7 Questions To Ask Before Accepting a Sales Job Before accepting a new sales job, you should always ask yourself these seven questions. #sales #performance #success
7 Questions To Ask Before Accepting a Sales Job Before accepting a new sales job, you should always ask yourself these seven questions. #sales #performance #success
How to Prevent Over 1/3 of Plane Crashes It has become easy for people to think that the sky over their portfolios will always be windless and sunny. #financialadvisors
How to Prevent Over 1/3 of Plane Crashes It has become easy for people to think that the sky over their portfolios will always be windless and sunny. #financialadvisors
Leaving California? Best States to Relocate in 2021 Are you planning to leave California? According to recent studies, you’re not the only one. #relocation #california #moving
Leaving California? Best States to Relocate in 2021 Are you planning to leave California? According to recent studies, you’re not the only one. #relocation #california #moving
Dead Cat Bounce? Bears Aren‘t Taking Prisoners Now The damage done yesterday though looks to have more than a few brief sessions to run to repair. #stockmarket #investors #investing
Dead Cat Bounce? Bears Aren‘t Taking Prisoners Now The damage done yesterday though looks to have more than a few brief sessions to run to repair. #stockmarket #investors #investing
Personal Finances: Not As Scary As It Sounds The most important advice regarding personal finances is to just pay a little bit of attention. #finance #financialfreedom #investor
Personal Finances: Not As Scary As It Sounds The most important advice regarding personal finances is to just pay a little bit of attention. #finance #financialfreedom #investor
Getting Above the Noise (from Down Under) To best handle all the demands from clients, you need to get above the noise. #financialadvisors #demands #service #success
Getting Above the Noise (from Down Under) To best handle all the demands from clients, you need to get above the noise. #financialadvisors #demands #service #success
Stock Market Jitters Returning in Force It's a bit of a wild end to the week, with stock market jitters returning in force after yields spiked again on Thursday. #stockmarket
Stock Market Jitters Returning in Force It's a bit of a wild end to the week, with stock market jitters returning in force after yields spiked again on Thursday. #stockmarket
How Bond Yields Are Affecting Gold The sentiment is likely to get more bearish, particularly high bearish readings would likely indicate a good buying opportunity #gold
How Bond Yields Are Affecting Gold The sentiment is likely to get more bearish, particularly high bearish readings would likely indicate a good buying opportunity #gold
Will the “Go Crazy” Economy Drive The Bear Out Of Hibernation? For a market riding high on the back of excessive monetary policy, a “go crazy” situation might awaken the hibernating bear. #stockmarket
Will the “Go Crazy” Economy Drive The Bear Out Of Hibernation? For a market riding high on the back of excessive monetary policy, a “go crazy” situation might awaken the hibernating bear. #stockmarket
Are You Winning in a New Marketing Normal? What financial professionals need to know to achieve the biggest impact from their marketing spend. #marketing #digitalmarketing
Are You Winning in a New Marketing Normal? What financial professionals need to know to achieve the biggest impact from their marketing spend. #marketing #digitalmarketing
2020 Year in Review: Changes to the Financial Services Industry That Will Impact the Year Ahead With Craig Katz Activity that took place across several different areas of financial services and how last year’s trends will help drive business in 2021.
2020 Year in Review: Changes to the Financial Services Industry That Will Impact the Year Ahead With Craig Katz Activity that took place across several different areas of financial services and how last year’s trends will help drive business in 2021.
Should Advisors Expect a Market Crash in 2021? Investors should look to hold a portfolio of quality blue-chip stocks that are ideally recession-proof. #stockmarket #investors
Should Advisors Expect a Market Crash in 2021? Investors should look to hold a portfolio of quality blue-chip stocks that are ideally recession-proof. #stockmarket #investors
Are You Spending Enough Time Helping Your Clients Become Passive Investors? Passive investing refers to buying low cost index funds where stocks in the portfolio seldom change. #active #passive #investing
Are You Spending Enough Time Helping Your Clients Become Passive Investors? Passive investing refers to buying low cost index funds where stocks in the portfolio seldom change. #active #passive #investing
Are You Prepared To Protect Your Estate at the Time You Pass Away? The power of estate planning documentation, including the urgency of how to take control of your estate planning early.
Are You Prepared To Protect Your Estate at the Time You Pass Away? The power of estate planning documentation, including the urgency of how to take control of your estate planning early.
Helping Experts Build Empires: The Inspirational Journey of Mike Koenigs Mike shares his battle with cancer and explains how the disease helped him find his motivation, lane, and voice in his personal and professional life.
Helping Experts Build Empires: The Inspirational Journey of Mike Koenigs Mike shares his battle with cancer and explains how the disease helped him find his motivation, lane, and voice in his personal and professional life.
