Selling is Out, but Financial Advisors Should Be Marketing With Meaning Be the financial advisor who people rely on to give honest and valuable advice – someone who has no agenda except to be helpful. #financialadvisors
Selling is Out, but Financial Advisors Should Be Marketing With Meaning Be the financial advisor who people rely on to give honest and valuable advice – someone who has no agenda except to be helpful. #financialadvisors
Coronavirus Will Wipe Out These Three Industries for Good Knowing the difference between which ones will eventually come back is crucial right now. #stockmarket #stocks #investing #realestate
Coronavirus Will Wipe Out These Three Industries for Good Knowing the difference between which ones will eventually come back is crucial right now. #stockmarket #stocks #investing #realestate
What a Re-Opening of the Economy Might Look Like This is all new territory, and that makes forecasts of everything from oil prices to consumer spending more uncertain than ever. #economy
What a Re-Opening of the Economy Might Look Like This is all new territory, and that makes forecasts of everything from oil prices to consumer spending more uncertain than ever. #economy
Averages Are Misleading and Dangerous to Investors Without a deep understanding of biases using averages incorrectly may be part of the reason investors do so poorly. #investing #financialadvisors
Averages Are Misleading and Dangerous to Investors Without a deep understanding of biases using averages incorrectly may be part of the reason investors do so poorly. #investing #financialadvisors
Is Virtual Selling Really Different? Here Are the Facts The basic principles that lead to successful business development don’t change whether you are meeting in person or are on a video conference.
Is Virtual Selling Really Different? Here Are the Facts The basic principles that lead to successful business development don’t change whether you are meeting in person or are on a video conference.
Apple’s Future Hinges on This Tiny Company AR Is Transforming the World as We Know It AR—in a nutshell—combines the digital world with the real world. #AR #investing #stockmarket
Apple’s Future Hinges on This Tiny Company AR Is Transforming the World as We Know It AR—in a nutshell—combines the digital world with the real world. #AR #investing #stockmarket
5 Steps for Managing Your Practice Through Volatility Normal operating procedures don’t seem to apply anymore in communicating with clients and running your practice. #financialadvisors
5 Steps for Managing Your Practice Through Volatility Normal operating procedures don’t seem to apply anymore in communicating with clients and running your practice. #financialadvisors
Is There Value in a Financial Advisor Being a Pest? Financial advisors invariably ask themselves one question which nags at them as they try to attract new business. #business #investors
Is There Value in a Financial Advisor Being a Pest? Financial advisors invariably ask themselves one question which nags at them as they try to attract new business. #business #investors
Gold Investors Shouldn’t Be Losing Focus Gold is likely to recover and soar in the following years, but the opposite seems more likely for the following weeks. #gold #investing
Gold Investors Shouldn’t Be Losing Focus Gold is likely to recover and soar in the following years, but the opposite seems more likely for the following weeks. #gold #investing
Buying or Selling Your Home in COVID-19 Economic Uncertainty What is reasonable to expect from the real estate market during the COVID-19 pandemic? #realestate #investing #personalfinance
Buying or Selling Your Home in COVID-19 Economic Uncertainty What is reasonable to expect from the real estate market during the COVID-19 pandemic? #realestate #investing #personalfinance
A New Environment Is a Great Opportunity for Sales Sales should provide solutions that are profitable yet meaningful, to partner with our prospects and clients to help each other be successful.
A New Environment Is a Great Opportunity for Sales Sales should provide solutions that are profitable yet meaningful, to partner with our prospects and clients to help each other be successful.
How Your Emotions Influence Your Financial Decisions Everyone has some kind of emotional tie to money. How do your emotions influence your financial decisions? #finance #investing
How Your Emotions Influence Your Financial Decisions Everyone has some kind of emotional tie to money. How do your emotions influence your financial decisions? #finance #investing
Were Stocks Rejected at Resistance for Good? Despite the stock bulls being again rejected at the 61.8% Fibonacci retracement, the bullish case isn’t yet lost. #economy #stockmarket
Were Stocks Rejected at Resistance for Good? Despite the stock bulls being again rejected at the 61.8% Fibonacci retracement, the bullish case isn’t yet lost. #economy #stockmarket
Cultivating a Wealthy Mindset Not only can a wealthy mindset lead to happiness and career success, I believe that a wealthy mindset is required.
Cultivating a Wealthy Mindset Not only can a wealthy mindset lead to happiness and career success, I believe that a wealthy mindset is required.
