8 Red Flags That Come Up During Portfolio Reviews Advisors need to anticipate questions and try to help clients limit the damage they might inflict on themselves. #portfolios #investing
8 Red Flags That Come Up During Portfolio Reviews Advisors need to anticipate questions and try to help clients limit the damage they might inflict on themselves. #portfolios #investing
YOUR Need Will Kill the Sale When we forget that the consumer sets the pace while we only control the process, our need for speed will kill more sales than it creates.
YOUR Need Will Kill the Sale When we forget that the consumer sets the pace while we only control the process, our need for speed will kill more sales than it creates.
When Rates Rise, Munis Win Race While Cash Sleeps Worried about rising rates? Taking your money out of the municipal market and putting it in cash could cost you. #fixedincome #bonds
When Rates Rise, Munis Win Race While Cash Sleeps Worried about rising rates? Taking your money out of the municipal market and putting it in cash could cost you. #fixedincome #bonds
Being Comfortable In Front of the Camera With Matt Bleistein It can be intimidating to get in front of the camera for the first time to record. You might feel awkward and not sure what to say.
Being Comfortable In Front of the Camera With Matt Bleistein It can be intimidating to get in front of the camera for the first time to record. You might feel awkward and not sure what to say.
The Virtual Business Model: Growing Your Practice in the 21st Century With Derek Notman While trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?
The Virtual Business Model: Growing Your Practice in the 21st Century With Derek Notman While trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?
The Neurobiology of Great Business Writing Fine business writing is a craft. Craft can be learned. And current neurobiology clarifies exactly which habits enhance impact. #writing
The Neurobiology of Great Business Writing Fine business writing is a craft. Craft can be learned. And current neurobiology clarifies exactly which habits enhance impact. #writing
How To Say Yes, Every Time Once you have the idea that you don’t want to say, No to a customer, you must empower your people to be able to do so. #service #yes
How To Say Yes, Every Time Once you have the idea that you don’t want to say, No to a customer, you must empower your people to be able to do so. #service #yes
The Largest Employer in the Country Prioritizes DEI. Will You Be Next? This new Executive Order is far from symbolic and may, in fact, prompt action by private and state government employers. #diversity
The Largest Employer in the Country Prioritizes DEI. Will You Be Next? This new Executive Order is far from symbolic and may, in fact, prompt action by private and state government employers. #diversity
Stay Out of the Red Hot Housing Market! My advice: stay out of the heat! Let the red-hot market play itself out and buy when—and if—the time is right for you. #realestate #housing
Stay Out of the Red Hot Housing Market! My advice: stay out of the heat! Let the red-hot market play itself out and buy when—and if—the time is right for you. #realestate #housing
Are Congressional Republicans Getting Cold Feet on Infrastructure? Republicans have balked on spending billions more on the Internal Revenue Service, which theoretically would raise $100 by curbing tax avoidance.
Are Congressional Republicans Getting Cold Feet on Infrastructure? Republicans have balked on spending billions more on the Internal Revenue Service, which theoretically would raise $100 by curbing tax avoidance.
The Difference Between Advisor Marketing and Traditional Marketing Use your content to show your human side, share your expertise, and extend a virtual hand. #advisor #marketing #contentmarketing
The Difference Between Advisor Marketing and Traditional Marketing Use your content to show your human side, share your expertise, and extend a virtual hand. #advisor #marketing #contentmarketing
6 Reasons Why Many Promising Salespeople Don’t Last So why do so many promising salespeople flame out, even when they appear to have all the pre-requisite tools for the job? #sales #success
6 Reasons Why Many Promising Salespeople Don’t Last So why do so many promising salespeople flame out, even when they appear to have all the pre-requisite tools for the job? #sales #success
15 Must-Have Marketing Tools for Starting a Financial Planning Business The 15 listed items are some of our favorite marketing tools, so check them out and get some ideas for helping your firm thrive. #advisors
15 Must-Have Marketing Tools for Starting a Financial Planning Business The 15 listed items are some of our favorite marketing tools, so check them out and get some ideas for helping your firm thrive. #advisors
Help! I’m a Leader Who Can’t Stop Managing in Crisis Mode! Ways to incorporate crisis-mode best practices while transitioning to post-pandemic business life. #business #change #management
Help! I’m a Leader Who Can’t Stop Managing in Crisis Mode! Ways to incorporate crisis-mode best practices while transitioning to post-pandemic business life. #business #change #management
Some Upcoming Results Show Where We Have Been and Where We May Be Going Each of these reports will have some clues about what can be expected in the coming months. #earnings #stockmarket #investing
Some Upcoming Results Show Where We Have Been and Where We May Be Going Each of these reports will have some clues about what can be expected in the coming months. #earnings #stockmarket #investing
Inflation Nation: Pressure Builds, Underwater Beach Ball As the market continues to digest the data, where is the breaking point for inflation and interest rates? #stockmarket #inflation
Inflation Nation: Pressure Builds, Underwater Beach Ball As the market continues to digest the data, where is the breaking point for inflation and interest rates? #stockmarket #inflation
