With Rates Rising, Trouble Lurks for 60-40 Portfolios Advisors do have some avenues for dealing with the rising rate quagmire. #fixedincome #bonds #investing #interestrates
With Rates Rising, Trouble Lurks for 60-40 Portfolios Advisors do have some avenues for dealing with the rising rate quagmire. #fixedincome #bonds #investing #interestrates
Can the U.S. Government Afford a Big, Bold Infrastructure Bill? The rise in borrowing costs could very well check some lawmakers’ appetite for a large infrastructure spending bill. #spending
Can the U.S. Government Afford a Big, Bold Infrastructure Bill? The rise in borrowing costs could very well check some lawmakers’ appetite for a large infrastructure spending bill. #spending
Investors Should Top-up Portfolios, but in What Stock? Investors will not want to miss out on the major economic rebound and should top-up their portfolios, and ensure they are diversified. #investing
Investors Should Top-up Portfolios, but in What Stock? Investors will not want to miss out on the major economic rebound and should top-up their portfolios, and ensure they are diversified. #investing
Filing for Divorce? Here’s What You Need To Know The financial and legal considerations that come with the divorce process and answer frequently asked divorce questions. #divorce
Filing for Divorce? Here’s What You Need To Know The financial and legal considerations that come with the divorce process and answer frequently asked divorce questions. #divorce
Questions To Ask When Interviewing Financial Advisors Tips for finding a financial advisor that you can trust with your financial accounts. #financialadvisors #investors #trust #investing
Questions To Ask When Interviewing Financial Advisors Tips for finding a financial advisor that you can trust with your financial accounts. #financialadvisors #investors #trust #investing
Buzz ETF May Have Clients Buzzing. How To Navigate the Hoopla The index scrapes internet forums such as StockTwits, Twitter and yes, Reddit, for positive chatter on various on individual stocks. #ETF
Buzz ETF May Have Clients Buzzing. How To Navigate the Hoopla The index scrapes internet forums such as StockTwits, Twitter and yes, Reddit, for positive chatter on various on individual stocks. #ETF
What Is Not a Value Proposition ... and What Is Value Proposition: It is the value that you propose to deliver to a potential customer. #financialadvisors #value #advice #success
What Is Not a Value Proposition ... and What Is Value Proposition: It is the value that you propose to deliver to a potential customer. #financialadvisors #value #advice #success
These Underused Marketing Tactics Are Absolute Gold for Advisors Your competition is consistently adding new prospects to their email lists and getting meetings with ideal prospects. #financialadvisors
These Underused Marketing Tactics Are Absolute Gold for Advisors Your competition is consistently adding new prospects to their email lists and getting meetings with ideal prospects. #financialadvisors
5 Probing Tips That Will Deepen Any Conversation Want to deepen a relationship? Probe, probe, and then find a sincere AND substantive link to your own experiences. #business #success
5 Probing Tips That Will Deepen Any Conversation Want to deepen a relationship? Probe, probe, and then find a sincere AND substantive link to your own experiences. #business #success
When Ethical Financial Advice Is “Don’t Hire Me” It’s not in everyone’s best interest to engage a financial advisor, especially when they can’t afford one. #financialadvisors #finance
When Ethical Financial Advice Is “Don’t Hire Me” It’s not in everyone’s best interest to engage a financial advisor, especially when they can’t afford one. #financialadvisors #finance
What’s the One Thing That Could Improve Your Financial Future? What’s the one thing that could improve your financial future? #finanacialfreedom #finance #financialadvisors
What’s the One Thing That Could Improve Your Financial Future? What’s the one thing that could improve your financial future? #finanacialfreedom #finance #financialadvisors
Stocks Shaking Off Weak Tech As Gold Bottoms? Stocks haven‘t seen a real reversal yesterday, but more backing and filling till the tech finds bottom, appears due. #stockmarket
Stocks Shaking Off Weak Tech As Gold Bottoms? Stocks haven‘t seen a real reversal yesterday, but more backing and filling till the tech finds bottom, appears due. #stockmarket
Why 401(K) Advisors Should Break Down Their Sales Process These questions should help you to effectively grow your business by converting more leads into satisfied clients. #401K
Why 401(K) Advisors Should Break Down Their Sales Process These questions should help you to effectively grow your business by converting more leads into satisfied clients. #401K
Is Bitcoin set to hit an all-time high of $60,000 this week? The price of Bitcoin is climbing again this week following its impressive bull run earlier this year. #bitcoin #investing #investors
Is Bitcoin set to hit an all-time high of $60,000 this week? The price of Bitcoin is climbing again this week following its impressive bull run earlier this year. #bitcoin #investing #investors
What Are SPACs and Why Are They Popular? A SPAC offers shares to investors via an IPO. These proceeds are then held in a trust as the SPAC targets a candidate ideal for a takeover.
What Are SPACs and Why Are They Popular? A SPAC offers shares to investors via an IPO. These proceeds are then held in a trust as the SPAC targets a candidate ideal for a takeover.
How Financial Advisors Can Work "on" Your Business on a Daily Basis Financial Advisors must learn to toggle between working ON and IN the business every day, all day. Here are five small actions to take.
