Four Key Ways to Add Value for Time in Client Meetings For your next client meeting, what’s your value-for-time strategy? How will you leave your client wanting more? #advisors #success
Four Key Ways to Add Value for Time in Client Meetings For your next client meeting, what’s your value-for-time strategy? How will you leave your client wanting more? #advisors #success
S&P 500: Striking Similarity to September of Last Year Stocks extended their downtrend as the S&P 500 index fell slightly below its Monday’s daily low. Is more downside trading action coming?
S&P 500: Striking Similarity to September of Last Year Stocks extended their downtrend as the S&P 500 index fell slightly below its Monday’s daily low. Is more downside trading action coming?
Why Mid Caps Are Still Marvelous The S&P MidCap 400 Index is lagging the large-cap S&P 500, but the mid-cap gauge is beating the small-cap Russell 2000 by nearly 600 basis points
Why Mid Caps Are Still Marvelous The S&P MidCap 400 Index is lagging the large-cap S&P 500, but the mid-cap gauge is beating the small-cap Russell 2000 by nearly 600 basis points
It’s Never Too Early To Build Your Business’s Succession Plan It’s time for you to take a step back and think about your exit strategy—even if it’s still years away. #business #succession #success
It’s Never Too Early To Build Your Business’s Succession Plan It’s time for you to take a step back and think about your exit strategy—even if it’s still years away. #business #succession #success
The Must Knows Of Medicare With Casey Oliveira When shopping for health insurance or preparing to file for Medicare, there are so many options. It can be overwhelming without the proper guidance.
The Must Knows Of Medicare With Casey Oliveira When shopping for health insurance or preparing to file for Medicare, there are so many options. It can be overwhelming without the proper guidance.
For Crypto-Curious Clients, Equities Are Useful There's a fair chance clients are increasingly inquiring about cryptocurrency and that you've noticed the uptick in those inquiries this year.
For Crypto-Curious Clients, Equities Are Useful There's a fair chance clients are increasingly inquiring about cryptocurrency and that you've noticed the uptick in those inquiries this year.
Will the Great Resignation Impact Your Business? Just think about your business getting all the talent ahead of all the other businesses, think about the competitive advantage this gives you.
Will the Great Resignation Impact Your Business? Just think about your business getting all the talent ahead of all the other businesses, think about the competitive advantage this gives you.
When New Information Changes Perspective When we understand and can manage our behaviors, it rationalizes our perspective, it frees up the mind to make calmer, less emotional decisions.
When New Information Changes Perspective When we understand and can manage our behaviors, it rationalizes our perspective, it frees up the mind to make calmer, less emotional decisions.
Watch Out for Gavin Newsom in 2024 WE HAVE NO IDEA who will win in 2024 but we know this: the country wants fresh blood. #politics #president #2024 #elections
Watch Out for Gavin Newsom in 2024 WE HAVE NO IDEA who will win in 2024 but we know this: the country wants fresh blood. #politics #president #2024 #elections
Parents As Roommates? 5 Things To Consider Before They Move In With You Are you thinking about inviting your aging parents to move in, but you’re not sure if it’s the right decision? #parents #finance
Parents As Roommates? 5 Things To Consider Before They Move In With You Are you thinking about inviting your aging parents to move in, but you’re not sure if it’s the right decision? #parents #finance
A Note To Women Who Are Feeling Financially Stressed, You Are NOT Alone We all make financial mistakes, but it’s important to learn from them and move on proactively and effectively. #women #finance #investing
A Note To Women Who Are Feeling Financially Stressed, You Are NOT Alone We all make financial mistakes, but it’s important to learn from them and move on proactively and effectively. #women #finance #investing
Fabled September Market Storms The bears are taking a breather as evidenced by the VIX rejecting the upside move, but the volatility metric doesn‘t appear yet ready to roll over.
Fabled September Market Storms The bears are taking a breather as evidenced by the VIX rejecting the upside move, but the volatility metric doesn‘t appear yet ready to roll over.
How to Be a Human-Centered Leader when You’re Stressed, Anxious, or Freaked-Out Stress and anxiety are unavoidable, but you can lead through these times to build a stronger and more productive team. #leadership
How to Be a Human-Centered Leader when You’re Stressed, Anxious, or Freaked-Out Stress and anxiety are unavoidable, but you can lead through these times to build a stronger and more productive team. #leadership
5 Ways To Succeed In Post Grad Life Ideas on how you can find success in post-graduate life and what you can do to improve your chances of getting into the best career path for you.
5 Ways To Succeed In Post Grad Life Ideas on how you can find success in post-graduate life and what you can do to improve your chances of getting into the best career path for you.
Rethink: Are You a Star Player or Team Coach? How your identity plays a key role in determining how you assist clients and use the analogy of sports to help you understand it better.
Rethink: Are You a Star Player or Team Coach? How your identity plays a key role in determining how you assist clients and use the analogy of sports to help you understand it better.
