A Baker’s Dozen of Truly Bad Ideas and Dumb Statements We turn to a curious phenomenon — the proliferation of really bad ideas and dumb statements, here and abroad.
A Baker’s Dozen of Truly Bad Ideas and Dumb Statements We turn to a curious phenomenon — the proliferation of really bad ideas and dumb statements, here and abroad.
How Can a Financial Advisor Change the Financial Habit of Americans? Most Americans are unsure about Financial Advisor. Check out the article about the reason for ignorance and benefits of consulting the expert.
How Can a Financial Advisor Change the Financial Habit of Americans? Most Americans are unsure about Financial Advisor. Check out the article about the reason for ignorance and benefits of consulting the expert.
Putting Industrials to Work in Your Portfolio The industrial sub-index also offers a great mix of thematic names that are often overlooked in Canada. #investing #investor
Putting Industrials to Work in Your Portfolio The industrial sub-index also offers a great mix of thematic names that are often overlooked in Canada. #investing #investor
Ditch the Bad Habits: 4 Stages of Awareness To Be a Better Leader Making the effort to raise our self-awareness and reduce those habits that get in the way of effective leadership should be. #leadership
Ditch the Bad Habits: 4 Stages of Awareness To Be a Better Leader Making the effort to raise our self-awareness and reduce those habits that get in the way of effective leadership should be. #leadership
9 Potent Generational Insights You’ll Want To Own Most managers in their heart-of-hearts don’t consider they fall prey to generational biases. As we dig deep, we uncover blind spots.
9 Potent Generational Insights You’ll Want To Own Most managers in their heart-of-hearts don’t consider they fall prey to generational biases. As we dig deep, we uncover blind spots.
Your 10-Step Pre-Retirement Checklist This list will shed light on the different financial, health, and planning considerations to be aware of as you approach your next stage of life.
Your 10-Step Pre-Retirement Checklist This list will shed light on the different financial, health, and planning considerations to be aware of as you approach your next stage of life.
Gold Unleashed: Rip Your Face Off Rally Is Here The shallow S&P 500 consolidation doesn‘t appear over just yet as the risk-off moves were evident across the board yesterday.
Gold Unleashed: Rip Your Face Off Rally Is Here The shallow S&P 500 consolidation doesn‘t appear over just yet as the risk-off moves were evident across the board yesterday.
Traveling Post-COVID with Shana Brewer As the end of Covid-19 approaches with the rollout of vaccines, most people cannot wait to get away from their homes and enjoy a good vacation.
Traveling Post-COVID with Shana Brewer As the end of Covid-19 approaches with the rollout of vaccines, most people cannot wait to get away from their homes and enjoy a good vacation.
The Best Practice Management Idea You Will Ever Read! If I was asked to give only one idea to build and scale a financial advisory practice, this would be the idea. #financialadvisors
The Best Practice Management Idea You Will Ever Read! If I was asked to give only one idea to build and scale a financial advisory practice, this would be the idea. #financialadvisors
Gold Rebounds Amid Positive Economic Reports The fact that gold held its gains and continued the rebound even after the publication of several positive economic reports is bullish
Gold Rebounds Amid Positive Economic Reports The fact that gold held its gains and continued the rebound even after the publication of several positive economic reports is bullish
There Is No Way This Bull Market Doesn’t End Very Badly We remain bullish on the markets currently as momentum is still in play. We are also continually taking precautions to manage risk accordingly.
There Is No Way This Bull Market Doesn’t End Very Badly We remain bullish on the markets currently as momentum is still in play. We are also continually taking precautions to manage risk accordingly.
How to Get Booked for Speaking Engagements These tools will set up your submissions for success and, over time, help you grow your platform as a sought-after visible expert.
How to Get Booked for Speaking Engagements These tools will set up your submissions for success and, over time, help you grow your platform as a sought-after visible expert.
NFTs: The Wild Wild West of Investing with Ben Way Doug Heikkinen and Ben discuss cryptocurrency, NFTs, and why advisors should learn more about both. #NFTs #cryptocurrency
NFTs: The Wild Wild West of Investing with Ben Way Doug Heikkinen and Ben discuss cryptocurrency, NFTs, and why advisors should learn more about both. #NFTs #cryptocurrency
Capture Generations Of Women With Your Brand This marketing plan has created a multi-generational practice and a dynamic source of referrals that is fun, easy and effortless. #women
Capture Generations Of Women With Your Brand This marketing plan has created a multi-generational practice and a dynamic source of referrals that is fun, easy and effortless. #women
Catastrophe Reinsurance: A Unique Asset Class Catastrophe reinsurance is purchased by insurance companies to help cover the cost of payouts due to natural disasters. #reinsurance
Catastrophe Reinsurance: A Unique Asset Class Catastrophe reinsurance is purchased by insurance companies to help cover the cost of payouts due to natural disasters. #reinsurance
When and How to Professionalize Your Firm’s Management The need to understand your ideal client before determining your firm’s organizational structure. #business #businessmanagement
When and How to Professionalize Your Firm’s Management The need to understand your ideal client before determining your firm’s organizational structure. #business #businessmanagement
Expected Changes in Estate Planning & Income Taxes with Richard Schloss According to the Biden Administration’s new tax proposals, some tax benefits and exemptions might not be available moving forward.
