Visa’s Fast Track Program Taps Into $185 Trillion Market Visa’s fast-track program is creating a furor amongst its fintech clients as firms scramble to find digital payment options. #fintech
Visa’s Fast Track Program Taps Into $185 Trillion Market Visa’s fast-track program is creating a furor amongst its fintech clients as firms scramble to find digital payment options. #fintech
Do Buffer ETFs Belong in Your Portfolio? Buffer ETFs seek to provide equity exposure to investors, along with some protection against market losses. #ETFs #investing
Do Buffer ETFs Belong in Your Portfolio? Buffer ETFs seek to provide equity exposure to investors, along with some protection against market losses. #ETFs #investing
ESG Funds Remain Relative Safe Havens in Coronavirus Downturn ESG proponents say sustainable investment strategies tend to steer more money to companies with the best prospects for long-term growth.
ESG Funds Remain Relative Safe Havens in Coronavirus Downturn ESG proponents say sustainable investment strategies tend to steer more money to companies with the best prospects for long-term growth.
Fear and Uncertainty Are Kryptonite to Growth, Purpose Is the Antidote. An exercise for financial advisors to overcome fear in today’s environment and position yourself for success. #financialadvisors #success
Fear and Uncertainty Are Kryptonite to Growth, Purpose Is the Antidote. An exercise for financial advisors to overcome fear in today’s environment and position yourself for success. #financialadvisors #success
Embracing the Power of Positive Storytelling Examples of stories that rose above the rest and why they are likely to resonate with people long after the pandemic has passed.
Embracing the Power of Positive Storytelling Examples of stories that rose above the rest and why they are likely to resonate with people long after the pandemic has passed.
Confidence Is Exactly What We Need Right Now Confidence—the deep faith in your ability to transcend any one situation—is a gift you give yourself. #financialadvisors #confidence
Confidence Is Exactly What We Need Right Now Confidence—the deep faith in your ability to transcend any one situation—is a gift you give yourself. #financialadvisors #confidence
Has Oil Finally Turned the Corner? First, low oil prices push out inefficient suppliers, and second, low oil prices make it a cost-effective energy choice. #alternatives #oil
Has Oil Finally Turned the Corner? First, low oil prices push out inefficient suppliers, and second, low oil prices make it a cost-effective energy choice. #alternatives #oil
Are You Finally Ready To Try A New Strategy? Many people witnessed exciting new projects in the process of defeat before realizing the opportunity to begin. #innovation #success
Are You Finally Ready To Try A New Strategy? Many people witnessed exciting new projects in the process of defeat before realizing the opportunity to begin. #innovation #success
Will Powell Decouple Gold from the Stock Market? The lack of vigorous rebound creates a downside risk for the global stock markets, but it’s rather positive for the gold market. #gold #investing
Will Powell Decouple Gold from the Stock Market? The lack of vigorous rebound creates a downside risk for the global stock markets, but it’s rather positive for the gold market. #gold #investing
Do You KNOW What You Don't KNOW? Here is how this Framework breaks down our stages of knowing and not knowing. #financialadvisors #entrepreneurs #business
Do You KNOW What You Don't KNOW? Here is how this Framework breaks down our stages of knowing and not knowing. #financialadvisors #entrepreneurs #business
The Best Questions to Help Start a New Relationship or Conversation When you first meet someone, your questions have three overlapping goals. #financialadvisors #conversations #prospecting
The Best Questions to Help Start a New Relationship or Conversation When you first meet someone, your questions have three overlapping goals. #financialadvisors #conversations #prospecting
PPP Loans and Public Shaming Business owners who had applied for the funds in good faith began second-guessing their decisions. #ppploans #business #economy
PPP Loans and Public Shaming Business owners who had applied for the funds in good faith began second-guessing their decisions. #ppploans #business #economy
Bitcoin Is "Right Where Oil Was in 1890" It’s helpful to remember that bitcoin is like any other asset, in that it responds to the dynamics of supply and demand. #bitcoin #currency
Bitcoin Is "Right Where Oil Was in 1890" It’s helpful to remember that bitcoin is like any other asset, in that it responds to the dynamics of supply and demand. #bitcoin #currency
This Is a Market of “Haves” Versus “Have Nots” Now’s the time to be invested. But it’s more important than ever to put your money in the right stocks. #equities
This Is a Market of “Haves” Versus “Have Nots” Now’s the time to be invested. But it’s more important than ever to put your money in the right stocks. #equities
Indifference Towards Truth: Rebuilding Trust In a Post Lockdown World If ever there was a time for critical thinking to make a comeback it’s right about now. #innovation #ideas #imagination
Indifference Towards Truth: Rebuilding Trust In a Post Lockdown World If ever there was a time for critical thinking to make a comeback it’s right about now. #innovation #ideas #imagination
Investor Confidence Nudges Upward Investors are not likely to return to pre-coronavirus levels of confidence about investing any time soon. #stockmarket #investing
Investor Confidence Nudges Upward Investors are not likely to return to pre-coronavirus levels of confidence about investing any time soon. #stockmarket #investing
COVID-19’s Continued Impact on the U.S. Economy: Our Predictions How the U.S. economy will be impacted by the peak, decline, and eventual end of the COVID-19 pandemic. #economy #financialadvisors
COVID-19’s Continued Impact on the U.S. Economy: Our Predictions How the U.S. economy will be impacted by the peak, decline, and eventual end of the COVID-19 pandemic. #economy #financialadvisors
How Financial Advisors Can Effectively Communicate in Today’s Environment Advisors are poised right now to reach clients and prospects in a way that they’ve never been reached before. #financialadvisors
How Financial Advisors Can Effectively Communicate in Today’s Environment Advisors are poised right now to reach clients and prospects in a way that they’ve never been reached before. #financialadvisors
Contango Concerns? Key Factors to Consider When Evaluating Commodity ETFs As the recent record-high levels of contango have demonstrated, there are many pitfalls associated with futures-based commodities investing.
