have you ever considered opening a trust for your family? Legacy trusts can ensure your family’s legacy for generations to come.
Strengthening Your Family Through Legacy Trusts Have you ever considered opening a trust for your family? Legacy trusts can ensure your family’s legacy for generations to come.
Another Look at Bitcoin Futures and the Outlook for Ethereum ETFs Futures are a foundational piece in the crypto ETF market, but advisors should expect more evolution both in product structure and underlying assets
Another Look at Bitcoin Futures and the Outlook for Ethereum ETFs Futures are a foundational piece in the crypto ETF market, but advisors should expect more evolution both in product structure and underlying assets
Empathy Changes Everything Empathy changes everything. Can you see the world from someone else’s eyes? Can you help your team do so? #empathy #business
Empathy Changes Everything Empathy changes everything. Can you see the world from someone else’s eyes? Can you help your team do so? #empathy #business
5 Steps To Tipping the Scales in Your Business It’s time to assess your current strengths and build a new model that will prove to be the tipping point in your business. #advisors
5 Steps To Tipping the Scales in Your Business It’s time to assess your current strengths and build a new model that will prove to be the tipping point in your business. #advisors
7 Keys To Making Many Millions In A Business You Love Being an entrepreneur is a lifestyle, one that requires constant learning and problem solving, and that’s half the fun. #entreprneurs
7 Keys To Making Many Millions In A Business You Love Being an entrepreneur is a lifestyle, one that requires constant learning and problem solving, and that’s half the fun. #entreprneurs
4 Ways to Transform Your Firm’s Sales and Marketing Culture Why is it that so many of these firms are so resistant to changing their outdated and ineffective sales and marketing processes?
4 Ways to Transform Your Firm’s Sales and Marketing Culture Why is it that so many of these firms are so resistant to changing their outdated and ineffective sales and marketing processes?
Our Proven Strategies To Beat Podfade When a podcaster stops producing episodes, suddenly and without notice, that’s called podfade. #podcasting #marketing #advisors
Our Proven Strategies To Beat Podfade When a podcaster stops producing episodes, suddenly and without notice, that’s called podfade. #podcasting #marketing #advisors
Is Car Sharing the Transportation of the Future? From lifestyle changes and greener traffic habits to reduced need for urban expansion, car sharing is bound to transform the way we travel.
Is Car Sharing the Transportation of the Future? From lifestyle changes and greener traffic habits to reduced need for urban expansion, car sharing is bound to transform the way we travel.
Intercontinental Hotels Group: Staycations Drive Summer Recovery InterContinental (IHG) reported a 66% increase in third quarter revenue per available room (RevPAR) compared to 2020.
Intercontinental Hotels Group: Staycations Drive Summer Recovery InterContinental (IHG) reported a 66% increase in third quarter revenue per available room (RevPAR) compared to 2020.
