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The Transatlantic Divide: Why Brits Invest Less Than Americans

Stocks: Dip-Buying Opportunity or Trap?

Consumers More Worried of Downturn vs. CEOs

Might GE Vernova Be the Next Nvidia?

May 30, 2024 by Lance Roberts

GE Vernova GEV is a recent spin-off from GE. The company is involved in the power grid’s many traditional and alternative energy aspects. #GE

Stop Blaming Your Leads, if You Can’t Convert New Clients

May 30, 2024 by Ari Galper

Many advisors jump to the conclusion that their leads who back out of the sale simply weren’t ready or qualified.

We Don’t Know if “Sell in May” Works Until June ... At the Earliest

May 30, 2024 by Steve Sosnick

Sell in April and Sell in early May haven’t worked. We won’t, or can’t, know if Sell in May worked until June at the earliest. #markets

Where To Go with Positive Stock-Bond Correlations

May 30, 2024 by iCapital

In periods of negative correlation, investors can rely on the bond portion of their portfolio to function as a counterweight to equities. #stocks #bonds

Helping Clients Realize Benefits From Gifting Stock

May 30, 2024 by Todd Shriber

Gifting stock, particularly when unrealized gains are involved, makes a lot of sense, but many clients aren’t aware of the benefits. #advisors

Here’s a Solution for Your Organic Growth Problem With Steve Gresham

May 30, 2024 by Power Your Advice

Share his insights on organic growth, exploring what fuels it, why it’s crucial, and how advisors can harness its power effectively. #growth

From Crickets to Clicks: Creative Content to Drive Investor Interest

May 30, 2024 by Catharine Frick

Don't underestimate the power of name recognition and distinct, authoritative voices in breathing new life into complex of financial topics

The Power Grid Expansion

May 30, 2024 by Michael P. Lebowitz

Before starting, we address a reader’s question regarding the electricity Bitcoin miners require. #Bitcoin #electricity

How Ordinary Professionals Transform into Thought Leaders

May 30, 2024 by Lee Frederiksen

Visible Experts are exactly what their name implies: individuals whose expertise and exposure rise above the rest. #advisors

Do We All Suffer From Success Insecurity?

May 29, 2024 by Joseph Lukacs

An often-overlooked topic in our conversations: can one be insecure about their success? Specifically, do advisors experience success insecurity? #growth

Elite Client Communication Strategies for Financial Advisors

May 29, 2024 by Grant Hicks

If you want to deliver a world-class communication strategy for your top ten clients and your top ten prospects here are a few ideas. #advisors

Emotional Intelligence: Navigating Beyond Convention

May 29, 2024 by Ayelet Baron

When you numb yourself, you throw away this compass. Embracing your emotions allows your soul to guide you toward deeper meaning. #emotion

Understanding Generational Wealth: What It Really Means

May 29, 2024 by Malcolm Ethridge

Generational wealth is not entirely about money or financial assets; it also includes intangible assets such as education and professional networks #wealth

Which Feedback Is Most Valuable: Solicited or Unsolicited?

May 29, 2024 by Annette Franz

Executing a voice of the customer VoC program that yields actionable insights is imperative. #advisors #CX

Why "Agree to Disagree" Falls Short and What to Say Instead for Better Work Relationships

May 29, 2024 by David Dye

There are so many ways to build your work relationships and find better solutions than telling someone, Let’s agree to disagree. #advisors

Strategies for Emerging Leaders To Increase Visibility at Work

May 29, 2024 by Debbie Peterson

High visibility can lead to more opportunities to get ahead, increased trust from senior management, and a stronger influence. #leaders

The Modern-Day Pickaxes Of The Tech Industry

May 29, 2024 by Frank Holmes

Global searches for AI recently hit the highest level ever as more and more companies roll out AI products and position themselves. #AI

Advisors Should Start Long-Term Care Conversations

May 29, 2024 by Todd Shriber

Be on the ball when it comes to long-term care conversations because the fact is many clients aren’t thinking about this issue. #NCRetirementCenter

No, Corporate Greed Is Not the Cause of Inflation

May 29, 2024 by Lance Roberts

The problem, as with many of the narratives ramping up the ire of Americans on social media, is it is patently false. #inflation #markets

Embracing Change: Investing in Companies of the Future

May 29, 2024 by Guest Contributor

This can lead to compounding returns for those investors who are patient enough to stay the course. #investors #strategy

Advanced Strategies for Building Strong COI Relationships

May 29, 2024 by Mike Garrison

Problem is that, in many cases at the basic level, COI’s are one of the most competitive relationships we have as financial advisors/planners #growth

Do I Need to Wine and Dine My Best Clients? My Unpopular Opinion

May 29, 2024 by Libby Greiwe

A breath of fresh air for advisors feeling overwhelmed by the expectation of social engagement, reinforcing that stellar service. #advisors