How Financial Advisors Can Work "on" Your Business on a Daily Basis Financial Advisors must learn to toggle between working ON and IN the business every day, all day. Here are five small actions to take.
Fintech Is Obvious, Easy Thematic Strategy for Advisors to Explore with Clients Financial Advisors should brush up on fintech as a new age value add for superior client engagement. #investing #stockmarket
Fintech Is Obvious, Easy Thematic Strategy for Advisors to Explore with Clients Financial Advisors should brush up on fintech as a new age value add for superior client engagement. #investing #stockmarket
Would You Believe They Put a Man on the Moon? The Moon is three days away; Mars is six months away; Pluto is ten years away. How much planning goes into such missions? #technology
Would You Believe They Put a Man on the Moon? The Moon is three days away; Mars is six months away; Pluto is ten years away. How much planning goes into such missions? #technology
When Does Investing Become Gambling? At some point buying and selling stocks as a day trader leaves the realm of investing and becomes gambling. When does that happen?
When Does Investing Become Gambling? At some point buying and selling stocks as a day trader leaves the realm of investing and becomes gambling. When does that happen?
Reopening: The Markets vs Our Economy It might be prudent to question the assumption that the reopening of the economy will be a boom to the stock market. #stockmarket
Reopening: The Markets vs Our Economy It might be prudent to question the assumption that the reopening of the economy will be a boom to the stock market. #stockmarket
Are Growth Stocks Attractive in a Post-Pandemic World? The recent selloff of US growth market reflects increasing questions about whether their growth potential still justifies exceptionally high valuations.
Are Growth Stocks Attractive in a Post-Pandemic World? The recent selloff of US growth market reflects increasing questions about whether their growth potential still justifies exceptionally high valuations.
An In-Depth Look at Corporate Sustainability Reporting CSR’s role within corporations and reveals how it fits into the overall idea of sustainability. #ESG #investing #investor
An In-Depth Look at Corporate Sustainability Reporting CSR’s role within corporations and reveals how it fits into the overall idea of sustainability. #ESG #investing #investor
What's Happening with the Tobacco Industry in 2021 A closer look at the current state of the tobacco industry and what we can expect to happen as 2021 continues to unravel. #investing
What's Happening with the Tobacco Industry in 2021 A closer look at the current state of the tobacco industry and what we can expect to happen as 2021 continues to unravel. #investing
Who Do the Wealthy Pick as a Trustee? Placing assets into the legal structure of a trust is something that wealthy investors chose to do for a variety of reasons. #trustee #trust
Who Do the Wealthy Pick as a Trustee? Placing assets into the legal structure of a trust is something that wealthy investors chose to do for a variety of reasons. #trustee #trust
A Global Crisis at Ports; A New Threat to Tech; The Next Congressional Brawl The pandemic has disrupted trade to an extraordinary degree, driving up the cost of shipping goods and adding a fresh challenge to the global recovery
A Global Crisis at Ports; A New Threat to Tech; The Next Congressional Brawl The pandemic has disrupted trade to an extraordinary degree, driving up the cost of shipping goods and adding a fresh challenge to the global recovery
Men, What Does YOUR Next Chapter Look Like? What happens when you turn the page on your work life to a new chapter can be a blessing or a curse. #retirement #onward #forward
Men, What Does YOUR Next Chapter Look Like? What happens when you turn the page on your work life to a new chapter can be a blessing or a curse. #retirement #onward #forward
Advisors Should Co-Create the Client Experience With Their Clients Co-creation of the client experience is an important trend in the evolution of financial advice. #financialadvisor #clientexperience
Advisors Should Co-Create the Client Experience With Their Clients Co-creation of the client experience is an important trend in the evolution of financial advice. #financialadvisor #clientexperience
Using Client Personas to Attract Your Ideal Client Financial advisors need to be able to identify with their target market and communicate in a way they can identify with you. #financialadvisors
Using Client Personas to Attract Your Ideal Client Financial advisors need to be able to identify with their target market and communicate in a way they can identify with you. #financialadvisors
7 Current Market Forces Bring Startup Opportunities Startups are the corporations of the future, entrepreneurs who study existing corporate models will likely profit from the exercise. #business
7 Current Market Forces Bring Startup Opportunities Startups are the corporations of the future, entrepreneurs who study existing corporate models will likely profit from the exercise. #business
Lost Luggage: A Lesson From the Airlines Problems will happen in any business. It’s not just that the problem was resolved. It’s the way it was resolved. #service
Lost Luggage: A Lesson From the Airlines Problems will happen in any business. It’s not just that the problem was resolved. It’s the way it was resolved. #service
No More Rocking the Boat in Stocks, But Gold? While the medium-term factors favor the bulls, this correction is slated to go on still for longer, as all eyes are on tech as the deciding sector.
No More Rocking the Boat in Stocks, But Gold? While the medium-term factors favor the bulls, this correction is slated to go on still for longer, as all eyes are on tech as the deciding sector.
