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Rebounding Gold and the Many Triggers

Will Stocks in the Streaming Industry Continue to Gain Momentum Post the Lockdown?

5 Things That Are Likely to Change in Sales Post-Covid

Is There A Difference In The Way Men and Women Look At Risk?

Aug 17, 2020 by LaRae Quy

Research finds that men and women use different strategies. They also use different parts of the brain when making choices. #risk #women

Being Nice Doesn’t Cost You Anything

Aug 17, 2020 by Shep Hyken

Sometimes being nice is easy. It can be a show of respect. It can be a demonstration of politeness. #service #excellence #business

How To Make the Transition To Working From Home Easier for You and Your Employees

Aug 17, 2020 by Guest Contributor

Changing from an in-person business to an online, work from home one, can feel challenging, but that doesn't mean that it's impossible.

Boost Your Business Productivity With These 6 Integration Tools

Aug 17, 2020 by Samantha Russell

The below tools can boost your marketing and create a seamless process to help with lead generation and marketing. #financialadvisors

Using Life Insurance for Charitable Giving

Aug 17, 2020 by Tim Whisler

There are three primary ways that you can help charities benefit from life insurance policies. #insurance # charitablegiving #finance

Three Key Questions to Answer Before Taking Social Security

Aug 17, 2020 by Julia Carlson

The easiest way to maximize your monthly Social Security is to simply wait until you turn age 70 before claiming your benefits. #retirement

The Alternative Investment World Of Collectible Coins

Aug 17, 2020 by Copper Beech Financial Group

Collectible coins are an excellent way to build your investment portfolio, or they could be an asset you pass down to the next generation.

What If? Reflections on a Potential Post-COVID New Normal

Aug 17, 2020 by Guest Contributor

What if behavioral changes are not so quick to return to what they were before the virus and the changes are permanent?

What the Rise of Fractional Trading Says About Modern Investors

Aug 17, 2020 by Equities.com

Fractional trading represents a step in the right direction when it comes to opening up public markets to more retail investors. #stocks

Markets Have Outperformed When a President Seeks Reelection

Aug 17, 2020 by Frank Holmes

So what happens if the Biden-Harris ticket comes out on top? How should investors prepare? #election2020 #investing

If Biden Wins, Solar Stocks Could Go Ballistic

Aug 17, 2020 by Justin Spittler

Green Energy Is One of the Biggest Megatrends on the Planet. #solar #ESG #sustainability #election2020

Will Tensions Between the U.S. and China Keep Rising?

Aug 17, 2020 by J.P. Morgan Asset Management

It has become a near daily occurrence to awaken to headlines stating that tensions between the U.S. and China are rising #stockmarket

5 Creative Marketing Ideas for Financial Advisors to Attract New Clients

Aug 17, 2020 by Don Connelly

Use these creative marketing ideas for Financial Advisors and reach out new prospective clients through places and people you know they already appreciate.

Shocked To Find Inflation Going On Here

Aug 17, 2020 by Global Macro Monitor

No doubt an accelerated vaccine is great hope for and would be bullish for humanity but would it be bullish for markets? #stockmarket

Latino Communities Are Ready To Begin Talking About Their Money, But Where Should They Go?

Aug 17, 2020 by Top Advisor Marketing

How talking about your money in Latino communities is often considered taboo, and how she approaches breaking down that barrier.

11 Most Read Advisorpedia Articles of the Week!

Aug 15, 2020 by Douglas Heikkinen

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

The First Question Investors Need to Ask Themselves

Aug 14, 2020 by David B. Armstrong

If you take the time to plan out the purpose for your money, figure out how much time you need until you are going to use the money

Summer Strategies for Financial Advisors to Stay Centered During COVID

Aug 14, 2020 by Susan Danzig

Experiencing so many changes in our day-to-day life makes it difficult to run your business, so here are some tips to help you refocus your energy

How To Determine The Best Investment Tools For You

Aug 14, 2020 by Rob Isbitts

Individual stocks are always a consideration, but they are not as useful in the current environment as they have been in the past.

Why Forgiveness is Required in Career

Aug 14, 2020 by Debbie Peterson

Forgiveness isn't about who is right or wrong. It's not about saying what happened was ok. It's about healing for you.

How to Adapt Company Announcements Around a Global Crisis

Aug 14, 2020 by Megan Snyder

In a time when we’re all looking for a bright side, remember to be positive in your messaging. #communication #PR #media

Will Credit Markets Pull Stocks Down or Not?

Aug 14, 2020 by Golden Meadow

The worst of the decline there is past, and that higher prices would follow and help put a floor behind the relatively very extended S&P 500

3 Keys to Dealing with Difficult Prospects

Aug 14, 2020 by Mike Brooks

Keep these keys handy the next you run into a difficult prospect. They’ll work better than you think they will. #sales #success

Peace Deal Will Help Cement Dubai’s Global Financial Hub Status

Aug 14, 2020 by Guest Contributor

The deal underscores the pro-active and forward-thinking approach of the UAE government which seeks to further enhance its position on the world stage.

