Is Donating Stock To Charity the Way To Go? It’s Complicated The benefits of donating stock to charity depend heavily on your financial situation and long-term goals. #stocks #donation #charity
Is Donating Stock To Charity the Way To Go? It’s Complicated The benefits of donating stock to charity depend heavily on your financial situation and long-term goals. #stocks #donation #charity
The LIRP Account: A Hidden Gem Not Everyone Knows About Are you interested in a tax-free account that will help you work towards your retirement goals? #insurance #retirement
The LIRP Account: A Hidden Gem Not Everyone Knows About Are you interested in a tax-free account that will help you work towards your retirement goals? #insurance #retirement
Tech Significantly Outperformed In 2020, But Can That Trend Continue? There are reasons to be cautious – although not negative – on technology companies in the near term. #stockmarket #technology
Tech Significantly Outperformed In 2020, But Can That Trend Continue? There are reasons to be cautious – although not negative – on technology companies in the near term. #stockmarket #technology
How Do I Get People To Talk? What are you leaving behind? That may be just what will get them to talk. #financialadvisors #advice #relationships
How Do I Get People To Talk? What are you leaving behind? That may be just what will get them to talk. #financialadvisors #advice #relationships
Young Professionals, Are Your Finances on Track? Four easy benchmarks for young professionals to see if they are on a good financial course. #finance #savings #advice
Young Professionals, Are Your Finances on Track? Four easy benchmarks for young professionals to see if they are on a good financial course. #finance #savings #advice
Has the “Stock Market Bubble” Started to Pop? The S&P 500 May Be One More Pullback from a “BUY” #stockmarket #investing #investor #stocks #finance
Has the “Stock Market Bubble” Started to Pop? The S&P 500 May Be One More Pullback from a “BUY” #stockmarket #investing #investor #stocks #finance
Teach Your Service People to Be Goldfish What three traits I think are most important for someone in customer service to have. #service #goldfish #custexp #cx
Teach Your Service People to Be Goldfish What three traits I think are most important for someone in customer service to have. #service #goldfish #custexp #cx
How To Make Your Podcast Look Good on Your Advisor Website Learn how other advisors have incorporated a podcast into their website, and discover the inspiration and requirements for creating your own.
How To Make Your Podcast Look Good on Your Advisor Website Learn how other advisors have incorporated a podcast into their website, and discover the inspiration and requirements for creating your own.
How Will Silver’s Recent Spike End? On a short-term basis, silver showed strength – also today, when it rallied slightly above the early-September high. #silver
How Will Silver’s Recent Spike End? On a short-term basis, silver showed strength – also today, when it rallied slightly above the early-September high. #silver
GameStop and Heavily Shorted Stocks EXPLAINED See Brad’s explanation of this wild roller coaster we are seeing in the stock market. #stockmarket #stocks #gamestop
GameStop and Heavily Shorted Stocks EXPLAINED See Brad’s explanation of this wild roller coaster we are seeing in the stock market. #stockmarket #stocks #gamestop
What Is Going on With the Retail Investor? So what is going on with the retail investor? And is there a bigger issue at play? #stockmarket #investor #retail #investing
What Is Going on With the Retail Investor? So what is going on with the retail investor? And is there a bigger issue at play? #stockmarket #investor #retail #investing
Here’s What’s More Important than the Recent Reddit Mania GameStop! Reddit! Silver manipulation It’s exciting but pay attention to these more important factors. #gold #silver #gamestop
Here’s What’s More Important than the Recent Reddit Mania GameStop! Reddit! Silver manipulation It’s exciting but pay attention to these more important factors. #gold #silver #gamestop
Advisorpedia? Here’s the Story When the opportunity came along to acquire Advisorpedia it crystalized everything we’ve been working towards achieving in one word.
Advisorpedia? Here’s the Story When the opportunity came along to acquire Advisorpedia it crystalized everything we’ve been working towards achieving in one word.
The Storming of the Bastille: The Reddit Crowd Targets the Hedge Funds! I predict that we will hear talk of regulatory changes intended to protect investors from their own excesses. #stockmarket #stocks
The Storming of the Bastille: The Reddit Crowd Targets the Hedge Funds! I predict that we will hear talk of regulatory changes intended to protect investors from their own excesses. #stockmarket #stocks
The Week Ahead: Here's What Will Affect the Markets Christopher Versace and Lenore Elle Hawkins give us a preview on what they are looking for to affect the markets this first week of February.
The Week Ahead: Here's What Will Affect the Markets Christopher Versace and Lenore Elle Hawkins give us a preview on what they are looking for to affect the markets this first week of February.
Will the 2021 Markets Party Like It’s 1999? We do not expect a market crash anytime soon; we are saying that the tea leaves are telling us that our welcome in momentum land may be wearing thin.
Will the 2021 Markets Party Like It’s 1999? We do not expect a market crash anytime soon; we are saying that the tea leaves are telling us that our welcome in momentum land may be wearing thin.
