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The 12 Worst Differentiators for Professional Services Firms

4 Dangerous Types of Malware

6 Keys To Getting Beyond Basic Incremental Innovation

3 Consumer Trends Brands Should Watch

Jul 15, 2021 by Megan Snyder

For brands to keep pace, they will need to stay tuned into shifting consumer priorities and behaviors over the next few years. #business

How to Travel in a Post-Pandemic World

Jul 15, 2021 by Larry Heller

Many people are wondering how soon they can resume traveling, how safe travel will actually be. #travel #covid19 #safety

Why Leading With Your Strong Suit Is The Only Way To Go

Jul 15, 2021 by Rochelle Moulton

This was about knowing his exact sweet-spot—delivering a big Broadway bring down the house number—and sticking to it. #success

Firm or Advisor: Who Are Your Clients Most Loyal To?

Jul 15, 2021 by Catherine McBreen

Financial firms need to be aware that the clients they are most likely to lose are those who have worked with the same advisor for over 10 years.

Proteomics: The Next Truly Massive Investing Opportunity

Jul 15, 2021 by Stephen McBride

My research shows proteomics will be even bigger than genomics and so is the moneymaking opportunity. #proteomics #investing

Why Advisors Should Focus Marketing On Data-Based Decisions

Jul 15, 2021 by Guest Contributor

To make sure your marketing is as strong as it can be, you should focus on data-based decisions, and forget the “shiny object” mentality.

Three S&P 500 Stocks That Are Oversold Right Now

Jul 15, 2021 by Finscreener

While the S&P 500 continues to touch record highs, there are a few stocks part of the index that are oversold. $DTE $CSX $LUV

Why Being Different Is Key to Career and Business Success

Jul 15, 2021 by Roy Osing

If you are not different from others in a meaningful way, you will likely achieve no more than 50% of your potential. #different #business

Rebalance Investment Portfolios for Second Half of ‘Bullish’ 2021

Jul 15, 2021 by Guest Contributor

The bullish sentiment gripping global stock markets will hold, but investors should prepare to rebalance their portfolios in order to grow their wealth.

Meme Investing: The Next New Thing or Cautionary Tale?

Jul 15, 2021 by Nicholas Stuller

Is meme investing a totally nihilistic parody of actual investing as one Wall Street veteran claimed, or is it the future of investing?

Tempering Return Expectations for a Beloved Income Assets Class

Jul 15, 2021 by Todd Shriber

In 2021's low-yield environment, a favored destination for advisors and income-hungry clients is preferred stocks. #investors #investing

Regret Is Not a Helpful Planning Tool When It Comes to Your Finances

Jul 14, 2021 by Ross Levin

The counterfactual is when you talk about what you didn't do in a way that implies you obviously should have done it. #finance #investing

Why We Avoid Getting Advice From Financial Professionals

Jul 14, 2021 by Rick Kahler

It puzzles me why we give so little attention to the two other major components of wellbeing: our financial and emotional health.

Employee Programs That Address Substance Use with Elliot Stone

Jul 14, 2021 by Lorne Curry

There is often a disconnect between employees and employers when it comes to needing assistance with substance use. #business

One Question to Determine Buyers

Jul 14, 2021 by Mike Brooks

How would you like to have just one question that will almost always positively identify a buyer? #sales #success

Gold Is Catching a Bid on Pandemic and Inflation Fears. Are You Participating?

Jul 14, 2021 by Frank Holmes

Gold is now flashing a golden cross, meaning the 50-day moving average is trading above the 200-day moving average. #gold #investing

Finding the Clarity of Vision You Need To Make an Impact

Jul 14, 2021 by ProudMouth

Self-discovery is the first step to influencing change. It gives you a clarity of vision, enables you to share your story and make a bigger impact.

The Long-Term Appeal of NFTs

Jul 14, 2021 by Kevin Kaylakie

NFTs are digital tokens that record immutable ownership of an asset, most commonly virtual pieces of art, collectibles, videos, and music.

Today and Tomorrow are Red-Letter Days

Jul 14, 2021 by Al Emid

Today and tomorrow are red-letter days for those looking for another view of where we have been in the pandemic and where we might be going.

ESG for Bond Funds

Jul 14, 2021 by Salvatore Bruno

The fixed income world has seen a surge in interest in applying ESG principles to analyzing and investing in various types of debt. #ESG

An Investing Truth: Roughly 80% of Stocks Are “Duds”

Jul 14, 2021 by Stephen McBride

Let me show you what I mean, and how you can turn this truth into an edge that’ll let you beat 99% of investors. #stocks

How To Create A Website So Visitors Can Self Qualify As Leads

Jul 14, 2021 by Samantha Russell

Good marketing shows that you're not a good fit for everyone but the right people who find your website, your messaging, your marketing materials.

What the Fed’s Rate Liftoff Could Mean For Stocks

Jul 14, 2021 by Guest Contributor

Historical returns suggest the broad equity market tends to rise even when the Fed embarks on a rate-hike cycle. #investing #investor #fed

Pair of New Indexes Make it Easier to Harness Dividend Growth

Jul 14, 2021 by Todd Shriber

Following a more eventful 2020 than many advisors and clients were expecting for the asset class, dividend stocks are coming back into style.

