How Financial Advisors Can Create a Digital Marketing Strategy The ROI of developing a digital mrketing strategy is typically much higher than that earned with traditional marketing and advertising.
How Financial Advisors Can Create a Digital Marketing Strategy The ROI of developing a digital mrketing strategy is typically much higher than that earned with traditional marketing and advertising.
The Client Service Experience Doesn’t Begin with the Greeting When customers have problems or questions, connect them with your amazing employees as quickly as possible, with little or no friction.
The Client Service Experience Doesn’t Begin with the Greeting When customers have problems or questions, connect them with your amazing employees as quickly as possible, with little or no friction.
How Did COVID-19 Impact the 12 Days of Christmas? If we keep people invested, we can improve the chances that they successfully accomplish their long-term investment goals.
How Did COVID-19 Impact the 12 Days of Christmas? If we keep people invested, we can improve the chances that they successfully accomplish their long-term investment goals.
7 Key Digital Marketing Takeaways for 2021 Social media and advertising are very different and the winners in 2021 will understand this. #digitalmarketing #socialmedia
7 Key Digital Marketing Takeaways for 2021 Social media and advertising are very different and the winners in 2021 will understand this. #digitalmarketing #socialmedia
I Sold Half My Bitcoin Holdings Over Christmas “I have sold half my holdings of Bitcoin as it hit an all-time high. Why? #bitcoin #investing #stockmarket #currency
I Sold Half My Bitcoin Holdings Over Christmas “I have sold half my holdings of Bitcoin as it hit an all-time high. Why? #bitcoin #investing #stockmarket #currency
Is Amazon’s Expanding Push Into Healthcare Anything for Health Systems to Worry About? The online retail and web services giant continues to broaden its capabilities in the $3 Trillion dollar healthcare industry. #healthcare
Is Amazon’s Expanding Push Into Healthcare Anything for Health Systems to Worry About? The online retail and web services giant continues to broaden its capabilities in the $3 Trillion dollar healthcare industry. #healthcare
Eliminating the Guesswork in Trading with Guest Grace Wang Tune in now to discover what the AbleTrend Software can do for you to help you be more prepared when trading. #trading #stocks
Eliminating the Guesswork in Trading with Guest Grace Wang Tune in now to discover what the AbleTrend Software can do for you to help you be more prepared when trading. #trading #stocks
Why Top Advisors Are Rebranding Their Client Meetings Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable! #financialadvisors
Why Top Advisors Are Rebranding Their Client Meetings Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable! #financialadvisors
5 Things Salespeople Won’t Miss About 2020 We’ve decided to look at some of the things we’ll be glad to move away from as we enter a promising new trip around the sun. #sales
5 Things Salespeople Won’t Miss About 2020 We’ve decided to look at some of the things we’ll be glad to move away from as we enter a promising new trip around the sun. #sales
8 Strategies For Going Above And Beyond Competitors The challenge is to become the obvious choice within the hearts and minds of your customers, your employees, and your chosen communities.
8 Strategies For Going Above And Beyond Competitors The challenge is to become the obvious choice within the hearts and minds of your customers, your employees, and your chosen communities.
Enjoy the Christmas Season and Extend the Spirit of Giving To the Months Ahead Even though the Christmas season will eventually end, it doesn’t mean you have to stop giving. #giving #financialadvisors
Enjoy the Christmas Season and Extend the Spirit of Giving To the Months Ahead Even though the Christmas season will eventually end, it doesn’t mean you have to stop giving. #giving #financialadvisors
What You Say To Yourself and Why It Matters What sort of impact do you want to make next year? What comes into your mind when you think of that? #performance #personal
What You Say To Yourself and Why It Matters What sort of impact do you want to make next year? What comes into your mind when you think of that? #performance #personal
Starbucks Names First Black Female Board Chair Starbucks officially named Mellody Hobson as the chair of its board of directors. #starbucks #inclusion #business #success
Starbucks Names First Black Female Board Chair Starbucks officially named Mellody Hobson as the chair of its board of directors. #starbucks #inclusion #business #success
Fiduciaries Are Your Best Bet to Understand Variable Annuities Why fiduciaries are your best bet when seeking help to understand the ins and outs of variable annuities! #annuities #financialadvisors
Fiduciaries Are Your Best Bet to Understand Variable Annuities Why fiduciaries are your best bet when seeking help to understand the ins and outs of variable annuities! #annuities #financialadvisors
Good Questions, Good Conversations, Better Connections These approaches and questions are a good tool kit for developing more meaningful and satisfying conversations and better connections.
Good Questions, Good Conversations, Better Connections These approaches and questions are a good tool kit for developing more meaningful and satisfying conversations and better connections.
