Stay Humble and Play Your Role with Derek Bruton What actions financial advisors should be taking, and how to put lessons learned into action in the time of COVID-19. #financialadvisors
Stay Humble and Play Your Role with Derek Bruton What actions financial advisors should be taking, and how to put lessons learned into action in the time of COVID-19. #financialadvisors
8 Stories to Help You Build Trust and Land Clients Lots of things can kick the door to a new client relationship open, but in the end, it’s your stories that will draw them in. #financialadvisors
8 Stories to Help You Build Trust and Land Clients Lots of things can kick the door to a new client relationship open, but in the end, it’s your stories that will draw them in. #financialadvisors
Death By Zoom: Have We Failed The Mass Home Working Experiment? One of the few positives of the pandemic lockdown was the opportunity to reset the way in which we spend our working day. #futureofwork
Death By Zoom: Have We Failed The Mass Home Working Experiment? One of the few positives of the pandemic lockdown was the opportunity to reset the way in which we spend our working day. #futureofwork
Creating a Strong Culture of Compliance A strong culture of compliance also can be an indirect revenue source as it maintains a firm’s great reputation and preserves assets.
Creating a Strong Culture of Compliance A strong culture of compliance also can be an indirect revenue source as it maintains a firm’s great reputation and preserves assets.
What I Am Most Bullish on Right Now There is reason for hope, and we should celebrate that. But we still haven’t overcome all the reasons for caution. #economy #entrepreneuers
What I Am Most Bullish on Right Now There is reason for hope, and we should celebrate that. But we still haven’t overcome all the reasons for caution. #economy #entrepreneuers
What Happens Next in Commercial Real Estate? We view the current and coming periods as an opportunity to to buy quality assets at attractive bases from distressed owners. #alternatives
What Happens Next in Commercial Real Estate? We view the current and coming periods as an opportunity to to buy quality assets at attractive bases from distressed owners. #alternatives
The Powerful Benefits of a Beneficiary Review Helping your clients do more for their loved ones, while avoiding common beneficiary mistakes. #financialadvisors #insurance
The Powerful Benefits of a Beneficiary Review Helping your clients do more for their loved ones, while avoiding common beneficiary mistakes. #financialadvisors #insurance
How Large A Stock Allocation Do You Really Need? Long-term returns are far less about “being a long-term equity investor” or “riding out the bumps along the way. #financialadvisors
How Large A Stock Allocation Do You Really Need? Long-term returns are far less about “being a long-term equity investor” or “riding out the bumps along the way. #financialadvisors
Editor’s Choice: Why These Articles Were Great! Why These Articles Were Great! #personalfinance #cryptocurrency #blockchain #credit #trader #wallstreet #mortgage #crypto
Editor’s Choice: Why These Articles Were Great! Why These Articles Were Great! #personalfinance #cryptocurrency #blockchain #credit #trader #wallstreet #mortgage #crypto
11 Most Read Advisorpedia Articles of the Week! 11 Most Read IRIS Articles of the Week. #finance #money #business #investment #investing #wealth #trading #success #motivation
11 Most Read Advisorpedia Articles of the Week! 11 Most Read IRIS Articles of the Week. #finance #money #business #investment #investing #wealth #trading #success #motivation
Black Swans, Nonlinear History and Financial Markets A novel world is emerging and we anticipate a return of inflation, a bull market in China and elevated geopolitical volatility. #investing
Black Swans, Nonlinear History and Financial Markets A novel world is emerging and we anticipate a return of inflation, a bull market in China and elevated geopolitical volatility. #investing
What’s Worth $2.2 Billion? Over $2.2 billion was spent last year in the US alone on mediums and psychics. #financialadvisors #future #planning
What’s Worth $2.2 Billion? Over $2.2 billion was spent last year in the US alone on mediums and psychics. #financialadvisors #future #planning
What Is Going on With Earnings? We remain intensely focused on what is happening with corporate profits, as over the long-run, earnings are the main driver of equity returns.
What Is Going on With Earnings? We remain intensely focused on what is happening with corporate profits, as over the long-run, earnings are the main driver of equity returns.
Five Leadership No-No’s During a Crisis If communication is the oil that keeps a team or community running, now is the time for leaders to focus on the best way to stay connected.
Five Leadership No-No’s During a Crisis If communication is the oil that keeps a team or community running, now is the time for leaders to focus on the best way to stay connected.
