How Families Can Bounce Back from the Financial Impact of the Pandemic Families reclaiming your “normal” can help build your confidence to move forward and heal. #finance #invest #trust #gratitude
How Families Can Bounce Back from the Financial Impact of the Pandemic Families reclaiming your “normal” can help build your confidence to move forward and heal. #finance #invest #trust #gratitude
The Problems with Financial Advertising To my way of thinking, this is kind of financial advertising is troublesome. Here are some questions that come to mind. #finserv
The Problems with Financial Advertising To my way of thinking, this is kind of financial advertising is troublesome. Here are some questions that come to mind. #finserv
4th of July Fireworks in the S&P 500 Stock market breadth is improving, with both advance-decline line and volume sending positive messages amid bottoming bullish percent index.
4th of July Fireworks in the S&P 500 Stock market breadth is improving, with both advance-decline line and volume sending positive messages amid bottoming bullish percent index.
Gold’s Major Reversal to Create the “Handle” Gold just closed the month and quarter and its performance on the final day of both was very encouraging for the bulls. #gold
Gold’s Major Reversal to Create the “Handle” Gold just closed the month and quarter and its performance on the final day of both was very encouraging for the bulls. #gold
A 7 Step Formula for Financial Advisors to Convert Website Visitors to Booked Meetings A 7 step formula that will immediately help you convert more website visitors into booked meetings. #financialadvisors #website
A 7 Step Formula for Financial Advisors to Convert Website Visitors to Booked Meetings A 7 step formula that will immediately help you convert more website visitors into booked meetings. #financialadvisors #website
7 Ingredients that Make You Truly Authoritative in Your Clients’ Eyes One of the greatest accolades you can receive from a client is the declaration that you are an authority in your field. #authority
7 Ingredients that Make You Truly Authoritative in Your Clients’ Eyes One of the greatest accolades you can receive from a client is the declaration that you are an authority in your field. #authority
The Dire Outlook for Bonds in the Wake of COVID-19 Our outlook for bonds remains bleak and the time is now for advisors to seek out alternative solutions for managing risk. #bonds #risk
The Dire Outlook for Bonds in the Wake of COVID-19 Our outlook for bonds remains bleak and the time is now for advisors to seek out alternative solutions for managing risk. #bonds #risk
How Financial Advisors Are Reaping Benefits from Online Calls Online video calls are the most productive meetings they have ever had with clients and prospects. #digital #future #financialadvisors
How Financial Advisors Are Reaping Benefits from Online Calls Online video calls are the most productive meetings they have ever had with clients and prospects. #digital #future #financialadvisors
How Coronavirus Impacts Retiree Confidence How has the coronavirus and its corresponding impact on the economy affected retired investors? #retirement #investing #covid19
How Coronavirus Impacts Retiree Confidence How has the coronavirus and its corresponding impact on the economy affected retired investors? #retirement #investing #covid19
This Could Be the "Perfect Storm" that Pushes Gold to a New Record High Some analysts now project gold to top its all-time high within the next 12 months. #gold #stockmarket #invest #financialadvisors
This Could Be the "Perfect Storm" that Pushes Gold to a New Record High Some analysts now project gold to top its all-time high within the next 12 months. #gold #stockmarket #invest #financialadvisors
Want to Get Back Into the Stock Market? Here's One Way to Do It The point is to get you invested. If you just use price triggers and the market never falls, you never get back in. #stockmarket #invest
Want to Get Back Into the Stock Market? Here's One Way to Do It The point is to get you invested. If you just use price triggers and the market never falls, you never get back in. #stockmarket #invest
Political, Health, Social, and Educational Considerations Surrounding COVID-19 What will America’s political landscape look like as we continue to journey towards our post-COVID-19 tomorrow? #politics
Political, Health, Social, and Educational Considerations Surrounding COVID-19 What will America’s political landscape look like as we continue to journey towards our post-COVID-19 tomorrow? #politics
The Economy Will Keep Suffering Until Our Assumptions Are Reliable Again Explaining to the average politician that debt is a drag on future growth is futile. Spending money today helps them get reelected tomorrow.
The Economy Will Keep Suffering Until Our Assumptions Are Reliable Again Explaining to the average politician that debt is a drag on future growth is futile. Spending money today helps them get reelected tomorrow.