Contango Concerns? Key Factors to Consider When Evaluating Commodity ETFs As the recent record-high levels of contango have demonstrated, there are many pitfalls associated with futures-based commodities investing.
Women Financial Advisors Have Two Options for Growing a Thriving Business Your job as an financial advisor is to embrace the business model that best suits who you are as a person, a woman, and an advisor.
Women Financial Advisors Have Two Options for Growing a Thriving Business Your job as an financial advisor is to embrace the business model that best suits who you are as a person, a woman, and an advisor.
When You Are Forced to Own the Loser Stocks Investors using an S&P 500 ETF to index have no choice but to own 250 COVID “loser” stocks. #stockmarket #financialadvisors
When You Are Forced to Own the Loser Stocks Investors using an S&P 500 ETF to index have no choice but to own 250 COVID “loser” stocks. #stockmarket #financialadvisors
How to Develop Your Thought Leadership Strategy What does it actually mean to be a thought leader? Is it in fact a good marketing strategy for the professional services firm? #marketing
How to Develop Your Thought Leadership Strategy What does it actually mean to be a thought leader? Is it in fact a good marketing strategy for the professional services firm? #marketing
Bank of America COVID-19 Social Bond - A Sign of the Times Conversations about access to affordable healthcare, social safety nets, and employee protections are no longer avoidable. #fixedincome
Bank of America COVID-19 Social Bond - A Sign of the Times Conversations about access to affordable healthcare, social safety nets, and employee protections are no longer avoidable. #fixedincome
It’s Make Or Break For the Oil Bulls We might get an opportunity to enter long, or short positions very soon in oil, but such opportunity remains absent at this time. #oil
It’s Make Or Break For the Oil Bulls We might get an opportunity to enter long, or short positions very soon in oil, but such opportunity remains absent at this time. #oil
Don’t Miss out on Growing This Critical Leadership Skill The first step in leaders staying open-minded is to have confidence in themselves. #leadership #entrepreneurs #success #performance
Don’t Miss out on Growing This Critical Leadership Skill The first step in leaders staying open-minded is to have confidence in themselves. #leadership #entrepreneurs #success #performance
Three Reasons Why Business Empathy is Crucial Relationships are like muscle tissue; the more you engage them, the stronger and more valuable they become. #empathy #business #success
Three Reasons Why Business Empathy is Crucial Relationships are like muscle tissue; the more you engage them, the stronger and more valuable they become. #empathy #business #success
Estate Planning in a Pandemic and Online Notarizations It's time to get your affairs in order, and work on that estate plan you have been procrastinating about. #estateplanning #financialadvisors
Estate Planning in a Pandemic and Online Notarizations It's time to get your affairs in order, and work on that estate plan you have been procrastinating about. #estateplanning #financialadvisors
The Economic Gloom Vaccine Fervor Pendulum Swings When the gloom lifts, look for a nice rebound by this historically outperforming asset class. #stockmarket #financialadvisors #investing
The Economic Gloom Vaccine Fervor Pendulum Swings When the gloom lifts, look for a nice rebound by this historically outperforming asset class. #stockmarket #financialadvisors #investing
It’s Not Only Palladium That You Better Listen To This precious metal was the one that soared most profoundly in the past few years appears to be back in the bearish mode. #palladium
It’s Not Only Palladium That You Better Listen To This precious metal was the one that soared most profoundly in the past few years appears to be back in the bearish mode. #palladium
The Coronavirus Just Hit the “Fast-Forward” Button on These Three Industries These three industries were accelerating before this pandemic took over—but now, they all just officially moved into hyperdrive. #stockmarket
The Coronavirus Just Hit the “Fast-Forward” Button on These Three Industries These three industries were accelerating before this pandemic took over—but now, they all just officially moved into hyperdrive. #stockmarket
S&P 500 Indicates A Bear Market. Or Does It? Thriving in an S&P 500 bear market involves adding flexibility to your investment process. #investing #stockmarket #financialadvisors
S&P 500 Indicates A Bear Market. Or Does It? Thriving in an S&P 500 bear market involves adding flexibility to your investment process. #investing #stockmarket #financialadvisors
Welcome to the Digit-Drome. Where Were You? It shouldn’t have taken a pandemic to awaken the business world to the Digitdrome. #digitalmarketing #financialadvisors #futureofwork
Welcome to the Digit-Drome. Where Were You? It shouldn’t have taken a pandemic to awaken the business world to the Digitdrome. #digitalmarketing #financialadvisors #futureofwork
How Financial Advisors Can Stop Viewing Compliance as a Business-Prevention Department A deep look into compliance for financial advisors as it relates to risk profiles, podcasting, and testimonials. #compliance #financialadvisors
How Financial Advisors Can Stop Viewing Compliance as a Business-Prevention Department A deep look into compliance for financial advisors as it relates to risk profiles, podcasting, and testimonials. #compliance #financialadvisors
