How To Find Businesses With Good Ethics and Avoid the Bad Ethical companies treat you right and encourage you to treat the planet and other people right. Those companies are out there. #ethics
How To Find Businesses With Good Ethics and Avoid the Bad Ethical companies treat you right and encourage you to treat the planet and other people right. Those companies are out there. #ethics
When Was the Last Time You Taught Your Kids Something New? Your children will always look to you for advice and to learn those essential life skills that everyone should know before they’re on their own.
When Was the Last Time You Taught Your Kids Something New? Your children will always look to you for advice and to learn those essential life skills that everyone should know before they’re on their own.
Why You Want To Choose Three Lanes Of Content To Build Your Authority You invest your time writing or recording authority content for a reason: to grow your business while helping your ideal clients and buyers.
Why You Want To Choose Three Lanes Of Content To Build Your Authority You invest your time writing or recording authority content for a reason: to grow your business while helping your ideal clients and buyers.
Is There Money To Be Made on the Cyclical Nature of Labor Day The U.S. Labor Day is almost there, and thus the time for gold’s rally is running out. Tick-tock, tick-tock… and then the party stops.
Is There Money To Be Made on the Cyclical Nature of Labor Day The U.S. Labor Day is almost there, and thus the time for gold’s rally is running out. Tick-tock, tick-tock… and then the party stops.
Create a Tactical Plan to Deliver Personal Client Experiences with Joseph Michelli Suggestions for how to examine your book of business and deliver a tactical plan for how to deliver personal experiences to them. #advisors
Create a Tactical Plan to Deliver Personal Client Experiences with Joseph Michelli Suggestions for how to examine your book of business and deliver a tactical plan for how to deliver personal experiences to them. #advisors
Valuations Are Extreme Even With Rose Tinted Glasses If the market reverts to a zero sigma, we should expect 36% losses. Again, a decline to negative readings will compound the losses.
Valuations Are Extreme Even With Rose Tinted Glasses If the market reverts to a zero sigma, we should expect 36% losses. Again, a decline to negative readings will compound the losses.
Don’t Tomahawk Yourself Just to Own a Home Most people are terrible at saving. And a 30-year fixed-rate mortgage is a forced savings program. #renting #homeownership #realestate
Don’t Tomahawk Yourself Just to Own a Home Most people are terrible at saving. And a 30-year fixed-rate mortgage is a forced savings program. #renting #homeownership #realestate
AIG Supplying Advisors with Ample Annuities Credibility Annuities remain pivotal parts of advisors' tool boxes and that's increasingly true in today's low-yield environment. #annuities #investing
AIG Supplying Advisors with Ample Annuities Credibility Annuities remain pivotal parts of advisors' tool boxes and that's increasingly true in today's low-yield environment. #annuities #investing
For Accredited Clients, an Umbrella Approach to Big Crypto With cryptocurrency still being a young asset class, two things are becoming abundantly clear to advisors. #cryptocurrency #investing
For Accredited Clients, an Umbrella Approach to Big Crypto With cryptocurrency still being a young asset class, two things are becoming abundantly clear to advisors. #cryptocurrency #investing
The NFT Market Will See “Massive Increase” in Volume in 12 Months The already booming NFT market will experience a massive increase in volume over the next 12 months as more major investors begin to pile in
The NFT Market Will See “Massive Increase” in Volume in 12 Months The already booming NFT market will experience a massive increase in volume over the next 12 months as more major investors begin to pile in
Steps You Can Take Now To Skyrocket Your Personal and Professional Growth With Bill Bloom If you want to grow personally and professionally, you need to focus on continuous education, both for you and your clients. #advisors
Steps You Can Take Now To Skyrocket Your Personal and Professional Growth With Bill Bloom If you want to grow personally and professionally, you need to focus on continuous education, both for you and your clients. #advisors
Inspiration as a Client Engagement Strategy There’s an important connection between being inspired and reaching our goals and that’s what really matters for your clients. #advisors
Inspiration as a Client Engagement Strategy There’s an important connection between being inspired and reaching our goals and that’s what really matters for your clients. #advisors
The Hidden Language of Personal Power Influence is the key lever to having an impact in the world, not personal power. #influence #leverage #authority
The Hidden Language of Personal Power Influence is the key lever to having an impact in the world, not personal power. #influence #leverage #authority
Impact of an Interest-Rate Rise Your financial advisor - whose job includes risk management - can help determine where real estate fits in your overall portfolio.
Impact of an Interest-Rate Rise Your financial advisor - whose job includes risk management - can help determine where real estate fits in your overall portfolio.
Social ROI: Measuring Return on Relationship Is Invaluable Being social drives engagement; engagement drives loyalty and advocacy, and both correlate directly to increased sales. #sales #social
Social ROI: Measuring Return on Relationship Is Invaluable Being social drives engagement; engagement drives loyalty and advocacy, and both correlate directly to increased sales. #sales #social
No, Home Title Thieves Can’t Steal Your House Home title theft. This is a threat I only learned about from frantic radio commercials warning that your home can be stolen from you.
