Four Things You Should Avoid When Delivering Bad News Some ‘watch outs’ and ‘do these things instead’ tips for whenever you need to be the bearer of bad news with your team.
Four Things You Should Avoid When Delivering Bad News Some ‘watch outs’ and ‘do these things instead’ tips for whenever you need to be the bearer of bad news with your team.
Wanted: Innovators And Entrepreneurs To Support Aging We need innovation to primarily focus on and tackle some of these specific issues and opportunities related to aging. #aging #innovation
Wanted: Innovators And Entrepreneurs To Support Aging We need innovation to primarily focus on and tackle some of these specific issues and opportunities related to aging. #aging #innovation
An Insanely Simple Way to Get More Local Website Traffic Fast Keep these 6 tips in mind to optimize your Google My Business Listing and boost your local search traffic. #financialadvisors
An Insanely Simple Way to Get More Local Website Traffic Fast Keep these 6 tips in mind to optimize your Google My Business Listing and boost your local search traffic. #financialadvisors
The Challenges of Digital Transformation for Financial Services Companies Digital transformation is absolutely necessary for the banking industry if organizations want to keep their competitive advantage. #fintech
The Challenges of Digital Transformation for Financial Services Companies Digital transformation is absolutely necessary for the banking industry if organizations want to keep their competitive advantage. #fintech
The Elephant in the Corporate Bond Market The Fed is the elephant in the room and can move markets with the slightest turn. #fixedincome #invest #financialadvisors
The Elephant in the Corporate Bond Market The Fed is the elephant in the room and can move markets with the slightest turn. #fixedincome #invest #financialadvisors
May Brought Both Hope and Heartbreak Hope and heartbreak. We seemed to swing wildly from one extreme to the other during the month of May. #hope #heartbreak
May Brought Both Hope and Heartbreak Hope and heartbreak. We seemed to swing wildly from one extreme to the other during the month of May. #hope #heartbreak
The Stock Markets Music is Still Playing Buying historically thinly traded low-priced stocks because their price is rising on extraordinarily high trading volume is a very dangerous game.
The Stock Markets Music is Still Playing Buying historically thinly traded low-priced stocks because their price is rising on extraordinarily high trading volume is a very dangerous game.
Why It's Time for Financial Advisors to Re-Evaluate Everything Having clarity of the longer term vision you have for your business will make some of the short term decisions easier to address.
Why It's Time for Financial Advisors to Re-Evaluate Everything Having clarity of the longer term vision you have for your business will make some of the short term decisions easier to address.
Is the Economic Recovery at Risk? Americans letting down their guard and ignoring even the simplest rules and common sense principals to keep the COVID-19 in check.
Is the Economic Recovery at Risk? Americans letting down their guard and ignoring even the simplest rules and common sense principals to keep the COVID-19 in check.
Why Personal Relationships With Clients Matter Now More Than Ever These days it’s not enough to meet with clients once a year and deliver good rates of return it requires much more than that. #financialadvisors
Why Personal Relationships With Clients Matter Now More Than Ever These days it’s not enough to meet with clients once a year and deliver good rates of return it requires much more than that. #financialadvisors
3 Competitive Strategies for Financial Advisors These three strategies are the top strategies we find that help financial advisors take advantage of their own competitive advantage.
3 Competitive Strategies for Financial Advisors These three strategies are the top strategies we find that help financial advisors take advantage of their own competitive advantage.
Why This Cannabis REIT Should Gain Momentum in the Second Half of 2020 There is one ancillary cannabis company that might seem attractive for long-term investors at current prices. #invest #cannabis
Why This Cannabis REIT Should Gain Momentum in the Second Half of 2020 There is one ancillary cannabis company that might seem attractive for long-term investors at current prices. #invest #cannabis
Crude Oil Meets Key Resistance Will crude oil be able to continue to show strength and rally further, even though it plunged on similar news in March? #oil #invest
Crude Oil Meets Key Resistance Will crude oil be able to continue to show strength and rally further, even though it plunged on similar news in March? #oil #invest
Thinking Outside the “Sales Box” to Keep Financial Advisors Engaged Most wholesalers who contacted advisors with an offer to share their informal research have noticed a boost in engagement rates.
Thinking Outside the “Sales Box” to Keep Financial Advisors Engaged Most wholesalers who contacted advisors with an offer to share their informal research have noticed a boost in engagement rates.
How Great Things Get Done in the Stock Market According to a report out of Fidelity, 33% of all investors 65 years or older sold all of their stocks between February and May.
How Great Things Get Done in the Stock Market According to a report out of Fidelity, 33% of all investors 65 years or older sold all of their stocks between February and May.
Why We Are Over Zoom Meetings Maybe we want to go back to conference calls for a while, so we need to think harder as to what we will communicate. #performance
Why We Are Over Zoom Meetings Maybe we want to go back to conference calls for a while, so we need to think harder as to what we will communicate. #performance
What Women Want From Financial Services There’s no shortage of statistics that depict the challenges or shortcomings that women face in managing their financial lives.
