How to Gather $100 Million in New Assets in One Year Do you have big aspirations for your firm’s growth? Do you want to bring in $100 million in new assets in one year? #financialadvisors
How to Gather $100 Million in New Assets in One Year Do you have big aspirations for your firm’s growth? Do you want to bring in $100 million in new assets in one year? #financialadvisors
Can You Trust Yourself? Can you trust yourself, open your heart, and get on your purposeful path? #trust #personal #freedom #heart
Can You Trust Yourself? Can you trust yourself, open your heart, and get on your purposeful path? #trust #personal #freedom #heart
Why It’s A Beautiful Day In The Neighborhood Your big idea should be about the outcomes you create for your ideal audience, a driving force behind your work. #financialadvisors
Why It’s A Beautiful Day In The Neighborhood Your big idea should be about the outcomes you create for your ideal audience, a driving force behind your work. #financialadvisors
The Hierarchy of Content Types for Financial Services Not all content is created equal, and while it’s important to constantly put out good content on your advisor website. #financialadvisors
The Hierarchy of Content Types for Financial Services Not all content is created equal, and while it’s important to constantly put out good content on your advisor website. #financialadvisors
This Is Why You Need To Be Authentic In A Fake World When you are strong enough to be vulnerable, you take charge of your choices. #personal #leadership #performance #success
This Is Why You Need To Be Authentic In A Fake World When you are strong enough to be vulnerable, you take charge of your choices. #personal #leadership #performance #success
Financial Apps Suck at Planning Your Future Achieving your life’s dreams isn’t about a number. It is about living the values that mean the most to you and your family. #finance
Financial Apps Suck at Planning Your Future Achieving your life’s dreams isn’t about a number. It is about living the values that mean the most to you and your family. #finance
Boosting Happiness and Health by Cultivating Gratitude We can train our brains to be more positive, even in times such as this, by consciously cultivating gratitude. #gratitude
Boosting Happiness and Health by Cultivating Gratitude We can train our brains to be more positive, even in times such as this, by consciously cultivating gratitude. #gratitude
Look Up, Down and Sideways to Perform Better The 360 Feedback method is only for people who really want to perform better and prepare for future opportunities. #feedback #business
Look Up, Down and Sideways to Perform Better The 360 Feedback method is only for people who really want to perform better and prepare for future opportunities. #feedback #business
Was Warren Buffett Wrong to Sell Airlines? Glimmers of hope that America is getting back to work has spurred investor optimism that the airline industry can recover.
Was Warren Buffett Wrong to Sell Airlines? Glimmers of hope that America is getting back to work has spurred investor optimism that the airline industry can recover.
Advisors Should Talk to Clients and Prospects About Who They Want to Become Orient your communications, maybe even your services, around that aspirational image clients have for themselves. #financialadvisors
Advisors Should Talk to Clients and Prospects About Who They Want to Become Orient your communications, maybe even your services, around that aspirational image clients have for themselves. #financialadvisors
The Medium Is a Bigger Problem Than the Message People want to stay informed, but any also doubt the news media, convinced it is biased against their side. #media #news #truth
The Medium Is a Bigger Problem Than the Message People want to stay informed, but any also doubt the news media, convinced it is biased against their side. #media #news #truth
How to Avoid Losing Clients Post-Pandemic How to ensure that you are one of the “more impressed with” advisors to keep your clients. #financialadvisors #success
How to Avoid Losing Clients Post-Pandemic How to ensure that you are one of the “more impressed with” advisors to keep your clients. #financialadvisors #success
5 Reasons Your Lead Generation Isn’t Effective And How To Improve It 5 reasons why financial advisors lead generation isn’t working. How it can improve through engaging their audience.
5 Reasons Your Lead Generation Isn’t Effective And How To Improve It 5 reasons why financial advisors lead generation isn’t working. How it can improve through engaging their audience.
10 Reasons Why Your Clients Will Prefer Virtual Meetings The key to understanding the appeal of virtual meetings for clients and prospects is the appeal of having greater control over the conversation.
10 Reasons Why Your Clients Will Prefer Virtual Meetings The key to understanding the appeal of virtual meetings for clients and prospects is the appeal of having greater control over the conversation.
The Value of Volatility is Spotting Diamonds in the Rough The philosophy behind diamonds in the rough investing. Why there are always investment opportunities available. #stockmarket
The Value of Volatility is Spotting Diamonds in the Rough The philosophy behind diamonds in the rough investing. Why there are always investment opportunities available. #stockmarket
Municipal Bonds Come Roaring Back This as a “bond pickers market,” where the opportunity to add value exists, but must be carefully done via stringent credit analysis. #bonds
Municipal Bonds Come Roaring Back This as a “bond pickers market,” where the opportunity to add value exists, but must be carefully done via stringent credit analysis. #bonds
Use Neuro-Linguistic Programming to Find the Right Client If they look like a good prospect but your instinct is to run in the other direction, those instincts are always worth listening to.
