Forget Closing the Sale: Focus on Resolving the Next Steps The sales area tipping point was most often the personal factors of rapport, relationship and trust. #financialadvisors #sales #success
Forget Closing the Sale: Focus on Resolving the Next Steps The sales area tipping point was most often the personal factors of rapport, relationship and trust. #financialadvisors #sales #success
5 Ways You Can Overcome Uncertainty And Fear Mental toughness is the ability to break unproductive patterns of behavior. Managing your emotions in ways that will set you up for success.
5 Ways You Can Overcome Uncertainty And Fear Mental toughness is the ability to break unproductive patterns of behavior. Managing your emotions in ways that will set you up for success.
The Fed Jumps Into the High Yield Bond Market In times of crisis, money tends to gravitate towards U.S. Treasuries and other safe havens, and away from credit assets like high yield bonds.
The Fed Jumps Into the High Yield Bond Market In times of crisis, money tends to gravitate towards U.S. Treasuries and other safe havens, and away from credit assets like high yield bonds.
Will the Downturn Have a Lasting Impact on Sustainable Investments? We believe green finance, and green bonds in particular, may play a key role in the oncoming economic recovery. #ESG #investing #sustainability
Will the Downturn Have a Lasting Impact on Sustainable Investments? We believe green finance, and green bonds in particular, may play a key role in the oncoming economic recovery. #ESG #investing #sustainability
A Tale of Two Markets Two months into the pandemic and its aftermath, U.S. markets have split in two. #stockmarket #investing #stocks #bonds #alternatives
A Tale of Two Markets Two months into the pandemic and its aftermath, U.S. markets have split in two. #stockmarket #investing #stocks #bonds #alternatives
How to Pass on Benefits of a Stimulus Check If you don’t need your stimulus check yourself, you can use it in many ways that provide exactly that support and relief. #help #local #economy
How to Pass on Benefits of a Stimulus Check If you don’t need your stimulus check yourself, you can use it in many ways that provide exactly that support and relief. #help #local #economy
The Subtle Precious Metals Signals Keep Coming In Silver is already after a confirmed breakdown below the rising support line. The implications are strongly bearish. #silver #investing
The Subtle Precious Metals Signals Keep Coming In Silver is already after a confirmed breakdown below the rising support line. The implications are strongly bearish. #silver #investing
How the Health Industry is Being Affected by COVID-19 The health sector is likely the most interesting sector to analyse, as you can imagine sales for health products are seeing a spike.
How the Health Industry is Being Affected by COVID-19 The health sector is likely the most interesting sector to analyse, as you can imagine sales for health products are seeing a spike.
How the RIA COO Is Pivotal to Transitions: Both Work From Home and M&A The importance of Financial Advisors planning for contingencies, routine continuity plan testing and strategic use of leadership teams.
How the RIA COO Is Pivotal to Transitions: Both Work From Home and M&A The importance of Financial Advisors planning for contingencies, routine continuity plan testing and strategic use of leadership teams.
The COVID-19 Impact on Retirement Savings of Americans As the equity market performance shifted in the first quarter of 2020, the shift in asset allocation across 401(k) plans is reflected.
The COVID-19 Impact on Retirement Savings of Americans As the equity market performance shifted in the first quarter of 2020, the shift in asset allocation across 401(k) plans is reflected.
Take Your Ego Out of Your Business with Erin Botsford How Financial Advisors Can focus on being a leader and creative force within their company, how to set themselves up for exponential growth.
Take Your Ego Out of Your Business with Erin Botsford How Financial Advisors Can focus on being a leader and creative force within their company, how to set themselves up for exponential growth.
Equities Are on Sale but Alternatives May Be Preferable The risk-reward characteristics of other financial assets and strategies less sensitive to directional equities provided opportunities.
Equities Are on Sale but Alternatives May Be Preferable The risk-reward characteristics of other financial assets and strategies less sensitive to directional equities provided opportunities.