These Are the Small and Mid-Cap Stocks Advisors, Investors Should Pay Attention To Due in part to the reflation trade taking shape, smaller stocks are off to stellar starts this year. #stocks #financialadvisors #investors
These Are the Small and Mid-Cap Stocks Advisors, Investors Should Pay Attention To Due in part to the reflation trade taking shape, smaller stocks are off to stellar starts this year. #stocks #financialadvisors #investors
The Ins and Outs Of Employee Benefits Believe it or not, employee benefits are not just for employees. They can also be a huge benefit to employers. #benefits
The Ins and Outs Of Employee Benefits Believe it or not, employee benefits are not just for employees. They can also be a huge benefit to employers. #benefits
Investors Should Take Note of Natural Disaster Risks Climate related risks should become an overlay as important as any other risk factor for investors to consider. #risks #investors
Investors Should Take Note of Natural Disaster Risks Climate related risks should become an overlay as important as any other risk factor for investors to consider. #risks #investors
How To Uncover Hidden Business Opportunities How to move things forward by changing your belief set and pivot your approach to uncover hidden business opportunities.
How To Uncover Hidden Business Opportunities How to move things forward by changing your belief set and pivot your approach to uncover hidden business opportunities.
When Will the Game Stop? GameStop mania is back and this time no one has a strong indication on how this latest surge began. #stocks #stockmarket
When Will the Game Stop? GameStop mania is back and this time no one has a strong indication on how this latest surge began. #stocks #stockmarket
Quick Tip to Become a Better Communicator How long does it take you to respond to a client or to a prospect’s email or voice message? #communicate #sales #success
Quick Tip to Become a Better Communicator How long does it take you to respond to a client or to a prospect’s email or voice message? #communicate #sales #success
Why Tech Is Giving Me Jeepers: Watch Out, Gold Value keeps surging over growth, and regardless of yesterday‘s great performance, tech has a vulnerable feel to it. #stockmarket
Why Tech Is Giving Me Jeepers: Watch Out, Gold Value keeps surging over growth, and regardless of yesterday‘s great performance, tech has a vulnerable feel to it. #stockmarket
4 Top Tips For Launching A Start-Up Setting up a new business may be the biggest challenge you ever face, and you have to treat it with the seriousness it deserves.
4 Top Tips For Launching A Start-Up Setting up a new business may be the biggest challenge you ever face, and you have to treat it with the seriousness it deserves.
3 Strategies for Selecting Content Images Images increase click throughs, but not all images are created equally. #digitalmarketing #content #marketng #financialadvisors
3 Strategies for Selecting Content Images Images increase click throughs, but not all images are created equally. #digitalmarketing #content #marketng #financialadvisors
We’re All Keynesians Now This is precisely what should concern us. No one is afraid of growing the debt, save for a few old classical economists. #economy
We’re All Keynesians Now This is precisely what should concern us. No one is afraid of growing the debt, save for a few old classical economists. #economy
Boomers and Retirees Embracing Bitcoin and Cryptocurrencies Boomers and Gen X, it seems, are just as excited about digital currencies, with seven out of 10 already invested in crypto. #bitcoin
Boomers and Retirees Embracing Bitcoin and Cryptocurrencies Boomers and Gen X, it seems, are just as excited about digital currencies, with seven out of 10 already invested in crypto. #bitcoin
Are Women More Conservative Investors? The needs of a female investor are unique and should be part of the conversation in every interaction with a financial advisor.
Are Women More Conservative Investors? The needs of a female investor are unique and should be part of the conversation in every interaction with a financial advisor.
Why Is Benchmarking Useless for Competitive Success? Benchmarking is absolutely the wrong thing to do when the end game for most organizations seems to be uniqueness and remarkability.
Why Is Benchmarking Useless for Competitive Success? Benchmarking is absolutely the wrong thing to do when the end game for most organizations seems to be uniqueness and remarkability.
There's Never Been a Better Time to Be an Investor A great time to be an investor, but for many of the reasons that statement is true, it's also a great time be in the business of financial advice.
There's Never Been a Better Time to Be an Investor A great time to be an investor, but for many of the reasons that statement is true, it's also a great time be in the business of financial advice.
Can I Turn Bitcoin Into Cash? Let’s assume you have earned a certain amount of Bitcoin and now you want to cash it out. #bitcoin #cryptocurrency #cash
Can I Turn Bitcoin Into Cash? Let’s assume you have earned a certain amount of Bitcoin and now you want to cash it out. #bitcoin #cryptocurrency #cash
Three Tech Companies Exceeding Investor Expectations Brooks Automation's mind-blowing returns, how Natera is using AI to analyze its genetic testing data, and why Varonis Systems strong growth.
Three Tech Companies Exceeding Investor Expectations Brooks Automation's mind-blowing returns, how Natera is using AI to analyze its genetic testing data, and why Varonis Systems strong growth.
