The Importance of Group Communication Skills Good communication is the key to having harmonious relationships in the team and achieving success in your business. #communication
The Importance of Group Communication Skills Good communication is the key to having harmonious relationships in the team and achieving success in your business. #communication
Technology Tools That Make Your Life Easier The many different types of apps they find useful and explain the functionality of each one of the apps. #technology #fintech
Technology Tools That Make Your Life Easier The many different types of apps they find useful and explain the functionality of each one of the apps. #technology #fintech
No Upsetting the Apple Cart in Stocks or Gold New highs are a question of a rather short amount of time – be prepared though for headline risks should we get an earnings disappointment.
No Upsetting the Apple Cart in Stocks or Gold New highs are a question of a rather short amount of time – be prepared though for headline risks should we get an earnings disappointment.
There Is No Excuse to Not Respond to a Customer When your customer calls, emails or texts you, you must respond. That is unless you don’t care if they ever do business with you again.
There Is No Excuse to Not Respond to a Customer When your customer calls, emails or texts you, you must respond. That is unless you don’t care if they ever do business with you again.
Estate Administration: A Guide for the Perplexed The most important thing you can do to support the process of estate administration is to review your estate plan with the end in mind.
Estate Administration: A Guide for the Perplexed The most important thing you can do to support the process of estate administration is to review your estate plan with the end in mind.
Taking Inventory of the Recovery Even as some indicators continue to play catch-up, the economy at large is roaring back. #stockmarket #economy #investing
Taking Inventory of the Recovery Even as some indicators continue to play catch-up, the economy at large is roaring back. #stockmarket #economy #investing
Are We in a Commodity Super-Cycle? This upward price pressure for a number of different commodities may have investors wondering: are we in a commodity super-cycle?
Are We in a Commodity Super-Cycle? This upward price pressure for a number of different commodities may have investors wondering: are we in a commodity super-cycle?
How Advisors Can Stand Out From the Crowd If you want to improve your business, clearly the focus has to be on doing something different. #financialadvisors #business #success
How Advisors Can Stand Out From the Crowd If you want to improve your business, clearly the focus has to be on doing something different. #financialadvisors #business #success
How Can Financial Advisors Use Testimonials on Their Website Have you ever received a really wonderful client testimonial or review that you just wish you could share with everybody? #advisors
How Can Financial Advisors Use Testimonials on Their Website Have you ever received a really wonderful client testimonial or review that you just wish you could share with everybody? #advisors
5 Red Flags That Will Cause Your Prospects to Dismiss You We list the five of the most common red flags that could cause your prospects to dismiss you. #financialadvisors #prospecting
5 Red Flags That Will Cause Your Prospects to Dismiss You We list the five of the most common red flags that could cause your prospects to dismiss you. #financialadvisors #prospecting
The Impact Young Advisors Are Having On the Financial Industry Hear real stories of two young advisors taking the leap and running an independent firm, and the potential lasting effects on the industry.
The Impact Young Advisors Are Having On the Financial Industry Hear real stories of two young advisors taking the leap and running an independent firm, and the potential lasting effects on the industry.
Coinbase: All You Need to Know About this Crypto Giant Coinbase derives a majority of its revenue via trading fees that accounted for 96% of total sales in 2020. #coinbase #cryptocurrency
Coinbase: All You Need to Know About this Crypto Giant Coinbase derives a majority of its revenue via trading fees that accounted for 96% of total sales in 2020. #coinbase #cryptocurrency
Creating a Strong Tax Planning Strategy Can Save You Thousands, Here’s How While you may not be able to control everything about your financial situation, there is one area where you can take charge immediately.
Creating a Strong Tax Planning Strategy Can Save You Thousands, Here’s How While you may not be able to control everything about your financial situation, there is one area where you can take charge immediately.
Is An Inheritance Taxable? It Depends, and Here’s Why Actually receiving an inheritance from someone who has passed away isn’t a taxable event, but how much tax you’ll pay ... #taxes
Is An Inheritance Taxable? It Depends, and Here’s Why Actually receiving an inheritance from someone who has passed away isn’t a taxable event, but how much tax you’ll pay ... #taxes
Saying No to a Referral When the Fit Isn’t Right How do you walk away in a way that feels good for your client, the prospect and for you? #referrals #advisors #RIAs
Saying No to a Referral When the Fit Isn’t Right How do you walk away in a way that feels good for your client, the prospect and for you? #referrals #advisors #RIAs
Volatility Alert: Biden Administration Plays the Tax Card Growing anxiety in the financial markets that upcoming tax proposals may be bad for stocks. #stockmarket #taxes
Volatility Alert: Biden Administration Plays the Tax Card Growing anxiety in the financial markets that upcoming tax proposals may be bad for stocks. #stockmarket #taxes
Those Tax Hikes I Warned About... The S&P has skyrocketed to unprecedented levels and valuations, but strong earnings could give the index some momentum.
