Positioning Your Clients for the Potential of Future Tax Changes There’s a new Administration in Washington, and that will mean changes to many things financial, including taxes.What will this mean for advisors?
Positioning Your Clients for the Potential of Future Tax Changes There’s a new Administration in Washington, and that will mean changes to many things financial, including taxes.What will this mean for advisors?
The Art of Negotiating Your Contract When it comes time for you to sign your contract, have you ever questioned whether or not you are being compensated for what you are worth?
The Art of Negotiating Your Contract When it comes time for you to sign your contract, have you ever questioned whether or not you are being compensated for what you are worth?
Will Joe Biden Run in 2024? Biden’s main goals, crushing Covid and enacting a hugely expensive liberal wish-list, have been accomplished; these probably will be his legacy.
Will Joe Biden Run in 2024? Biden’s main goals, crushing Covid and enacting a hugely expensive liberal wish-list, have been accomplished; these probably will be his legacy.
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #cryptocurrency #blockchain #credit #trader #wallstreet #mortgage #crypto #smallbusiness #finance
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #cryptocurrency #blockchain #credit #trader #wallstreet #mortgage #crypto #smallbusiness #finance
Developing a Social Media Strategy for Your Advisory Here are a few things to keep in mind when building a social media marketing strategy for your practice. #financialadvisors
Developing a Social Media Strategy for Your Advisory Here are a few things to keep in mind when building a social media marketing strategy for your practice. #financialadvisors
Advisors: You’ll Be Asked This – Don’t Waste the Opportunity When you get asked this question by your clients, you want to maximize the opportunity. #financialadvisors #opportunity
Advisors: You’ll Be Asked This – Don’t Waste the Opportunity When you get asked this question by your clients, you want to maximize the opportunity. #financialadvisors #opportunity
Handling Your Team Amidst a Pandemic… a Great Time To Adjust, Learn, and Refocus What a great time this has been to adjust, learn, and refocus… sometimes good things come from challenges. #business
Handling Your Team Amidst a Pandemic… a Great Time To Adjust, Learn, and Refocus What a great time this has been to adjust, learn, and refocus… sometimes good things come from challenges. #business
The Productivity Paradox and Zoom Fatigue: Why Technology Won’t Solve Our Problems Twelve months into the great remote work experiment, where do we stand? #zoom #workforce #workfromhome #fatigue
The Productivity Paradox and Zoom Fatigue: Why Technology Won’t Solve Our Problems Twelve months into the great remote work experiment, where do we stand? #zoom #workforce #workfromhome #fatigue
Mobile Apps: The Wave of the Future The business world is no different. Explore the various ways that mobile apps have changed the business world. #business
Mobile Apps: The Wave of the Future The business world is no different. Explore the various ways that mobile apps have changed the business world. #business
Resting Stock Bulls and Gold Question Marks Having conquered the 3,900 zone, the S&P 500 is likely to consolidate the gains next. #stockmarket #investors #investing
Resting Stock Bulls and Gold Question Marks Having conquered the 3,900 zone, the S&P 500 is likely to consolidate the gains next. #stockmarket #investors #investing
Stock Records Were Made to be Broken I think you should now HOLD and let the RSI guide your Nasdaq decisions. #stockmarket #investing #investor
Stock Records Were Made to be Broken I think you should now HOLD and let the RSI guide your Nasdaq decisions. #stockmarket #investing #investor
What’s So Special About Events Anyway? The best event isn’t in an exhibition hall any more, it’s in the world’s biggest exhibition hall…and it’s on your computer.
What’s So Special About Events Anyway? The best event isn’t in an exhibition hall any more, it’s in the world’s biggest exhibition hall…and it’s on your computer.
Google is Phasing Out Third-Party Cookies - What Does that Mean for Advisor Advertising? With billions of sites and pages on the world wide web, there has to be some structure to how ads are served. #advertising #cookies
Google is Phasing Out Third-Party Cookies - What Does that Mean for Advisor Advertising? With billions of sites and pages on the world wide web, there has to be some structure to how ads are served. #advertising #cookies
Wal*Mart’s New FinTech Will Be Like Marcus on Steroids … or Will It? Wal*Mart has recently been hiring bankers. Goldman Sachs’ bankers to be exact. Goldman Sachs Marcus’s bankers to be more specific.
Wal*Mart’s New FinTech Will Be Like Marcus on Steroids … or Will It? Wal*Mart has recently been hiring bankers. Goldman Sachs’ bankers to be exact. Goldman Sachs Marcus’s bankers to be more specific.
