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The Effects of Super Merger Monday

The Ups And Downs of Market Volatility

The Global Market Portfolio

6 Ways To Stay Cool Under Pressure in Sales

Sep 14, 2020 by Adam Honig

Here are some tips to help you keep your cool when everything seems to be spinning out of control. #sales #success #growth #salestips

When Surprise and Delight Becomes Surprise Without Delight

Sep 14, 2020 by Shep Hyken

Never lose sight of what the customer expects. Meeting that expectation may be all you have to do to surprise and delight. #service

The Rules of Engagement Have Shifted as Fast as Our Work Environments Have

Sep 14, 2020 by Nancy Fredericks

Complacency, disengagement, and dissatisfaction by employees may have you tossed out of the game today where rarely such action did in the past.

Stop Making Bad Decisions

Sep 14, 2020 by Dr. Bert Shlensky

We don’t usually make bad decisions on purpose. Nevertheless, mistakes happen and poor decisions will be made now and then.

Your Life Insurance Policy is The Ultimate Love Letter

Sep 14, 2020 by Tim Whisler

Why life insurance can be considered an expression of love and refers to the importance of planning collaboratively with your partner.

The Vaccine Boost Was Short-Lived

Sep 14, 2020 by Guest Contributor

European stock markets have pared earlier gains to sit a little flat on Monday, with the positive vaccine news doing little to deliver a sustained boost.

This Week Will Be Jam-Packed With Clues About the Rest of 2020

Sep 14, 2020 by Al Emid

By the end of the week, we will have a fairly clear picture of the outlook for the rest of 2020. #stockmarket #investing

Gold Reaches $2,000 Amid Dollar Depreciation

Sep 14, 2020 by Golden Meadow

Gold has recently jumped above the psychologically important level of $2,000, while the U.S. dollar depreciated sharply. #gold

Helping Clients Understand the Normalcy of Market Corrections

Sep 14, 2020 by Don Connelly

Your real value to clients is your ability to educate them in the laws of investing and keep them focused on their target. #financialdvisors

Why Bill Gates Is Betting Millions on Synthetic Biology

Sep 14, 2020 by Justin Spittler

The World’s Brightest Tech Founders Are Betting Big On Synthetic Biology. #stockmarket #syntheticbiology #stocks #future

The China Conundrum with Carlos Diez

Sep 14, 2020 by VanEck

With the continued ascendancy of the world’s second largest economy, investors are faced with decisions about their allocation to China.

Three Key Principles for Successful Disruption Investors

Sep 14, 2020 by Stephen McBride

My top three “disruption investing” principles for building lasting wealth #wealth #financialadvisors #wealthmanagement #investing

It’s Beginning To Look A Lot Like…February

Sep 14, 2020 by Rob Isbitts

If September and beyond continue to play out like February did, that will come in very handy. #stockmarket #investing

Is High Yield Debt a Safe Investment?

Sep 14, 2020 by Finscreener

The record bond issuance comes at a time when the market is growing increasingly concerned about the quality of US corporate debt. #bonds

Why It’s Time for Advisors To Replace Selling With Content Marketing

Sep 14, 2020 by Top Advisor Marketing

People no longer want to be sold to. That means the financial services industry must drastically change their approach to attracting new clients.

Should Investors Be Worried About the Market Sell-Off?

Sep 14, 2020 by J.P. Morgan Asset Management

The market is becoming more comfortable with the virus, but that means the trajectory of policy, profits and the economy will become increasingly important

11 Most Read Advisorpedia Articles of the Week!

Sep 12, 2020 by Douglas Heikkinen

11 Most Read IRIS Articles of the Week! #financialadvisors #finance #money #business #investment #investing #entrepreneur

7 Ways Advisors Can Connect With Prospects Online

Sep 11, 2020 by Samantha Russell

How can you make a personal connection with website visitors despite not getting to introduce yourself in person? #financialdvisors

What Face Masks Teach Us About Behaviour Change

Sep 11, 2020 by Paul Taylor

How do new ideas and practices take hold? And why do some practices that require behaviour change get adopted more quickly than others?

7 Strategies To Solve Your Business Problems Faster

Sep 11, 2020 by Martin Zwilling

Each of these will help you in achieving success and satisfaction while tackling your toughest business issues. #business

Rocky S&P 500 Recovery from the Sharp Correction Goes On

Sep 11, 2020 by Golden Meadow

The array of forces favors the bulls, and that risks are skewed to the upside once this healthy but volatile correction runs its course. #invest

Activate Change With Core Values

Sep 11, 2020 by Annette Franz

When properly socialized and operationalized, core values can and will activate change within your organization. #change #inclusion

A Shocking Number Of Leaders Are Not Aligned With Their Companies’ Visions

Sep 11, 2020 by Timothy Hughes

We are all working remotely; we have all got used to it; and work (and life) still goes on. #remoteworking #online #digital

