Old School Ideas Can Have Big Impact Let’s get back to the choice of sending your customer a handwritten thank-you note versus a short text message. #service #thankyou
Old School Ideas Can Have Big Impact Let’s get back to the choice of sending your customer a handwritten thank-you note versus a short text message. #service #thankyou
How To Empower The Fearful Investor With Aaron Klein There is an inherent risk to any investment. But selling as soon as you see red won’t increase your clients’ gains. #risk #investors
How To Empower The Fearful Investor With Aaron Klein There is an inherent risk to any investment. But selling as soon as you see red won’t increase your clients’ gains. #risk #investors
Has the Government Run Out of Funding? There was a growing concern that policymakers would fail to come to an agreement to raise the debt ceiling. #stockmarket #debt
Has the Government Run Out of Funding? There was a growing concern that policymakers would fail to come to an agreement to raise the debt ceiling. #stockmarket #debt
Why This Tech Company Is Part of Cathie Wood’s Portfolio Unity sales are forecast to rise by 37.5% to $1.06 billion in 2021 and by 25.7% to $1.33 billion in 2022. $U #stocks #investing
Why This Tech Company Is Part of Cathie Wood’s Portfolio Unity sales are forecast to rise by 37.5% to $1.06 billion in 2021 and by 25.7% to $1.33 billion in 2022. $U #stocks #investing
Solana, a Bitcoin Rival, Will Hit New All-time Highs This Year Investors are increasingly understanding the network’s value not only as a platform for developers but as a worldwide financial utility.
Solana, a Bitcoin Rival, Will Hit New All-time Highs This Year Investors are increasingly understanding the network’s value not only as a platform for developers but as a worldwide financial utility.
How To Minimize Estate Taxes Using ILITs with Kristina Hess Irrevocable life insurance trusts can help you reduce your estate taxes so that you can maximize your wealth transfer to future generations.
How To Minimize Estate Taxes Using ILITs with Kristina Hess Irrevocable life insurance trusts can help you reduce your estate taxes so that you can maximize your wealth transfer to future generations.
Bitcoin $100k or Ethereum $10k—Which Happens First? My prediction is Ethereum will hit its $10k milestone first. In other words, Ethereum will triple from its current level before bitcoin doubles.
Bitcoin $100k or Ethereum $10k—Which Happens First? My prediction is Ethereum will hit its $10k milestone first. In other words, Ethereum will triple from its current level before bitcoin doubles.
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #investing #investors #business #success
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #investing #investors #business #success
17 Small Business Mistakes You Need to Avoid If you’re guilty of making any of these typical small business mistakes, it’s never too late to take steps to address them. #business
17 Small Business Mistakes You Need to Avoid If you’re guilty of making any of these typical small business mistakes, it’s never too late to take steps to address them. #business
Three Illustrations To Help Grow Your Business Use analogies and illustrations to memorably demonstrate to prospects what you do and how you help. #advisors #pitcures
Three Illustrations To Help Grow Your Business Use analogies and illustrations to memorably demonstrate to prospects what you do and how you help. #advisors #pitcures
The Unpulled Lever in the Burnout Battle Burnout continues to rage. We're seeing it, we're feeling it, and mental health and talent attrition data back this up. #personal #work
The Unpulled Lever in the Burnout Battle Burnout continues to rage. We're seeing it, we're feeling it, and mental health and talent attrition data back this up. #personal #work
Economic Data a Cause For Concern? Stock markets are enjoying a more positive end to the week, buoyed by earnings results and a surprise coupon payment by Evergrande.
Economic Data a Cause For Concern? Stock markets are enjoying a more positive end to the week, buoyed by earnings results and a surprise coupon payment by Evergrande.
Why Every Young Adult Should Begin Thinking About Their Finances What if the things you know now about your finances, you knew in your twenties? Do you think you would have made some different decisions?
Why Every Young Adult Should Begin Thinking About Their Finances What if the things you know now about your finances, you knew in your twenties? Do you think you would have made some different decisions?
Against Bond Market Odds What‘s remarkable about the stock market upswing, is that it was led by tech while value barely clung to its opening values – and yields rose.
Against Bond Market Odds What‘s remarkable about the stock market upswing, is that it was led by tech while value barely clung to its opening values – and yields rose.
FOMO Effect Once Again Ripples Through Crypto World The FOMO effect is once again rippling through the crypto world, bouncing the price of Bitcoin near all-time highs. #cryptocurrencvy
FOMO Effect Once Again Ripples Through Crypto World The FOMO effect is once again rippling through the crypto world, bouncing the price of Bitcoin near all-time highs. #cryptocurrencvy
How the Evergrande Crisis Can Affect Gold Evergrande is on the brink of bankruptcy. Will gold prices collapse together with the real estate developer or benefit from its default?
How the Evergrande Crisis Can Affect Gold Evergrande is on the brink of bankruptcy. Will gold prices collapse together with the real estate developer or benefit from its default?
