Two Ways Financial Advisors Can Develop Marketing That Stands Out Search for a new path to reach your prospects. If you find one that aligns with your business and brand, take it. #financialadvisors
Two Ways Financial Advisors Can Develop Marketing That Stands Out Search for a new path to reach your prospects. If you find one that aligns with your business and brand, take it. #financialadvisors
Why You Should Care About Kamala Harris’ Win Women old and young, from politics and law to activism and the arts, are making themselves seen and heard in untold numbers. #women
Why You Should Care About Kamala Harris’ Win Women old and young, from politics and law to activism and the arts, are making themselves seen and heard in untold numbers. #women
Are Rich People Educational Snobs? Just like everyone else they realize the cost of education is very high and they are looking for the best value for their dollar. #wealth
Are Rich People Educational Snobs? Just like everyone else they realize the cost of education is very high and they are looking for the best value for their dollar. #wealth
How Financial Advisors Can Find Their Client Value Proposition Your Client Value Proposition is what you do that your clients are paying for. It's important to distinguish this from the services you provide.
How Financial Advisors Can Find Their Client Value Proposition Your Client Value Proposition is what you do that your clients are paying for. It's important to distinguish this from the services you provide.
Market Bulls Go Ballistic: Time To Reduce Risk Remember that markets ebb and flow around long-term moving averages. When markets rise too far above them gravity tends to take over.
Market Bulls Go Ballistic: Time To Reduce Risk Remember that markets ebb and flow around long-term moving averages. When markets rise too far above them gravity tends to take over.
The Rule of 72: Stocks Still Look Like the Better Asset Class Until there is competition for your investment dollars, however, stocks still look like the better asset class. #stocks #assets #investment
The Rule of 72: Stocks Still Look Like the Better Asset Class Until there is competition for your investment dollars, however, stocks still look like the better asset class. #stocks #assets #investment
Emerging Forex Markets to look out for in Future There remain several emerging forex markets for investors to consider, particularly in more developed currencies such as Brazil and Russia.
Emerging Forex Markets to look out for in Future There remain several emerging forex markets for investors to consider, particularly in more developed currencies such as Brazil and Russia.
Eight Ways That Sustainability Can Be Profitable Saving money in your business is a priority yet protecting the planet you live on is as well. #ESG #business #money #sustainability
Eight Ways That Sustainability Can Be Profitable Saving money in your business is a priority yet protecting the planet you live on is as well. #ESG #business #money #sustainability
When It Comes to These Businesses, the Best Time to Sell Is “Never” These are two of the most consistently impressive businesses I’ve ever analyzed. They absolutely dominate the market. #stocks
When It Comes to These Businesses, the Best Time to Sell Is “Never” These are two of the most consistently impressive businesses I’ve ever analyzed. They absolutely dominate the market. #stocks
How Your Business Can Triumph Over Hackers By taking full advantage of these tips, you can ensure that you never stumble haplessly into any of the obvious traps. #cybersecurity
How Your Business Can Triumph Over Hackers By taking full advantage of these tips, you can ensure that you never stumble haplessly into any of the obvious traps. #cybersecurity
7 Warning Signs of Untrustworthy Financial Advisors The safest advisor will be one who is held to a fiduciary duty and has no conflicts of interest. #financialasdvisors #RIAs
7 Warning Signs of Untrustworthy Financial Advisors The safest advisor will be one who is held to a fiduciary duty and has no conflicts of interest. #financialasdvisors #RIAs
Tips for Selecting the Right Marketing Automation Platform When selecting the right marketing automation software for your business, you have to consider all the factors here. #marketing
Tips for Selecting the Right Marketing Automation Platform When selecting the right marketing automation software for your business, you have to consider all the factors here. #marketing
3 Reasons Investors Don’t Understand Advisors There are actually many reasons why investors don’t understand financial advisors. #financialadvisors #literacy
3 Reasons Investors Don’t Understand Advisors There are actually many reasons why investors don’t understand financial advisors. #financialadvisors #literacy
One Simple Technique to Learn Buying Motives How often do you take notes while you’re on Mute and your prospect is revealing their buying motives? #sales #success #salestechniques
One Simple Technique to Learn Buying Motives How often do you take notes while you’re on Mute and your prospect is revealing their buying motives? #sales #success #salestechniques
How Does Your Website Compare to Other Financial Advisors? You've got the metrics for your advisory firm's website. What do they actually tell you? #financialadvisors #website #SEO #marketing
How Does Your Website Compare to Other Financial Advisors? You've got the metrics for your advisory firm's website. What do they actually tell you? #financialadvisors #website #SEO #marketing
The Market Seems Primed for a Brief Pause We're now seeing a little fatigue kicking in ahead of what is likely to be a lively end to the year. #stockmarket #investor
The Market Seems Primed for a Brief Pause We're now seeing a little fatigue kicking in ahead of what is likely to be a lively end to the year. #stockmarket #investor
Pfizer and Moderna Give Investors a Shot of Hope Moderna’s vaccine remains stable at 36° to 46°F, “the temperature of standard home or medical refrigerator, for 30 days
Pfizer and Moderna Give Investors a Shot of Hope Moderna’s vaccine remains stable at 36° to 46°F, “the temperature of standard home or medical refrigerator, for 30 days
Edge Computing Is Leading the Next Great Tech Revolution Do you want in on the next great tech revolution? Well, it’s happening before our eyes. #investing #investor #stocks #computing
Edge Computing Is Leading the Next Great Tech Revolution Do you want in on the next great tech revolution? Well, it’s happening before our eyes. #investing #investor #stocks #computing
The Number One Reason Why Financial Advisors Are Not Calling Prospects The reason why is you don’t have a plan, a script and compelling offers to make to ideal prospects now. #financialadvisors
The Number One Reason Why Financial Advisors Are Not Calling Prospects The reason why is you don’t have a plan, a script and compelling offers to make to ideal prospects now. #financialadvisors
How to Get Your Advisory Team to Speak With One Voice Getting your employees to speak with a unified voice is an investment worth making, and one that will last a lot longer than any advertisement.