Financial Markets Shrug at Economic Weakness As stay-at-home orders are lifted and economies begin to gradually reopen, we believe the next several weeks will be key. #fixedincome
Financial Markets Shrug at Economic Weakness As stay-at-home orders are lifted and economies begin to gradually reopen, we believe the next several weeks will be key. #fixedincome
How Rekindled Trade Tensions Impact the Investment Outlook It is unlikely the Trump administration would willingly unleash a new trade war that would crimp an economic recovery. #economy
How Rekindled Trade Tensions Impact the Investment Outlook It is unlikely the Trump administration would willingly unleash a new trade war that would crimp an economic recovery. #economy
The Evolution of the Hedge Fund Industry Since 2008 The following are some of the changes made after 2008 that have made the industry more stable and resilient. #hedgefunds #investing
The Evolution of the Hedge Fund Industry Since 2008 The following are some of the changes made after 2008 that have made the industry more stable and resilient. #hedgefunds #investing
How Financial Advisors Can Overcome Their Four Main Time Challenges Time is limited but what’s really stopping you from making progress towards your goals? #financialadvisors #timemanagement
How Financial Advisors Can Overcome Their Four Main Time Challenges Time is limited but what’s really stopping you from making progress towards your goals? #financialadvisors #timemanagement
Don’t Be an “Investi-Guesser” Sound investing needs to be grounded in facts and probabilities – and those are in short supply right now. #investing #stockmarket
Don’t Be an “Investi-Guesser” Sound investing needs to be grounded in facts and probabilities – and those are in short supply right now. #investing #stockmarket
A Passion for Serving Financial Advisors with Tom Wagner There is a growing importance of digital media and communications for financial advisors that can not be ignored any longer. #financlaladvisors
A Passion for Serving Financial Advisors with Tom Wagner There is a growing importance of digital media and communications for financial advisors that can not be ignored any longer. #financlaladvisors
Reopening Fervor Sparks the Stock Market The potential hole in the silver lining is that stocks are currently statistically expensive with a forward P/E of 20.2. #stockmarket #equities
Reopening Fervor Sparks the Stock Market The potential hole in the silver lining is that stocks are currently statistically expensive with a forward P/E of 20.2. #stockmarket #equities
How Financial Advisors Can Master Client Acquisition Through Webinars Financial Advisors should continue to have webinars for the rest of the year, to reach more and more people than ever before.
How Financial Advisors Can Master Client Acquisition Through Webinars Financial Advisors should continue to have webinars for the rest of the year, to reach more and more people than ever before.
How to Start Your Next Zoom Meeting In a More Meaningful Way An easy way to help you start your next Zoom meeting in a collective deep breath. #zoom #leadership #performance #success
How to Start Your Next Zoom Meeting In a More Meaningful Way An easy way to help you start your next Zoom meeting in a collective deep breath. #zoom #leadership #performance #success
When Is the Right Time to Buy an Annuity? Annuities can be an important part of financial planning and a useful addition to some portfolios. #financialadvisors #annuities
When Is the Right Time to Buy an Annuity? Annuities can be an important part of financial planning and a useful addition to some portfolios. #financialadvisors #annuities
How To Replace Bonds In Your Portfolio When the bond market offers little income, and bond price swings start to resemble that of stocks, it’s a sign. #fixedincome #investing
How To Replace Bonds In Your Portfolio When the bond market offers little income, and bond price swings start to resemble that of stocks, it’s a sign. #fixedincome #investing
Remote Work Is Now: How to Make It Better! How our current work-at-home scenarios may affect both the output quality of your teams as well as their emotional well-being. #futureofwork
Remote Work Is Now: How to Make It Better! How our current work-at-home scenarios may affect both the output quality of your teams as well as their emotional well-being. #futureofwork
Powerful Strategies for True Asset Protection Discover powerful planning options for people who live in states that don’t have asset protection laws. #planning #protection #finance
Powerful Strategies for True Asset Protection Discover powerful planning options for people who live in states that don’t have asset protection laws. #planning #protection #finance
Economic Gravity: A Disconnect From Market to Main Street Economic Gravity is a disconnect from market to main street. April has proven to defy gravity. #finance #economy #stockmarket
Economic Gravity: A Disconnect From Market to Main Street Economic Gravity is a disconnect from market to main street. April has proven to defy gravity. #finance #economy #stockmarket
Commodities and Precious Metals Update Commodities and Precious Metals Update. #oil #cattle #soybeans #wheet #commodities #financialadvisors
Commodities and Precious Metals Update Commodities and Precious Metals Update. #oil #cattle #soybeans #wheet #commodities #financialadvisors
What Can We Learn About Investing From the Coronavirus? There are some lessons about investing lurking in the underbrush surrounding the coronavirus. #financialadvisors #wealth #investment
What Can We Learn About Investing From the Coronavirus? There are some lessons about investing lurking in the underbrush surrounding the coronavirus. #financialadvisors #wealth #investment
Build, Buy or Transform the Bank? Every bank has to transform as if you don’t, you die. You will be acquired. You won’t survive. That’s a promise. #FinTech #banks