Those Tax Hikes I Warned About... The S&P has skyrocketed to unprecedented levels and valuations, but strong earnings could give the index some momentum.
The Tax Plan to Slay the Stock Bull? The S&P 500 is at a crossroads determining how low would the shock-facilitated consolidation stretch. #stockmarket #gold
The Tax Plan to Slay the Stock Bull? The S&P 500 is at a crossroads determining how low would the shock-facilitated consolidation stretch. #stockmarket #gold
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #investing #investors #finance #wealth #money #retirement
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #investing #investors #finance #wealth #money #retirement
What to Expect from a Financial Advisor When seeking the help of a financial advisor, you may be seeking assistance in one of several areas. #financialadvisor #advice
What to Expect from a Financial Advisor When seeking the help of a financial advisor, you may be seeking assistance in one of several areas. #financialadvisor #advice
How (Not) To Change Someone’s Mind Seeking out dissent and disagreement and having our ideas and thoughts challenged would lead to a happier and more productive world.
How (Not) To Change Someone’s Mind Seeking out dissent and disagreement and having our ideas and thoughts challenged would lead to a happier and more productive world.
7 Lessons Learned from the Bernie Madoff Scam To avoid becoming a victim of investment fraud consider these lessons of the Madoff scandal. #investor #investing #madoff
7 Lessons Learned from the Bernie Madoff Scam To avoid becoming a victim of investment fraud consider these lessons of the Madoff scandal. #investor #investing #madoff
Sell Me Their Eyeballs You competition is more brutal than you may have realized, because your biggest competitors probably aren’t who you think they are.
Sell Me Their Eyeballs You competition is more brutal than you may have realized, because your biggest competitors probably aren’t who you think they are.
How to be More Collaborative at Work Collaboration is an amazing thing because it allows people to believe in each other. #teamwork #collaboration #workforce
How to be More Collaborative at Work Collaboration is an amazing thing because it allows people to believe in each other. #teamwork #collaboration #workforce
7 Warning Signs of Financial Elder Abuse What Can You Do When You Suspect Financial Abuse of Your Aging Parent? #elderabuse #finances #family #protection
7 Warning Signs of Financial Elder Abuse What Can You Do When You Suspect Financial Abuse of Your Aging Parent? #elderabuse #finances #family #protection
Four Actions To Take On Customer Effort Feedback One of the biggest mistakes companies can – and do – make with customer feedback is to do nothing at all with it. #custexp
Four Actions To Take On Customer Effort Feedback One of the biggest mistakes companies can – and do – make with customer feedback is to do nothing at all with it. #custexp
Gold Continues to Rebound, Despite Hawkish Powell’s Letter The price of gold rebounded further, despite hawkish Powell’s letter to Senator Rick Scott. #gold #investing #stockmarket
Gold Continues to Rebound, Despite Hawkish Powell’s Letter The price of gold rebounded further, despite hawkish Powell’s letter to Senator Rick Scott. #gold #investing #stockmarket
Is BofA Right About A Market Drop To 3800? While it is entirely true that “you can not time the market,” you can do some analysis and make deliberate changes to avoid problems.
Is BofA Right About A Market Drop To 3800? While it is entirely true that “you can not time the market,” you can do some analysis and make deliberate changes to avoid problems.
Advisors Should Know Which Clients Provide Most Value Unless you know who your most profitable clients are, you’ll waste valuable resources chasing non-ideal prospects. #advice #value
Advisors Should Know Which Clients Provide Most Value Unless you know who your most profitable clients are, you’ll waste valuable resources chasing non-ideal prospects. #advice #value
Disrupt Your Thinking About ETFs with Rob Isbitts and Samita Thephasit How the nature of investing has changed, and what advisors need to do to keep up. #investing #investor #financialadvisor #success
Disrupt Your Thinking About ETFs with Rob Isbitts and Samita Thephasit How the nature of investing has changed, and what advisors need to do to keep up. #investing #investor #financialadvisor #success
How Bitcoin Affects Our Economy with Greg Foss Want to understand the fundamentals of Bitcoin and how it affects our economy? #bitcoin #investing #cryptocurrency
How Bitcoin Affects Our Economy with Greg Foss Want to understand the fundamentals of Bitcoin and how it affects our economy? #bitcoin #investing #cryptocurrency
With Value in Style Again, Advisors Should Size Up Shareholder Yield These are good days for value investors and dividend seekers – two concepts that are often joined at the hip. #investing #investor
With Value in Style Again, Advisors Should Size Up Shareholder Yield These are good days for value investors and dividend seekers – two concepts that are often joined at the hip. #investing #investor
Three Steps To Get Magical Results From Integrating PR, Marketing and Paid Media Try an integrated PR/marketing approach that uses earned, paid and owned media tactics to promote your content. #marketing
Three Steps To Get Magical Results From Integrating PR, Marketing and Paid Media Try an integrated PR/marketing approach that uses earned, paid and owned media tactics to promote your content. #marketing
What Dentists Need to Know to Achieve Larger Tax Deductions and Accelerated Retirement Savings Why don’t more dentists set up plans or upgrade their current plan to take full advantage of larger tax deductions. #401k
What Dentists Need to Know to Achieve Larger Tax Deductions and Accelerated Retirement Savings Why don’t more dentists set up plans or upgrade their current plan to take full advantage of larger tax deductions. #401k
Advisors, Clients Can Make an Impact with a Surprising Sector A lot to like with utilities when it comes to ESG and advisors can position this to clients as an income-generating avenue.