Diversification, Sector Rotation, and Major League Baseball Sector rotation can be as active or inactive as one desires. #sectors #investor #financialdvisors #stockmarket #investing
Diversification, Sector Rotation, and Major League Baseball Sector rotation can be as active or inactive as one desires. #sectors #investor #financialdvisors #stockmarket #investing
The Investment Case for Bitcoin If bitcoin is increasingly used as an asset with monetary value, what role might it play within an investment portfolio? #bitcoin
The Investment Case for Bitcoin If bitcoin is increasingly used as an asset with monetary value, what role might it play within an investment portfolio? #bitcoin
Does the Jump in Treasury Yields Signal the Reemergence of Inflation? It’s not every week that the yield on the 10-year treasury jumps nearly 60%, so when it does, it’s worth taking notice. #inflation
Does the Jump in Treasury Yields Signal the Reemergence of Inflation? It’s not every week that the yield on the 10-year treasury jumps nearly 60%, so when it does, it’s worth taking notice. #inflation
Facebook Marketing for Financial Advisors: Top 9 Ways to Promote Your Business Facebook Business is a great way to connect with your audience and grow your firm. #financialadvisors #facebook #marketing
Facebook Marketing for Financial Advisors: Top 9 Ways to Promote Your Business Facebook Business is a great way to connect with your audience and grow your firm. #financialadvisors #facebook #marketing
Why Women Need to Take Control of Their Finances Many women are intimidated by financial concepts and many did not learn enough about finances in school or growing up. #finance
Why Women Need to Take Control of Their Finances Many women are intimidated by financial concepts and many did not learn enough about finances in school or growing up. #finance
2021 Wealth-Building Strategies: Your Zero BS Roadmap for Continued Financial Success It won’t be easy, but by leveraging a few key wealth-building strategies, you’ll be better positioned for portfolio success. #wealth
2021 Wealth-Building Strategies: Your Zero BS Roadmap for Continued Financial Success It won’t be easy, but by leveraging a few key wealth-building strategies, you’ll be better positioned for portfolio success. #wealth
Bitcoin's Emerging Balance Sheet Act Questions for advisors to answer are whether digital assets are stores of value and whether cryptocurrencies possess intrinsic value.
Bitcoin's Emerging Balance Sheet Act Questions for advisors to answer are whether digital assets are stores of value and whether cryptocurrencies possess intrinsic value.
The Best Business Plan for High Performers This is the way to build the best business plan for high performers. #business #performance #success #future
The Best Business Plan for High Performers This is the way to build the best business plan for high performers. #business #performance #success #future
The Next Major Bill May Focus on Curbing China There’s growing support in Congress for legislation that would challenge China’s economic clout. #economy #china #politics
The Next Major Bill May Focus on Curbing China There’s growing support in Congress for legislation that would challenge China’s economic clout. #economy #china #politics
When It’s Time To Blast Out Of Your Comfort Zone How do you make this kind of big, life changing move as smoothly as possible? #business #growth #success #planning #change
When It’s Time To Blast Out Of Your Comfort Zone How do you make this kind of big, life changing move as smoothly as possible? #business #growth #success #planning #change
The Responsibility to Confront a Lie Telling the truth can be a thankless act, but allowing falsehoods to go unchecked undoubtedly has a corrosive effect over time.
The Responsibility to Confront a Lie Telling the truth can be a thankless act, but allowing falsehoods to go unchecked undoubtedly has a corrosive effect over time.
Two Simple Words to Open More Doors and Close More Sales This week, get in the habit of being super polite, of using these basic words of curtesy, and watch how people react in kind. #sales
Two Simple Words to Open More Doors and Close More Sales This week, get in the habit of being super polite, of using these basic words of curtesy, and watch how people react in kind. #sales
How Can You Take Stuff OUT Instead of Putting Stuff IN? Where are the extraneous loops, redundancies, and opportunities to make your processes as lean as possible? #leadership #lead
How Can You Take Stuff OUT Instead of Putting Stuff IN? Where are the extraneous loops, redundancies, and opportunities to make your processes as lean as possible? #leadership #lead
Prospecting for Retirement Plans Discover the importance of leveraging tools and data to create the best retirement plan for your clients. #retirement #financialadvisors
Prospecting for Retirement Plans Discover the importance of leveraging tools and data to create the best retirement plan for your clients. #retirement #financialadvisors
What's Beyond Personalization? Hyper-Personalization! What do you need in order to create a hyper-personalized experience? Where do you start? #cx #custexp #service #experience
What's Beyond Personalization? Hyper-Personalization! What do you need in order to create a hyper-personalized experience? Where do you start? #cx #custexp #service #experience
Chicken Little Marketing: Moving to Predictable Referrals The biggest problem with referrals is that they sometimes work even if you don’t really have a strategy. #financialadvisors #referrals
Chicken Little Marketing: Moving to Predictable Referrals The biggest problem with referrals is that they sometimes work even if you don’t really have a strategy. #financialadvisors #referrals
Retail Investors Are Long Confidence And Short Experience Experience tends to be a brutal teacher, but it is only through experience that we learn how to build wealth successfully over the long-term.
Retail Investors Are Long Confidence And Short Experience Experience tends to be a brutal teacher, but it is only through experience that we learn how to build wealth successfully over the long-term.
