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The Trifecta of Key Signals for Gold Miners

The Great American Housing Boom Has Begun

How to to Improve Your Chances of Winning the Financial Life Game

4 Critical Questions Financial Advisors Need to Answer Now

Aug 04, 2020 by Hugh Massie

When a global financial crisis occurs, you should not only be able to anticipate their reactions, but you should also be prepared to address their concerns

How to Help Clients Plan for Asset-Based Long-Term Care

Aug 04, 2020 by Guest Contributor

Don breaks down asset-based long-term care and the benefits this type of planning can bring to advisors and clients alike. #insurance

5 Simple But Powerful Changes You Can Make To Your Company

Aug 04, 2020 by Brett Clawson

Here are five things that you can do to help your staff do their best work and improve your company’s overall operations. #performance

3 Ways to Manage Stress at Work and Home

Aug 04, 2020 by Lewis Robinson

By finding ways to relax yourself and take on a more mindful mode of thought, you can effectively lower your stress levels. #stress

How Seminars Can Change the Game for Advisors

Aug 04, 2020 by Guest Contributor

Did you know that seminars and now webinars, can be game-changers for financial advisors? #seminars #financialadvisors

Behavior vs. Math: A NextGen Advisor’s View

Aug 04, 2020 by Market Street Wealth Management Advisors

The greatest value an advisor provides is being able to bridge the gap between emotions and math to create a plan that truly works for you.

What’s the Impact of Coronavirus on FinTech?

Aug 04, 2020 by Chris Skinner

Companies that shine in this crisis, doing the right thing for customers and society, innovating and ideating, will exceed expectation post-pandemic

The Level of Interest in Financial Advice Has Never Been Higher

Aug 04, 2020 by Tony Vidler

Advisers who are busy getting out there and talking to clients and their communities are finding that more clients want to engage with them.

What Will Be the Most Important Factor When Predicting the Outcome of the Election?

Aug 04, 2020 by Catherine McBreen

Many factors seem to be influencing voters in 2020, from the economy to riots to the renaming of military bases and tearing down of statues.

How to Maximize Your Chances When Talking Business With HNW Friends

Aug 04, 2020 by Bryce Sanders

You have that very wealthy friend who could be a very good client. You are waiting for the right moment to bring up business.

Will the Corporate Borrowing Binge Cause Lasting Damage?

Aug 04, 2020 by Alliance Bernstein

A closer look at net borrowing levels and why issuers borrow creates a roadmap of potential industry potholes to avoid. #economy

What Does Great Service Mean to Your Advisory?

Aug 04, 2020 by Shauna Mace

How do you make people feel, what do they say about you and your team? How do you know you’re delivering great service? #financialadvisors

What You DON’T Know May Be More Important Than What You DO Know

Aug 04, 2020 by Dr. Bert Shlensky

How do we attempt to do better, to understand more, and learn to use what we don’t know? #knowledge #personal #performance

Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts

Aug 04, 2020 by Top Advisor Marketing

Many financial advisors believe that if they aren’t using big words and acronyms with clients, then they aren’t proving their credibility

How the U.S. Retail Sector Looks Post-Lockdown

Aug 04, 2020 by Finscreener

We saw a bounce back in the stock market for many sectors as consumers purchased more after a pent-up desire to shop built up over lockdowns.

6 Savings Strategies for an Extremely Low-Yield Environment

Aug 03, 2020 by Larry Heller

If you’re approaching retirement or already retired, what can you do about low yields? #investing #stockmarket #retirement

Emerging ESG Trends in China

Aug 03, 2020 by Guest Contributor

As China’s equity markets gradually open up to foreign investors, Chinese companies could face greater scrutiny. #ESG #China

Dig Deep Into Your Personal Leadership and Stop Hiding

Aug 03, 2020 by Alli Polin

Instead of airbrushing everything, to look perfect as the subtly competitive posts it feels like everyone puts on Social Media, put forth your truth

Premium Financing Of Life Insurance Policies

Aug 03, 2020 by Copper Beech Financial Group

Premium financing is a strategic way to build wealth over time, but it does come with its risks. #retirement #lifeinsurance

Do Our Customers Want a Boring Customer Service Experience?

Aug 03, 2020 by Shep Hyken

The bottom line is this: our customers may not know it, but they love boring. They love monotony. #service #experience #custexp

S&P 500 Bulls Pulled a Rabbit Out Of Their Hats

Aug 03, 2020 by Golden Meadow

The balance of risks remains skewed to the upside, though the bulls would benefit from a tight stop-loss locking recent gains. #stockmarket

7 Personal Strategies That Define Great Entrepreneurs

Aug 03, 2020 by Martin Zwilling

I’m a believer that smart investors invest more in you as the entrepreneur than the next billion dollar solution you are pitching. #entrepreneurs

Create Stronger Blog Titles With These 10 Tips

Aug 03, 2020 by Samantha Russell

When it comes to driving more traffic to your advisor website, creating strong content and blog posts is a great way to do this. #digitalmedia

Is the Gold Rally Overdone? Here's What History Says May Come Next

Aug 03, 2020 by Frank Holmes

As you’re probably aware by now, spot gold is trading at an all-time high in nominal terms, having recently hit $1,977 an ounce. #gold

Have Active Managers Excelled in the Current Environment?

