The Number One Reason Why Financial Advisors Are Not Calling Prospects Elite financial advisors have little guilt, as they have a plan to do the best they can with their ideal clients. #financialadvisors #planning
The Number One Reason Why Financial Advisors Are Not Calling Prospects Elite financial advisors have little guilt, as they have a plan to do the best they can with their ideal clients. #financialadvisors #planning
Institutional Investors Are Rotating out of Bitcoin and into Gold One of the biggest reasons why people invest in assets like gold, Bitcoin and altcoins is because they act as hedges against bad government policy.
Institutional Investors Are Rotating out of Bitcoin and into Gold One of the biggest reasons why people invest in assets like gold, Bitcoin and altcoins is because they act as hedges against bad government policy.
Senior Living Communities and Their Unique Financial Considerations with David Bordonaro It is projected that by the year 2025, more than 50% of the population will be aged 65 and older. #seniorliving #retirement #finance
Senior Living Communities and Their Unique Financial Considerations with David Bordonaro It is projected that by the year 2025, more than 50% of the population will be aged 65 and older. #seniorliving #retirement #finance
Adventurous Healthcare Segment Has Significant Sustainability Implications Genomics investing usually isn't for the faint of heart, indicating it's best reserved for a younger client base or those that can handle the risk.
Adventurous Healthcare Segment Has Significant Sustainability Implications Genomics investing usually isn't for the faint of heart, indicating it's best reserved for a younger client base or those that can handle the risk.
The 6 Money Skills You Need Today Developing and learning appropriate money skills reduces the obstacles standing between you and a successful, stress free financial life.
The 6 Money Skills You Need Today Developing and learning appropriate money skills reduces the obstacles standing between you and a successful, stress free financial life.
Joe Biden’s Agenda is in Trouble With a huge new spending bill looking increasingly unlikely, bond yields may stay relatively low, although the likely path of rates is higher.
Joe Biden’s Agenda is in Trouble With a huge new spending bill looking increasingly unlikely, bond yields may stay relatively low, although the likely path of rates is higher.
How To Find the Courage To Reach Cult Status With Your Brand Mediocre brands follow industry trends. Cult brands, on the other hand, disrupt norms and introduce their own unique philosophy.
How To Find the Courage To Reach Cult Status With Your Brand Mediocre brands follow industry trends. Cult brands, on the other hand, disrupt norms and introduce their own unique philosophy.
Letting Go Sets You Free Do you know what you are attached to and why you are attached? What does being comfortable and in control really mean to you?
Letting Go Sets You Free Do you know what you are attached to and why you are attached? What does being comfortable and in control really mean to you?
How Should You Prepare for Proposed Tax Changes? Congress and the President are coming up with all sorts of tax changes, so let’s look at what’s heating up, cooling down and what we filter.
How Should You Prepare for Proposed Tax Changes? Congress and the President are coming up with all sorts of tax changes, so let’s look at what’s heating up, cooling down and what we filter.
What Does It Mean To Be ‘Google Screened’ and Should Advisors Do It? Screened is required if you want to run Local Services ads, which allow you to show up at the top of searches like financial advisor near me.
What Does It Mean To Be ‘Google Screened’ and Should Advisors Do It? Screened is required if you want to run Local Services ads, which allow you to show up at the top of searches like financial advisor near me.
Option Traders Are a Bit Too Calm Again S&P 500 faces little immediate danger of plunging lower – we are about to have a likely uneventful session today. #stockmarket #bitcoin #gold
Option Traders Are a Bit Too Calm Again S&P 500 faces little immediate danger of plunging lower – we are about to have a likely uneventful session today. #stockmarket #bitcoin #gold
Never, Ever End Your Presentation With a Q & A Session. Never! Contrary to popular belief, one of the ways even the best presentations can be derailed is by closing with a Q and A session. #communication
Never, Ever End Your Presentation With a Q & A Session. Never! Contrary to popular belief, one of the ways even the best presentations can be derailed is by closing with a Q and A session. #communication
What in the World Is Going on With Elon? The bottom-line is that Elon knows he cannot mess with regulated markets and that’s the reason why he’s messing with unregulated ones.
What in the World Is Going on With Elon? The bottom-line is that Elon knows he cannot mess with regulated markets and that’s the reason why he’s messing with unregulated ones.
Perception Perception. What do you think of people before you really know them? #openminds #openhearts #podcasts #listen
Perception Perception. What do you think of people before you really know them? #openminds #openhearts #podcasts #listen
Gold: The Past Years Are Often the Best Guides With gold’s back-and-forth price action mirroring its behavior from 2012, the yellow metal is likely destined for devaluation. #gold
Gold: The Past Years Are Often the Best Guides With gold’s back-and-forth price action mirroring its behavior from 2012, the yellow metal is likely destined for devaluation. #gold
Are the Wealthiest Investors Taking on Too Much Risk? While the markets continue to reach historic highs, the investment risk tolerance levels of these wealthy investors is probably paying off. #risk
Are the Wealthiest Investors Taking on Too Much Risk? While the markets continue to reach historic highs, the investment risk tolerance levels of these wealthy investors is probably paying off. #risk
Marketing NEVER Stops For Today's Advisor For financial advice in particular to be truly effective it needs to be provided before the lightning strike of sudden and unexpected disaster.