Why Finding Your Passion Is Terrible Advice Get curious, explore, and then notice your own reaction. The key is to find those things that really interest you. #performance
Why Finding Your Passion Is Terrible Advice Get curious, explore, and then notice your own reaction. The key is to find those things that really interest you. #performance
4 Financial Red Flags When Dating Someone New The excitement of any new relationship might cause you to overlook some major financial red flags. #finance #dating #relationship
4 Financial Red Flags When Dating Someone New The excitement of any new relationship might cause you to overlook some major financial red flags. #finance #dating #relationship
Does Your Investment Story Need an Overhaul? In the competitive world of asset management business development a compelling and credible story closes the deal. #invest
Does Your Investment Story Need an Overhaul? In the competitive world of asset management business development a compelling and credible story closes the deal. #invest
Is the Virtual “Office” of the Present the Future? The impact of technology on workspaces outside of the office and revelations COVID-19 has uncovered about the benefits of it. #performance
Is the Virtual “Office” of the Present the Future? The impact of technology on workspaces outside of the office and revelations COVID-19 has uncovered about the benefits of it. #performance
A Wealth Management Plan Should Be a Work of Art When it comes to the financial health of your future, work with a true artist who will ensure you create a true piece of art together. #invest
A Wealth Management Plan Should Be a Work of Art When it comes to the financial health of your future, work with a true artist who will ensure you create a true piece of art together. #invest
5 Benefits of Keeping Your Technology Business More Organized These five benefits of organization help to make it clear that you should invest time into getting your business into better order. #technology
5 Benefits of Keeping Your Technology Business More Organized These five benefits of organization help to make it clear that you should invest time into getting your business into better order. #technology
The Halo Effect in Marketing and Brand Strength Brand strength in professional services as the product of a firm’s general reputation and visibility among target clients. #brand #business
The Halo Effect in Marketing and Brand Strength Brand strength in professional services as the product of a firm’s general reputation and visibility among target clients. #brand #business
How The Trade Desk Is Fast Becoming a Top Company in the Digital Ad Space? The Trade Desk is a company in the programmatic advertising space that aims to empower ad buyers. #stocks #invest #advertise
How The Trade Desk Is Fast Becoming a Top Company in the Digital Ad Space? The Trade Desk is a company in the programmatic advertising space that aims to empower ad buyers. #stocks #invest #advertise
Technical Headwinds for Crude Oil It’s tough to imagine that oil won’t take a hit once again as demand heads for the exits like we saw earlier this year. #oil #invest #markets
Technical Headwinds for Crude Oil It’s tough to imagine that oil won’t take a hit once again as demand heads for the exits like we saw earlier this year. #oil #invest #markets
The Disconnect Between the Stock Market and the Economy This rally has again demonstrated how hard it is for even experts to anticipate an inflection point, while reaffirming the value of a long-term plan.
The Disconnect Between the Stock Market and the Economy This rally has again demonstrated how hard it is for even experts to anticipate an inflection point, while reaffirming the value of a long-term plan.
The Corona Depression Is Here After a depression, life is never the same again. Is that happening now? Is daily life changing? Of course it is. Just look outside.
The Corona Depression Is Here After a depression, life is never the same again. Is that happening now? Is daily life changing? Of course it is. Just look outside.
Rebuilding Our Economy After COVID-19 The economic, medical, and social upheaval of COVID-19 is a painful experience. It also can lead to something better as we rebuild our economy.
Rebuilding Our Economy After COVID-19 The economic, medical, and social upheaval of COVID-19 is a painful experience. It also can lead to something better as we rebuild our economy.
Is Your Financial Advisor Elevator Pitch Crap? For your financial advisor elevator pitch, get to the point on how I help people, who I help, and say it in 2 sentences. #sales #pitch
Is Your Financial Advisor Elevator Pitch Crap? For your financial advisor elevator pitch, get to the point on how I help people, who I help, and say it in 2 sentences. #sales #pitch
Supporting and Understanding Women’s Wealth Needs The financial industry does not ‘hear’ women and their financial needs and break down how advisors can reverse that trend.
Supporting and Understanding Women’s Wealth Needs The financial industry does not ‘hear’ women and their financial needs and break down how advisors can reverse that trend.
Coronavirus Strikes Back. But Force Is Strong With Gold Gold will remain an attractive safe haven for investors until the pandemic is over and the global economy recovers fully. #gold #invest
Coronavirus Strikes Back. But Force Is Strong With Gold Gold will remain an attractive safe haven for investors until the pandemic is over and the global economy recovers fully. #gold #invest
Pandemic? Recession? How To Roll With The Changes There has never been a better time to take account of what you are investing for. It all starts there. #invest #portfolio #planning
Pandemic? Recession? How To Roll With The Changes There has never been a better time to take account of what you are investing for. It all starts there. #invest #portfolio #planning
3 Ways to Teach Your Teenagers About Personal Finance Now that my kids are eleven and thirteen there are some financial concepts I want them to practice. #finance #learning #invest
3 Ways to Teach Your Teenagers About Personal Finance Now that my kids are eleven and thirteen there are some financial concepts I want them to practice. #finance #learning #invest
My "Script" for the Stock Market for the Rest of 2020 Bull markets are born during periods of extreme uncertainty and pessimism. #financialadvisors #investing #stockmarket
My "Script" for the Stock Market for the Rest of 2020 Bull markets are born during periods of extreme uncertainty and pessimism. #financialadvisors #investing #stockmarket
Faulty Beliefs About Avoidance that are Holding You Back from Success Avoidance of what makes you uncomfortable is choosing the status quo not only for yourself but also for others who need you to step up now.
