No, the Economy Isn’t Re-Opening Soon Consumers and businesses began shutting down long before they were forced to, and they won’t re-open just because they legally can.
No, the Economy Isn’t Re-Opening Soon Consumers and businesses began shutting down long before they were forced to, and they won’t re-open just because they legally can.
Now Is the Time to Change the Conversation Financial advisors should change the conversation by saying I have no idea what’s going to happen in the future. #financialadvice #future
Now Is the Time to Change the Conversation Financial advisors should change the conversation by saying I have no idea what’s going to happen in the future. #financialadvice #future
The Problem With Financial Predictions Fife is all about unexpected occurrences. When life inevitably throws us a curveball, the outcome is often different than the prediction. #investing
The Problem With Financial Predictions Fife is all about unexpected occurrences. When life inevitably throws us a curveball, the outcome is often different than the prediction. #investing
The Six Deadly Sins of Institutional Money Management Six behavioural constraints impairing institutional money managers’ execution of a sound long term investment programme. #investing
The Six Deadly Sins of Institutional Money Management Six behavioural constraints impairing institutional money managers’ execution of a sound long term investment programme. #investing
Why Advisors Need to Appreciate Their Clients’ Situation Outside Analytical Assessments Financial advisors should become better prepared to have conversations focused less on market performance. #planning
Why Advisors Need to Appreciate Their Clients’ Situation Outside Analytical Assessments Financial advisors should become better prepared to have conversations focused less on market performance. #planning
The Most Important Aspect of Adapting to the Pandemic The most important aspect of adapting to the pandemic is to recognize its significance and aggressively find solutions. #business #success
The Most Important Aspect of Adapting to the Pandemic The most important aspect of adapting to the pandemic is to recognize its significance and aggressively find solutions. #business #success
The 10 Things Salespeople Have Actually Been Doing During Quarantine A list of what salespeople have really been doing during quarantine and tried to make it as honest as possible. #sales
The 10 Things Salespeople Have Actually Been Doing During Quarantine A list of what salespeople have really been doing during quarantine and tried to make it as honest as possible. #sales
Why You Need Opinion Not Thought Leadership in Turbulent Times We shouldn’t be afraid of polarising opinion, people that agree and will buy from you, those that don’t agree and won’t buy from you
Why You Need Opinion Not Thought Leadership in Turbulent Times We shouldn’t be afraid of polarising opinion, people that agree and will buy from you, those that don’t agree and won’t buy from you
Scarcity Is Playing a Big Role in Our Lives Right Now When we are experiencing scarcity in one part of our lives - be it time, money, social, spiritual, physical. #scoialscarcity #socialdistancing
Scarcity Is Playing a Big Role in Our Lives Right Now When we are experiencing scarcity in one part of our lives - be it time, money, social, spiritual, physical. #scoialscarcity #socialdistancing
When “Normal” Looks Like A Distant Dream None of us can see exactly where this winds up for us, our clients and those we love. We just know it will be different. #business #future
When “Normal” Looks Like A Distant Dream None of us can see exactly where this winds up for us, our clients and those we love. We just know it will be different. #business #future
How Implementing Technology for Business Can Save Money Implementing technology for business optimization can save you money by boosting productivity as well as protecting you from top cybersecurity threats
How Implementing Technology for Business Can Save Money Implementing technology for business optimization can save you money by boosting productivity as well as protecting you from top cybersecurity threats
How To Spark Confidence When You Need It Most We don’t need to be fixed; we need to become aware of both strengths and weaknesses and no one can do that for us. #leadership #personal
How To Spark Confidence When You Need It Most We don’t need to be fixed; we need to become aware of both strengths and weaknesses and no one can do that for us. #leadership #personal
Understanding Generational Wealth Planning Understanding common financial family concerns leads to successful generational wealth planning. #planning #wealth #money
Understanding Generational Wealth Planning Understanding common financial family concerns leads to successful generational wealth planning. #planning #wealth #money
7 Micro Movements That Will Prime You for a New Money Mindset Financial micro movements will bring on some pain at first, but keep practicing and repeating the exercises until you establish competence.
7 Micro Movements That Will Prime You for a New Money Mindset Financial micro movements will bring on some pain at first, but keep practicing and repeating the exercises until you establish competence.