Investors May Breathe a Sigh of Relief This Afternoon

Sep 11, 2020 by Al Emid

The mounting debt is an incentive for governments to keep interest rates low, but there is still a mounting bill to be paid. #stockmarket

Stock Rollercoaster Ride Continues

Sep 11, 2020 by Guest Contributor

Stock rollercoaster ride continues, UK/Japan trade deal, Oil steady, Gold softer #stocks #trade #japan #oil #gold #investing

The Lighter Side of Mental Accounting

Sep 11, 2020 by Rey Descalso

When clients understand the purpose of their money they understand the performance of their money. #finance #planning

Biden or Trump Will Keep The Money Spigots Open

Sep 11, 2020 by Stephen McBride

No Matter Who Wins This November, They’ll Continue To Spend And Borrow Money At An Unprecedented Rate. #election2020

Renewable Energy Infrastructure Is at an Inflection Point

Sep 11, 2020 by Guest Contributor

High-quality renewable infrastructure companies have the potential to generate attractive returns over time through a combination of yield and growth.

Is the Time Right for Real Estate?

Sep 11, 2020 by Nicholas Stuller

A financial advisor or real estate agent can provide the sounding board you need to take advantage of America’s migratory journey to new locations.

Helium Is Soaring on Red-Hot Demand, Shrinking Supply

Sep 11, 2020 by Frank Holmes

Many people may not be aware that the gas is used for much more than filling birthday balloons. #helium #investing

Active Equity Managers May Outperform in the Coronavirus Era

Sep 11, 2020 by Guest Contributor

These advantages point to skilled active management as the preferred approach to navigating the pandemic and its aftermath. #investing

An Effective Pitchbook Strategy for Investment Managers

Sep 11, 2020 by Emilie Totten

Every key stakeholder from marketing, sales, and compliance departments must be fully vested in developing a winning pitchbook strategy.

Will the U.S. Retail Sector Stage a Comeback in 2020?

Sep 11, 2020 by Finscreener

The retail sector has been devastated in 2020. However, some investors see this as a buying opportunity. #stocks #stockmarket

The 1998 Correction and The Run To The Peak

Sep 11, 2020 by Lance Roberts

History suggests the markets can, and will likely continue to rise in the short-term. As I stated, momentum is a tough thing to kill.

Five Steps Businesses Can Take to Support Employees

Sep 10, 2020 by Dawn Castell

At the end of the day, your employees are the face of your company, the ones that will lead you to success. #business #success

Having Online Meetings that Don’t Suck Your Soul

Sep 10, 2020 by Karin Hurt

Online meeting fatigue is real. There are a couple of reasons it happens and, when you know why, you can do something about them.

How to Set Up a Pop-Up Video Studio in Your Home or Office

Sep 10, 2020 by Maribeth Kuzmeski

I wanted to share how easy and inexpensive it is to set up your own video studio. #studio #business #recording #video #youtube

The Importance of Financial Literacy: Several Reasons Why High Flying Professionals Fail at Investing

Sep 10, 2020 by Brad Sherman

It is crucial to make sure you fully understand the decisions you make within your portfolio and that they are long-term, strategic moves. #finance

After the Death of a Loved One

Sep 10, 2020 by Dana Anspach

It may take a year or two to complete all estate settlement responsibilities. Larger estates can take even longer to settle. #death #estate

Want To Fix The Sales World?

Sep 10, 2020 by Rob Jolles

How much is it worth to you to get an actual education from a well-trained salesperson? Training costs money. #sales #business

What Benefits Should You Be Providing to Your Employees?

Sep 10, 2020 by Brett Clawson

The benefits that you make available to your workforce has a decisive influence on your company’s ability to recruit outstanding workers

U.S. Shares Plunged. Is Gold Next?

Sep 10, 2020 by Golden Meadow

The dovish monetary policy with negative real interest rates and massive liquidity should support both equities and #gold.

A Dive into Private Placement Life Insurance (PPLI)

Sep 10, 2020 by Centura Wealth Advisory

Private placement life insurance is a tax efficient vehicle to provide Accredited Investors and Qualified Purchasers a means to transfer wealth.

Can Today's Markets Continue To Recover From the Tech Rout?

Sep 10, 2020 by Al Emid

If you ask ten economists for their analysis of the effect that the Washington goings-on has on the market, you are likely to get 15 answers.

4 Proven Ways To Amaze Your Customers

Sep 10, 2020 by Roy Osing

An amazed customer is a loyal customer who provides a never ending stream of sales to an organization and pulls their friends with them

The Formula for Advisors to Catch Leads

Sep 10, 2020 by Shauna Mace

How fishing provides a framework for prospecting – the process of finding and converting a lead to client. #financialadvisors #leads

10 Things That Make a Successful Financial Advisor Business Plan

Sep 10, 2020 by Sue Viskovic

A business plan is one of the most powerful tools you can use to help your business evolve and grow so you can achieve the outcomes you want.

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