Marketing NEVER Stops For Today's Advisor For financial advice in particular to be truly effective it needs to be provided before the lightning strike of sudden and unexpected disaster.
Why I’m Not (Too) Worried About Inflation Rising inflation is usually accompanied by rising interest rates as the Fed this to cool down the economy. #inflation #economy #stockmarket
Why I’m Not (Too) Worried About Inflation Rising inflation is usually accompanied by rising interest rates as the Fed this to cool down the economy. #inflation #economy #stockmarket
How To Improve Your Effectiveness With Clients Protect yourself from the types that don’t match your style, and refer them to another advisor who is better suited to their needs #investors
How To Improve Your Effectiveness With Clients Protect yourself from the types that don’t match your style, and refer them to another advisor who is better suited to their needs #investors
FB: Should You Buy, Sell or Hold Facebook Stock? Analysts tracking Facebook stock have a 12-month average price target of $383 which is 21% above its current trading price. #stocks $FB
FB: Should You Buy, Sell or Hold Facebook Stock? Analysts tracking Facebook stock have a 12-month average price target of $383 which is 21% above its current trading price. #stocks $FB
New Ways to Pay for Long-Term Health Care When it comes to planning for long-term care, your health is just as important as your wealth in helping you qualify. #longtermcare #insurance
New Ways to Pay for Long-Term Health Care When it comes to planning for long-term care, your health is just as important as your wealth in helping you qualify. #longtermcare #insurance
How Can I Secure Growth For My Business When I Can't Predict The Future? Business leaders have been struggling with this question since the beginning of the pandemic. #socialselling #business #success
How Can I Secure Growth For My Business When I Can't Predict The Future? Business leaders have been struggling with this question since the beginning of the pandemic. #socialselling #business #success
Ready For a Move? A GREAT One Is Absolutely Possible Is good enough really “enough”—or is there something else stopping these advisors from moving? #advisors #RIAs #independence
Ready For a Move? A GREAT One Is Absolutely Possible Is good enough really “enough”—or is there something else stopping these advisors from moving? #advisors #RIAs #independence
Why Do You Work So Damn Hard? Researchers call it WORK ADDICTION. When we work harder than is required. When we don’t recognize good enough. When we simply can’t stop.
Why Do You Work So Damn Hard? Researchers call it WORK ADDICTION. When we work harder than is required. When we don’t recognize good enough. When we simply can’t stop.
How Can Financial Advisors Develop an Outstanding Work Ethic? Having a good work ethic is a bare minimum requirement for any serious consideration of a career as a financial advisor. #work #performance
How Can Financial Advisors Develop an Outstanding Work Ethic? Having a good work ethic is a bare minimum requirement for any serious consideration of a career as a financial advisor. #work #performance
What Is Brand Alignment and How Do You Measure It? One important responsibility that professional services executives and marketing directors face is sustaining the health of their firm’s brand.
What Is Brand Alignment and How Do You Measure It? One important responsibility that professional services executives and marketing directors face is sustaining the health of their firm’s brand.
S&P 500 to Commodities Ratio May Tell a Story As commodities rise, are there any clues about the direction of broader US markets? #commodities #stockmarket #investing
S&P 500 to Commodities Ratio May Tell a Story As commodities rise, are there any clues about the direction of broader US markets? #commodities #stockmarket #investing
The Customer Service Ritual that Takes Place at Every Meeting Consistency counts. Practice this ritual at every meeting. It brings consistent meaning to your meeting and keeps everyone aligned.
The Customer Service Ritual that Takes Place at Every Meeting Consistency counts. Practice this ritual at every meeting. It brings consistent meaning to your meeting and keeps everyone aligned.