Seven Affordable Steps for Website Accessibility

Aug 14, 2020 by Outlook Business Solutions

Listed are some simple steps that can be taken right away for website accessibility that won’t exceed your budget. #inclusion

How To Start a Successful Business

Aug 14, 2020 by Brett Clawson

Using these tips, you’ll be able to open the doors of your business and keep them open for years to come. #entrepreneurs #startup

This Breed of Long-Term Care Insurance Isn’t “Use-It-or-Lose-It”

Aug 14, 2020 by Guest Contributor

It can help protect your family while providing long-term care coverage, should you need it. #LTC #insurance #planning

The Importance of Your Personal Brand as a Financial Advisor

Aug 14, 2020 by Alana Kohl

Whether you’re at a small planning firm or a large multinational firm, the brand a consumer evaluates largely centers around you individually.

Smaller, Flatter, Faster. Is The Two Pizza Team Finally Going Mainstream?

Aug 14, 2020 by Paul Taylor

Is it finally the time that our organisations will make the shift to smaller teams, because of their increased effectiveness and productivity?

New Fallen Angel Bonds Drive Performance

Aug 14, 2020 by VanEck

Fallen angel bonds are outperforming the broad U.S. high yield market year-to-date by 5.23% as of July 31, 2020. #bonds #fixedincome

How to Work With Prospects Who Have Little to Invest

Aug 14, 2020 by Paul Kingsman

Pro bobo work is a great way to help people. It has you providing pro bono work and making a true impact in people’s lives. #advice #finance

What Do Investors Want to Talk About With Their Financial Advisor?

Aug 14, 2020 by Samantha Russell

Ensure that you are covering these topics not only one-on-one with clients, but also in your content marketing strategy. #financialadvisors

Keep Your Clients for Life: It Starts With Clients Day 100

Aug 14, 2020 by Andrew Sobel

A key secret to keeping clients for life has to do with treating old clients like brand-new clients. #business #relationships

Finding Success Without Your “A” Game

Aug 14, 2020 by Rob Jolles

Grinding is what you do when you don’t have your “A” game. It has absolutely nothing to do with effort and more to do with circumstances.

Do You Communicate to Increase Interest to Your Clients?

Aug 13, 2020 by Elinor Stutz

Clients want to know, like, and trust you. The extra steps you take to build each relationship proves the value over and over again. #sales

The Challenges of Living Longer

Aug 13, 2020 by Guest Contributor

The good news: Retirees are living longer. The bad news: That may mean retirees will have to fund more years of retirement. #annuities

This Is How to Win With a Boomer Boss

Aug 13, 2020 by Roy Osing

My expectations may not be typical of all boomer bosses but they represent a good benchmark to have in mind. #performance #career

Six Cornerstone Financial Principles to Get off on the Right Financial Foot

Aug 13, 2020 by Chad Smith

The earlier you start setting the groundwork for a financially secure life, the easier it can be to stick to the good habits. #finance #savings

How To Tune Into The Frequency Of Your Best People

Aug 13, 2020 by Rochelle Moulton

Every tribe has a frequency that you must tune into to build real impact, influence and leadership. #business #leadership

Why It’s Important to Teach Your Kids Early About the Value of Money and How to Do It

Aug 13, 2020 by Michael G Rivas

Take the time to teach your children about the value of money. Starting these lessons early gives them a gift for the rest of their lives.

Behavioral Finance Bias Deep Dive: Loss Aversion

Aug 13, 2020 by Jason A. Voss

Though there are over a hundred biases formally identified I believe that there are less than ten that deserve the attention of investment professionals

US Eyeing Record Territory Again

Aug 13, 2020 by Guest Contributor

Equity markets recovered strongly on Wednesday, buoyed by encouraging inflation data from the US that assuaged deflation fears.

How A COO Maintains the Human Element of an Advisory Firm

Aug 13, 2020 by Matt Sonnen

Here are the steps each firm has taken to foster a more inclusive and diverse culture. #business #inclusion #COO

Technically Speaking: S&P 3750. Is It The Light, Or A Train?

Aug 13, 2020 by Lance Roberts

While the bulls have set S&P targets to 3750 over the next 12-months while bearish signals persist. #stockmarket #bulls #bears

The Unique Needs Of The Working Investor

Aug 13, 2020 by Catherine McBreen

Prior to retirement, working investors have a very different approach to their investments and financial life. #investing #finance #savings

Busting Model Portfolio Myths

Aug 13, 2020 by Guest Contributor

Bringing models into the conversation as a foundational resource can enhance advisor–client relationships and help drive business growth.

A Comparison of the Trump and Biden Tax Plans

Aug 13, 2020 by Guest Contributor

This article analyzes former Vice President Joe Biden’s tax plan and how it compares to President Trump’s plan. #taxes #election2020

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