How to Get Your Advisory Team to Speak With One Voice Getting your employees to speak with a unified voice is an investment worth making, and one that will last a lot longer than any advertisement.
Growth Annuities May Help Address the Two Retirement Challenges American's Face Start the conversation by asking how your retirement savings can be used to secure growth, protected lifetime income. #retirement #annuities
Growth Annuities May Help Address the Two Retirement Challenges American's Face Start the conversation by asking how your retirement savings can be used to secure growth, protected lifetime income. #retirement #annuities
The Effect of Municipal Market Liquidity on Mutual Fund Holdings Investors owning shares of municipal bond mutual funds could suffer share price erosion if portfolio managers are forced to sell bonds to raise funds.
The Effect of Municipal Market Liquidity on Mutual Fund Holdings Investors owning shares of municipal bond mutual funds could suffer share price erosion if portfolio managers are forced to sell bonds to raise funds.
NIO Stock: What Can You Expect from Its Q3 Earnings? NIO stock has been on absolute tear in 2020 and has returned a staggering 1,300% year-to-date. #NIO #stock #investing
NIO Stock: What Can You Expect from Its Q3 Earnings? NIO stock has been on absolute tear in 2020 and has returned a staggering 1,300% year-to-date. #NIO #stock #investing
The Financial and Emotional Components of Legacy Letters In many cases, legacy letters are the main vessel for transferring financial assets down the generational line. #estateplanning #legacy
The Financial and Emotional Components of Legacy Letters In many cases, legacy letters are the main vessel for transferring financial assets down the generational line. #estateplanning #legacy
How to Build Influence That Gets Prospects to “Yes” Faster During a Virtual Sales Process The best way to build your influence is by being extremely clear about who your ideal client is. After all, the riches are in the niches! #sales
How to Build Influence That Gets Prospects to “Yes” Faster During a Virtual Sales Process The best way to build your influence is by being extremely clear about who your ideal client is. After all, the riches are in the niches! #sales
Stocks Slump on COVID Concerns Stocks slump on COVID concerns, soft retail sales, and no stimulus hints from Powell, Oil pops on Middle East instability.
Stocks Slump on COVID Concerns Stocks slump on COVID concerns, soft retail sales, and no stimulus hints from Powell, Oil pops on Middle East instability.
The Real Power of Perseverance in the Face of Life’s Ups and Downs Johnny Dawson sits down with Borah to explore the real power of perseverance in the face of life’s ups and downs. #perseverance
The Real Power of Perseverance in the Face of Life’s Ups and Downs Johnny Dawson sits down with Borah to explore the real power of perseverance in the face of life’s ups and downs. #perseverance
Should We Still Care About In-Person Conferences? I see predictions about how virtual conferences are going to become the norm and how they’re better than in-person events. #events
Should We Still Care About In-Person Conferences? I see predictions about how virtual conferences are going to become the norm and how they’re better than in-person events. #events
Does Your Website Evoke Trust? How can you begin a relationship with your potential customers the moment they land on your website? 6 tips to help you start establishing trust
Does Your Website Evoke Trust? How can you begin a relationship with your potential customers the moment they land on your website? 6 tips to help you start establishing trust
Here's How to Sort Things Out When Uncertainty Clouds Your Money Moves? While things are no more uncertain in life than they always are, we are more tangibly confronted with uncertainty. #planning #investor
Here's How to Sort Things Out When Uncertainty Clouds Your Money Moves? While things are no more uncertain in life than they always are, we are more tangibly confronted with uncertainty. #planning #investor
Vaccine Optimism Fades Quickly We're seeing them run out of steam as the Moderna announcement quickly wears off. #stockmarket #stocks #investors
Vaccine Optimism Fades Quickly We're seeing them run out of steam as the Moderna announcement quickly wears off. #stockmarket #stocks #investors
Should You Switch Jobs During the Covid-19 Pandemic? Get great insight and perspective on what’s happening in the market, how your personal situation should influence your decision. #covid19
Should You Switch Jobs During the Covid-19 Pandemic? Get great insight and perspective on what’s happening in the market, how your personal situation should influence your decision. #covid19
A Few Simple Mindsets to Alleviate Fears or Anxieties Are there simple changes you can make to your mindset to alleviate some fears or reduce anxiety? #fear #investor #vaccine
A Few Simple Mindsets to Alleviate Fears or Anxieties Are there simple changes you can make to your mindset to alleviate some fears or reduce anxiety? #fear #investor #vaccine