The Illusion of Rationality It’s not that we aren’t rational when making economic decisions, it’s just that we have a lot of other things influencing our perceptions
The Illusion of Rationality It’s not that we aren’t rational when making economic decisions, it’s just that we have a lot of other things influencing our perceptions
The First Assumption That Hurts Client Relationships Simply following a consultative process can remove a significant impediment to building trust and growing Client relationships. #advisors
The First Assumption That Hurts Client Relationships Simply following a consultative process can remove a significant impediment to building trust and growing Client relationships. #advisors
The Wealth Comparison Game is Unproductive…Here’s Why. Using my definition of wealth means someone with $50m could feel less wealthy because my wealth is about my personal happiness.
The Wealth Comparison Game is Unproductive…Here’s Why. Using my definition of wealth means someone with $50m could feel less wealthy because my wealth is about my personal happiness.
Dividends Can Still Be Dynamite for Clients Income-starved clients may just thank advisors for getting them out of low-yielding assets like Treasuries. #investors #investing
Dividends Can Still Be Dynamite for Clients Income-starved clients may just thank advisors for getting them out of low-yielding assets like Treasuries. #investors #investing
Personalization Is Critical For Advisor Marketing Success Time for client segments to be recognized and for advisors to distinguish their brands uniquely whether under a wirehouse brand, IBD, or RIA
Personalization Is Critical For Advisor Marketing Success Time for client segments to be recognized and for advisors to distinguish their brands uniquely whether under a wirehouse brand, IBD, or RIA
Lucid Motors: Is This EV Stock a Buy Right Now? Lucid Motors will also have to compete with market leaders such as Tesla and legacy manufacturers including Volkswagen and Audi in this space
Lucid Motors: Is This EV Stock a Buy Right Now? Lucid Motors will also have to compete with market leaders such as Tesla and legacy manufacturers including Volkswagen and Audi in this space
Taking Care Of Medicare With Susan Lucas Everyone knows age 65 = Medicare. But the many decisions to make about coverage and plans often catches people by surprise.
Taking Care Of Medicare With Susan Lucas Everyone knows age 65 = Medicare. But the many decisions to make about coverage and plans often catches people by surprise.
Wishing for the Midas Touch? Exploring Money Worship Money Worship scripts develop in part from living in a society that supports the worship of money. #finance #money #investing
Wishing for the Midas Touch? Exploring Money Worship Money Worship scripts develop in part from living in a society that supports the worship of money. #finance #money #investing
Where's the Yield? Don't Look to Crypto Lending ... Yet With real rates trading below zero right now, many yield-starved investors are being forced into riskier assets, including high-yield junk bonds
Where's the Yield? Don't Look to Crypto Lending ... Yet With real rates trading below zero right now, many yield-starved investors are being forced into riskier assets, including high-yield junk bonds
Risks: Real & Imagined Since most fears are learned from people around us, we can learn to fear almost anything. That’s not good. #fears #finance #investing
Risks: Real & Imagined Since most fears are learned from people around us, we can learn to fear almost anything. That’s not good. #fears #finance #investing
How To Develop a Virtual Advisory Service as a Growth Strategy The digital era that we are doing business in today requires an online approach to client service. #advisors #digital #service
How To Develop a Virtual Advisory Service as a Growth Strategy The digital era that we are doing business in today requires an online approach to client service. #advisors #digital #service
Why Is College So Expensive? (And How To Plan For It) The choices you make today for how you save and strategize for college expenses will dramatically impact your future financial freedom.
Why Is College So Expensive? (And How To Plan For It) The choices you make today for how you save and strategize for college expenses will dramatically impact your future financial freedom.
How to Shop Safely During the Pandemic While you can't avoid all human interaction, there are ways you can ensure your experience shopping and going to stores is as safe as possible.
How to Shop Safely During the Pandemic While you can't avoid all human interaction, there are ways you can ensure your experience shopping and going to stores is as safe as possible.
Tame Inflation and the Risk-On Fuse Stocks and credit markets sent conflicting messages – weakness in the S&P 500 wasn‘t matched by bonds losing ground. #stockmarket
Tame Inflation and the Risk-On Fuse Stocks and credit markets sent conflicting messages – weakness in the S&P 500 wasn‘t matched by bonds losing ground. #stockmarket
7 Tips for Delivering Bad News to Your Boss Being the bearer of bad news may not be the most pleasant part of your leadership experiences. #leadership #communication
7 Tips for Delivering Bad News to Your Boss Being the bearer of bad news may not be the most pleasant part of your leadership experiences. #leadership #communication
Got “Virtual Fatigue”? Keep Your Audience and Yourself Energized During Virtual Presentations Energy and the internet can be a tough combo for any speaker. Keeping the energy moving during your virtual presentations is THE key.
Got “Virtual Fatigue”? Keep Your Audience and Yourself Energized During Virtual Presentations Energy and the internet can be a tough combo for any speaker. Keeping the energy moving during your virtual presentations is THE key.