Investing through Corrections A time of crisis reminds us that we probably could have done more to create a lasting portfolio for longer-term needs. #stockmarket #investments
Investing through Corrections A time of crisis reminds us that we probably could have done more to create a lasting portfolio for longer-term needs. #stockmarket #investments
Has the Market Bounce Set a Trap for Your Clients (and for You)? This is the opportunity for financial advisors to reach out to clients and let them know there may be a lot more to come. #financialadvisors
Has the Market Bounce Set a Trap for Your Clients (and for You)? This is the opportunity for financial advisors to reach out to clients and let them know there may be a lot more to come. #financialadvisors
This Is the Surprising Legacy COVID Will Leave Here are six remnants of COVID that I believe will influence us as we move forward and will be indelibly etched in our society forever. #COVID19
This Is the Surprising Legacy COVID Will Leave Here are six remnants of COVID that I believe will influence us as we move forward and will be indelibly etched in our society forever. #COVID19
Why Reaching out to Both Partners Is More Important Than Ever for Financial Advisors Managing money on behalf of couples but failing to connect with the wife doesn't bode well for you in the future. #financialadvisors #women
Why Reaching out to Both Partners Is More Important Than Ever for Financial Advisors Managing money on behalf of couples but failing to connect with the wife doesn't bode well for you in the future. #financialadvisors #women
Behavioral Economics and the Role of Liquid Alternatives The period of fear, uncertainty and stomach-churning volatility we’re currently living through will eventually end. #stockmarket
Behavioral Economics and the Role of Liquid Alternatives The period of fear, uncertainty and stomach-churning volatility we’re currently living through will eventually end. #stockmarket
The Changing Consumer Mindset Surrounding Money How COVID-19 is changing the consumer mindset surrounding work, income and money. #finance #work #income #money #future
The Changing Consumer Mindset Surrounding Money How COVID-19 is changing the consumer mindset surrounding work, income and money. #finance #work #income #money #future
Massive Dislocations in the Fixed Income Marketplace Creates Opportunities for Top Hedge Funds As investors look to select the appropriate strategy and manager to take advantage of the current dislocations in the fixed income markets.
Massive Dislocations in the Fixed Income Marketplace Creates Opportunities for Top Hedge Funds As investors look to select the appropriate strategy and manager to take advantage of the current dislocations in the fixed income markets.
Simplifying the Trifecta of Tax Laws: TCJA, SECURE Act & CARES Act With many new changes coming into the tax planning world; learn to simplify some of the latest tax laws and how they could affect your future.
Simplifying the Trifecta of Tax Laws: TCJA, SECURE Act & CARES Act With many new changes coming into the tax planning world; learn to simplify some of the latest tax laws and how they could affect your future.
Investors Seek a Portfolio in Preparation of the 2020 Presidential Election Advisors need to address investor concerns as it relates to the economy and the upcoming election. #election #financialadvisors #POTUS
Investors Seek a Portfolio in Preparation of the 2020 Presidential Election Advisors need to address investor concerns as it relates to the economy and the upcoming election. #election #financialadvisors #POTUS
How to Make Sure Your Voice Doesn’t Get Lost in the Mix In this environment, boutique firms need to be nimble, innovative and thoughtful in their use of online marketing. #financialadvisors
How to Make Sure Your Voice Doesn’t Get Lost in the Mix In this environment, boutique firms need to be nimble, innovative and thoughtful in their use of online marketing. #financialadvisors
How Will You Show Up in the New Normal? Most people share a realization. We’ve taken these simple joys of life for granted. And they don’t want to do that anymore. #future #gratitude
How Will You Show Up in the New Normal? Most people share a realization. We’ve taken these simple joys of life for granted. And they don’t want to do that anymore. #future #gratitude
Two Secrets No One Tells You About How to Sell Anything The most successful and high performing individuals have honed in and perfected their core skill. #sales #performance #success
Two Secrets No One Tells You About How to Sell Anything The most successful and high performing individuals have honed in and perfected their core skill. #sales #performance #success
Three Questions Investors Had During the Stock Market Decline What are the benefits of working with a Financial Advisor during a Stock Market Decline? #stockmarket #financialadvisors #planning
Three Questions Investors Had During the Stock Market Decline What are the benefits of working with a Financial Advisor during a Stock Market Decline? #stockmarket #financialadvisors #planning
Locking Down the Precious Metals Landscape Once silver moves to $8 or below it, it will likely serve as a strong buy sign for gold. #gold #silver #metals #financialadvisors
Locking Down the Precious Metals Landscape Once silver moves to $8 or below it, it will likely serve as a strong buy sign for gold. #gold #silver #metals #financialadvisors
The Realities and Risks of Being a Landlord As the unemployment rolls explode, the COVIOD-19 crisis is just beginning to affect individual landlords. #realestate #financialadvisors
The Realities and Risks of Being a Landlord As the unemployment rolls explode, the COVIOD-19 crisis is just beginning to affect individual landlords. #realestate #financialadvisors
Given All the Bad News, What's up With the Stock Market? Given all the bad news, the stock market performed reasonably well, with the S&P 500 slipping 1.32% and the Russell 2000 gaining 0.32%.
Given All the Bad News, What's up With the Stock Market? Given all the bad news, the stock market performed reasonably well, with the S&P 500 slipping 1.32% and the Russell 2000 gaining 0.32%.
How the Coronavirus is Already Repricing the World What will be the longer-term fallout of the coronavirus be on the economy, the markets and society? #finance #financialadvisors
How the Coronavirus is Already Repricing the World What will be the longer-term fallout of the coronavirus be on the economy, the markets and society? #finance #financialadvisors
Whole Life as an Asset Class Alternative One of the ways financial advisors can operate in an offensive manner right now is reaching out to current clients to share new strategies.
