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The Race To Provide Autonomous Finance

Opportunities Will Fall into Your Lap. What Now?

What's in Trump's Latest Executive Order Against China?

Stock Market’s ‘Great Rotation’ To Catch Out Investors

Nov 24, 2020 by Guest Contributor

The best way for investors to position themselves for the opportunities and to mitigate risks is to have a broad spread of investments. #valueinvesting

How to Prepare Your Successor Before Exiting Your Business

Nov 24, 2020 by Peter Raskin

To hand off your business to a successor who will keep leading with similar values and goals, you need a strategic succession plan. #succession

7 Strategies To Master Your Money Mindset

Nov 24, 2020 by James E. Wilson

Mastering your money mindset establishes the framework for a sustainable financial life. #finance #wealth #money #savings

Will US-China Relations Shift Under Biden?

Nov 24, 2020 by Alliance Bernstein

Beijing expects change, not just in tone and style compared to that of the outgoing administration, but in substance, too. #china

6 Ways a Leader May Be Falling Down on Their Team

Nov 23, 2020 by Terri Klass

A leader who feels they are letting their team down or falling short of their goals and purpose can be upsetting. #leadership #lead #business

Why Every Advisor Must Be Business Planning NOW

Nov 23, 2020 by Joseph Lukacs

Where are you right now? Are you in a scarcity/survival, abundance, or prosperity mode? And how are you going to lead in 2021?

How To Protect Yourself From the Increase of National Debt

Nov 23, 2020 by Gregory DuPont

The importance of acknowledging the increase of national debt and information on how to protect yourself and prepare for a continued increase.

The Loyalty Question: A Touchless Experience

Nov 23, 2020 by Shep Hyken

What am I doing right now to make sure the customer comes back the next time they need whatever it is we sell? #business #loyalty

How Baby Boomers can Prepare their Business for Sale

Nov 23, 2020 by Kris Dureau

Different areas of exit planning you need to be aware of when selling your business and the steps you should take to prepare for the big sale.

7 Ways to Improve Communication In Your Workplace

Nov 23, 2020 by Lewis Robinson

Anything short of a clear and streamlined network of communication will eat into everyone's work day and lower productivity. #performance

There's a Bit of a Buzz Back in the Markets

Nov 23, 2020 by Guest Contributor

There's a bit of a buzz back in the markets on Monday, as AstraZeneca and University of Oxford announced results of its vaccine trials.

Give Wisely With a Donor-Advised Fund

Nov 23, 2020 by Lauren Klein

A Donor-Advised Fund may be just the thing to help you take this ‘season of giving’ to a new level. #giving #financialadvisors

Americans Have More Savings Than Ever for the Holidays, and Are About To Spend

Nov 23, 2020 by Al Emid

American savings accounts now contain $15.9 trillion, far above the $13.2 trillion of a year ago. These savings are going to be spent

Using Behavioral Finance to Communicate More Effectively

Nov 23, 2020 by Jay Mooreland

Behavioral Finance is using psychological principles in the business of finance and economics. #behavioralfinance #financialadvisors

6 Ways Financial Advisors Can Establish Trust in Today’s Virtual World

Nov 23, 2020 by Don Connelly

To establish a track record with an individual client, you first have to establish trust, and form a personal connection. #financialadvisors

Is It Possible To Have Too Many Stocks Supporting the Market?

Nov 23, 2020 by Andrew Thrasher

The more stocks above these moving averages the more stocks that are likely in up trends giving bullish support to the up trend of the market.

How To Size Up An S&P 500 Bear Market

Nov 23, 2020 by Rob Isbitts

In a bear market, it boils down to a lot of up and down, a lot of volatility, and it leads to no net gain. #stockmarket #bearmarket

How Can I Use Alternatives for Income and Diversification?

Nov 23, 2020 by J.P. Morgan Asset Management

Although rates have moved higher during the past few weeks, investors are still struggling to generate income without increasing portfolio volatility.

Snowflake: Will the Stock Surge or Slump by End of 2020?

Nov 23, 2020 by Finscreener

Will Snowflake stock end 2020 at a record high or will it decline significantly? #stock #investing #investor #snowflake

How to Estimate Health Care and Medicare Costs in Retirement

Nov 23, 2020 by Northeast Financial Network

Planning for retirement includes planning for the costs associated with health care coverage. #healthcare #insurance #retirement

Savings, Investing & 403 B Advice Rarely Changes: So Why Do We Forget it?

Nov 23, 2020 by Katharine Earhart

If you start now and live on the income minus your retirement savings, you will budget to that number. #finance #savings #planning

5 Steps to Help the “Right” Prospects Find You Online

Nov 23, 2020 by Samantha Russell

To help create content and understand who the “right” prospects are, you should develop a few audience personas. #financialadvisors

11 Most Read Advisorpedia Articles of the Week!

Nov 21, 2020 by Douglas Heikkinen

11 Most Read IRIS Articles of the Week! #financialadvisors #finance #planning #invest #investor #wealthmanagement #wealth

Will Near-Term Uncertainties Will Produce a Significant Stock Market Pullback?