Expected Changes in Estate Planning & Income Taxes with Richard Schloss According to the Biden Administration’s new tax proposals, some tax benefits and exemptions might not be available moving forward.
An Angelic Approach to Help Clients Deal with Rising Treasury Yields Opportunity beckons for both advisors and clients because the former can highlight value to the latter by discussing fallen angel bonds.
An Angelic Approach to Help Clients Deal with Rising Treasury Yields Opportunity beckons for both advisors and clients because the former can highlight value to the latter by discussing fallen angel bonds.
What Do You Value More; Time or Money? Understanding how time and money intersect is at the very core of reality-based financial planning. #finance #time #money
What Do You Value More; Time or Money? Understanding how time and money intersect is at the very core of reality-based financial planning. #finance #time #money
Your Firm Isn’t Ready for ESG: Prove Me Wrong Is your firm really ready for this? Does your firm really have the ability to treat each person as unique? #ESG #investing #ESGinvesting
Your Firm Isn’t Ready for ESG: Prove Me Wrong Is your firm really ready for this? Does your firm really have the ability to treat each person as unique? #ESG #investing #ESGinvesting
What’s Driving ESG Growth? By now investors should know that environmental, social, and governance #ESG investing is the hottest segment of financial services.
What’s Driving ESG Growth? By now investors should know that environmental, social, and governance #ESG investing is the hottest segment of financial services.
Saving Versus Investing There are a lot of people that take more risks with their savings than they need to in order to guarantee they don’t run out of money in retirement.
Saving Versus Investing There are a lot of people that take more risks with their savings than they need to in order to guarantee they don’t run out of money in retirement.
5 Simple Steps You Can Take To Change Your Money Mindset Your money mindset powers your thoughts, attitudes, and perspectives toward your finances. #finance #money #financialfreedom
5 Simple Steps You Can Take To Change Your Money Mindset Your money mindset powers your thoughts, attitudes, and perspectives toward your finances. #finance #money #financialfreedom
How to Get the Most From a Virtual Conference While attending a virtual event may not seem worth it on the surface, there are plenty of golden opportunities to be mined. #virtual
How to Get the Most From a Virtual Conference While attending a virtual event may not seem worth it on the surface, there are plenty of golden opportunities to be mined. #virtual
Six Leadership Strategies to Problem-Solve There are definitely best practices that teams can use to tackle their problems straight on which will result in solutions. #teams
Six Leadership Strategies to Problem-Solve There are definitely best practices that teams can use to tackle their problems straight on which will result in solutions. #teams
How Rising Rates Benefit Bond Investors Income bonds generate in the form of coupon payments gets reinvested at new and higher rates. #fixedincome #bonds
How Rising Rates Benefit Bond Investors Income bonds generate in the form of coupon payments gets reinvested at new and higher rates. #fixedincome #bonds
Does Your Affluent Client Feel Inadequate? Your affluent client has followed your recommendations, invested wisely and accumulated a decent sized nest egg. So why don’t they feel rich?
Does Your Affluent Client Feel Inadequate? Your affluent client has followed your recommendations, invested wisely and accumulated a decent sized nest egg. So why don’t they feel rich?
It's Not Too Late to Bank on Bank Stocks Advisors can talk banks stocks with confidence there are catalysts and valuations are attractive, not stretched.
It's Not Too Late to Bank on Bank Stocks Advisors can talk banks stocks with confidence there are catalysts and valuations are attractive, not stretched.