Advisors, Clients Can Make an Impact with a Surprising Sector A lot to like with utilities when it comes to ESG and advisors can position this to clients as an income-generating avenue.
How To Build Resilience When Life Isn’t Perfect Listen to that still, small voice within you that is full of heart and wisdom and is able to give you a clear sense of purpose. #purpose
How To Build Resilience When Life Isn’t Perfect Listen to that still, small voice within you that is full of heart and wisdom and is able to give you a clear sense of purpose. #purpose
Have We Forgotten How to Admire? Let’s think of people more in terms of what they contribute and less in terms of what they possess. #admire #people
Have We Forgotten How to Admire? Let’s think of people more in terms of what they contribute and less in terms of what they possess. #admire #people
What You Need To Know About Social Security With Social Security, you just get one chance to make the right decision — there’s no turning back. #socialsecurity #finance
What You Need To Know About Social Security With Social Security, you just get one chance to make the right decision — there’s no turning back. #socialsecurity #finance
The Benefits of the Virtual Doctor’s Office Tune in now to hear how people are responding to virtual healthcare and how you could be taking advantage of it too!
The Benefits of the Virtual Doctor’s Office Tune in now to hear how people are responding to virtual healthcare and how you could be taking advantage of it too!
How to Motivate and Encourage Your Employees To Stay With Your Company Constantly needing to hire and train new employees can be a detriment to your company. It costs money and takes time away from production and growth.
How to Motivate and Encourage Your Employees To Stay With Your Company Constantly needing to hire and train new employees can be a detriment to your company. It costs money and takes time away from production and growth.
Retargeting Ads: The Lead Generation Tactic Most Financial Advisors Aren't Using Have you ever searched for something on Google and then a couple minutes later, see an Ad for what you just searched for?
Retargeting Ads: The Lead Generation Tactic Most Financial Advisors Aren't Using Have you ever searched for something on Google and then a couple minutes later, see an Ad for what you just searched for?
10 Entrepreneur Actions To Grow Beyond A One-Man Show Maximizing team engagement is the key to capturing that extra discretionary effort that separates winning startups from losing ones.
10 Entrepreneur Actions To Grow Beyond A One-Man Show Maximizing team engagement is the key to capturing that extra discretionary effort that separates winning startups from losing ones.
Will Gold’s Next Decline Be Its Final One? If gold’s recent rally is just a correction within a larger medium-term downswing, and the 2018 pattern repeats, this could mean the final plunge.
Will Gold’s Next Decline Be Its Final One? If gold’s recent rally is just a correction within a larger medium-term downswing, and the 2018 pattern repeats, this could mean the final plunge.
Where is the DOW Headed? Much of what could be driving investors predictions about where the DOW will end 2021 could be based on how they feel about stock market results
Where is the DOW Headed? Much of what could be driving investors predictions about where the DOW will end 2021 could be based on how they feel about stock market results
Are Chatbots the Future of Financial Advice? Chatbots may be “cute”, but they are soulless. Advisors have nothing to worry about, so long as they are good at being human.
Are Chatbots the Future of Financial Advice? Chatbots may be “cute”, but they are soulless. Advisors have nothing to worry about, so long as they are good at being human.
How Data Helps Grow Your Business in the Financial Services Industry with Kate Healy Kate Healy reflects on how the financial services industry has evolved over the past few decades and the importance of data. #finserv
How Data Helps Grow Your Business in the Financial Services Industry with Kate Healy Kate Healy reflects on how the financial services industry has evolved over the past few decades and the importance of data. #finserv
For Diversification, Ignore the Siren Song of Sharpe: Go For the Skew If its diversification you want, ignore the siren song of Sharpe, and go for the skew. #diversification #stockmarket #investing
For Diversification, Ignore the Siren Song of Sharpe: Go For the Skew If its diversification you want, ignore the siren song of Sharpe, and go for the skew. #diversification #stockmarket #investing