Should I Sell My Business? It’s worth thinking about the following factors as you ask yourself, should I sell my business? #sale #business #finance
Should I Sell My Business? It’s worth thinking about the following factors as you ask yourself, should I sell my business? #sale #business #finance
5 Ways To Make It Easier To Do What Matters At Work Here are key strategies that we both agree will elevate your efforts and get business results on a consistent basis. #business #success
5 Ways To Make It Easier To Do What Matters At Work Here are key strategies that we both agree will elevate your efforts and get business results on a consistent basis. #business #success
How To Utilize Webinars To Generate New Leads We all know how important pre production is for these virtual meetings, but have you taken the right steps after the webinar is over? #marketing
How To Utilize Webinars To Generate New Leads We all know how important pre production is for these virtual meetings, but have you taken the right steps after the webinar is over? #marketing
Inflation is Easing, Now What? S&P 500 bulls remain supported by the credit markets, with value pulling ahead again while tech‘s worst clearly appears over. #stockmarket
Inflation is Easing, Now What? S&P 500 bulls remain supported by the credit markets, with value pulling ahead again while tech‘s worst clearly appears over. #stockmarket
Elon Musk’s Remark May Be Marking a Peak The fallout from Musk’s recent statements about crypto currencies proves again their volatility. #cryptocurrency #bitcoin
Elon Musk’s Remark May Be Marking a Peak The fallout from Musk’s recent statements about crypto currencies proves again their volatility. #cryptocurrency #bitcoin
3 Popular Penny Stocks Robinhood Investors Are Buying Penny stocks are some of the most widely traded companies by Robinhood investors as they are viewed as an instrument that can derive outsized returns
3 Popular Penny Stocks Robinhood Investors Are Buying Penny stocks are some of the most widely traded companies by Robinhood investors as they are viewed as an instrument that can derive outsized returns
Don't Confuse Market Crashes and Bear Markets Over the next several weeks, or even months, the markets can extend the current deviations from the long-term mean even further. #stockmarket
Don't Confuse Market Crashes and Bear Markets Over the next several weeks, or even months, the markets can extend the current deviations from the long-term mean even further. #stockmarket
What To Expect With Machine Learning and Innovation Anything we can do to better learn how people interact with us gives us behavioral intelligence that will drive discovery. #machinelearning
What To Expect With Machine Learning and Innovation Anything we can do to better learn how people interact with us gives us behavioral intelligence that will drive discovery. #machinelearning
Crucial Stock Market Takeaways from COVID-19 We will cover the top 4 crucial takeaways financial advisors need to consider regarding the stock market. #financialadvisors #stockmarket #advice
Crucial Stock Market Takeaways from COVID-19 We will cover the top 4 crucial takeaways financial advisors need to consider regarding the stock market. #financialadvisors #stockmarket #advice
Familiar Income Friend Has Inflation-Fighting Potency Atop advisors' to do lists in 2021 are finding inflation-fighting and income-generating instruments for client portfolios. #REIT #investing
Familiar Income Friend Has Inflation-Fighting Potency Atop advisors' to do lists in 2021 are finding inflation-fighting and income-generating instruments for client portfolios. #REIT #investing
Net Zero: What Opportunities Arise From a Carbon Neutral World? Sustainability is likely to be a decade-defining theme, creating opportunities for the next generation of innovative companies. #ESG
Net Zero: What Opportunities Arise From a Carbon Neutral World? Sustainability is likely to be a decade-defining theme, creating opportunities for the next generation of innovative companies. #ESG
The Clock Could Be Ticking for Favorable Estate Planning Provisions The Biden administration frequently hinted at a possible reduction of the estate and gift tax exemptions to 2009 levels. #taxes #finance
The Clock Could Be Ticking for Favorable Estate Planning Provisions The Biden administration frequently hinted at a possible reduction of the estate and gift tax exemptions to 2009 levels. #taxes #finance
A Deep Dive into the US SIF Trends Report with Farzana Hoque Explore the importance of the US SIF reports for current and future sustainable investing industry practitioners! #ESG #SIF
A Deep Dive into the US SIF Trends Report with Farzana Hoque Explore the importance of the US SIF reports for current and future sustainable investing industry practitioners! #ESG #SIF
Why The Growth-to-Value Rotation Is Positive for Disruptive Growth Good times are here for some once moribund sectors, it looks like it's also a good time to revisit disruptive growth before it's back in fashion.
Why The Growth-to-Value Rotation Is Positive for Disruptive Growth Good times are here for some once moribund sectors, it looks like it's also a good time to revisit disruptive growth before it's back in fashion.
Major Tax Hikes Look Increasingly Unlikely The Biden Administration will not get major estate tax reforms passed, including the abolition of the step-up basis provision. #taxes
Major Tax Hikes Look Increasingly Unlikely The Biden Administration will not get major estate tax reforms passed, including the abolition of the step-up basis provision. #taxes
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #wealth #investors #investing #success
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #wealth #investors #investing #success
How Advisors Can Delegate Effectively Don’t just flick this task on to some poor soul that works for you. Identify who has the skills to really own this job #delegation
How Advisors Can Delegate Effectively Don’t just flick this task on to some poor soul that works for you. Identify who has the skills to really own this job #delegation
Will Bitcoin Replace Gold? Bitcoin’s popularity and price are rising. However, cryptocurrencies could be seen as complementary, not substitutive to gold. #bitcoin #gold
Will Bitcoin Replace Gold? Bitcoin’s popularity and price are rising. However, cryptocurrencies could be seen as complementary, not substitutive to gold. #bitcoin #gold
How COVID-19 Has Shifted Business-to-Business Buying Behaviors The right buying decision research will make the difference in increased acquisition and retention of customers. #business #success
How COVID-19 Has Shifted Business-to-Business Buying Behaviors The right buying decision research will make the difference in increased acquisition and retention of customers. #business #success