Annuity Costs Decoded Knowing the most common annuity fee types will help you evaluate products and ask the right questions. #annuities #financialadvisors
Annuity Costs Decoded Knowing the most common annuity fee types will help you evaluate products and ask the right questions. #annuities #financialadvisors
The Essential Skill You Need To Be Successful Look at empathy as a data-gathering tool that helps you understand your environment. #performance #success #business
The Essential Skill You Need To Be Successful Look at empathy as a data-gathering tool that helps you understand your environment. #performance #success #business
11 Ways Financial Advisors Can Increase Webinar Registrations As more and more businesses are going fully digital, it’s more important than ever to create a strong online presence. #financialadvisors
11 Ways Financial Advisors Can Increase Webinar Registrations As more and more businesses are going fully digital, it’s more important than ever to create a strong online presence. #financialadvisors
Blockchain To Transform the Mobile Phone Industry IGWT Block is launching a blockchain platform that will enable every buyer and seller to access detailed data about the devices they are trading
Blockchain To Transform the Mobile Phone Industry IGWT Block is launching a blockchain platform that will enable every buyer and seller to access detailed data about the devices they are trading
Disruption in Our Wardrobes. Fashion and the Circular Economy The circular economy aims to re-invent and re-use produce to reduce waste and pollution to a minimum. #ESG #financialadvisors
Disruption in Our Wardrobes. Fashion and the Circular Economy The circular economy aims to re-invent and re-use produce to reduce waste and pollution to a minimum. #ESG #financialadvisors
Why Buffett Was Wrong to Dump Airlines Buffett’s decision to exit airlines seems to have stemmed directly from the coronavirus lockdown and its impact on the travel industry.
Why Buffett Was Wrong to Dump Airlines Buffett’s decision to exit airlines seems to have stemmed directly from the coronavirus lockdown and its impact on the travel industry.
The Giant Presumption behind Re-Opening America The economy’s course depends on how this virus behaves, and how people behave in response. #economy #financialadvisors
The Giant Presumption behind Re-Opening America The economy’s course depends on how this virus behaves, and how people behave in response. #economy #financialadvisors
Change the Conversations to Address Your Client's Vulnerabilities Fear-based decisions or indecision can create even more stress and potentially lead to financial ruin. #financialadvisors #commuinication
Change the Conversations to Address Your Client's Vulnerabilities Fear-based decisions or indecision can create even more stress and potentially lead to financial ruin. #financialadvisors #commuinication
How Annuities Can Boost Your Retirement Savings The tax-deferred growth potential of an annuity can boost your savings for the future. #annuities #financialadvisors #success #retirement
How Annuities Can Boost Your Retirement Savings The tax-deferred growth potential of an annuity can boost your savings for the future. #annuities #financialadvisors #success #retirement
The Need for Risk Mitigation Any risk mitigation strategy must be systematic and disciplined–and applied consistently—to head off costly, irrational decisions.
The Need for Risk Mitigation Any risk mitigation strategy must be systematic and disciplined–and applied consistently—to head off costly, irrational decisions.
4 Things to Do When the Market Drops While it’s impossible to predict the future, history suggests that recoveries follow downturns. #stockmarket #financialadvisors
4 Things to Do When the Market Drops While it’s impossible to predict the future, history suggests that recoveries follow downturns. #stockmarket #financialadvisors
Demand for Financial Advice Surges 24% as Priorities Shift in New Era With these shifts impacting people’s finances, the majority of our new clients are seeking advice. #financialadvisors #finance
Demand for Financial Advice Surges 24% as Priorities Shift in New Era With these shifts impacting people’s finances, the majority of our new clients are seeking advice. #financialadvisors #finance
3 Things to Watch When the Jet Fuel Runs Out Investors are willing to look past the second- and possibly even third-quarter earnings, which everyone acknowledges will be dismal.
3 Things to Watch When the Jet Fuel Runs Out Investors are willing to look past the second- and possibly even third-quarter earnings, which everyone acknowledges will be dismal.