Is HubSpot Stock a Good Investment Right Now? Despite valuation concerns, HubSpot should be on the radar of long-term growth investors as it is impossible to time the market. $HUBS
Is HubSpot Stock a Good Investment Right Now? Despite valuation concerns, HubSpot should be on the radar of long-term growth investors as it is impossible to time the market. $HUBS
Persistent Inflation Poses a Real Threat to Stock Prices We urge you carefully consider the risks and rewards in various inflation environments and trade accordingly. This time is different!
Persistent Inflation Poses a Real Threat to Stock Prices We urge you carefully consider the risks and rewards in various inflation environments and trade accordingly. This time is different!
In Corporate Credit, Climate Matters Not everyone has to be climate-enthusiastic in investing terms, but homework on this front will go a long away with clients' fixed income allocations.
In Corporate Credit, Climate Matters Not everyone has to be climate-enthusiastic in investing terms, but homework on this front will go a long away with clients' fixed income allocations.
How to Network Like a Millionaire People who know how to network and take the time to build strong connections are significantly more successful than their peers.
How to Network Like a Millionaire People who know how to network and take the time to build strong connections are significantly more successful than their peers.
Preparing Clients for the Specter of Higher Taxes Advisors know history isn't guaranteed to repeat and while this time will be different is one of the most dangerous phrases in financial markets
Preparing Clients for the Specter of Higher Taxes Advisors know history isn't guaranteed to repeat and while this time will be different is one of the most dangerous phrases in financial markets
How To Nail Your Strategic Vision on One Page Having a strategy you connect with it is the key to being able to see past the “noise” and play the long game. #advisors #business
How To Nail Your Strategic Vision on One Page Having a strategy you connect with it is the key to being able to see past the “noise” and play the long game. #advisors #business
How To Effectively Boost Employee Collaboration Collaboration brings minds together, exploring ideas and tapping into creativity. #workplace #inclusion #business #success
How To Effectively Boost Employee Collaboration Collaboration brings minds together, exploring ideas and tapping into creativity. #workplace #inclusion #business #success
Bitcoin’s New All-time High Underscores Its Mainstream Value Bitcoin is undeniably a mainstream asset class and most investors should consider including crypto assets as part of a diversified portfolio.
Bitcoin’s New All-time High Underscores Its Mainstream Value Bitcoin is undeniably a mainstream asset class and most investors should consider including crypto assets as part of a diversified portfolio.
Tesla: Genuinely Stable Cash Flow, but Valuation Still a Question Operating profits are slightly behind market expectations, which we put down mostly to a 30% fall in sales of incredibly lucrative regulatory credits.
Tesla: Genuinely Stable Cash Flow, but Valuation Still a Question Operating profits are slightly behind market expectations, which we put down mostly to a 30% fall in sales of incredibly lucrative regulatory credits.
Why the “Digitization of Everything” Is Today’s Most Profitable Investing Opportunity In the simplest sense, the digitization of everything refers to how technology has upended the physical world. #investing #investor
Why the “Digitization of Everything” Is Today’s Most Profitable Investing Opportunity In the simplest sense, the digitization of everything refers to how technology has upended the physical world. #investing #investor
Marketing Secret Weapons Retirement plan professionals want to stay top of mind for clients and prospective clients. Efficient and strategic marketing is the key.
Marketing Secret Weapons Retirement plan professionals want to stay top of mind for clients and prospective clients. Efficient and strategic marketing is the key.
When Straying From Your Strategy Is Tempting You can always shift tactics but your guiding strategy doesn’t get changed like your socks. #business #strategy #success
When Straying From Your Strategy Is Tempting You can always shift tactics but your guiding strategy doesn’t get changed like your socks. #business #strategy #success
Why a Business Plan For ‘Cults’ Can Be an Amazing Success Exploiting customer groups at the edges of the demand curve—beyond ME!—can be risky, but can also be rewarding. BE DiFFERENT.
Why a Business Plan For ‘Cults’ Can Be an Amazing Success Exploiting customer groups at the edges of the demand curve—beyond ME!—can be risky, but can also be rewarding. BE DiFFERENT.
What to Know About 2021 RMDs After being waived for 2020, Required Minimum Distributions (RMDs) are happening again in 2021. #retirement #RMDs #investor
What to Know About 2021 RMDs After being waived for 2020, Required Minimum Distributions (RMDs) are happening again in 2021. #retirement #RMDs #investor
The 3 DNA Components that Make Up our Success Values, attitude, and skills. These three elements play a significant role in our success. They’re also encoded in our DNA.
The 3 DNA Components that Make Up our Success Values, attitude, and skills. These three elements play a significant role in our success. They’re also encoded in our DNA.