Use Neuro-Linguistic Programming to Find the Right Client If they look like a good prospect but your instinct is to run in the other direction, those instincts are always worth listening to.
How Senior Tech Habits Evolved During COVID-19 Top Findings about how COVID-19 impacted the technology used by older adults. #seniors #technology #happiness #longtermcare
How Senior Tech Habits Evolved During COVID-19 Top Findings about how COVID-19 impacted the technology used by older adults. #seniors #technology #happiness #longtermcare
The Five Keys to Building Better Business Relationships Most buyers who are trying to select a firm rely heavily on a firm’s relevant experience and expertise. #financialadvisors #business
The Five Keys to Building Better Business Relationships Most buyers who are trying to select a firm rely heavily on a firm’s relevant experience and expertise. #financialadvisors #business
3 Prospecting Mistakes You Need to Avoid Now If you learn to avoid the three mistakes, then prospecting by phone will get a lot easier for you and your team. #sales #prospecting
3 Prospecting Mistakes You Need to Avoid Now If you learn to avoid the three mistakes, then prospecting by phone will get a lot easier for you and your team. #sales #prospecting
How to Normalize Remote Work What’s happening in our world and in the world of remote work right now isn’t normal and we shouldn’t evaluate it as such. #performance
How to Normalize Remote Work What’s happening in our world and in the world of remote work right now isn’t normal and we shouldn’t evaluate it as such. #performance
Active Empathy Is the Way to Lead Clients Right Now As advisors, you have the opportunity to lead your clients through more than just their portfolio allocation. #financialadvisors
Active Empathy Is the Way to Lead Clients Right Now As advisors, you have the opportunity to lead your clients through more than just their portfolio allocation. #financialadvisors
A Do-it-Yourself S&P 500 Valuation Markets reflect a collective narrative across investors, and there are times when your narrative will be at odds with that of the market. #markets
A Do-it-Yourself S&P 500 Valuation Markets reflect a collective narrative across investors, and there are times when your narrative will be at odds with that of the market. #markets
The Downsides of Working From Home If you are working from home and feeling distracted, isolated, displaced, and less productive, you have a lot of company. #workforce #futureofwork
The Downsides of Working From Home If you are working from home and feeling distracted, isolated, displaced, and less productive, you have a lot of company. #workforce #futureofwork
The Federal Reserve’s First-Ever Corporate Bond-Buying Program Investor confidence seems buoyed by the Fed’s move, but it’s unclear what the long-term effects will be on U.S. economic recovery. #bonds
The Federal Reserve’s First-Ever Corporate Bond-Buying Program Investor confidence seems buoyed by the Fed’s move, but it’s unclear what the long-term effects will be on U.S. economic recovery. #bonds
How Baby Boomers Should Handle A Tech-Dominated S&P 500 Index Dissecting the market into smaller pieces is where I think the real value-added is today in portfolio management. #stockmarket #active
How Baby Boomers Should Handle A Tech-Dominated S&P 500 Index Dissecting the market into smaller pieces is where I think the real value-added is today in portfolio management. #stockmarket #active
Your Employees Need to Reflect Your Values, Now More Than Ever Businesses are recognizing that customers aren’t just purchasing their products and services, they’re buying into a company’s values.
Your Employees Need to Reflect Your Values, Now More Than Ever Businesses are recognizing that customers aren’t just purchasing their products and services, they’re buying into a company’s values.
A Future Ready Advisor Is a Leader of Clients and Providers A future ready financial advisor is someone who can manage people and processes to get things done rather than rely solely on their own.
A Future Ready Advisor Is a Leader of Clients and Providers A future ready financial advisor is someone who can manage people and processes to get things done rather than rely solely on their own.