Priceless Lessons for Financial Advisors from George Bailey It’s a Wonderful Life, always reminds us to remember and appreciate all of the people in our lives who make it worth living. #advisors
Priceless Lessons for Financial Advisors from George Bailey It’s a Wonderful Life, always reminds us to remember and appreciate all of the people in our lives who make it worth living. #advisors
The Unique Challenges for Millennial Investors Should the financial services industry hope to better serve younger clients, the role of advice is critical. #advice #millennials
The Unique Challenges for Millennial Investors Should the financial services industry hope to better serve younger clients, the role of advice is critical. #advice #millennials
Monetary Policy Is Not Expansionary Deflation remains the most significant threat as permanent growth doesn’t come from an artificial stimulus or debt. #economy #inflation #investing
Monetary Policy Is Not Expansionary Deflation remains the most significant threat as permanent growth doesn’t come from an artificial stimulus or debt. #economy #inflation #investing
The Week Ahead: Is There Too Much Hope Priced Into the Market? Those trillions of dollars that were poured into the economy have nothing to do with any prices. It's all about the monetary policy. #economy
The Week Ahead: Is There Too Much Hope Priced Into the Market? Those trillions of dollars that were poured into the economy have nothing to do with any prices. It's all about the monetary policy. #economy
Financial Services Industry Still Has Work to do on Diversity, Inclusion Data and studies confirm clients are prioritizing diversity and inclusion and that extends to what they want to see in an advisory practice.
Financial Services Industry Still Has Work to do on Diversity, Inclusion Data and studies confirm clients are prioritizing diversity and inclusion and that extends to what they want to see in an advisory practice.
Is FED Playing Cat and Mouse with Investors? Investors prick up their ears to front-run the FED’s taper. It looks like a tricky game though, given its contradictory statements. #investing
Is FED Playing Cat and Mouse with Investors? Investors prick up their ears to front-run the FED’s taper. It looks like a tricky game though, given its contradictory statements. #investing
OKTA: Is This $38 Billion Tech Company a Buy? Okta has been one of the top-performing stocks in the equity markets ever since it went public in 2017. $OKTA #stocks #investing
OKTA: Is This $38 Billion Tech Company a Buy? Okta has been one of the top-performing stocks in the equity markets ever since it went public in 2017. $OKTA #stocks #investing
Do I Need A Spousal Lifetime Access Trust In 2021? A SLAT is not a means of paying for a potential estate tax bill, but it is a way of decreasing the size of your taxable estate. #investor #trust
Do I Need A Spousal Lifetime Access Trust In 2021? A SLAT is not a means of paying for a potential estate tax bill, but it is a way of decreasing the size of your taxable estate. #investor #trust
Three Investment Lessons for My Son Teaching your kids the Big 3 while you’re still around will help them build on your achievements. #investing #investor #stockmarket
Three Investment Lessons for My Son Teaching your kids the Big 3 while you’re still around will help them build on your achievements. #investing #investor #stockmarket
11 Most Read Articles of the Week! 11 Most Read Articles of the Week. #financialadvisors #wealthmanagement #business #investors #investing #stockmarket #success
11 Most Read Articles of the Week! 11 Most Read Articles of the Week. #financialadvisors #wealthmanagement #business #investors #investing #stockmarket #success
This Is How Workflow Should Work This is the big mistake that is often made when it comes to workflow. #financialadvisors #workflow #business #technology
This Is How Workflow Should Work This is the big mistake that is often made when it comes to workflow. #financialadvisors #workflow #business #technology
To Buy or Not to Buy in a Hot Housing Market With the turbocharged real estate market, buying a house is not as easy as it once was. #housing #realestate #investing #investor
To Buy or Not to Buy in a Hot Housing Market With the turbocharged real estate market, buying a house is not as easy as it once was. #housing #realestate #investing #investor
Don’t Go Broke In a Nursing Home Nursing homes can be expensive, especially when you have not taken the time to put plans into place for long-term care. #medicade #medicare
Don’t Go Broke In a Nursing Home Nursing homes can be expensive, especially when you have not taken the time to put plans into place for long-term care. #medicade #medicare
Are You A Strategic Game Player? The continual pursuit of becoming a better strategic game player to include customer care is the differentiator that makes one successful.
Are You A Strategic Game Player? The continual pursuit of becoming a better strategic game player to include customer care is the differentiator that makes one successful.
Selecting and Reviewing Employees: How to Improve the Process When it comes to our business, we want to ensure we’re hiring quality employees who we can trust. #business #workforce #trust
Selecting and Reviewing Employees: How to Improve the Process When it comes to our business, we want to ensure we’re hiring quality employees who we can trust. #business #workforce #trust
Helping Advisors Grow by Focusing on Learning vs. Training Rapid industry change and rising competitive threats are forcing advisors into new ways of thinking and operating. #financialadvisors
Helping Advisors Grow by Focusing on Learning vs. Training Rapid industry change and rising competitive threats are forcing advisors into new ways of thinking and operating. #financialadvisors
How To Make Analogies a Powerful Part Of Your Conversations People will like, trust and remember you if you make them feel smart. How to make analogies a powerful part of your conversations.
