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Bear Markets Matter More Than You Think

The Week Ahead: Ford Is Preparing for War, With Tesla

Will Gold Shine Under Bidenomics?

Vigilante Investors Could End Up ‘Financially Burned’

May 31, 2021 by Guest Contributor

Balanced advice should be at the heart of the decision-making process – and then proceed as you wish. #finance #investing #investor

Stirring Emotions: To Get to “Yes” Financial Advisors Must First Get to “Why”

May 31, 2021 by Don Connelly

When structured this way, your prospects will understand and appreciate the features and benefits, but they will be focused on the results.

The Flaw in Biden’s Budget Proposal: How to Pay for It

May 30, 2021 by Greg Valliere

The stunning rise in government spending in President Biden’s new budget raises this crucial issue. #budget #spending #economy

11 Most Read Articles of the Week!

May 29, 2021 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #money #finance #investor #investing #performance

How Do You Groom Your New Connections?

May 28, 2021 by Elinor Stutz

Aiding a community is the point where you can initially build your reputation and gradually work your way into leadership. #connections

10 Ways To Build The Trust You Need To Lead A Company

May 28, 2021 by Martin Zwilling

I recommend to every business owner and entrepreneur that you focus constantly on building and maintaining personal trust through the following strategies

Should Investors Buy the Dip, Again?!

May 28, 2021 by Monica Kingsley

S&P 500 attempted a breakout, but retreated. Is that a reversal, or proof of more pressure building up? #stockmarket #buy #sell

3 Ways Mom Was Right

May 28, 2021 by Matt Miller

I find myself contemplating a few of the lessons that we probably all got from mom at one point or another. #mothers #lessons

Simplifying the Financial Planning Process with Steve Goldstein

May 28, 2021 by CRIS Financial

How the retirement analyzer software makes it so easy to plug information and numbers to simplify your financial plan. #retirement

Attacking the Idea of What Is Value

May 28, 2021 by Mark Pearson

Thoughts and education on the two distinct meanings of value and how they apply and impact our economy. #investor

The Widow’s Guide to Keeping More of Her Assets with Bill Harris

May 28, 2021 by Jeremy Keil

Tune in now to learn how you can make better money decisions during the challenging time of widowhood. #finance #widows

It’s Time to Embrace and Overcome the Fear of Failure with Frank Luna

May 28, 2021 by Justin Bennett

Everyone encounters failure, but the most successful people look at failure as an opportunity to grow and develop.

What Happens When You Stop Long Term, Successful Habits?

May 28, 2021 by Rob Jolles

To be successful, you have to repeat the activities that support these efforts in a sustained, almost routine manner. #business #saless #success

Why Bitcoin Fell 40%, And What It Means

May 28, 2021 by Rob Isbitts

Just remember what you are investing for, and let that be your north star. That will help you put any potential investment in perspective.

Why So Many Mutual Fund Investors Underperform

May 28, 2021 by Nicholas Stuller

Whether falling in love with a person or a mutual fund, emotional investors are going to emote. What can be done? #mutualfunds #investing

Is it Time to Consider Changing Clearing Providers with Michael Scaplen

May 28, 2021 by Axos Clearing, LLC

What proactive steps can broker-dealers take to prepare to make to change clearing providers. #brokerdealer #trading #finserv

Now Isn't the Time to Brush Off Tech Stocks

May 28, 2021 by Todd Shriber

Investing in this sector is often as much or more about what the group can do for portfolios in the future over its near-term potency. #technology

AMC: Why is Wall Street Bearish on AMC Entertainment Stock?

May 28, 2021 by Finscreener

We can see AMC remains a high-risk bet given the macro-economic challenges impacting the stock. #stocks #investing $AMC

Can You Hold My Attention? Tara VanDerveer

May 28, 2021 by Derek Bruton

The parallels between sports and our industry are numerous, particularly as they relate to leadership and teamwork. #leadership

How to Speak Human: Words You Should Never Say to Customers

May 28, 2021 by Joseph Michelli

While verbatim scripting typically doesn’t work, we should choose our service phrases wisely. #service #custexp #words #business

An Efficient Avenue for Finding the Next Big Winners Among Chinese Stocks

May 28, 2021 by Todd Shriber

Rather than dabbling in the STAR Market on their own, a burdensome endeavor, advisors can discuss the KraneShares $KSTR with clients.

5 Reasons a Fresh Start for People Is an Impossible Dream

May 27, 2021 by Roy Osing

A fresh start seems to imply that the past offers little value as one considers building a new future. #future #personal #growth

Why Are Decentralized Platforms Better?

May 27, 2021 by Guest Contributor

As technology advances, more people decide on this type of platform primarily because of a great security system and other conveniences.

Remember to Retire in Retirement with Tom Black

May 27, 2021 by Jim Black

While a to-do list can be handy, tune in today and find out why retirement is all about doing the things that bring meaning to YOUR life!