A Disappointment Of Growth And Disinflation 2021 will likely be a disappointment to those expecting more robust economic growth and inflation. #stockmarket #grwoth #inflation
A Disappointment Of Growth And Disinflation 2021 will likely be a disappointment to those expecting more robust economic growth and inflation. #stockmarket #grwoth #inflation
Engagement Marketing Is Not Asking "Will You Marry Me?" To make your marketing more effective – to get better results for your business – stop asking the marriage question. #marketing
Engagement Marketing Is Not Asking "Will You Marry Me?" To make your marketing more effective – to get better results for your business – stop asking the marriage question. #marketing
China Semiconductor Industry Between Rock and Hard Place China's plans to curb technology imports are admirable, but the goal is long-ranging at best. #china #technology #semiconductors
China Semiconductor Industry Between Rock and Hard Place China's plans to curb technology imports are admirable, but the goal is long-ranging at best. #china #technology #semiconductors
5 Rules for Communicating With Investors in 2021 Identify the challenges your investors are facing as we head into the year, work out the tactics you will use to communicate with them.
5 Rules for Communicating With Investors in 2021 Identify the challenges your investors are facing as we head into the year, work out the tactics you will use to communicate with them.
A Reflection on the 2020 Markets, Economy, and Unemployment Rates COVID-19 has impacted almost all areas of our lives, including the economy and markets. #stockmarket #economy #covid19
A Reflection on the 2020 Markets, Economy, and Unemployment Rates COVID-19 has impacted almost all areas of our lives, including the economy and markets. #stockmarket #economy #covid19
Embrace Uncertainty with Positivity Ca we find a way to embrace uncertainty and find a way to make it work in our favor? #uncertainty #business #growth #prosperity
Embrace Uncertainty with Positivity Ca we find a way to embrace uncertainty and find a way to make it work in our favor? #uncertainty #business #growth #prosperity
When to Accept That Change Is in Order Do you acknowledge necessary improvement? Sometimes it’s difficult to accept that change is in order. #change #innovation #sales
When to Accept That Change Is in Order Do you acknowledge necessary improvement? Sometimes it’s difficult to accept that change is in order. #change #innovation #sales
Retail Trading Frenzy Sinks Major Indexes Retail trading frenzy sinks major indexes, J&J and Novavax positive vaccine news, Oil’s outlook improves, Musk changes Twitter bio to Bitcoin
Retail Trading Frenzy Sinks Major Indexes Retail trading frenzy sinks major indexes, J&J and Novavax positive vaccine news, Oil’s outlook improves, Musk changes Twitter bio to Bitcoin
Nine Incentives to Give Your Employees Here are nine incentives you can give your employees that they will appreciate and have fun working towards. #incentives #goals
Nine Incentives to Give Your Employees Here are nine incentives you can give your employees that they will appreciate and have fun working towards. #incentives #goals
From Vertical Hierarchy To Horizontal Networks: Trust Has Gone Local When trust is local, every interaction we have with our family, our colleagues or our community is a potential trust builder or killer.
From Vertical Hierarchy To Horizontal Networks: Trust Has Gone Local When trust is local, every interaction we have with our family, our colleagues or our community is a potential trust builder or killer.
4 Food and Beverage Consumer Trends to Watch During COVID Here are a few consumer trends that will likely stick around for the foreseeable future. #food #beverage #stocks #investor
4 Food and Beverage Consumer Trends to Watch During COVID Here are a few consumer trends that will likely stick around for the foreseeable future. #food #beverage #stocks #investor
The Moonshot Fizzled Out, Inviting Sellers Again Make no mistake though, the stock bull market isn‘t over and this is not the start of a significant correction. #stockmarket
The Moonshot Fizzled Out, Inviting Sellers Again Make no mistake though, the stock bull market isn‘t over and this is not the start of a significant correction. #stockmarket
Stocks Pop as “Stonks" Controversial A short-term correction could inevitably occur by the end of Q1 2021, but for now, I am sticking with the S&P as a HOLD. #stocks #stonks
Stocks Pop as “Stonks" Controversial A short-term correction could inevitably occur by the end of Q1 2021, but for now, I am sticking with the S&P as a HOLD. #stocks #stonks
When Everything Matters, Nothing Matters One piece of clarity simplifies a whole raft of business decisions and eliminates a whole lot of ‘noise’. #financialadvisors #ideas
When Everything Matters, Nothing Matters One piece of clarity simplifies a whole raft of business decisions and eliminates a whole lot of ‘noise’. #financialadvisors #ideas
A Deep Dive Into Social Security Understanding your Social Security benefits can be tricky, especially when you don’t know the right questions to ask. #socialsecurity
A Deep Dive Into Social Security Understanding your Social Security benefits can be tricky, especially when you don’t know the right questions to ask. #socialsecurity
The Rise of the Reddit Revolt Robinhood and others may have temporarily hit the reset button on the reddit revolt but the retail community is not deterred. #stocks
The Rise of the Reddit Revolt Robinhood and others may have temporarily hit the reset button on the reddit revolt but the retail community is not deterred. #stocks
How to Invest in Cryptocurrency You don’t have to be a tech whiz to capitalize on cryptocurrency. You just need a clear head, patience, and proper risk management.