Whole Life as an Asset Class Alternative One of the ways financial advisors can operate in an offensive manner right now is reaching out to current clients to share new strategies.
Financial Advisors Are Separating Themselves With Webinars While most webinars are with clients, some financial advisors are having tremendous success in getting audiences of prospects. #webinars
Financial Advisors Are Separating Themselves With Webinars While most webinars are with clients, some financial advisors are having tremendous success in getting audiences of prospects. #webinars
Managing Risk Models in the Coronavirus Crisis The spread of the COVID-19 has blindsided conventional risk models, which has become much more sophisticated following the financial crisis.
Managing Risk Models in the Coronavirus Crisis The spread of the COVID-19 has blindsided conventional risk models, which has become much more sophisticated following the financial crisis.
Is a 9% Annual Average Return Enough for Your Clients in Retirement? There are products with positive annual growth and guaranteed monthly income that may fit well in many clients' income plans. #retirement
Is a 9% Annual Average Return Enough for Your Clients in Retirement? There are products with positive annual growth and guaranteed monthly income that may fit well in many clients' income plans. #retirement
Physical Gold Is Glittering, but Don’t Overlook Gold Mining Stocks Analysts at Bank of America now see the gold touching $3,000 within the next 18 months. #financialadvisors #gold #wealth #investments
Physical Gold Is Glittering, but Don’t Overlook Gold Mining Stocks Analysts at Bank of America now see the gold touching $3,000 within the next 18 months. #financialadvisors #gold #wealth #investments
Despite McConnell Comments, No State Bankruptcy Proposal Expected Any state leaders who want direct federal assistance for state pensions should expect to be disappointed. #states #bankruptcy
Despite McConnell Comments, No State Bankruptcy Proposal Expected Any state leaders who want direct federal assistance for state pensions should expect to be disappointed. #states #bankruptcy
Free Range Artisinal Financial Gibberish As the investment industry evolves into a world of greater transparency perhaps the next battle we have to fight is how we use the language.
Free Range Artisinal Financial Gibberish As the investment industry evolves into a world of greater transparency perhaps the next battle we have to fight is how we use the language.
Are Financial Advisors Overlooking The Obvious? There is an opportunity for advisers to do what they do best and build some fantastic professional gravitas along the way. #financialadvisors
Are Financial Advisors Overlooking The Obvious? There is an opportunity for advisers to do what they do best and build some fantastic professional gravitas along the way. #financialadvisors
3 Reasons Why Your Advisory's Website Isn’t Converting Leads Three reasons why your Financial Advisors website is not generating new leads and new business. #financialasdvisors #digitalmarketing #success
3 Reasons Why Your Advisory's Website Isn’t Converting Leads Three reasons why your Financial Advisors website is not generating new leads and new business. #financialasdvisors #digitalmarketing #success
Are You Battling with Yourself? Time to be in a space where you have the chance to just let your mind wander on what may be next for you in your career. #personal #growth
Are You Battling with Yourself? Time to be in a space where you have the chance to just let your mind wander on what may be next for you in your career. #personal #growth
What Does Post-COVID Leverage Mean for Investing? Many investors are already considering what the world will look like after COVID-19. What are the possible economic scars?
What Does Post-COVID Leverage Mean for Investing? Many investors are already considering what the world will look like after COVID-19. What are the possible economic scars?
Why the Financial Media Concentrates on Fear-Based Stories To achieve your future financial goals you have to zoom out and look at the broader view instead of magnifying the events of today.
Why the Financial Media Concentrates on Fear-Based Stories To achieve your future financial goals you have to zoom out and look at the broader view instead of magnifying the events of today.
4 Ways to Get to the Other Side of Exhaustion Psychological trauma can leave you struggling with upsetting emotions, memories, and anxiety that won’t go away. #personal #covid19
4 Ways to Get to the Other Side of Exhaustion Psychological trauma can leave you struggling with upsetting emotions, memories, and anxiety that won’t go away. #personal #covid19
The Financial Antivirus Stimulus Packages and Gold When the dust settles and investors realize what is happening, they will turn to the ultimate inflation hedge – gold. #gold #financialadvisors
The Financial Antivirus Stimulus Packages and Gold When the dust settles and investors realize what is happening, they will turn to the ultimate inflation hedge – gold. #gold #financialadvisors
How Investors View Advisor Reaction To Coronavirus 40% of all investors have a higher regard for their financial advisor as a result of how they approached communication to their clients
How Investors View Advisor Reaction To Coronavirus 40% of all investors have a higher regard for their financial advisor as a result of how they approached communication to their clients
How to Instill Confidence When the World Is Closed Financial Advisors can provide confidence by being upfront about what’s happening and using their knowledge to frame their worldview.
How to Instill Confidence When the World Is Closed Financial Advisors can provide confidence by being upfront about what’s happening and using their knowledge to frame their worldview.