What Women Want From Financial Services There’s no shortage of statistics that depict the challenges or shortcomings that women face in managing their financial lives.
How to Protect Yourself From Elder Abuse No one wants to consider the possibility of mental decline, but it's essential to do so. #longtermcare #advice #planning
How to Protect Yourself From Elder Abuse No one wants to consider the possibility of mental decline, but it's essential to do so. #longtermcare #advice #planning
4 Ways to Find the “Best” Investments Many failed investors spend all their energy endlessly searching for the magic talisman, the “best” investments. #invest
4 Ways to Find the “Best” Investments Many failed investors spend all their energy endlessly searching for the magic talisman, the “best” investments. #invest
How To Leave Assets to Your Family, Not to the Government Can you confidently say that you have a solid estate plan and that you are certain who will get your assets when you pass? #estateplanning
How To Leave Assets to Your Family, Not to the Government Can you confidently say that you have a solid estate plan and that you are certain who will get your assets when you pass? #estateplanning
Will Investing in European Equities Ever Pay Off? There are 5 reasons to re-consider investing in European equities, in addition to valuations. #invest #stocks #financialadvisors
Will Investing in European Equities Ever Pay Off? There are 5 reasons to re-consider investing in European equities, in addition to valuations. #invest #stocks #financialadvisors
How Advisors Provide Clarity for Women in Divorce Women in the midst of divorce need more than just investment advice, with so many emotions swirling around she can be hard to manage.
How Advisors Provide Clarity for Women in Divorce Women in the midst of divorce need more than just investment advice, with so many emotions swirling around she can be hard to manage.
Why Roku Is the Ultimate Growth Stock? Roku stock is still trading 33% below its record highs and is one stock that can generate massive wealth over the long-term. #stocks #invest
Why Roku Is the Ultimate Growth Stock? Roku stock is still trading 33% below its record highs and is one stock that can generate massive wealth over the long-term. #stocks #invest
Are Investors Looking at a Lost Decade in the Stock Market? I don't think the Fed is even contemplating an exit strategy but the market will get the last say and if the Fed loses control, it will get very ugly.
Are Investors Looking at a Lost Decade in the Stock Market? I don't think the Fed is even contemplating an exit strategy but the market will get the last say and if the Fed loses control, it will get very ugly.
The Danger Of Promoting A Competent Financial Adviser A genuine danger in practice development is promoting a competent adviser to a role which they are unable to perform well in.
The Danger Of Promoting A Competent Financial Adviser A genuine danger in practice development is promoting a competent adviser to a role which they are unable to perform well in.
The Advisor Characteristics That Build Loyalty Loyalty is not automatically given, nor is it necessarily expected, by either investor or advisor. #financialadvisors #loyalty
The Advisor Characteristics That Build Loyalty Loyalty is not automatically given, nor is it necessarily expected, by either investor or advisor. #financialadvisors #loyalty
Bankers vs. Brokers: Which Mindset are You? Brokers are generally risk takers. Bankers are risk adverse. It’s quite a challenge blending the two cultures. #financialadvisors
Bankers vs. Brokers: Which Mindset are You? Brokers are generally risk takers. Bankers are risk adverse. It’s quite a challenge blending the two cultures. #financialadvisors
Retail Sales Bounce, But Consumers Are Tapped Out. The consumer is the lynchpin to the economy, comprising roughly 70% of economic growth. #markets #economy
Retail Sales Bounce, But Consumers Are Tapped Out. The consumer is the lynchpin to the economy, comprising roughly 70% of economic growth. #markets #economy
Will the Value of Webinars in the Hedge Fund Industry Outlast COVID-19? Successful webinar campaigns are ongoing and occur at regular intervals by building on previous success and developing loyal followers.
Will the Value of Webinars in the Hedge Fund Industry Outlast COVID-19? Successful webinar campaigns are ongoing and occur at regular intervals by building on previous success and developing loyal followers.
Mid-Grade Munis Have Room to Rebound With the higher yield and snapback potential of mid-grade municipal bonds, muni investors may find an opportunity worth exploring.
Mid-Grade Munis Have Room to Rebound With the higher yield and snapback potential of mid-grade municipal bonds, muni investors may find an opportunity worth exploring.