Can Gold Shine Again With Dovish Powell? The Fed will remain accommodative for a long time, which should support gold prices. #gold #investors #stockmarket
Can Gold Shine Again With Dovish Powell? The Fed will remain accommodative for a long time, which should support gold prices. #gold #investors #stockmarket
Which Platform Is Worthwhile for Paid Advertising? Paid advertisements can be a good supplemental tactic to your firm’s marketing strategy, but should work in tandem with your other efforts
Which Platform Is Worthwhile for Paid Advertising? Paid advertisements can be a good supplemental tactic to your firm’s marketing strategy, but should work in tandem with your other efforts
The Importance of Introductory Videos for Your Business Video engagement isn’t the future. It’s NOW! Missing out on video means you’re missing out on potential customers. #video #marketing
The Importance of Introductory Videos for Your Business Video engagement isn’t the future. It’s NOW! Missing out on video means you’re missing out on potential customers. #video #marketing
Three Stocks That Are Likely To Generate Profits Regardless of What the S&P Does Stocks that are likely to generate profits regardless of what the S&P does. #stockmarket #stocks #investor #investing
Three Stocks That Are Likely To Generate Profits Regardless of What the S&P Does Stocks that are likely to generate profits regardless of what the S&P does. #stockmarket #stocks #investor #investing
How Worried Should You Be About the Biden Tax Hike Proposals? The Biden tax proposals are focused on taxpayers earning more than $400,000, and for capital gains, taxpayers with $1,000,000 or more of income.
How Worried Should You Be About the Biden Tax Hike Proposals? The Biden tax proposals are focused on taxpayers earning more than $400,000, and for capital gains, taxpayers with $1,000,000 or more of income.
Health Insurance For Small Businesses The cost of healthcare coverage for small businesses across the country, and how this is often a burden for both employers and employees.
Health Insurance For Small Businesses The cost of healthcare coverage for small businesses across the country, and how this is often a burden for both employers and employees.
This Is Why ‘Me’ Marketing Will Destroy Tradition ‘ME’ marketing will destroy the tradition of standard marketing practices. #marketing #socialmedia #business #tradition
This Is Why ‘Me’ Marketing Will Destroy Tradition ‘ME’ marketing will destroy the tradition of standard marketing practices. #marketing #socialmedia #business #tradition
9 Ways to Make Your Advisor Website Shine 9 Ways to Make Your Advisor Website Shine + 3 Common Blunders to Avoid. #financialadvisors #websites #marketing
9 Ways to Make Your Advisor Website Shine 9 Ways to Make Your Advisor Website Shine + 3 Common Blunders to Avoid. #financialadvisors #websites #marketing
What Are You Choosing for 2021? Which path do you choose as 2021 open its doors of opportunities to you? #personal #growth #performance #2021
What Are You Choosing for 2021? Which path do you choose as 2021 open its doors of opportunities to you? #personal #growth #performance #2021
Money Skills Matter for Life Success Money management skills are not intuitive. We are not born with them; they must be acquired. #finance #money #weatlh
Money Skills Matter for Life Success Money management skills are not intuitive. We are not born with them; they must be acquired. #finance #money #weatlh
How to Achieve an Emotionally-Secure Retirement It’s important to not only organize your financial picture but to also consider the psychological, physical, and emotional aspects of it.
How to Achieve an Emotionally-Secure Retirement It’s important to not only organize your financial picture but to also consider the psychological, physical, and emotional aspects of it.
The Real Enemy To Improving Your Performance Stereotyping doesn't work when you are evaluating other people and it is even more ineffective when you do it to yourself.
The Real Enemy To Improving Your Performance Stereotyping doesn't work when you are evaluating other people and it is even more ineffective when you do it to yourself.
What’s in a Title? A Lot ... Especially for Women The following six suggestions on use of titles and names will help you stop negatively influencing others’ perception of women.
What’s in a Title? A Lot ... Especially for Women The following six suggestions on use of titles and names will help you stop negatively influencing others’ perception of women.
Trump Stimulus Shocker Trump stimulus shocker, France reopens border, Dollar drops, Oil a touch firmer ahead of EIA report, Gold little changed, Bitcoin softens
Trump Stimulus Shocker Trump stimulus shocker, France reopens border, Dollar drops, Oil a touch firmer ahead of EIA report, Gold little changed, Bitcoin softens
2020 Year-End Tax Planning Tips The year-end season is a particularly optimal time to review your taxes with your trusted financial professional. #taxes
2020 Year-End Tax Planning Tips The year-end season is a particularly optimal time to review your taxes with your trusted financial professional. #taxes
How Financial Advisors Can Acquire More Ideal Clients in 2021 To acquire ideal clients you first must define your ideal client definition. #financialadvisors #idealclients #prospecting
How Financial Advisors Can Acquire More Ideal Clients in 2021 To acquire ideal clients you first must define your ideal client definition. #financialadvisors #idealclients #prospecting
Institutional Investors Are Piling into Bitcoin The world’s biggest cryptocurrency has surged nearly 220% this year, touching an all-time high intraday trading last Thursday. #bitcoin
Institutional Investors Are Piling into Bitcoin The world’s biggest cryptocurrency has surged nearly 220% this year, touching an all-time high intraday trading last Thursday. #bitcoin
Hedging Against Volatility With Precious Metals with Christopher Blasi How can advisors talk about the PMC Ounce, and precious metals in general, with their clients. #alternatives #metals #gold #silver
Hedging Against Volatility With Precious Metals with Christopher Blasi How can advisors talk about the PMC Ounce, and precious metals in general, with their clients. #alternatives #metals #gold #silver
A Banner Year for Tax Loss Harvesting? tax loss harvesting can offer multiple benefits, offsetting capital gains while allowing an investor to maintain consistent exposure to the markets.