Escaping Execution: Morphing From Builder To Architect

May 27, 2021 by Rochelle Moulton

The beauty of advisory retainers is that when you structure them right, they are about delivering outcomes, not piecework.

Why Renewal Time Is Important For Businesses Owners

May 27, 2021 by Matthew DiFrancesco

Discover why taking a step away from your business could actually help you be more successful. #rest #health #buisness #success

Is the Market Hanging by a Proverbial Thread?

May 27, 2021 by Monica Kingsley

S&P 500 is likely to remain choppy with a general upward bias that only a clear break of 4,180 would invalidate, which is unlikely to happen though.

ACB vs. SNDL: Which Cannabis Stock Is a Better Buy?

May 27, 2021 by Finscreener

While the two companies are part of fast-growing markets, the top-line growth has been lackluster in the last few quarters. $ACB $SNDL

The Application of IoT in the Financial Sector

May 27, 2021 by Guest Contributor

Although it already benefits the manufacturing and healthcare sectors, IoT in finance world is still in its infancy. #IoT #technology

Rising Cost Pressure: What Will Mr. Powell and Gold Do?

May 27, 2021 by Golden Meadow

Gold doesn’t like genuine, real growth, but it performs pretty well during inflationary periods. #investing #stockmarket #gold

The 2021 State of the Independent Retail Investor

May 27, 2021 by Bill Hortz

Retail investors now have articulated the services that, translated into a product roadmap by their providers, will likely result in greatest loyalty.

Do Your Prospects Know If You Are the Right Advisor?

May 27, 2021 by Julie Littlechild

Your ideal client is very much about how you run your business because it leads you to define client acceptance criteria. #financialadvisors

What To Do When Your Clients Become Complacent

May 27, 2021 by Jay Mooreland

When it comes to investing, reviewing the plan and past history when times went from good to bad can be helpful. #investing

The Shifting US Economy: AI and Automation Lead the Way

May 27, 2021 by Golden Meadow

The Biden administration is 125 days old, and things certainly feel different. What strategies are you employing to take advantage of the shift?

Redefining Digital Marketing for Asset Managers With Data with John Gulino & Keith Kochberg

May 27, 2021 by Discovery Data

How asset managers should think about sales and marketing tactics in a digital world and how it can lead to building relationships with future clients

Making the Right Retirement Home Decision with Dr. Jim McCabe

May 27, 2021 by Esther Szabo

How many of the various retirement living options have you considered? #retirement #living #finance #planning #investor

You Have an Obligation To Respond Timely to Your Clients

May 27, 2021 by Catherine McBreen

Financial institutions need to pay close attention to customer support and if they want to continue growing and receiving referrals from satisfied clients.

How To Use Hope To Overcome Stress and Anxiety

May 26, 2021 by LaRae Quy

Hope requires two things: motivation to achieve your goal, and a strategy to get there. This is why hope is different from optimism.

How Financial Advisors Can Ask for Reviews

May 26, 2021 by Samantha Russell

Positive reviews bring a list of benefits to any business. The challenge, however, is obtaining the reviews. #financialadvisors #reviews

Turning to Franchising as a Second Act with Boynton Weekes

May 26, 2021 by Malcolm Ethridge

A deep dive into all things franchising, from selecting the right concept, how to finance it, and how much time it really takes #franchising

How to Protect Your Aging Relative with a Caregiving Plan

May 26, 2021 by Jeffrey A Green

How will you step up when the time comes to fully support an aging relative? #caregiving #planning #finance #insurance

Define Your Brand With 6 Easy Questions

May 26, 2021 by ProudMouth

Can you confidently say that your ideal prospects have a clear sense of who you are, whom you serve, and why? #brand #marketing

Eerily Serene Risk-off Markets

May 26, 2021 by Monica Kingsley

Yesterday‘s S&P 500 posture deterioration is likely to remain temporary unless the credit markets move down, taking Nasdaq 100 with them.

Why Zoom Beats Meeting In-Person. Nearly Every Time.

May 26, 2021 by Achim Nowak

The beauty of virtual technology is that it gives us the tools to facilitate more boldly than we ever do in a face-to-face meeting. #meetings

Bigger Goals = Bigger Results

May 26, 2021 by Mike Brooks

What do you expect to accomplish this year? Think carefully, because nothing is more predictive of results than mindset. #sales #success

Cold Calling Banned: Why the Merrill Lynch Change To Advisor Training Matters to You

May 26, 2021 by Mike Garrison

The decision by Merrill Lynch to end cold calling as part of their training process for new advisors is a massive disruption to your industry.

Market Crashes To Be Expected, Not Feared

May 26, 2021 by Rick Kahler

A lot of stock market experts are concerned that the market is overheated and ripe for a new bear market. #stockmarket

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