What Investing Through 5 Bear Markets Has Taught Me About This One 5 key features of any successful, sustainable investment approach: being adaptive, flexible, disciplined, rational, and humble. #invest #markets
What Investing Through 5 Bear Markets Has Taught Me About This One 5 key features of any successful, sustainable investment approach: being adaptive, flexible, disciplined, rational, and humble. #invest #markets
How COVID-19 is Impacting the Hospitality Industry Many essential industries have experienced cutbacks and closures due to COVID-19 including the hospitality industry. #invest
How COVID-19 is Impacting the Hospitality Industry Many essential industries have experienced cutbacks and closures due to COVID-19 including the hospitality industry. #invest
Elon Musk Mocks Nikola Motors as “Dumb.” Is He Right? Hydrogen is the most abundant element in the universe. It’s been used as an energy source for decades. #power #invest
Elon Musk Mocks Nikola Motors as “Dumb.” Is He Right? Hydrogen is the most abundant element in the universe. It’s been used as an energy source for decades. #power #invest
Is It Time to Rethink Your Retirement Plan? Every retirement plan needs maintenance to stay well, and changes may be needed to ensure you’re invested properly. #invest
Is It Time to Rethink Your Retirement Plan? Every retirement plan needs maintenance to stay well, and changes may be needed to ensure you’re invested properly. #invest
What Does the “New Normal” Mean for You, Your Organization, and Marketing in General? A network gives you reach, but a community gives you power. Networks connect… communities care. #business #networks
What Does the “New Normal” Mean for You, Your Organization, and Marketing in General? A network gives you reach, but a community gives you power. Networks connect… communities care. #business #networks
3 IoT Problems and Their Solutions )eople find IoT technology to be a devil’s bargain; they think of it as too good to be true and an invitation to negative repercussions.
3 IoT Problems and Their Solutions )eople find IoT technology to be a devil’s bargain; they think of it as too good to be true and an invitation to negative repercussions.
Believe It or Not, You’re in the Subscription Business While repeat business may not be as steady as a subscription renewal, it can still be tracked in a similar way. #service #business
Believe It or Not, You’re in the Subscription Business While repeat business may not be as steady as a subscription renewal, it can still be tracked in a similar way. #service #business
How To Enliven Your Passion to Guide Your Career I’ve compiled some ways you can enliven a passion lying dormant within you. #passion #performance #personal
How To Enliven Your Passion to Guide Your Career I’ve compiled some ways you can enliven a passion lying dormant within you. #passion #performance #personal
The Strongest Advisor Websites Use These Types of Keywords Keywords are essential to bringing traffic to your website and marketing your advisor firm. #financialadvisors #keywords
The Strongest Advisor Websites Use These Types of Keywords Keywords are essential to bringing traffic to your website and marketing your advisor firm. #financialadvisors #keywords
This Bear Market Will Make or Break Your Financial Advisor Career Bear markets are where the best advisors earn their keep. Anybody can look good in a bull market. #financialadvisors #invest
This Bear Market Will Make or Break Your Financial Advisor Career Bear markets are where the best advisors earn their keep. Anybody can look good in a bull market. #financialadvisors #invest
A Corporate Life Cycle Perspective on Current Markets This crisis seems to have had a much greater negative impact on older, more mature companies than on younger, high growth ones. #invest
A Corporate Life Cycle Perspective on Current Markets This crisis seems to have had a much greater negative impact on older, more mature companies than on younger, high growth ones. #invest
Record Spending and Money-Printing Puts Markets in Uncharted Waters The record-setting amount of spending and money-printing is understandably giving some finance experts serious concerns. #invest
Record Spending and Money-Printing Puts Markets in Uncharted Waters The record-setting amount of spending and money-printing is understandably giving some finance experts serious concerns. #invest
Here’s Where the Next Netflix or Tesla Will Come From Investing is all about expectations. Stocks soar and plunge based on how they do relative to investors’ expectations. #invest
Here’s Where the Next Netflix or Tesla Will Come From Investing is all about expectations. Stocks soar and plunge based on how they do relative to investors’ expectations. #invest
How to Go From Bad to Good to Great Marketing You will learn how to fix bad marketing and become endearing to the people you want to serve. #fnancialadvisors #marketing
How to Go From Bad to Good to Great Marketing You will learn how to fix bad marketing and become endearing to the people you want to serve. #fnancialadvisors #marketing
Making Sense of the Narrow Trading Range in Oil The short-term outlook for crude oil is currently too unclear to justify any trading positions. #oil #invest #financialadvisors
Making Sense of the Narrow Trading Range in Oil The short-term outlook for crude oil is currently too unclear to justify any trading positions. #oil #invest #financialadvisors
10 Ways to Create a Sustainable Business Model Your Customers Will Want to Support Consumers want to support companies that show social and environmental responsibility — and they’re voting with their dollars. #ESG
10 Ways to Create a Sustainable Business Model Your Customers Will Want to Support Consumers want to support companies that show social and environmental responsibility — and they’re voting with their dollars. #ESG
Words Matter: How the Lexicon of Financing Hinders Minority and Women Entrepreneurs Minorities and women entrepreneurs attempting to finance their business ventures are frequent casualties of a specialized lexicon.
Words Matter: How the Lexicon of Financing Hinders Minority and Women Entrepreneurs Minorities and women entrepreneurs attempting to finance their business ventures are frequent casualties of a specialized lexicon.