Aug 03, 2020 by Guest Contributor

Based on the events of 2020 it’s difficult to assert that active managers shine in down or volatile markets. #activemanagement

How Sony Is Fueling the Computer Vision Boom

Aug 03, 2020 by Stephen McBride

Image sensors are the driving force behind Sony’s revival into a world-dominating disruptor. #sony #stocks #investing

5 Skills You Need to Work Entirely Online as a Financial Advisor

Aug 03, 2020 by Don Connelly

Times are changing, and suddenly we have all been thrust onto the online space, whether we were prepared or not. #digital #financialadvisors

5 Tips to Improve Your Team Pipeline After Covid19

Aug 03, 2020 by Elinor Stutz

You’re going to need to take what you’ve learned from the last few months and use it to transform and improve your team pipeline. #sales

Thinking Of Using Options In Your Portfolio? Read This First.

Aug 03, 2020 by Rob Isbitts

You just have to separate yourself from the hype and “glory” of options as portrayed in many corners of the financial industry. #options

Framing: How Do Investors Interpret Equity Market Returns Over Time?

Aug 03, 2020 by J.P. Morgan Asset Management

Framing bias occurs when decisions are influenced by the way information is presented. #investing #framing #stockmarket

3 Chinese Stocks to Buy in 2020 and Beyond

Aug 03, 2020 by Finscreener

The Chinese e-commerce companies are showing immense promise even amid the coronavirus crisis. #stocks #stockmarket #equities

The Financial Advisor Marketing Model is Broken: 4 Ways to Fix it

Aug 03, 2020 by Alex Cavalieri

Many advisors are automating their brand building, sharing content with no context or plan, and blindly blasting lead generation campaigns.

Editor’s Choice: Why These Articles Were Great!

Aug 02, 2020 by Douglas Heikkinen

Why These Articles Were Great! #finance #money #business #investment #investing #entrepreneur #financialfreedom #wealth

11 Most Read Advisorpedia Articles of the Week!

Aug 01, 2020 by Douglas Heikkinen

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

Can Remote Work Usher in a New Era of Creativity?

Jul 31, 2020 by Paul Taylor

My take on innovation is that we focus too much on adding technology rather than removing barriers to reveal the things that people truly value.

Can Stocks Predict the Next President?

Jul 31, 2020 by Julia Carlson

How stocks and the economy are doing could be a big signal for who will win the election and be in office in January. #election2020

Is A Recession Looming? Your Crystal Balls Await

Jul 31, 2020 by Michael Kay

Focus your attention on what you can control and take meaningful action to provide you more comfort during uncomfortable times. #investing

Are You Doing Communication Check-Ins With Yourself?

Jul 31, 2020 by Nancy Fredericks

My desire is that you launch a lifetime habit of perpetual communication improvement as the foundation for garnering a fulfilling career.

4 Ways to Effectively Revive a Prospect Who’s Gone Cold

Jul 31, 2020 by Adam Honig

Salespeople are well compensated, not because of the easy aspects of their job, but because of the difficult ones. #sales

Three Steps To Save Capitalism: Step 2

Jul 31, 2020 by Equities.com

Eliminate Stock Based Compensation; Cancel all stock-based compensation and or stock options. #capitalism #america

Thinking of Selling? Focus on Profits Before Hiring an Investment Banker

Jul 31, 2020 by Matt Sonnen

This analysis needs to be done before hiring an investment banker to shop your business to interested buyers. #financialadvisors

Big-Tech Drives the Market With Superb Earnings

Jul 31, 2020 by Guest Contributor

It seems the tech rally is not going away anytime soon and that could spell trouble for small-cap stocks. #stockmarket #stocs #investing

The Fed’s Tone Drives Investors to Top-Up Portfolios

Jul 31, 2020 by Guest Contributor

Investors are now “topping up their portfolios” after the U.S. Federal Reserve confirmed it would leave interest rates near-zero.

Nine Reasons Why You Lose Clients: And What to Do About It

Jul 31, 2020 by Andrew Sobel

Clients usually just vote with their feet and don’t explain to you why they are not giving you any more business. #business #relationships

Investors Who Still Just Play Offense Need To Learn Defense. Quickly

Jul 31, 2020 by Rob Isbitts

When you are “pre-retired,” assessing your expected range of possible outcomes for your portfolio becomes paramount. #investing

7 Behaviors of Exemplary Lay-Fiduciaries

Jul 31, 2020 by Don Trone

The best acknowledge that their role is to provide essential leadership and stewardship, without which the other fiduciary components cannot be defined.

Is Bitcoin Less Volatile Than Many S&P 500 Stocks?

Jul 31, 2020 by VanEck

While bitcoin continues to be a volatile asset, it may surprise investors as to what other major assets have been more volatile than bitcoin.

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