Health & Money: The Two Prongs of Life The key to improving your relationship with health and money is to take action steps. Move outside your bubble into reality #finance
Health & Money: The Two Prongs of Life The key to improving your relationship with health and money is to take action steps. Move outside your bubble into reality #finance
While the Pandemic Has Caused Incalculable Damage, There Will Continue to Be Returns The markets today appear poised to prove again the volatility and changeability of the current investing environment. #stockmarket
While the Pandemic Has Caused Incalculable Damage, There Will Continue to Be Returns The markets today appear poised to prove again the volatility and changeability of the current investing environment. #stockmarket
The Impact Of Market Volatility On Retirement Plans Market volatility is a natural occurrence, one that can increase in risk the closer you are to retirement. #stockmarket #retirement
The Impact Of Market Volatility On Retirement Plans Market volatility is a natural occurrence, one that can increase in risk the closer you are to retirement. #stockmarket #retirement
Does a Vaccine Fix Anything? Many of the precautions that investors have been taking over the past 9 months will continue for a long period of time after a vaccine is available.
Does a Vaccine Fix Anything? Many of the precautions that investors have been taking over the past 9 months will continue for a long period of time after a vaccine is available.
Why Robo-Advice Is Great for an Advisor's Business Robo-advice is great for all of us in the advice arena, because financial advisors learn more about consumers appetites for advice
Why Robo-Advice Is Great for an Advisor's Business Robo-advice is great for all of us in the advice arena, because financial advisors learn more about consumers appetites for advice
Eight Opportunities to Ask Your Client for More Money Eight times the timing might be right to ask for financial advisors to ask clients for more assets. #financialadvisor #investor #finance
Eight Opportunities to Ask Your Client for More Money Eight times the timing might be right to ask for financial advisors to ask clients for more assets. #financialadvisor #investor #finance
What Are You Doing to Enable Friction-Free Commerce? The world of 2020 is all about digital. It’s all about digital choice, digital reach, digital services and digital payments. #fintech
What Are You Doing to Enable Friction-Free Commerce? The world of 2020 is all about digital. It’s all about digital choice, digital reach, digital services and digital payments. #fintech
Why Are Remote Workers Facing Burnout? Are we experiencing the unintended consequences of what was a sudden shift to working remotely? #wrokfromhome #burnout
Why Are Remote Workers Facing Burnout? Are we experiencing the unintended consequences of what was a sudden shift to working remotely? #wrokfromhome #burnout
Growth vs. Value Stocks: Do Dividends Matter? Dividends do matter and can significantly enhance an investment return – known as the total return on investment. #stocks
Growth vs. Value Stocks: Do Dividends Matter? Dividends do matter and can significantly enhance an investment return – known as the total return on investment. #stocks
Comparing BJ’s vs Costco vs Sam’s Club Wondering which wholesale club to pick as a customer or investor? There are significant differences you need to be aware of. #stocks #investing
Comparing BJ’s vs Costco vs Sam’s Club Wondering which wholesale club to pick as a customer or investor? There are significant differences you need to be aware of. #stocks #investing
Finding Smaller Stocks That Can Shine Smaller stocks offer diversification benefits and investment opportunities that can’t be found in their larger brethren. #stocks
Finding Smaller Stocks That Can Shine Smaller stocks offer diversification benefits and investment opportunities that can’t be found in their larger brethren. #stocks
3 Employee Benefits to Consider During Open Enrollment A list of three employee benefit that we wish were taken advantage of more often and three that you can probably go without. #benefits
3 Employee Benefits to Consider During Open Enrollment A list of three employee benefit that we wish were taken advantage of more often and three that you can probably go without. #benefits
The Productivity Pitfalls of Working from Home in the COVID-19 Era Even though we can all attest to the benefits of a consistent work routine, can the same be said about productivity levels? #workfromhome
The Productivity Pitfalls of Working from Home in the COVID-19 Era Even though we can all attest to the benefits of a consistent work routine, can the same be said about productivity levels? #workfromhome
The ‘L’ Word and Why It’s Central to Your Leadership Success If you consider love to be a worthwhile pursuit, then you have the opportunity to express love throughout your life including at work.
The ‘L’ Word and Why It’s Central to Your Leadership Success If you consider love to be a worthwhile pursuit, then you have the opportunity to express love throughout your life including at work.
