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How To Manage the Flood of Emotions That Follows Retirement

The $200,000 Tax Deduction I Personally Use

The Recovery Continues but Perhaps Not as Rapidly as Expected

5 New Venture Mistakes That Can Cost You The Business

Apr 14, 2021 by Martin Zwilling

There are certain common avoidable mistakes that can lead to legal complications which jeopardize the long-term success of the business.

How To Save Over 100 Hours of Time This Year as a Financial Advisor

Apr 14, 2021 by Grant Hicks

Capacity is the number one challenge for financial advisors and wealth management. #capacity #financialadvisors #wealthmanagement

Equity Sentiment Becomes A Bit Frothy

Apr 14, 2021 by Andrew Thrasher

We have 90+% bullishness in the S&P 500 and Nasdaq, elevated momentum on several indicators as well as the SPX 39%

Industrial Intrigue with the Sealy Real Estate Platform

Apr 14, 2021 by Todd Shriber

When it comes to real estate, the traditional avenues for approaching this asset class with clients are rental properties or individual equities and funds.

Your Clients Aren’t Your Marketing Team

Apr 14, 2021 by Julie Littlechild

Fueling your referral efforts by identifying and removing the points of friction that may be slowing you down. #referrals #RIAs #advice

Is Alibaba The Ultimate Contrarian Bet Right Now?

Apr 14, 2021 by Finscreener

Alibaba is one of the largest e-commerce companies in the world with an annual GMV of over $1 trillion. #stocks #stockmarket

Creating Sustainable Food and Supply Chains with Erin Fitzgerald

Apr 14, 2021 by Kim Griego Kiel

How are farmers and ranchers working to bring us healthier meals while also enhancing sustainability efforts in agriculture?

An Appropriate Framework Drilling on Bitcoin Fundamentals

Apr 14, 2021 by Todd Shriber

Still nascent asset class Bitcoin doesn't have nearly the track record of bonds, commodities, equities and other traditional investment vehicles

We All Love the Circus

Apr 13, 2021 by James E. Wilson

We should realize this risk is significantly out-stripped over time by the risk of not investing in stocks. #stockmarket #stocks

There Is No Free Lunch: The 2021 Update

Apr 13, 2021 by Bryce Sanders

Professional advice should be unbiased. It should be portable. This costs money. #financialadvisors #advice #finance #investors

Solutions for Navigating the High Cost of College with Nancy Paul

Apr 13, 2021 by Esther Szabo

Parents shouldn’t have to choose between their children’s college education and their family's financial health. #college #finance

3 Life Lessons from 3 Dead Frogs

Apr 13, 2021 by Matt Miller

Make a decision to reach a goal, take action in the direction of your objective, and be relentless in your efforts along the path.

The Experience Is Everything

Apr 13, 2021 by Annette Franz

Anything that impacts the perceptions about the company fall under the customer experience. #cx #custexp #service

Transition Into Retirement With a Coach as Your Guide with Cindy Wiley

Apr 13, 2021 by Jeffrey A Green

Change can be a good thing. However, the uncertainty of moving forward can spark fear and create stress. #retirement

The World According to Jamie Dimon

Apr 13, 2021 by Chris Skinner

I read Jamie Dimon’s shareholder letter with interest this week. His message does not read like a shareholder letter from a banker …

Future-Income Focus May Boost Current DC Plan Savings

Apr 13, 2021 by Alliance Bernstein

If plan sponsors want to help retirees avoid late-inning surprises, they may need a new philosophy that gets back to the roots of why they offer plans

What's the Value of an Advisor Outside Investments?

Apr 13, 2021 by Catherine McBreen

What non-investment related services can an advisor provide that wealthy investors would find either beneficial or valuable? #advice

Is Advertising For Lead Generation Dead?

Apr 13, 2021 by Tony Vidler

For any advisers wanting to generate more leads then it seems that advertising can help – but go online. #financialadvisors #advertising

For Advisors, Surprise Demographic Needs Bitcoin Advice, Attention

Apr 13, 2021 by Todd Shriber

Bitcoin is garnering more attention and allocations from institutional investors and more big-name banks are making the cryptocurrency available to clients

Dynamic Follow Up For Financial Advisors Captures 25% More Business

Apr 13, 2021 by Adri Miller-Heckman

Having unique tools that women love can totally transform your follow-up program creating more traction and interaction. #financialadvisors

This Type of Ad Could Make Your Clients Jump Ship

Apr 13, 2021 by Jay Mooreland

The financial media is not the only temptation investors face. They also face temptations from financial advertisers. #advice #investors

Traditional Sales and Marketing Strategies Will Fail Your Company on Social

Apr 13, 2021 by Mike Garrison

Whether we like it or not, companies that are wanting to compete and win in the future need to embrace digital right now.