8 Myths About How Top Sales Performers Became the Best Most sales offices have a top performer, someone who is constantly leading the board and who sets the standard for everybody else.
8 Myths About How Top Sales Performers Became the Best Most sales offices have a top performer, someone who is constantly leading the board and who sets the standard for everybody else.
Is the Market Downturn Overblown and Already Over? It’s a good time to start to BUY. Be mindful of the RSI, and don’t buy risky assets. Find emerging tech sectors at a discount. #stockmarket
Is the Market Downturn Overblown and Already Over? It’s a good time to start to BUY. Be mindful of the RSI, and don’t buy risky assets. Find emerging tech sectors at a discount. #stockmarket
How Should Investors Be Positioned Within the Fixed Income Market? Many investors are wondering if, and how, the role of fixed income in a portfolio might change moving forward. #fixedincome #bonds
How Should Investors Be Positioned Within the Fixed Income Market? Many investors are wondering if, and how, the role of fixed income in a portfolio might change moving forward. #fixedincome #bonds
Markets Steadying After Last Week’s Plunge and Surge It is possible that at least the DOW and/or the S&P 500 could make it to flat or green during the morning. #stockmarket #investing
Markets Steadying After Last Week’s Plunge and Surge It is possible that at least the DOW and/or the S&P 500 could make it to flat or green during the morning. #stockmarket #investing
No, It's Not Time to Give up on Gold Just Yet Advisors looking for higher levels of CPI sensitivity may want to evaluate broader baskets of commodities, #gold #ETF
No, It's Not Time to Give up on Gold Just Yet Advisors looking for higher levels of CPI sensitivity may want to evaluate broader baskets of commodities, #gold #ETF
The Feedback Loop Between The Fed & The Elite When capitalism isn’t allowed to work for the equality of the whole, the populous will vote themselves equality in misery.
The Feedback Loop Between The Fed & The Elite When capitalism isn’t allowed to work for the equality of the whole, the populous will vote themselves equality in misery.
This Isn’t Your Father’s Overvalued Market While valuations tell us nothing about short-term market moves, they are actually pretty good at longer-term returns. #stockmarket
This Isn’t Your Father’s Overvalued Market While valuations tell us nothing about short-term market moves, they are actually pretty good at longer-term returns. #stockmarket
The Week Ahead: Data Might be the Key Commodity of the Future We're going to talk about what's really driving the market over this past week and what you need to pay attention to for the week ahead.
The Week Ahead: Data Might be the Key Commodity of the Future We're going to talk about what's really driving the market over this past week and what you need to pay attention to for the week ahead.
A Beginner’s Guide to Enhancing the Client Experience with ESG Beware of the potential snake oil salesmen lurking behind the “ESG” name and always do your due diligence. #ESG #investing
A Beginner’s Guide to Enhancing the Client Experience with ESG Beware of the potential snake oil salesmen lurking behind the “ESG” name and always do your due diligence. #ESG #investing
How Has Airbnb Stock Performed Since It Went Public? We look at Airbnb, a stock that recently went public to see how it has performed and if it remains a solid long-term bet. #stocks #investing
How Has Airbnb Stock Performed Since It Went Public? We look at Airbnb, a stock that recently went public to see how it has performed and if it remains a solid long-term bet. #stocks #investing
Do Financial Advisors Really Get New Clients From Social Media? Social media is a gamechanger when it comes to gaining new clients for your advisory firm. #socialmedia #financialadvisors
Do Financial Advisors Really Get New Clients From Social Media? Social media is a gamechanger when it comes to gaining new clients for your advisory firm. #socialmedia #financialadvisors
3… 2… 1… Let the Corrective Rally Begin Gold has a bright future ahead, but not before it goes through a medium-term decline after this corrective rally is over. #gold #investor
3… 2… 1… Let the Corrective Rally Begin Gold has a bright future ahead, but not before it goes through a medium-term decline after this corrective rally is over. #gold #investor
For Advisors, Big Opportunity Looms with Female Clients Financial advisors have a lot to work with in terms of cultivating long-lasting, rewarding relationships with female clients. #investor
For Advisors, Big Opportunity Looms with Female Clients Financial advisors have a lot to work with in terms of cultivating long-lasting, rewarding relationships with female clients. #investor
This Is How You Achieve Long-Term Success With Your Podcast What does it take to build a podcast audience of raving fans? #podcast #markeitng #contentmarketing #digitalmarketing
This Is How You Achieve Long-Term Success With Your Podcast What does it take to build a podcast audience of raving fans? #podcast #markeitng #contentmarketing #digitalmarketing
How To Design Your Best Retirement Solution Should you take your Social Security early or late? Should you opt for a monthly pension payment or a lump sum? #retirement
How To Design Your Best Retirement Solution Should you take your Social Security early or late? Should you opt for a monthly pension payment or a lump sum? #retirement
The Proposals Under the Biden Administration That Could Increase Your Taxes Here are the various proposals that have been presented by the Biden Administration that could potentially increase your taxes.
The Proposals Under the Biden Administration That Could Increase Your Taxes Here are the various proposals that have been presented by the Biden Administration that could potentially increase your taxes.