Build, Buy or Transform the Bank? Every bank has to transform as if you don’t, you die. You will be acquired. You won’t survive. That’s a promise. #FinTech #banks
Algorithmic Trading Has Exacerbated Volatility in Oil Markets I don’t believe the oil price will come back to make shale oil profitable in 2020. #oil #investing #stockmarket #financialadvisors
Algorithmic Trading Has Exacerbated Volatility in Oil Markets I don’t believe the oil price will come back to make shale oil profitable in 2020. #oil #investing #stockmarket #financialadvisors
How Financial Advisors Can Achieve the Values Based Mindset How you explain what and why you charge will be a massive difference maker in whether or not prospects choose you. #advice
How Financial Advisors Can Achieve the Values Based Mindset How you explain what and why you charge will be a massive difference maker in whether or not prospects choose you. #advice
Things People Despise About Big Companies Make Them Great Investments The things the general public dislike about big business are what makes those big companies good investments. #investing #stocks
Things People Despise About Big Companies Make Them Great Investments The things the general public dislike about big business are what makes those big companies good investments. #investing #stocks
Digital Disruption: Keeping Your Business Alive and Relevant Our data shows a strong positive correlation generating leads through digital means and rapid growth. #digitalmarketing #financialadvisors
Digital Disruption: Keeping Your Business Alive and Relevant Our data shows a strong positive correlation generating leads through digital means and rapid growth. #digitalmarketing #financialadvisors
Do Investors Prefer a Male Advisor? Eighty-eight percent responded that they do not care about the advisor’s gender in determining who to work with. #financialadvisors
Do Investors Prefer a Male Advisor? Eighty-eight percent responded that they do not care about the advisor’s gender in determining who to work with. #financialadvisors
How Video Game Companies Are Leveling Up Shelter-in-place orders amid the COVID-19 pandemic have helped push video gaming and esports into the mainstream spotlight. #ETFs
How Video Game Companies Are Leveling Up Shelter-in-place orders amid the COVID-19 pandemic have helped push video gaming and esports into the mainstream spotlight. #ETFs
Professional Service: There's Extra Money Going the Extra Mile Often professionals forget how valuable the service bit is in a “professional service” business. #financialadvisors #service #success
Professional Service: There's Extra Money Going the Extra Mile Often professionals forget how valuable the service bit is in a “professional service” business. #financialadvisors #service #success
Tailor-Made for Active Management Periods of tumult are when active managers can showcase their risk management protocols. #stockmarket #financialadvisors
Tailor-Made for Active Management Periods of tumult are when active managers can showcase their risk management protocols. #stockmarket #financialadvisors
Are Rallying Stock Markets out of Step With Economic Reality? The optimistic stock markets seem at odds with the grim economic data. They may be being overly confident, even complacent.
Are Rallying Stock Markets out of Step With Economic Reality? The optimistic stock markets seem at odds with the grim economic data. They may be being overly confident, even complacent.
Why Financial Advisors Should Be Aware of Beware of “We Fill Your Pipeline” Claims If a marketing expert promises you results that seem too good to be true, it probably is. #marketing #digitalmarketing #financialadvisors
Why Financial Advisors Should Be Aware of Beware of “We Fill Your Pipeline” Claims If a marketing expert promises you results that seem too good to be true, it probably is. #marketing #digitalmarketing #financialadvisors
Be the Company That Creates the Gap Your goal: be the company that creates the gap. In other words, be so good that you are the company all others aspire to emulate.
Be the Company That Creates the Gap Your goal: be the company that creates the gap. In other words, be so good that you are the company all others aspire to emulate.
Foreign Exchange Hedging During Market Downturn The primary goal of a currency hedged share class is to replicate the base currency returns of a fund to foreign currency share classes.
Foreign Exchange Hedging During Market Downturn The primary goal of a currency hedged share class is to replicate the base currency returns of a fund to foreign currency share classes.
Helpful Tips for Monitoring Your Network Traffic Some tips that will help you get the most of your network traffic monitoring tool can be found here. #technology #network #traffic
Helpful Tips for Monitoring Your Network Traffic Some tips that will help you get the most of your network traffic monitoring tool can be found here. #technology #network #traffic
Do Healthcare Stocks Protect Portfolios in a Pandemic? The healthcare sector has been a reliable safe haven during even the most challenging markets. #investing #stockmarket
Do Healthcare Stocks Protect Portfolios in a Pandemic? The healthcare sector has been a reliable safe haven during even the most challenging markets. #investing #stockmarket
How to Champion the Return to Business What can I do on my return to be more engaged and prepared to make a difference? #financialadvisors #business #workforce #lead
How to Champion the Return to Business What can I do on my return to be more engaged and prepared to make a difference? #financialadvisors #business #workforce #lead
What Opportunities Were Created by the COVID-19 Earthquake? For EM countries and companies, the large volume of foreign outflows does present some challenges and reason for caution. #Equities
What Opportunities Were Created by the COVID-19 Earthquake? For EM countries and companies, the large volume of foreign outflows does present some challenges and reason for caution. #Equities