A Banner Year for Tax Loss Harvesting? tax loss harvesting can offer multiple benefits, offsetting capital gains while allowing an investor to maintain consistent exposure to the markets.
Gold and Miners Are Not in Santa's Bag Do you feel the Christmas spirit when it comes to the yellow metal and miners? Because we don’t. #gold #miners #investor
Gold and Miners Are Not in Santa's Bag Do you feel the Christmas spirit when it comes to the yellow metal and miners? Because we don’t. #gold #miners #investor
Developing Agile Competencies To Assist You/SAAS Achieve Greater Results The greater the degree of excellence in any of the competencies, the greater results you will achieve in life. #performance
Developing Agile Competencies To Assist You/SAAS Achieve Greater Results The greater the degree of excellence in any of the competencies, the greater results you will achieve in life. #performance
The Energy To Grow: A Secret To Sales Success Your energy is a powerful tool in opening and closing opportunity. Connect and tap into your prospect’s needs before fulfilling your own.
The Energy To Grow: A Secret To Sales Success Your energy is a powerful tool in opening and closing opportunity. Connect and tap into your prospect’s needs before fulfilling your own.
Your Financial Life Is an Endurance Race, Not a Sprint The focus of finance is on staying with your plan through good times and bad in order to reap long term benefits.
Your Financial Life Is an Endurance Race, Not a Sprint The focus of finance is on staying with your plan through good times and bad in order to reap long term benefits.
Marketing During a Pandemic: How Business Owners Need to Adapt in 2021 How businesses can ramp up their virtual marketing efforts in the midst of a pandemic. #marketing #business #financialadvisors
Marketing During a Pandemic: How Business Owners Need to Adapt in 2021 How businesses can ramp up their virtual marketing efforts in the midst of a pandemic. #marketing #business #financialadvisors
Stocks Drop on Virus Variant Stocks drop on virus variant, US data mixed, Dollar rallies again, Oil and Gold weaken, Bitcoin remains robust #stockmarket
Stocks Drop on Virus Variant Stocks drop on virus variant, US data mixed, Dollar rallies again, Oil and Gold weaken, Bitcoin remains robust #stockmarket
"Should I Join a Referral Group?" The 100% Definitive Answer: Maybe Joining the right referral group as a new sales rep or small business owner can be amazing...for a very small percentage of people.
"Should I Join a Referral Group?" The 100% Definitive Answer: Maybe Joining the right referral group as a new sales rep or small business owner can be amazing...for a very small percentage of people.
Moving From Figurative to Literal Shots in the Arm The U.S. consumer remained significantly more optimistic during the COVID-19 pandemic than during the financial crisis of 2008-2009.
Moving From Figurative to Literal Shots in the Arm The U.S. consumer remained significantly more optimistic during the COVID-19 pandemic than during the financial crisis of 2008-2009.
How Big Is Your Rejection Pile? How big is your rejection pile? Really! If it’s not very big, you might ask yourself if you’re really trying. Want proof?
How Big Is Your Rejection Pile? How big is your rejection pile? Really! If it’s not very big, you might ask yourself if you’re really trying. Want proof?
3 Simple Truths and 10 Strategies To Engage Women Making small but progressive changes to your practice will validate to women that you care and respect what is important to her.
3 Simple Truths and 10 Strategies To Engage Women Making small but progressive changes to your practice will validate to women that you care and respect what is important to her.
How to Claim You are #1 and Prove It There are lots of ways your firm can be considered Numnber 1. Do you make use of this advantage? #financialadvisors
How to Claim You are #1 and Prove It There are lots of ways your firm can be considered Numnber 1. Do you make use of this advantage? #financialadvisors
Tax Havens for the Super Wealthy If you’re among the super-wealthy, you may be looking for a place to stash your cash so that you can avoid paying taxes.
Tax Havens for the Super Wealthy If you’re among the super-wealthy, you may be looking for a place to stash your cash so that you can avoid paying taxes.
3 Vital Technologies in Modern Business the next big thing is waiting just around the corner to further boost efficiency and profit margins. #technology #business
3 Vital Technologies in Modern Business the next big thing is waiting just around the corner to further boost efficiency and profit margins. #technology #business