No, Home Title Thieves Can’t Steal Your House Home title theft. This is a threat I only learned about from frantic radio commercials warning that your home can be stolen from you.
8 Mighty Quick-Hit-Tips to Reenergize Yourself These eight mighty quick-hit-tips will revitalize whether at home or work. How soon are you going to be taking them on for yourself?
8 Mighty Quick-Hit-Tips to Reenergize Yourself These eight mighty quick-hit-tips will revitalize whether at home or work. How soon are you going to be taking them on for yourself?
How Professional Organizers Help Couples Navigate Through Divorce How professional organizers can help couples and individuals transition and navigate through the property division aspect of divorce.
How Professional Organizers Help Couples Navigate Through Divorce How professional organizers can help couples and individuals transition and navigate through the property division aspect of divorce.
The Real-World Imperative Behind Digital Transformation Traditional business models are being threatened with obsolescence while digital transformation is allowing firms to build the future.
The Real-World Imperative Behind Digital Transformation Traditional business models are being threatened with obsolescence while digital transformation is allowing firms to build the future.
Bittersweet Truth for Gold Stocks: What You Need to Know When the Fed entices grown up kids with sweet words, they hit the candy store and stock up on gold, silver, and stocks. A sugar hangover follows.
Bittersweet Truth for Gold Stocks: What You Need to Know When the Fed entices grown up kids with sweet words, they hit the candy store and stock up on gold, silver, and stocks. A sugar hangover follows.
Building Your Advisory for the Long Term Good business principles stand the test of time. Fast doesn’t usually mean good. #business #financialadvisors #success
Building Your Advisory for the Long Term Good business principles stand the test of time. Fast doesn’t usually mean good. #business #financialadvisors #success
Afghanistan Is Sitting on a Gold Mine. Literally Afghanistan sits atop what could be one of the world’s largest reserves of various metals and minerals, including gold, platinum, silver.
Afghanistan Is Sitting on a Gold Mine. Literally Afghanistan sits atop what could be one of the world’s largest reserves of various metals and minerals, including gold, platinum, silver.
How Advisors Can Generate More Profitable Leads What is working right now to generate more ideal, profitable leads and how to avoid common lead generation challenges and mistakes.
How Advisors Can Generate More Profitable Leads What is working right now to generate more ideal, profitable leads and how to avoid common lead generation challenges and mistakes.
Improving the Client Experience Using Advisor Team Data with John Pumphrey Advisor team data including what it is, how much information is available, and how you can leverage it in your day-to-day business practice.
Improving the Client Experience Using Advisor Team Data with John Pumphrey Advisor team data including what it is, how much information is available, and how you can leverage it in your day-to-day business practice.
How to Calculate ROI of Remote vs. In-Person Work? Remote vs. In-Office: Where do you start? How do you truly measure the ROI of remote vs. in-person work? #workforce
How to Calculate ROI of Remote vs. In-Person Work? Remote vs. In-Office: Where do you start? How do you truly measure the ROI of remote vs. in-person work? #workforce
The Value Behind a Data-Driven Approach to Annuities for Advisors Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently? #annuities
The Value Behind a Data-Driven Approach to Annuities for Advisors Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently? #annuities
12 Ways to Strengthen Your Asset Management and Mutual Fund Websites How can you tell whether your website is helping or hindering your efforts? Evaluate its effectiveness by answering 12 diagnostic questions.
12 Ways to Strengthen Your Asset Management and Mutual Fund Websites How can you tell whether your website is helping or hindering your efforts? Evaluate its effectiveness by answering 12 diagnostic questions.
Why You Should Care About a $208,000 Video of LeBron James Dunking NFTs act as a unique serial number certifying the authenticity of an asset. NFTs enable the mind-bending idea of digital rarity.
Why You Should Care About a $208,000 Video of LeBron James Dunking NFTs act as a unique serial number certifying the authenticity of an asset. NFTs enable the mind-bending idea of digital rarity.
Planes, Trains Automobiles and Investments Investments are like cars, trains, or planes – they perform a function, but the place you’re going is what really matters. #investing
Planes, Trains Automobiles and Investments Investments are like cars, trains, or planes – they perform a function, but the place you’re going is what really matters. #investing
The Niche Market Banks and FinTechs Are Missing This will be a hot market space for start-ups and banks to differentiate and offer improved services over the next few years. #fintech
The Niche Market Banks and FinTechs Are Missing This will be a hot market space for start-ups and banks to differentiate and offer improved services over the next few years. #fintech
Deflation: Finding Joy in an Uncertain World I wish I could say that I’m feeling buoyant these last weeks of summer, but I’m simply not. In truth, I’m feeling deflated. #personal
Deflation: Finding Joy in an Uncertain World I wish I could say that I’m feeling buoyant these last weeks of summer, but I’m simply not. In truth, I’m feeling deflated. #personal
Prepare and Deliver an Undeniable Sales Pitch Presentation Using The Three Ds What if you were told the most important part of your sales pitch presentation wasn’t actually making the sale? #advisors #sales
Prepare and Deliver an Undeniable Sales Pitch Presentation Using The Three Ds What if you were told the most important part of your sales pitch presentation wasn’t actually making the sale? #advisors #sales
Building a Portfolio for the Future With $6 trillion in proposed budget spend in the U.S., there are opportunities for investment. #investing #investor #portolfios
Building a Portfolio for the Future With $6 trillion in proposed budget spend in the U.S., there are opportunities for investment. #investing #investor #portolfios
5 Tips for Entering the Workforce Without Debt Do not spend your first years in the workforce in severe debt. These tips should help you pay off your student loans before you graduate.