Who Owns Alternative Investments? Alternative investment ownership has gone down slightly within some categories since 2019. #investing #alternatives #investor
Who Owns Alternative Investments? Alternative investment ownership has gone down slightly within some categories since 2019. #investing #alternatives #investor
Growth and Value Investing Still Matter Adivsors can seize an opportunity to discuss appropriate growth/value allocations with clients via lower cost passive products. #investor
Growth and Value Investing Still Matter Adivsors can seize an opportunity to discuss appropriate growth/value allocations with clients via lower cost passive products. #investor
Billions in Green Bond Investments Green bonds are expected to account for more than 50% of the new issuance volume in the total sustainable bond market in 2021.
Billions in Green Bond Investments Green bonds are expected to account for more than 50% of the new issuance volume in the total sustainable bond market in 2021.
12 Tips for Financial Advisors To Give a Great Virtual Presentation Next time that you're doing a virtual presentation go through all 12 of these tips and make sure that you've got them all covered.
12 Tips for Financial Advisors To Give a Great Virtual Presentation Next time that you're doing a virtual presentation go through all 12 of these tips and make sure that you've got them all covered.
3 Tech Stocks That Have Lost Over 30% In Market Value Three growth stocks in the tech sector that have lost significant market value and should be attractive buys for the long-term contrarian investor.
3 Tech Stocks That Have Lost Over 30% In Market Value Three growth stocks in the tech sector that have lost significant market value and should be attractive buys for the long-term contrarian investor.
Everything You Need to Know About the Tax-Free Master Plan Strategy How a strategy like this tax-free master plan can help you save money and protect your assets in retirement! #retirement #taxfree
Everything You Need to Know About the Tax-Free Master Plan Strategy How a strategy like this tax-free master plan can help you save money and protect your assets in retirement! #retirement #taxfree
What To Know About Yield Curve Control Treasury yields have been increasing steadily since September and have exploded upwards at an alarming rate over the past month.
What To Know About Yield Curve Control Treasury yields have been increasing steadily since September and have exploded upwards at an alarming rate over the past month.
What Does It Really Look Like to Retire? Everyone talks about retirement—but what does it all really mean? What does the process truly look like? #retirement
What Does It Really Look Like to Retire? Everyone talks about retirement—but what does it all really mean? What does the process truly look like? #retirement
How To Squeeze the Most Value Out of Your Content? Think Distribution Content marketing strategies have to be ever more efficient with spend. If you want to impress your CFO achieving more with less is key
How To Squeeze the Most Value Out of Your Content? Think Distribution Content marketing strategies have to be ever more efficient with spend. If you want to impress your CFO achieving more with less is key
4 Practical Ways To Grow From Your Pain And Suffering We’re faced with a growing mental health crisis right now and many of us are experiencing incredible amounts of pain and suffering.
4 Practical Ways To Grow From Your Pain And Suffering We’re faced with a growing mental health crisis right now and many of us are experiencing incredible amounts of pain and suffering.
HSAs Enjoy A Triple-Tax Advantage HSA contribution limits are a great reason for your employees who don’t currently have an HSA-qualified health plan to get started.
HSAs Enjoy A Triple-Tax Advantage HSA contribution limits are a great reason for your employees who don’t currently have an HSA-qualified health plan to get started.
Stocks Love Rising CPI, and Gold Should Too Stocks are likely to take yesterday‘s setback in their stride drawn out correction increasingly appears to be approaching its inevitable end.
Stocks Love Rising CPI, and Gold Should Too Stocks are likely to take yesterday‘s setback in their stride drawn out correction increasingly appears to be approaching its inevitable end.
Real Estate Wire Fraud ... a True Story When it comes to wiring funds, you need to take every possible preventive measure. #wirefraud #cybersecurity #finance #investor
Real Estate Wire Fraud ... a True Story When it comes to wiring funds, you need to take every possible preventive measure. #wirefraud #cybersecurity #finance #investor
Three Macro-Level Marketing Strategies High-Growth Firms Employ for Results If your firm is not already a high-growth performer, there’s no time to waste. Start implementing these strategies today. #marketing
Three Macro-Level Marketing Strategies High-Growth Firms Employ for Results If your firm is not already a high-growth performer, there’s no time to waste. Start implementing these strategies today. #marketing
That’s Why You Buy the Dips Despite the possibility of more “adjustments” in the short-run, it’s a good time to BUY. #stockmarket #stocks #investor
That’s Why You Buy the Dips Despite the possibility of more “adjustments” in the short-run, it’s a good time to BUY. #stockmarket #stocks #investor
Why Negative Returns Are Ultimately Good for Fixed Income Investors The rising rate environment has caused consternation for those concerned the selloff we’ve seen is poised to continue. #fixedincome
Why Negative Returns Are Ultimately Good for Fixed Income Investors The rising rate environment has caused consternation for those concerned the selloff we’ve seen is poised to continue. #fixedincome