Covid19: Why You Shouldn’t Furlough Your Sales People What you do in the next 4 weeks will decide if you will come out of this fitter and stronger or you won’t survive. #business #sales
Covid19: Why You Shouldn’t Furlough Your Sales People What you do in the next 4 weeks will decide if you will come out of this fitter and stronger or you won’t survive. #business #sales
The Three Steps to Own Your Day and Your Growth Spend your time wisely and own your day, and you will grow your business to the next level. #financialadvisors
The Three Steps to Own Your Day and Your Growth Spend your time wisely and own your day, and you will grow your business to the next level. #financialadvisors
Will Gold Decline As Economies Gradually Reopen? Although the price of gold could drop in the short-term, there is still room for further upward move later this year. #gold
Will Gold Decline As Economies Gradually Reopen? Although the price of gold could drop in the short-term, there is still room for further upward move later this year. #gold
What Is Group Life Insurance and Is It Enough? One of the biggest advantages of a group life insurance policy is that it’s low-cost to employees or group members. #insurance
What Is Group Life Insurance and Is It Enough? One of the biggest advantages of a group life insurance policy is that it’s low-cost to employees or group members. #insurance
Do Brands Really Care About Us? This week’s lesson is that brands are learning (in reality or opportunistically) that business is about the people. #brands #people
Do Brands Really Care About Us? This week’s lesson is that brands are learning (in reality or opportunistically) that business is about the people. #brands #people
The Truth About Annuities Thoughtfully consider whether the guarantees, tax, legacy or planning benefits of an annuity are right for their overall financial plan. #annuity
The Truth About Annuities Thoughtfully consider whether the guarantees, tax, legacy or planning benefits of an annuity are right for their overall financial plan. #annuity
Coronapocalypse and Gold: How High Is Too High for the Yellow Metal The coronavirus crisis is very positive for the gold prices. #gold #financialadvisors #investing #covid19 #interestrates
Coronapocalypse and Gold: How High Is Too High for the Yellow Metal The coronavirus crisis is very positive for the gold prices. #gold #financialadvisors #investing #covid19 #interestrates
Gender Equality and Climate: Synergies Climate change is the most important problem humans must solve, diversity has a contribution to make to climate change. #ESG
Gender Equality and Climate: Synergies Climate change is the most important problem humans must solve, diversity has a contribution to make to climate change. #ESG
What Remains to Be Seen Is When The Bounce Will Happen Portfolio managers will have a decision to make: is the expected rally to be sold, or is the worst behind us? #financialadvisors #stockmarket
What Remains to Be Seen Is When The Bounce Will Happen Portfolio managers will have a decision to make: is the expected rally to be sold, or is the worst behind us? #financialadvisors #stockmarket
Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World We believe the next stage of emerging market growth will be defined by value-added industries and developing digital infrastructure. #equities
Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World We believe the next stage of emerging market growth will be defined by value-added industries and developing digital infrastructure. #equities
Investing for Ignorance Investors who want an index comprised of companies doing good and doing well, there’s little uncertainty about the value of that.
Investing for Ignorance Investors who want an index comprised of companies doing good and doing well, there’s little uncertainty about the value of that.
Fixed Income View: A Crisis Like No Other Not many assets perceived to be risk free. US Treasuries, German government bonds, UK Gilts and Japanese government bonds fit.
Fixed Income View: A Crisis Like No Other Not many assets perceived to be risk free. US Treasuries, German government bonds, UK Gilts and Japanese government bonds fit.
How to Prepare Your Finances for a Natural Disaster Five steps you can take now to help be more financially prepared if a disaster strikes. #financialadvisors #insurance #finance
How to Prepare Your Finances for a Natural Disaster Five steps you can take now to help be more financially prepared if a disaster strikes. #financialadvisors #insurance #finance
Why This Stock Market Correction Was Overdue Lockdowns are now starting to be relaxed and this should feed through to a bounce in growth in the third quarter. #stockmarket
Why This Stock Market Correction Was Overdue Lockdowns are now starting to be relaxed and this should feed through to a bounce in growth in the third quarter. #stockmarket
Switching Costs Build Moats and Retain Customers The term “economic moat” describes a company’s ability to maintain its competitive advantages and defend its long-term profitability.
Switching Costs Build Moats and Retain Customers The term “economic moat” describes a company’s ability to maintain its competitive advantages and defend its long-term profitability.
Why You Need A Social Media Playbook Now Social media is not an after thought and definitely not a trifle it’s a strategic tool for your brand and your business. #socialmedia
Why You Need A Social Media Playbook Now Social media is not an after thought and definitely not a trifle it’s a strategic tool for your brand and your business. #socialmedia
4 Simple Reasons Customer Service Needs a Do-Over I’m really tired of hearing, reading and seeing claims organizations make about the customer service they provide. #service #business
4 Simple Reasons Customer Service Needs a Do-Over I’m really tired of hearing, reading and seeing claims organizations make about the customer service they provide. #service #business
Acting on the Prospects for the Oil Rally’s Continuation Strength in crude oil is likely to take crude oil to about $30 or so, because that’s where the next strong resistance was. #alternatives
Acting on the Prospects for the Oil Rally’s Continuation Strength in crude oil is likely to take crude oil to about $30 or so, because that’s where the next strong resistance was. #alternatives
Why the Feedback Loop Matters The Feedback loops pull behavior back on track and help to stabilize a system around a desired level. #marketing #digital #success #feedback
Why the Feedback Loop Matters The Feedback loops pull behavior back on track and help to stabilize a system around a desired level. #marketing #digital #success #feedback
The Generational Digital Divide – And Bad Habits – Is Closing Americans aged 65 and over spend nearly ten hours a day consuming media on their televisions, computers and smartphones. #retirement
The Generational Digital Divide – And Bad Habits – Is Closing Americans aged 65 and over spend nearly ten hours a day consuming media on their televisions, computers and smartphones. #retirement