Success Requires Community Engagement Do you develop partnerships between your team and customers to create a positive social impact? #engagement #service
Success Requires Community Engagement Do you develop partnerships between your team and customers to create a positive social impact? #engagement #service
Should I Post an Article on LinkedIn? Posts will always get you more engagement, the algorithm prefers them. But they have a shelf life on your post. #contentmarketing
Should I Post an Article on LinkedIn? Posts will always get you more engagement, the algorithm prefers them. But they have a shelf life on your post. #contentmarketing
Is Crude Oil’s Rally Driven by Speculation Only? After the surge, the WTI Crude Oil still faces some global risk sentiment strong enough to make it fly higher. Will it pop like a helium balloon?
Is Crude Oil’s Rally Driven by Speculation Only? After the surge, the WTI Crude Oil still faces some global risk sentiment strong enough to make it fly higher. Will it pop like a helium balloon?
Your Value Is What the Client Says It Is Your value is what clients say it is. Curate it and business development may become a lot easier. #advisors #value #business
Your Value Is What the Client Says It Is Your value is what clients say it is. Curate it and business development may become a lot easier. #advisors #value #business
The Illusion of Financial Information Thanks to the availability bias, we are greatly influenced by those things we hear and read most often. #investors #investing
The Illusion of Financial Information Thanks to the availability bias, we are greatly influenced by those things we hear and read most often. #investors #investing
How to Help Nervous Clients Nibble at Bitcoin Advisors know there are two primary reasons to integrate commodities into client portfolios. #commodities #bitcoin #investing
How to Help Nervous Clients Nibble at Bitcoin Advisors know there are two primary reasons to integrate commodities into client portfolios. #commodities #bitcoin #investing
Client Appreciation Events: Using Retirement Parties to Grow Your Business Retirement parties yield new clients almost every time. These are not just feel-good events. These are business-building client events
Client Appreciation Events: Using Retirement Parties to Grow Your Business Retirement parties yield new clients almost every time. These are not just feel-good events. These are business-building client events
Ethereum vs. Solana: Which Cryptocurrency Is a Better Buy Right Now? Cryptocurrencies such as Ethereum and Solana that offer utility are well poised to increase investor wealth. #cryptocurrency
Ethereum vs. Solana: Which Cryptocurrency Is a Better Buy Right Now? Cryptocurrencies such as Ethereum and Solana that offer utility are well poised to increase investor wealth. #cryptocurrency
Bitcoin Price Just 1% Off All-time High: Will This Trigger a Sell-off? Long-term Bitcoin holders will begin to realize some profits amid near all-time price highs, but we expect values to continue to rise. #bitcoin
Bitcoin Price Just 1% Off All-time High: Will This Trigger a Sell-off? Long-term Bitcoin holders will begin to realize some profits amid near all-time price highs, but we expect values to continue to rise. #bitcoin
Netflix: Something for Everyone, the Bulls and the Bears Management expect fourth quarter revenue to rise 16.1% year-on-year, to $7.7bn, with operating profits of $500m as content spending increases.
Netflix: Something for Everyone, the Bulls and the Bears Management expect fourth quarter revenue to rise 16.1% year-on-year, to $7.7bn, with operating profits of $500m as content spending increases.
The Ifs, Ands and Buts About Markets As markets grow more uncertain, now is not the time for investors to grow complacent. #investing #investor #stockmarket
The Ifs, Ands and Buts About Markets As markets grow more uncertain, now is not the time for investors to grow complacent. #investing #investor #stockmarket
7 Tips for Resolving Investor Disputes Investors should not be shy about asserting their right to fair treatment and proper recompense. #advisors #fiduciary #investors
7 Tips for Resolving Investor Disputes Investors should not be shy about asserting their right to fair treatment and proper recompense. #advisors #fiduciary #investors
What Makes A Person Wealthy? One of my colleagues defines having enough as whether someone is likely to have to dramatically curtail his or her lifestyle in the future.
What Makes A Person Wealthy? One of my colleagues defines having enough as whether someone is likely to have to dramatically curtail his or her lifestyle in the future.
Getting Closer to an Infrastructure Deal; But the Details Will Be Daunting We still anticipate passage of an infrastructure bill, costing $1 trillion or a bit more, and we still think the social spending bill will get a haircut.
Getting Closer to an Infrastructure Deal; But the Details Will Be Daunting We still anticipate passage of an infrastructure bill, costing $1 trillion or a bit more, and we still think the social spending bill will get a haircut.
Summoning the Courage to Make a Career Pivot If you have goals you'd like to reach but are not sure how to make them happen, think back to a time when you were in a similar situation.
Summoning the Courage to Make a Career Pivot If you have goals you'd like to reach but are not sure how to make them happen, think back to a time when you were in a similar situation.
Understanding the World of Medicare With Marla Kasdorf What the end of the year means for Medicare users, who can apply and what each part can be used for. #medicare #insurance
Understanding the World of Medicare With Marla Kasdorf What the end of the year means for Medicare users, who can apply and what each part can be used for. #medicare #insurance