Faulty Beliefs About Avoidance that are Holding You Back from Success Avoidance of what makes you uncomfortable is choosing the status quo not only for yourself but also for others who need you to step up now.
The Importance Of Salespeople Blogging in Times of Adversity We have heard all the excuses and you can blog. In fact salespeople are some of the best bloggers I know. #sales #blogging
The Importance Of Salespeople Blogging in Times of Adversity We have heard all the excuses and you can blog. In fact salespeople are some of the best bloggers I know. #sales #blogging
Competing Retirement Goals, Same Solution The most reliable path to offset inflation and grow retirement income is through a globally diversified stock portfolio. #investing
Competing Retirement Goals, Same Solution The most reliable path to offset inflation and grow retirement income is through a globally diversified stock portfolio. #investing
7 Financial Steps for Pre-Retirees to Take During COVID-19 Seven financial steps to take during COVID-19. These steps are especially important if you’re retired or nearing retirement. #invest
7 Financial Steps for Pre-Retirees to Take During COVID-19 Seven financial steps to take during COVID-19. These steps are especially important if you’re retired or nearing retirement. #invest
The New Normals vs. Eternal Truths The response to COVID-19 has accelerated several financial industry trends, while leaving other foundational truths untouched.
The New Normals vs. Eternal Truths The response to COVID-19 has accelerated several financial industry trends, while leaving other foundational truths untouched.
Advanced Planning with High Net-Worth Clients When it comes to life insurance as an asset, there are a number of ways you can utilize it for your benefit. #insurance
Advanced Planning with High Net-Worth Clients When it comes to life insurance as an asset, there are a number of ways you can utilize it for your benefit. #insurance
The Future of the Market Depends on One Word There’s a great future once we have a COVID-19 vaccine. Until then, be careful and don’t do anything irrational. #stockmarket
The Future of the Market Depends on One Word There’s a great future once we have a COVID-19 vaccine. Until then, be careful and don’t do anything irrational. #stockmarket
Ways to Prospect the Knowledgeable Investor Investors are more likely to be pursuing new information about investing, and thus might find it attractive to hear from an financial advisor.
Ways to Prospect the Knowledgeable Investor Investors are more likely to be pursuing new information about investing, and thus might find it attractive to hear from an financial advisor.
How Can Advisors Most Benefit from Wholesalers? Advisors and wholesalers often have a complicated relationship. There’s much value each can bring the other. #financialadvisors
How Can Advisors Most Benefit from Wholesalers? Advisors and wholesalers often have a complicated relationship. There’s much value each can bring the other. #financialadvisors
The Stock Market Begins To Internalize Reality The stars are aligned for a nasty and protracted bear market. Timing is anyone’s guess. #stockmarket #invest #financialadvisors
The Stock Market Begins To Internalize Reality The stars are aligned for a nasty and protracted bear market. Timing is anyone’s guess. #stockmarket #invest #financialadvisors
How Financial Advisors Can Value Financial Advice The issue in financial advice is quantifying the “benefits” part of the equation, because “cost” is totally transparent. #value
How Financial Advisors Can Value Financial Advice The issue in financial advice is quantifying the “benefits” part of the equation, because “cost” is totally transparent. #value
Rediscovering the Potential of Downtrodden Value Stocks For some investors, value stocks are seen as a good way to position for a macroeconomic recovery. #investing #stocks #value
Rediscovering the Potential of Downtrodden Value Stocks For some investors, value stocks are seen as a good way to position for a macroeconomic recovery. #investing #stocks #value
Moat Index De-FAANGed Further FAANG stocks have received attention in recent years and contributed to an outsized portion of the broad U.S. stock markets’ returns. #stocks
Moat Index De-FAANGed Further FAANG stocks have received attention in recent years and contributed to an outsized portion of the broad U.S. stock markets’ returns. #stocks
Is FinTech Getting It All Wrong? Start with needs and wants, and the rest becomes obvious. The issue is that we rarely define needs and wants well. #fintech #technology
Is FinTech Getting It All Wrong? Start with needs and wants, and the rest becomes obvious. The issue is that we rarely define needs and wants well. #fintech #technology
Why Women Will Thrive In The Post-Pandemic World Being able to share why you do what you do will become the foundation of every aspect of your business process and experience.
Why Women Will Thrive In The Post-Pandemic World Being able to share why you do what you do will become the foundation of every aspect of your business process and experience.
Why Business Owners Should Limit Their International Trips The EPA has concluded that CO2 from aviation contributes to pollution that endangers public health, welfare and ecosystems. #travel
Why Business Owners Should Limit Their International Trips The EPA has concluded that CO2 from aviation contributes to pollution that endangers public health, welfare and ecosystems. #travel