5 Tips for Entering the Workforce Without Debt Do not spend your first years in the workforce in severe debt. These tips should help you pay off your student loans before you graduate.
What Every Investor Needs to Know About GlPS Standards GIPS is the best method out there to help determine the skill of a wealth manager based on facts…not on promises. #advisors
What Every Investor Needs to Know About GlPS Standards GIPS is the best method out there to help determine the skill of a wealth manager based on facts…not on promises. #advisors
How Blockchain Technology is Transforming the Cost of Transaction Blockchain is a new information technology that allows for a wide range of decentralized applications. #blockchain #technology
How Blockchain Technology is Transforming the Cost of Transaction Blockchain is a new information technology that allows for a wide range of decentralized applications. #blockchain #technology
The 3 Elements To Hiring An Adviser Successfully Hiring an adviser to join the team is one of the biggest (and most expensive) steps that any adviser takes in growing their practice.
The 3 Elements To Hiring An Adviser Successfully Hiring an adviser to join the team is one of the biggest (and most expensive) steps that any adviser takes in growing their practice.
Points of Emphasis When Discussing ESG With Clients ESG investing is a force to be reckoned with and it's fertile ground for advisors to add value in client engagement. #investing #ESG
Points of Emphasis When Discussing ESG With Clients ESG investing is a force to be reckoned with and it's fertile ground for advisors to add value in client engagement. #investing #ESG
How to Find Those Prospects That Don’t Want to be Found There’s a third level of wealthy people, the rich who prefer to keep a low profile. How do you find them? #advice #wealth #finance
How to Find Those Prospects That Don’t Want to be Found There’s a third level of wealthy people, the rich who prefer to keep a low profile. How do you find them? #advice #wealth #finance
Portfolio Risks Don’t Stop When Retirement Starts Different risks lurk on the other side of retirement too, such as premature death, interest-rate and inflation hikes, and missed growth opportunities.
Portfolio Risks Don’t Stop When Retirement Starts Different risks lurk on the other side of retirement too, such as premature death, interest-rate and inflation hikes, and missed growth opportunities.
Corporate Bonds Losing Some Luster Even in Low-Yield World If an investors focuses solely on what's happening today, the outlook for investment-grade corporate bonds should be bright. #fixedincome
Corporate Bonds Losing Some Luster Even in Low-Yield World If an investors focuses solely on what's happening today, the outlook for investment-grade corporate bonds should be bright. #fixedincome
Leveraging Real Estate as Part of Charitable Planning Donating real estate can minimize your capital gains taxes, and amplify the impact of your charitable contributions in the community.
Leveraging Real Estate as Part of Charitable Planning Donating real estate can minimize your capital gains taxes, and amplify the impact of your charitable contributions in the community.
The Future Of Low Returns We would all love to have a crystal ball to show the future, but for now we will have to rely on the possibilities. #investing #investor
The Future Of Low Returns We would all love to have a crystal ball to show the future, but for now we will have to rely on the possibilities. #investing #investor
20 Things I Wish Financial Advisors Knew About Marketing Email marketing is the best appointment-setting marketing strategy I’ve ever seen. #financialadvisord #marketing #emails #business
20 Things I Wish Financial Advisors Knew About Marketing Email marketing is the best appointment-setting marketing strategy I’ve ever seen. #financialadvisord #marketing #emails #business
Fresh Stock Record Highs as Tech Soars Fresh stock market record highs as tech soars, US Data disappoints, Oil rallies, Gold stalls, Bitcoin softer #stockmarket
Fresh Stock Record Highs as Tech Soars Fresh stock market record highs as tech soars, US Data disappoints, Oil rallies, Gold stalls, Bitcoin softer #stockmarket
One Way to Handle Sales Objections Better Do you think it makes sense for me to find the best practice approach in the thirteen who are struggling or by listening to their top closers?
One Way to Handle Sales Objections Better Do you think it makes sense for me to find the best practice approach in the thirteen who are struggling or by listening to their top closers?
Rethink: Financial Advice a Luxury or Necessity? Services once seen as luxuries for wealthy individuals are now becoming more common and how advisors should respond to the change.
Rethink: Financial Advice a Luxury or Necessity? Services once seen as luxuries for wealthy individuals are now becoming more common and how advisors should respond to the change.