Answer the Only Question That Matters to Prospects The only question which matters in the prospects mind is “what’s in it for me”. #financialadvisors #prospecting #sales
Answer the Only Question That Matters to Prospects The only question which matters in the prospects mind is “what’s in it for me”. #financialadvisors #prospecting #sales
Put Chips on the Table to Talk Tech with Clients Technology isn't just a premier growth destination, nor is it simply just the largest sector weight in the S&P 500. #investing
Put Chips on the Table to Talk Tech with Clients Technology isn't just a premier growth destination, nor is it simply just the largest sector weight in the S&P 500. #investing
Outdated Beliefs About Service Models There are many outdated, limiting beliefs around what ongoing service is, why it is that way and what it can and can't be. #advice
Outdated Beliefs About Service Models There are many outdated, limiting beliefs around what ongoing service is, why it is that way and what it can and can't be. #advice
Annuities as a Helpful Income Planning Tool with Michael R. Harris Discover everything about annuities, and how to creatively use them within your income planning. #annuities #income #planning
Annuities as a Helpful Income Planning Tool with Michael R. Harris Discover everything about annuities, and how to creatively use them within your income planning. #annuities #income #planning
Acquiring Practices More Successfully With Client Advisory Boards Engage your best clients virtually to discover what’s on their minds and how to make your service more valuable. #financialadvisors
Acquiring Practices More Successfully With Client Advisory Boards Engage your best clients virtually to discover what’s on their minds and how to make your service more valuable. #financialadvisors
Should Companies Be "Woke" Regarding Social Issues? Do investors like it when corporations speak out on social and political issues? #investing #investors #stockmarket
Should Companies Be "Woke" Regarding Social Issues? Do investors like it when corporations speak out on social and political issues? #investing #investors #stockmarket
Why Have Bond Yields Slipped? We still anticipate strong economic growth — with upside risks on inflation and a much tighter labor market by year-end.
Why Have Bond Yields Slipped? We still anticipate strong economic growth — with upside risks on inflation and a much tighter labor market by year-end.
4 Commonly Made Financial Mistakes Young Families Make By avoiding these four commonly made financial mistakes in your early years, you and your family will be in a much better situation.
4 Commonly Made Financial Mistakes Young Families Make By avoiding these four commonly made financial mistakes in your early years, you and your family will be in a much better situation.
Can I Get Banned From LinkedIn if Somebody Else Manages My Profile? There is no arbitration, no second chances, you lose your profile, your network and all your contacts and you have to start again. #linkedin
Can I Get Banned From LinkedIn if Somebody Else Manages My Profile? There is no arbitration, no second chances, you lose your profile, your network and all your contacts and you have to start again. #linkedin
Want To Land on Page 1 of Google? Do These 3 Things You can establish a content strategy that improves SEO and drives your opportunity to appear on page one of a search result. #SEO #marketing
Want To Land on Page 1 of Google? Do These 3 Things You can establish a content strategy that improves SEO and drives your opportunity to appear on page one of a search result. #SEO #marketing
What You Need to Know About Medicare with Jim Ryan Everything you need to know to understand the many parts of Medicare, its different parts, its enrollment periods, and common mistakes.
What You Need to Know About Medicare with Jim Ryan Everything you need to know to understand the many parts of Medicare, its different parts, its enrollment periods, and common mistakes.
Divorce and the Marital Home: Keep or Sell Can you afford to keep your house? Should you sell? Downsize? #finance #divorce #realestate #home
Divorce and the Marital Home: Keep or Sell Can you afford to keep your house? Should you sell? Downsize? #finance #divorce #realestate #home
Pausing Stocks and Gold Fireworks Gold and miners keep surging as the commodities signposted, little hampered by the daily increase in nominal yields. #gold
Pausing Stocks and Gold Fireworks Gold and miners keep surging as the commodities signposted, little hampered by the daily increase in nominal yields. #gold
Helping Families Make the Most of Their Philanthropy Philanthropy is much more than making donations – it’s an effective way of sharing values across generations.
Helping Families Make the Most of Their Philanthropy Philanthropy is much more than making donations – it’s an effective way of sharing values across generations.
Why You Need To Stop Comparing Yourself to Your Competitors If all you do is compare yourself to your competitors, you may be missing your best opportunities to create the best experience for your customers.
Why You Need To Stop Comparing Yourself to Your Competitors If all you do is compare yourself to your competitors, you may be missing your best opportunities to create the best experience for your customers.
Several Iconic Names Report This Week While this week’s results will be mixed, the broader economy has a fair number of positive signs. #earnings #stockmarket #stocks
Several Iconic Names Report This Week While this week’s results will be mixed, the broader economy has a fair number of positive signs. #earnings #stockmarket #stocks
Gold: You Can Win a Battle, but Still Lose the War Gold declined right after its triangle-vertex-based reversal, but it appears that the market participants didn’t want to give up on the bullish tone
Gold: You Can Win a Battle, but Still Lose the War Gold declined right after its triangle-vertex-based reversal, but it appears that the market participants didn’t want to give up on the bullish tone
Go Ahead, Raise Your Fees! If you’re providing great service and meeting clients’ important needs, don’t hesitate to charge a premium price for your services.
Go Ahead, Raise Your Fees! If you’re providing great service and meeting clients’ important needs, don’t hesitate to charge a premium price for your services.
Descending From the “Easy Policy” Mountain Summit The rising pace of vaccinations coupled with additional fiscal and continued monetary stimulus has increased optimism. #stockmarket
Descending From the “Easy Policy” Mountain Summit The rising pace of vaccinations coupled with additional fiscal and continued monetary stimulus has increased optimism. #stockmarket