The First Casualty of Any Crisis During this time of crises, no one is looking for a fiduciary…they’re looking for leaders and stewards. #financialadvsors #fiduciary
The First Casualty of Any Crisis During this time of crises, no one is looking for a fiduciary…they’re looking for leaders and stewards. #financialadvsors #fiduciary
26% of Investors Now Seek Responsible ESG Investments More than a quarter of all clients are currently considering or are already actively engaged in responsible and sustainable investing. #ESG
26% of Investors Now Seek Responsible ESG Investments More than a quarter of all clients are currently considering or are already actively engaged in responsible and sustainable investing. #ESG
Do We Spy a V-Shaped Economic Recovery? The big debate has been over what the recovery will look like: V, U, or W shaped? #economy #stockmarket #financialadvsors
Do We Spy a V-Shaped Economic Recovery? The big debate has been over what the recovery will look like: V, U, or W shaped? #economy #stockmarket #financialadvsors
Will Consolidation Follow the Current Economic Weakness? As markets stabilize and the economy reopens, we believe M&A activity will pick up too. #stockmarket #investing #ETFs #financialadvisors
Will Consolidation Follow the Current Economic Weakness? As markets stabilize and the economy reopens, we believe M&A activity will pick up too. #stockmarket #investing #ETFs #financialadvisors
A World of Cars that Can Now “See” Seeing” is second nature to humans. But it’s been extremely difficult for computers, until now. #automation #stocks #driving
A World of Cars that Can Now “See” Seeing” is second nature to humans. But it’s been extremely difficult for computers, until now. #automation #stocks #driving
Financial Advisors: What Business Are You In? Watch this video to help you determine what business you are in and how you can play your game and be great at it. #financialadvisors
Financial Advisors: What Business Are You In? Watch this video to help you determine what business you are in and how you can play your game and be great at it. #financialadvisors
Rationalizing High Valuations Won’t Improve Outcomes While valuations can seem passive over short periods of time they have everything to do with future outcomes. #investing
Rationalizing High Valuations Won’t Improve Outcomes While valuations can seem passive over short periods of time they have everything to do with future outcomes. #investing
Have Courageous Conversations NOW Courageous conversations will not happen if you and I do not feel safe. Here are a few things I know about establishing safety in conversation.
Have Courageous Conversations NOW Courageous conversations will not happen if you and I do not feel safe. Here are a few things I know about establishing safety in conversation.
Navigating the Stock Market: Past, Present & Future We are living through extraordinary human and economic conditions, what the future may hold can be found by connecting the past to the present.
Navigating the Stock Market: Past, Present & Future We are living through extraordinary human and economic conditions, what the future may hold can be found by connecting the past to the present.
To Team Or Not To Team Don't send your teams home with a laptop, a Jira and Slack account and a prayer! #teams #performance #workforce #success
To Team Or Not To Team Don't send your teams home with a laptop, a Jira and Slack account and a prayer! #teams #performance #workforce #success
5 Things That Move the Needle in Sales In order to make the best use of your sales time, you need to understand what moves the needle and what doesn’t. #sales #success
5 Things That Move the Needle in Sales In order to make the best use of your sales time, you need to understand what moves the needle and what doesn’t. #sales #success
Set the Stage for Your Ideal ‘New Normal’ Now is the time to set the stage for what you want your life to look like post-COVID. How to find your new normal. #personal #finance
Set the Stage for Your Ideal ‘New Normal’ Now is the time to set the stage for what you want your life to look like post-COVID. How to find your new normal. #personal #finance
What Does the Downturn Mean for Private Equity? With interest rates at historic lows, and forward equity returns likely muted, investors will continue to look to alternatives for income.
What Does the Downturn Mean for Private Equity? With interest rates at historic lows, and forward equity returns likely muted, investors will continue to look to alternatives for income.
The Financial Advisory World Has Changed ... For Good Here’s a snapshot of some of the big changes for financial advisors, and how they inter-connect, that have been developing for years.
The Financial Advisory World Has Changed ... For Good Here’s a snapshot of some of the big changes for financial advisors, and how they inter-connect, that have been developing for years.
How Dependency on Financial Advisors Is Changing As their personal finances get more complicated, Millennials are a target to alter their use of financial professionals. #financialadvisors
How Dependency on Financial Advisors Is Changing As their personal finances get more complicated, Millennials are a target to alter their use of financial professionals. #financialadvisors
Why Some Clients Will Consider Switching Financial Advisors Post Pandemic The pandemic presents some unexpected opportunities to add clients. Get people talking about their advisor. Draw them out. #prospecting
Why Some Clients Will Consider Switching Financial Advisors Post Pandemic The pandemic presents some unexpected opportunities to add clients. Get people talking about their advisor. Draw them out. #prospecting
The Skills Needed to Move Fast in the New World One of the things that people have had to get used to is the fact that EVERYTHING is now on-line. #digitalmarketing #newreality
The Skills Needed to Move Fast in the New World One of the things that people have had to get used to is the fact that EVERYTHING is now on-line. #digitalmarketing #newreality
A Peek Under the Hood of the Great Bull Run It's the debt markets' performance that is the cornerstone of my bullish outlook. #stockmarket #investing #financialadvisors
A Peek Under the Hood of the Great Bull Run It's the debt markets' performance that is the cornerstone of my bullish outlook. #stockmarket #investing #financialadvisors
Bitcoin Is Enjoying a Bullish Run With Backing of Crypto-Believers Crypto-believers took to Twitter in defense of blockchain-based currencies and pointed to its current run as proof of positive things. #bitcoin
Bitcoin Is Enjoying a Bullish Run With Backing of Crypto-Believers Crypto-believers took to Twitter in defense of blockchain-based currencies and pointed to its current run as proof of positive things. #bitcoin