Walking the Talk: The Psychological Importance of Consistency

Jul 14, 2021 by Jay Mooreland

I am going to discuss two ways in which we can ensure that we walk our talk in a consistent manner. #business #success

Investing in Alternative Assets Through Self-Directed IRAs with Patrick Hagen

Jul 14, 2021 by Malcolm Ethridge

What else exists that you could be investing your dollars into, other than traditional investments? #alternatives #investing #investor

The World of Trend Following With Corey Hoffstein

Jul 14, 2021 by Lonnie Ogulnick

Trend following is a popular trading strategy in the market. It attempts to capture gains by analyzing and evaluating an asset’s momentum.

Through the Years with a Venerable Internet ETF

Jul 14, 2021 by Todd Shriber

FDN's ability to include some of the potentially promising internet stars of tomorrow while maintaing sizable exposure to the titans. #ETF #investing

Think Differently To Acquire More Ideal Clients in 2021

Jul 13, 2021 by Grant Hicks

Advisors looking to acquire more ideal clients this year will have to think differently. here are a few ideas to help you think differently.

A Full Plate for Biden: 6 Examples

Jul 13, 2021 by Greg Valliere

Joe Biden suddenly faces major new problems that weren’t apparent just a couple of months ago. Here are six examples. #politics #covid19

Tips From 30 of the Happiest Companies on Earth

Jul 13, 2021 by Estelle Pin

Organizations who have some of happiest and most recognized employees credited their overt communication as to why they won.

Hot Inflation Surprise

Jul 13, 2021 by Guest Contributor

Hot inflation surprise, Choppy stock session, Earnings JPM, GS, & Pepsi, Oil steadies, Gold whips around, Bitcoin lower #stockmarket

Big CPI Data, Bank Earnings Beat Expectations, Mixed Sectors

Jul 13, 2021 by Golden Meadow

Today’s CPI release is in focus as inflation doubles expectations. Tech is leading in morning trade today in New York. #stockmarket

What Would This Chapter of Your Life Be Called?

Jul 13, 2021 by James E. Wilson

The chapter title for your current life is written in pencil, it can change with small steps, small habits. Start there. #life #steps #finance #success

The Future Has No Flags

Jul 13, 2021 by Chris Skinner

The new world of the network does not recognise flags or borders and, equally, does not recognise governments or currencies. #future

Behavioral Finance as the Basis. Empirical Finance as the Solution

Jul 13, 2021 by Kevin Kaylakie

A study of how your money decisions are impacted by psychological, social, and cultural influences. #investors #investing #finance

The Mystery of Innovation

Jul 13, 2021 by Jeff Rubingh

Are we really making progress in innovation? Are we really innovating more? #innovation #ideas #business #success

Investments That Positively Impact Society and the Environment

Jul 13, 2021 by Kim Griego Kiel

Many investors who want to make a positive impact with their dollars find it difficult to identify investment opportunities. #investing #ESG

Gold: High Time to Move Out of the Penthouse

Jul 13, 2021 by Golden Meadow

Gold’s days in a glamorous apartment at the top of the PMs’ building are numbered. Prepare for a rapid elevator ride to the first floor. #gold

Getting More Prospects To Buy Your Advice

Jul 13, 2021 by Tony Vidler

To get prospects to buy your advice and change direction you have to “sell emotion” and support it with logic, right? #advisors #sales

Infrastructure Spending Could Be Good, But It Won’t Be.

Jul 13, 2021 by Lance Roberts

Spending on infrastructure no more “creates wealth” than any other kind of government spending. #infastructure #spending #investing

Three Trends for Growth Stock Investors

Jul 13, 2021 by Alliance Bernstein

Emerging market (EM) countries have long relied on commodity cycles and low-cost manufacturing for export-driven growth.

The Number One Driver of Marketing Success for Advisors

Jul 13, 2021 by ProudMouth

Five powerful tips for boosting your engagement, no matter which marketing technique you decide to use. #marketing #financialadvisors

Labor Market, Productivity Gains Can Fuel Expansion for Some Time

Jul 13, 2021 by Guest Contributor

We have long suggested that three conditions typically are met before an economic cycle closes and pushes the economy into a recession.

How LinkedIn Prospecting Could Go Horribly Wrong

Jul 13, 2021 by Bryce Sanders

Many financial services firms have embraced LinkedIn. But the quest to simplify through automation can have adverse consequences.

Top 20 Behavioral Interview Questions to Identify High-Potential Practice Managers

Jul 13, 2021 by Hugh Massie

Only a behavioral assessment can accurately predict whether or not your candidate has what it takes to fill this role. #finance #advice

Hidden Gem of Dividends Is Hiding in Plain Sight

Jul 13, 2021 by Todd Shriber

Advisors that have been in business awhile and savvy, income-oriented clients don't usually associate the technology sector with dividends.

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