Proven Strategies for Hiring Top Financial Advisors

May 29, 2024 by The Perfect RIA

How to define the ideal candidate profile, craft compelling job descriptions, effectively utilize online platforms and recruitment agencies. #advisors

How to Digitally Refresh To Be Fit for the Future

May 29, 2024 by Chris Skinner

We could even get rid of the challenge of technical debt. Again, we can ask how, and the answer is: open systems. #fintech #advisors

The Myth of the Multi-Step Sales Process

May 29, 2024 by Ari Galper

Get paid for your financial knowledge and expertise. Most advisors tip-toe around that fact and unnecessarily elongate their sales process. #growth

Cabin Introduces A New Approach to Urban Living

May 28, 2024 by Ayelet Baron

As a global network of local community builders, Cabin introduces a new model of decentralized, sustainable living. #living

Is Your Website Stifling the Growth of Your Wealth Management Firm?

May 28, 2024 by Dan Sondhelm

In the following sections, we’ll explore how each component of your website contributes to this ongoing process. #growth #advisors #websites

Are Economists Smarter?

May 28, 2024 by Laurence Kotlikoff

For years I’d been told that economists are people who are good with numbers, but don’t have the personality to be actuaries.

Family Financial Coaching Conversations

May 28, 2024 by Christine Luken

Reveals how her family's struggles with money in her childhood shaped her behavior with money and her career path into financial coaching. #finance

Respect: A Pillar of Customer Service

May 28, 2024 by Shep Hyken

The Pillars of Customer Service. Specifically, I was asked what I thought was the most important pillar. #advisors #CX

Why You Want Objections and How To Get Them

May 28, 2024 by Rob Jolles

May jeopardize your ability to make a sale, but do you really want to spend time with a prospect and get no objections? #sales #growth

6 Strategies to Enhance Your Business Reputation Online

May 28, 2024 by Martin Zwilling

The upside to the difficulty of removing unwanted content is that it does justice to those who have come by their bad reputations legitimately.

Understanding Counterparty Risk in Complex Trading Operations

May 28, 2024 by Devin Partida

While factors like market uncertainty and volatility may be more obvious considerations, counterparty risk deserves attention, too. #active

Six Reasons Why Your Friends Don’t Do Business

May 28, 2024 by Bryce Sanders

Let us look at several reasons why your friends are not doing business. #advisors #growth

Office Space: Moving Beyond the Doom and Gloom

May 28, 2024 by Alliance Bernstein

The office market is widely viewed as the problem child in commercial real estate. #office #building #realestate

“Easing” Into Global Central Bank Policy Discussion

May 28, 2024 by WisdomTree

The prevailing focus heading into 2024 is centered around the next phase of global central bank policy and the nuanced shift towards easing.

Sustainability Data Challenges Assumptions

May 28, 2024 by Hamilton Lane

A large proportion of sustainable fund opportunities are in the venture sphere. That percentage is more than double venture’s overall market share.

Food Trends Indicate Slowing Personal Consumption

May 28, 2024 by Lance Roberts

The FOMC minutes revealed little new information. Inflation remains stickier than expected, keeping the Fed on pause from cutting rates.

Ensuring the Effectiveness of Your Email Marketing

May 28, 2024 by Tony Vidler

Effective email marketing is a lot tougher now than just 2 or 3 years ago, yet it is still one of the most effective marketing methods.

Pre-Sale: Be the Financial “Doctor”

May 28, 2024 by Ari Galper

It’s time for you to make a shift, pre-sale, from financial advisor to financial doctor. #growth #advisors

Women More Confident About Finances, Demand Elevated Support

May 28, 2024 by Todd Shriber

Despite obvious macroeconomic headwinds in the forms of elevated interest rates and persistently high inflation.

Nvidia by the Numbers

May 27, 2024 by Michael P. Lebowitz

We present a few numbers to help you better appreciate Nvidia’s meteoric rise. #AI #Nvidia

The Risk of Recession Isn’t Zero

May 27, 2024 by Lance Roberts

Duration of the LEI’s negative readings have always coincided with a recession. But again, the U.S. has avoided such an outcome. #recession

Tell Your Prospects What Matters Most

May 27, 2024 by Paul Kingsman

Clients, prospects, and referral partners need to hear your conviction for what you do, how you do it, and why. Tell them what matters most. #advisors

5 Strategies to Boost Content Visibility for Financial Advisors

May 27, 2024 by FMG

To improve your overall content visibility, we’ll share 5 ways to ensure followers, prospects, clients, and more can see your content. #advisors

Can Investment Management Harness the Power of AI?

May 27, 2024 by J.P. Morgan Asset Management

Artificial intelligence has the potential to drive a new wave of opportunities to improve efficiency, customization and agility in investment management.

The Importance of Empathy: Why Financial Advisors Can't Afford to Ignore It

May 27, 2024 by Don Connelly

Direct correlation between failing to exhibit empathy and a cascade of negative consequences that can completely derail an advisor’s career. #growth

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