Considerations for Transitioning to Liability-Driven Investing LDI is primarily a risk management pursuit, in a departure from a traditional total return mindset when investing in plan assets. #investing
Considerations for Transitioning to Liability-Driven Investing LDI is primarily a risk management pursuit, in a departure from a traditional total return mindset when investing in plan assets. #investing
Applying for Loan Forgiveness Under the Paycheck Protection Program The SBA recently released this application to obtain loan forgiveness for funds received under the Paycheck Protection Program. #PPP #economy
Applying for Loan Forgiveness Under the Paycheck Protection Program The SBA recently released this application to obtain loan forgiveness for funds received under the Paycheck Protection Program. #PPP #economy
Facebook and Leading U.S. Venture Capital Firms Round out Reliance Industries’ Ecommerce Ambitions Digitization is taking place globally, with COVID-19 further accelerating this already visible and persistent long-term growth trend. #digitization
Facebook and Leading U.S. Venture Capital Firms Round out Reliance Industries’ Ecommerce Ambitions Digitization is taking place globally, with COVID-19 further accelerating this already visible and persistent long-term growth trend. #digitization
Negative Interest Rates: Who Will Blink First – The Fed or The Market? Supporters of negative rates argue negative rates could boost demand, raise employment, and save firms from default. #interestrates
Negative Interest Rates: Who Will Blink First – The Fed or The Market? Supporters of negative rates argue negative rates could boost demand, raise employment, and save firms from default. #interestrates
Try Feedforward Instead of Feedback Quality communication—between and among people at all levels and every department and division—is the glue that holds organizations together.
Try Feedforward Instead of Feedback Quality communication—between and among people at all levels and every department and division—is the glue that holds organizations together.
How Not to Follow the Crowd This is the time to build become stronger in our alignment and ability to become aware of what’s possible. #leader #entrepreneurs #success
How Not to Follow the Crowd This is the time to build become stronger in our alignment and ability to become aware of what’s possible. #leader #entrepreneurs #success
Making Investment Decisions, Fast and Slow Before making an investment decision, the prudent financial advisor asks herself these six questions. #investing #financialadvisors
Making Investment Decisions, Fast and Slow Before making an investment decision, the prudent financial advisor asks herself these six questions. #investing #financialadvisors
Living the New Normal in Financial Advising So how do you act like nothing has changed when everything has changed? #finance #investing #financialadvisors #planning
Living the New Normal in Financial Advising So how do you act like nothing has changed when everything has changed? #finance #investing #financialadvisors #planning
How to Secure an Affordable Life Insurance in Your 70’s Getting life insurance in your 70s is still possible, but you will need to know certain things before you would apply for a policy. #insurance
How to Secure an Affordable Life Insurance in Your 70’s Getting life insurance in your 70s is still possible, but you will need to know certain things before you would apply for a policy. #insurance
How to Be Financially Flexible During COVID-19 The importance of flexibility when it comes to goal-setting and financial planning alike. #financialadvisors #planning #finance
How to Be Financially Flexible During COVID-19 The importance of flexibility when it comes to goal-setting and financial planning alike. #financialadvisors #planning #finance
You Might Be Staying in More Than You Expect The longer this lockdown lasts, the more our behaviours are becoming adapted to digital. #fintech #financialadvisors #digital #digitalmarketing
You Might Be Staying in More Than You Expect The longer this lockdown lasts, the more our behaviours are becoming adapted to digital. #fintech #financialadvisors #digital #digitalmarketing
How Financial Advisors Can Build an Elite Practice If you want to push beyond individual greatness and create a legacy in the business then you need to master one of 3 things. #financialadvisors
How Financial Advisors Can Build an Elite Practice If you want to push beyond individual greatness and create a legacy in the business then you need to master one of 3 things. #financialadvisors
What’s the Difference Between a Clerk and a Fiduciary? As we move forward, the financial services industry won’t be developing prudent fiduciaries and leaders…we’ll be managing clerks.
What’s the Difference Between a Clerk and a Fiduciary? As we move forward, the financial services industry won’t be developing prudent fiduciaries and leaders…we’ll be managing clerks.
When Your Client Doesn’t Want to Be Your Client Any Longer You can’t stop people from leaving. You can let them know they're an important client and you have their best interests at heart. #advice
When Your Client Doesn’t Want to Be Your Client Any Longer You can’t stop people from leaving. You can let them know they're an important client and you have their best interests at heart. #advice