How To Make Analogies a Powerful Part Of Your Conversations People will like, trust and remember you if you make them feel smart. How to make analogies a powerful part of your conversations.
Financial and Investment Planning for the Post-Pandemic World is Getting Complicated An earlier than anticipated retirement may mean reducing the volatility of the investment portfolio earlier than previously planned. #stockmarket
Financial and Investment Planning for the Post-Pandemic World is Getting Complicated An earlier than anticipated retirement may mean reducing the volatility of the investment portfolio earlier than previously planned. #stockmarket
Inflation Soars, Powell Remains Unmoved. What about Gold? Luckily for gold bulls, it seems that the acceleration in inflation won’t change the Fed’s course. #inflation #economy #gold
Inflation Soars, Powell Remains Unmoved. What about Gold? Luckily for gold bulls, it seems that the acceleration in inflation won’t change the Fed’s course. #inflation #economy #gold
Advisors Already Compete With Amazon A trending conversation in financial services is what risk massive tech firms or retailers pose to advisors. #financialadvisors #amazon #compete
Advisors Already Compete With Amazon A trending conversation in financial services is what risk massive tech firms or retailers pose to advisors. #financialadvisors #amazon #compete
Tech Again a Target on Capitol Hill Advisors do need to talk politics with clients because political implications often carry with them investment implications. #investing #investor
Tech Again a Target on Capitol Hill Advisors do need to talk politics with clients because political implications often carry with them investment implications. #investing #investor
There’s No Option but Success with Michael Nessim There was no option but success drove Michael to build the partnerships required to grow and evolve his business. #business #success
There’s No Option but Success with Michael Nessim There was no option but success drove Michael to build the partnerships required to grow and evolve his business. #business #success
Two Growth Stocks That Can Turn $1,000 Into $5,000 by 2030 In order to derive sizeable returns in the stock market, you need to identify growth stocks that are capable of improving revenue and earnings.
Two Growth Stocks That Can Turn $1,000 Into $5,000 by 2030 In order to derive sizeable returns in the stock market, you need to identify growth stocks that are capable of improving revenue and earnings.
Turn Your Company Into A Problem Solving Machine Einstein believed the quality of the solution you generate is in direct proportion to your ability to identify the problem you hope to solve.
Turn Your Company Into A Problem Solving Machine Einstein believed the quality of the solution you generate is in direct proportion to your ability to identify the problem you hope to solve.
Disclosure Dilemma: When More Data Leads to Less Information! Trends in corporate reporting and filings over time, and why well-meaning attempts to help investors have had the perverse effect. #disclosures
Disclosure Dilemma: When More Data Leads to Less Information! Trends in corporate reporting and filings over time, and why well-meaning attempts to help investors have had the perverse effect. #disclosures
How Successful Sales Professionals Avoid Common Pitfalls Businesses are made up of people and people have feelings. Those people must feel that you care about them, and that you are not just there to sell.
How Successful Sales Professionals Avoid Common Pitfalls Businesses are made up of people and people have feelings. Those people must feel that you care about them, and that you are not just there to sell.
Why the Economy Seems Set To Slow The recent decline in bond yields around the world probably reflects an awakening to some of these outcomes. #inflation #economy #jobs
Why the Economy Seems Set To Slow The recent decline in bond yields around the world probably reflects an awakening to some of these outcomes. #inflation #economy #jobs
How Long Can Inflation Be Transitory? Since the big CPI and PPI prints earlier this week, markets have been trying to figure out direction and sentiment. #stockmarket #investing
How Long Can Inflation Be Transitory? Since the big CPI and PPI prints earlier this week, markets have been trying to figure out direction and sentiment. #stockmarket #investing
Spotting a White Collar Drug Dealer We trust our doctors to examine us for symptoms, consider the possible treatments, and prescribe the appropriate medicines. #drugs #abuse
Spotting a White Collar Drug Dealer We trust our doctors to examine us for symptoms, consider the possible treatments, and prescribe the appropriate medicines. #drugs #abuse
A Washington Lightning Round: What Are the Chances ... There’s so much to cover right now and so much where final outcomes aren’t clear. #washington #economy #inflation #covid
A Washington Lightning Round: What Are the Chances ... There’s so much to cover right now and so much where final outcomes aren’t clear. #washington #economy #inflation #covid
How a COO can Help a Firm ‘Vault’ to New Heights How each advisory has worked to standardize their firms’ processes and procedures and much more. #financialadvisors #business
How a COO can Help a Firm ‘Vault’ to New Heights How each advisory has worked to standardize their firms’ processes and procedures and much more. #financialadvisors #business