How to Invest in Cryptocurrency You don’t have to be a tech whiz to capitalize on cryptocurrency. You just need a clear head, patience, and proper risk management.
Plug-N-Play AI for Client Engagement How does offering Advisor technology in smaller API bites help advisor firms make progress and enable manageable change for their organization?
Plug-N-Play AI for Client Engagement How does offering Advisor technology in smaller API bites help advisor firms make progress and enable manageable change for their organization?
Year End Portfolios of the Affluent: 2019 vs 2020 It should not be surprising to investment professionals to find that the portfolios of wealthy investors ended 2020 basically the same as at year end 2019
Year End Portfolios of the Affluent: 2019 vs 2020 It should not be surprising to investment professionals to find that the portfolios of wealthy investors ended 2020 basically the same as at year end 2019
Grow Your Ideal Clients to Grow Your Ideal Practice Your IDEAL clients have the opportunity to receive and act on your services to position themselves more favorably financially. #advisor
Grow Your Ideal Clients to Grow Your Ideal Practice Your IDEAL clients have the opportunity to receive and act on your services to position themselves more favorably financially. #advisor
Avoid Being Drawn Into Social Media-Fueled Stock Hysteria Investors need to exercise the utmost caution before joining social media-led stock frenzies. #stocks #socialmedia #investor
Avoid Being Drawn Into Social Media-Fueled Stock Hysteria Investors need to exercise the utmost caution before joining social media-led stock frenzies. #stocks #socialmedia #investor
No Excuses! How Financial Advisors Can Get Started Creating Video in 2021 Video marketing is one of the most useful content marketing strategies you can leverage, but financial advisors reluctant to get started.
No Excuses! How Financial Advisors Can Get Started Creating Video in 2021 Video marketing is one of the most useful content marketing strategies you can leverage, but financial advisors reluctant to get started.
The Most Important Task To Achieve Your Goals in 2021 This week is the most important piece of this goal-setting and achieving process. It’s where the rubber meets the road. #goals
The Most Important Task To Achieve Your Goals in 2021 This week is the most important piece of this goal-setting and achieving process. It’s where the rubber meets the road. #goals
Creating and Building a 100-Year Family Vision Everything you need to know about correctly handling multigenerational wealth. #family #planning #wealth #wealthmanagement
Creating and Building a 100-Year Family Vision Everything you need to know about correctly handling multigenerational wealth. #family #planning #wealth #wealthmanagement
The GameStop Drama is a Game-Changer for Advisors Start having a perspective on what's happening in "investing" and talk to clients about it, even if they're not bringing it up. #investor
The GameStop Drama is a Game-Changer for Advisors Start having a perspective on what's happening in "investing" and talk to clients about it, even if they're not bringing it up. #investor
4 Ways to Excel in E-Commerce These are the tips that will help you bring your business in the digital age with e-commerce functionality. #ecommerce #business
4 Ways to Excel in E-Commerce These are the tips that will help you bring your business in the digital age with e-commerce functionality. #ecommerce #business
How To Overcome The Harm From Social Isolation People who experience social isolation can live alone, or suffer the loneliness of a crowd where they can’t connect with anyone. #isolation
How To Overcome The Harm From Social Isolation People who experience social isolation can live alone, or suffer the loneliness of a crowd where they can’t connect with anyone. #isolation
How Advisors Can Actually WIN in Business In 2021 Wouldn’t you like to connect with your clients in a way that generates leads, secures, repeats, and lands those sweet referrals?
How Advisors Can Actually WIN in Business In 2021 Wouldn’t you like to connect with your clients in a way that generates leads, secures, repeats, and lands those sweet referrals?
3 Lessons From an Ugly Naked Shortstop Three simple concepts that anyone can take away from Michael Lewis’s “Eureka” moment outside of those locker room showers. #business
3 Lessons From an Ugly Naked Shortstop Three simple concepts that anyone can take away from Michael Lewis’s “Eureka” moment outside of those locker room showers. #business
How Your Marketing Strategy Can Be More Powerful and Successful A powerful and successful marketing strategy is all about continually providing relevant and compelling value to people. #marketing
How Your Marketing Strategy Can Be More Powerful and Successful A powerful and successful marketing strategy is all about continually providing relevant and compelling value to people. #marketing
Why Aren’t Your Salespeople Asking More Questions? We all know the importance of asking questions of our prospects and clients, yet how many do you ask? #sales #success #business
Why Aren’t Your Salespeople Asking More Questions? We all know the importance of asking questions of our prospects and clients, yet how many do you ask? #sales #success #business