Do Financial Advisors Need To Care About the Clubhouse App? Don’t look now but there’s another social media platform coming to try and steal your attention. #socialmedia #clubhouse
Do Financial Advisors Need To Care About the Clubhouse App? Don’t look now but there’s another social media platform coming to try and steal your attention. #socialmedia #clubhouse
Will the IPO of More Crypto Companies Increase Digital Asset Scrutiny and Adoption? The future for crypto assets, Bitcoin in particular, looks bright and we look forward to playing a major role. #bitcoin #cryptocurrency
Will the IPO of More Crypto Companies Increase Digital Asset Scrutiny and Adoption? The future for crypto assets, Bitcoin in particular, looks bright and we look forward to playing a major role. #bitcoin #cryptocurrency
How To Know You’re Trusted By Your Clients How have your clients let you know they trust you? #financialadvisors #trust #investor #investing #planning #financialfreedom
How To Know You’re Trusted By Your Clients How have your clients let you know they trust you? #financialadvisors #trust #investor #investing #planning #financialfreedom
How To Improve Your Client Feedback Apply these recommendations to engage more with your customers and ultimately provide them a better consumer experience.
How To Improve Your Client Feedback Apply these recommendations to engage more with your customers and ultimately provide them a better consumer experience.
The Chip Shortage: A Threat to U.S. Growth Chips are crucial in computers, where use has exploded as more people work from home. #computerchips #technolgy
The Chip Shortage: A Threat to U.S. Growth Chips are crucial in computers, where use has exploded as more people work from home. #computerchips #technolgy
How To Introduce Yourself as a Financial Advisor You know how some financial advisors struggle with how to introduce themselves? #financialadvisors #introduction #advice #success
How To Introduce Yourself as a Financial Advisor You know how some financial advisors struggle with how to introduce themselves? #financialadvisors #introduction #advice #success
A Guide on Portfolio Diversification Did you know that diversifying your portfolio can help limit the risk that is attached to it? #investing #investor #stockmarket
A Guide on Portfolio Diversification Did you know that diversifying your portfolio can help limit the risk that is attached to it? #investing #investor #stockmarket
What is a SPAC? SPACs are existing publicly held investment vehicles, so essentially, they have already IPO’d. #investments #investore #SPAC
What is a SPAC? SPACs are existing publicly held investment vehicles, so essentially, they have already IPO’d. #investments #investore #SPAC
Technology Holds the Key To S&P 500 The stock bulls simply need tech clearly stabilized and turning here so as to think about new S&P 500 highs again. #stocks #technology
Technology Holds the Key To S&P 500 The stock bulls simply need tech clearly stabilized and turning here so as to think about new S&P 500 highs again. #stocks #technology
8 Keys To That First Investment From People You Know Here is a summary of some key items to think about as an entrepreneur before approaching friends, family, or even fools. #startup
8 Keys To That First Investment From People You Know Here is a summary of some key items to think about as an entrepreneur before approaching friends, family, or even fools. #startup
Was That the Shortest Stock Correction Ever? Because of the Nasdaq’s precise trading pattern and its recent decline, I am making this a SHORT-TERM BUY. #stockmarket
Was That the Shortest Stock Correction Ever? Because of the Nasdaq’s precise trading pattern and its recent decline, I am making this a SHORT-TERM BUY. #stockmarket
Eviction Moratorium Leaves Small Landlords Struggling Without the remedy of eviction for a nonpaying tenant, almost any landlord could be left holding the bag for several months of rent.
Eviction Moratorium Leaves Small Landlords Struggling Without the remedy of eviction for a nonpaying tenant, almost any landlord could be left holding the bag for several months of rent.
How the Pandemic Accelerated the Future of the Private Funds Industry What trends are you seeing developing in the private funds market that advisors should be aware of? #investing #investor #privatefunds
How the Pandemic Accelerated the Future of the Private Funds Industry What trends are you seeing developing in the private funds market that advisors should be aware of? #investing #investor #privatefunds
Ready For 4 Percent CPI By Mid-Year? Carpet bombing the economy with stimulus and liquidity is a huge mistake and will end in a river of tears, in my opinion. #stockmarket
Ready For 4 Percent CPI By Mid-Year? Carpet bombing the economy with stimulus and liquidity is a huge mistake and will end in a river of tears, in my opinion. #stockmarket
4 Lessons the Financial Services Industry Should Learn From 2020 Wealth management firms of all sizes can adapt, and position themselves for a successful year ahead, with the help of cutting-edge technology solutions.
4 Lessons the Financial Services Industry Should Learn From 2020 Wealth management firms of all sizes can adapt, and position themselves for a successful year ahead, with the help of cutting-edge technology solutions.
The Ultimate Blog Template for Financial Services Use our handy 15-step template to give your financial services blog posts punch, consistency and even a little SEO juice. #marketing
The Ultimate Blog Template for Financial Services Use our handy 15-step template to give your financial services blog posts punch, consistency and even a little SEO juice. #marketing