Nov 20, 2020 by Guest Contributor

Mnuchin goes Grinch, Fiscal Stimulus hopes, Pfizer submits EUA, Oil’s 3rd positive week, Gold surges, Bitcoin eyes $19K

Turning Adversity into Success with Remi Adeleke

Nov 20, 2020 by Charlie Epstein

Guest Remi Adeleke as Remi shares his life experiences, and explains how his book “Transformed" details his life journey.

You Never Know What You Don’t Know About the Market

Nov 20, 2020 by David B. Armstrong

A sound investment strategy grounded in patience is way better than trying to guess what will happen. #stockmarket #investor

Use Technology to Protect Against a Cyber Attack

Nov 20, 2020 by Lewis Robinson

Cyber criminals can devastate a business by stealing personal information, financial information or company secrets.#cybersecurity

Rethinking Investing and Paying off Debts

Nov 20, 2020 by Steven A. Branson

Investing has changed as times have changed … financial planning rules need to change too. #finance #investing #financialplanning

The Employee Platinum Rule

Nov 20, 2020 by Annette Franz

People tend to rise to the expectations others have for them. #workforce #performance #expectations #results

How to Keep Your Employees Engaged and Happy at Work During COVID-19

Nov 20, 2020 by Estelle Pin

Keeping your team engaged and happy at work is a matter of every single thing you do for them. #workforce #performance #team

Investor Caution Seen After Bumper November

Nov 20, 2020 by Guest Contributor

Despite getting more positive news on the vaccine front, investors take a breather following a pretty fanstastic couple of weeks.

How To Choose a Marketing Agency To Grow Your Business

Nov 20, 2020 by Carden Calder

Knowing what to look for when choosing an agency will increase your chances of finding the perfect fit. #marketing #financialadvisors

Reimagining the Future of Online Grocery

Nov 20, 2020 by ROBO Global

The pandemic has rapidly increased Ocado’s reach and market share, but that was just the beginning for this market innovator. #stocks

What's The One Thing That Changes Everything?

Nov 20, 2020 by Brett Davidson

If you want your business to a new level, find the one issue that’s your biggest blockage and focus all of your energy on solving it.

The Beauty of Five Percent Moves

Nov 20, 2020 by Rob Jolles

People literally thumb their noses at simple ideas like these because the impact isn’t perceived to be as significant as they’d like it to be.

Advisors: Set a Clear Picture of What Success Looks Like in 2021

Nov 20, 2020 by Paul Kingsman

You’re never going to reach your fullest potential until you have very clear in your mind what you want to achieve. #financialadvisors

Bitcoin Surge: 73% of Millionaires Already Invested or Plan To Invest in Cryptocurrencies

Nov 20, 2020 by Guest Contributor

Nearly three-quarters of high net worth individuals will be invested in cryptocurrencies before the end of 2022, reveals a new global poll. #bitcoin

Will Strong Global Growth Lead to Disappointment?

Nov 20, 2020 by VanEck

Despite a pandemic that has led large parts of the world to lockdown, global growth has been strong. #stockmarket #economy #investor

If We Can Just Get Through The Next 8 Weeks Everything Will Be OK ... Yes?

Nov 20, 2020 by Timothy Hughes

Let's be honest here, you are still selling and marketing the same as before the pandemic? #sales #marketing #socialselling

Advisors: What is the Message that Your Marketing Sends?

Nov 20, 2020 by Maribeth Kuzmeski

Moving your prospects though a marketing funnel requires delivering value. #marketing #financialasdvisors #education

How Advisors Can Build Stronger Relationships With Clients and Prospects

Nov 20, 2020 by Guest Contributor

How financial advisors can develop a strong bond with prospects, especially in the very crucial first appointment, in this new virtual world.

How to Listen to People You Vehemently Disagree With

Nov 19, 2020 by Penny Phillips

LISTEN when you disagree or have a strong judgment and control your impulse to "shut down" in conversations you don't like. #RIAs

Why You Need an Investment Philosophy that Inspires Women

Nov 19, 2020 by Adri Miller-Heckman

Embrace a whole new approach to communicating with clients, sharing your investment philosophy in a way they can easily grasp and embrace.

Dow Sinks on Mounting Lockdowns

Nov 19, 2020 by Guest Contributor

Dow sinks on mounting lockdowns, Biden’s Transition, and the peak of solid US data, Commodities struggle on strong dollar #stockmarket

7 Tips For Choosing The Right Financial Advisor

Nov 19, 2020 by Kim Griego Kiel

While many believe that they can handle their finances, the truth is that your finances will see better progress with the help of a trusted advisor.

Effective Marketing Today Begins With A Conversation

Nov 19, 2020 by Martin Zwilling

Conversation marketing will help you connect your business to the hearts of your customers for the long term, not just to their minds for a transaction.

How to Avoid Being a One-Sale Wonder

Nov 19, 2020 by Roy Osing

How many salespeople would consciously put their sale at risk in order to protect a long term customer relationship? #sales #success

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