Planning For Long-Term Care as You Plan for Longevity in Retirement With Bill Comfort

Apr 13, 2021 by Tim Whisler

Tune in to find out why planning is so important when considering long-term care insurance! #insurance #longtermcare #advice

An Effective Way to Fight Inflation in Client Portfolio

Apr 13, 2021 by Todd Shriber

Advisors should trust the data and help clients realize TIPS aren't the only game in town when it comes to beating inflation. #investing

The Best Way To Frustrate Your Clients

Apr 12, 2021 by Shep Hyken

The best way to frustrate the customer is with inconsistency in any area of your business. #service #inconsistency #business

Which Adviser Would You Choose?

Apr 12, 2021 by Stewart Bell

This is not about expertise, it's about methodology. An ethos. A philosophy. A system that has been applied to the circumstances of clients.

How to Spend Bitcoin and Other Cryptocurrency

Apr 12, 2021 by Amar Shah

Will cryptocurrency prevail, and ultimately become a widely accepted means of exchange? #cryptocurrency #bitcoin #currency

Can I Get On More Short Lists With Social Selling?

Apr 12, 2021 by Timothy Hughes

Content should inform, insight, educate your audience, don't forget to get a SEO benefit, while you are there. #socialselling #marketing

Make it Simpler and Less Cluttered

Apr 12, 2021 by Joseph Michelli

Great leaders are almost always great simplifiers, who can cut through argument. #simple #leadership #business #success

Stocks or Gold: Which Is in the Catbird Seat?

Apr 12, 2021 by Monica Kingsley

S&P 500 upswing is leaving the index in a vulnerable position, and especially the tech‘s reversal is leaving it in a perched place. #stockmarket

The Misconceptions of Annuities Addressed with Michael Clark

Apr 12, 2021 by Michael Dukovich

Tune in now to discover how annuities work, and if using one might be beneficial for your wealth plan. #investing #annuities #retirement

Pick-a-Fight Marketing Strategy: This Is How It’s Done

Apr 12, 2021 by ProudMouth

Learn how to get your audience’s attention and earn their loyalty by rallying them against a common enemy. #marketing

This Will Be a Big Week in the Financial Sector

Apr 12, 2021 by Al Emid

This week is going to be an important one both in terms of reports from blue chip institutions and in terms of eye-popping fallout.

U.S. Labor Market Is Recovering. Will Gold Too?

Apr 12, 2021 by Golden Meadow

Given that the U.S. outpaces its major peers in the pace of economic recovery, it might be too early to call the return of the gold bulls.

7 Qualities Financial Advisors Must Have to Achieve Their Goals

Apr 12, 2021 by Don Connelly

Here are the seven qualities anyone can develop to drive their success in achieving even the most challenging goals. #advice

10 Things Financial Advisors Should Stop Doing On LinkedIn Immediately

Apr 12, 2021 by Samantha Russell

Getting the most out of LinkedIn means using best practices and stopping habits that limit your brand. #financialadvisors #brand

The Week Ahead: Is the US Economy Having a Goldilocks Moment?

Apr 12, 2021 by The Week Ahead

Welcome to Advisorpedia's Week Ahead. Here's what's happened last week and ahead for this week. #stockmarket #economy #investing

Being Poised & Ready to Profit from Unexpected Downturns

Apr 12, 2021 by Bill Hortz

Just focusing on an investment strategy or strategies to make money from positive upward market movements over time may not be enough

Can International Stocks Provide a Hedge Against Rising Inflation?

Apr 12, 2021 by J.P. Morgan Asset Management

Internationally, leaning into financials, materials and industrials is a way to position portfolios for the global recovery. #investing

The Return of the Retail Investor with Chris Hill

Apr 12, 2021 by Malcolm Ethridge

Tune in to hear some advice from a seasoned veteran on how to be smart about making that first investment. #invesring #investor

How to Update Your Endowment’s Spending Policy

Apr 12, 2021 by Fiducient Advisors

As one of the Three Levers that impact nonprofit endowment pools, Spending is a critical component of endowment management.

Thematic ETFs Continue Gaining Assets. Clients Want in on the Action.

Apr 12, 2021 by Todd Shriber

Seasoned veterans of the exchange traded funds industry know the following pair of tidbits to be true and frequently vocalized. #ETFs

The Curious Staircase Rally in Stocks

Apr 11, 2021 by Monica Kingsley

S&P 500 keeps consolidating in a vulnerable and stretched position, yet offers no signs of an immediate retracement of a portion of prior gains.

Stocks are Heating Up

Apr 11, 2021 by Matthew Levy

Based on the chart and macro-level tailwinds, I feel that you can still BUY this index. In fact, it may be the most buyable of them all.

11 Most Read Articles of the Week!

Apr 10, 2021 by Douglas Heikkinen

11 Most Read Articles of the Week! #finance #financialadvisors #wealthmanagement #ETFs #stocks #stockmarket #wealth

New Etiquette for the Going Back To Work

Apr 09, 2021 by Arden Clise

These are just a few of the etiquette changes we can expect to see as we make our way through and out of the pandemic. #workforce

Need to Make a Decision? 5 Questions and 5 Tips to Get You Into Action

Apr 09, 2021 by Alli Polin

Here are 5 questions and 5 tips to help you make the best decision you can at this moment and move forward. #decisions

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