What Are Local Service Ads for Financial Advisors? Local Service Ads offer financial advisors a different way to advertise their firm when compared to more traditional Google ads. #advisors
What Are Local Service Ads for Financial Advisors? Local Service Ads offer financial advisors a different way to advertise their firm when compared to more traditional Google ads. #advisors
Affirm Is a BNPL Company With Massive Potential $AFRM is valued at a forward price to sales multiple of 27.4x. But the company’s management team remains optimistic about long-term growth.
Affirm Is a BNPL Company With Massive Potential $AFRM is valued at a forward price to sales multiple of 27.4x. But the company’s management team remains optimistic about long-term growth.
How “Personal” Should Your Personal Service Be? How much customization should go into your personal service promise, and how much should be standardised? #advisors #service
How “Personal” Should Your Personal Service Be? How much customization should go into your personal service promise, and how much should be standardised? #advisors #service
5 Divergences in the Stock Market to Keep an Eye on this Fall With the S&P 500 up nearly 20% and international developed stocks up 13% year-to-date, the markets are having a banner year so far.
5 Divergences in the Stock Market to Keep an Eye on this Fall With the S&P 500 up nearly 20% and international developed stocks up 13% year-to-date, the markets are having a banner year so far.
Beneficient Bringing Beneficial Liquidity to Alternative Assets Clients want to be involved with alts and that number is likely to increase going forward. Ben provides the avenues for getting out when the time is right
Beneficient Bringing Beneficial Liquidity to Alternative Assets Clients want to be involved with alts and that number is likely to increase going forward. Ben provides the avenues for getting out when the time is right
Do Some Clients Ignore Their Portfolios? There are many ways you can persuade clients to focus attention on their portfolios. If they won’t you can still document your efforts.
Do Some Clients Ignore Their Portfolios? There are many ways you can persuade clients to focus attention on their portfolios. If they won’t you can still document your efforts.
The Critical Superpower of Financial Advisors With Jay Coulter Resilient. Able to withstand or recover quickly from difficult circumstances. How can you apply resiliency to your personal and professional life?
The Critical Superpower of Financial Advisors With Jay Coulter Resilient. Able to withstand or recover quickly from difficult circumstances. How can you apply resiliency to your personal and professional life?
Is the Pandemic Changing the Long-Term Outlook for Social Security? Due to pandemic-related unemployment, funding from payroll taxes is down, but this is expected to be temporary, it shouldn’t set back the program
Is the Pandemic Changing the Long-Term Outlook for Social Security? Due to pandemic-related unemployment, funding from payroll taxes is down, but this is expected to be temporary, it shouldn’t set back the program
How To Reach The Peak of Your Wealth Management Pyramid How each step of the wealth management pyramid contributes to the development of your overall plan. #finance #wealthmanagement
How To Reach The Peak of Your Wealth Management Pyramid How each step of the wealth management pyramid contributes to the development of your overall plan. #finance #wealthmanagement
Financial People Think Digital Will Beat Physical by 2030 The bottom-line is that we will be living in a radically different world. A truly digital world, where data beats paper every time. Are we there yet?
Financial People Think Digital Will Beat Physical by 2030 The bottom-line is that we will be living in a radically different world. A truly digital world, where data beats paper every time. Are we there yet?
Can Your Finances Pass the Marshmallow Test? Here are my top 3 tips to help pass the marshmallow test—no matter what temptations the world throws your way. #finance #savings
Can Your Finances Pass the Marshmallow Test? Here are my top 3 tips to help pass the marshmallow test—no matter what temptations the world throws your way. #finance #savings
5 Strategies To Thrive In Customer-Driven Disruption Disruption wrought by customer change can be a death sentence to a business, and technology alone is not the solution, or cause.
5 Strategies To Thrive In Customer-Driven Disruption Disruption wrought by customer change can be a death sentence to a business, and technology alone is not the solution, or cause.
Senior Care Planning Summarized in 5 Simple Steps Strategies to help you take better care of your loved ones and your money as you move towards the end of your retirement. #retirement
Senior Care Planning Summarized in 5 Simple Steps Strategies to help you take better care of your loved ones and your money as you move towards the end of your retirement. #retirement
The Dealing Begins; $3.5 Trillion Bill Will Get Smaller HOUSE DEMOCRATS have already begun to negotiate with themselves on the $3.5 trillion social spending bill. #politics #economy
The Dealing Begins; $3.5 Trillion Bill Will Get Smaller HOUSE DEMOCRATS have already begun to negotiate with themselves on the $3.5 trillion social spending bill. #politics #economy
The Conversation About Healthcare Advocacy with Dianne Savastano The healthcare system can be difficult to navigate—between the technical terms, the insurance and the after care for patients. #insurance
The Conversation About Healthcare Advocacy with Dianne Savastano The healthcare system can be difficult to navigate—between the technical terms, the insurance and the after care for patients. #insurance
Using a Client Advisory Board To Discover What Clients Value Most With Stephen Wershing Creating a personalized client experience is more important than ever. Who knows what the clients want better than the clients themselves?
Using a Client Advisory Board To Discover What Clients Value Most With Stephen Wershing Creating a personalized client experience is more important than ever. Who knows what the clients want better than the clients themselves?