Think We're Going Back To Business As It Was? Think AGAIN New habits are emerging. They’re here to stay. Think of them as Emergent Strategy. Emergent Strategy is the wisdom of our times. #habits
Think We're Going Back To Business As It Was? Think AGAIN New habits are emerging. They’re here to stay. Think of them as Emergent Strategy. Emergent Strategy is the wisdom of our times. #habits
Top Advisors Add Value During Turbulent Times, Do You? Top Financial Advisors are Guiding Clients with Confidence and Empathy During Today’s Financial Crisis. #financialadvisors
Top Advisors Add Value During Turbulent Times, Do You? Top Financial Advisors are Guiding Clients with Confidence and Empathy During Today’s Financial Crisis. #financialadvisors
Financial Advisors: Stop Sharing Content, Start Delivering Value Financial Advisors doing webinars for clients and prospects creates tremendous activity, confidence, and initiative. #financialadvisors #webinars
Financial Advisors: Stop Sharing Content, Start Delivering Value Financial Advisors doing webinars for clients and prospects creates tremendous activity, confidence, and initiative. #financialadvisors #webinars
The Danger of Oil and Gas Sector Bankruptcies Saudi Arabian officials reported that the total global supply cuts from oil producers could reach as many as 20 million barrels per day, #oil
The Danger of Oil and Gas Sector Bankruptcies Saudi Arabian officials reported that the total global supply cuts from oil producers could reach as many as 20 million barrels per day, #oil
Central Banks Fire Bazooka at Coronavirus. Will Gold Rally? Monetary policy in time of plague and find out what the fresh central banks’ bazookas imply for the global economy and the gold market.
Central Banks Fire Bazooka at Coronavirus. Will Gold Rally? Monetary policy in time of plague and find out what the fresh central banks’ bazookas imply for the global economy and the gold market.
Three Investment Reasons to Be Cheerful Amid the Economic Upheaval It’s essential to seek the positives and there are increasingly significant reasons within the market to be cheerful. #stockmarket
Three Investment Reasons to Be Cheerful Amid the Economic Upheaval It’s essential to seek the positives and there are increasingly significant reasons within the market to be cheerful. #stockmarket
Coronavirus Crisis Adds Urgency to Sustainable Investing Agenda Sustainable companies have long-term staying power, in our view. They have clearly proven their resilience in weaker markets. #ESG
Coronavirus Crisis Adds Urgency to Sustainable Investing Agenda Sustainable companies have long-term staying power, in our view. They have clearly proven their resilience in weaker markets. #ESG
Women and Financial Literacy Women can take action in your changing your financial trajectory right away by starting with these steps. #financialliteracy #women
Women and Financial Literacy Women can take action in your changing your financial trajectory right away by starting with these steps. #financialliteracy #women
Building the Financial Ecosystem One Deal at a Time Recent wirecard FinTech announcements that caught my attention and may indicate a growing trend towards the future. #fintech
Building the Financial Ecosystem One Deal at a Time Recent wirecard FinTech announcements that caught my attention and may indicate a growing trend towards the future. #fintech
Entrepreneurship Lessons Learned From Being A Digital Nomad You need to have clarity on your goal, and trust in your gut, as everyone is living their own story. #entrepreneur #digitalmarketing
Entrepreneurship Lessons Learned From Being A Digital Nomad You need to have clarity on your goal, and trust in your gut, as everyone is living their own story. #entrepreneur #digitalmarketing
Eight Examples of What Not to Do When Video Chatting These eight examples of what not to do will help you to be mindful of how you are presenting yourself when video chatting. #digitial
Eight Examples of What Not to Do When Video Chatting These eight examples of what not to do will help you to be mindful of how you are presenting yourself when video chatting. #digitial
Small Businesses Suck. That's Why They Matter. Why I think small businesses matter, and why you should consider supporting them rather than big business if you can. #business
Small Businesses Suck. That's Why They Matter. Why I think small businesses matter, and why you should consider supporting them rather than big business if you can. #business
Next Level Capitalism: Suppliers First Understanding the nature of your partnerships, your contractual relations is not a just pure Pavlovian thing of responding to a crisis.
Next Level Capitalism: Suppliers First Understanding the nature of your partnerships, your contractual relations is not a just pure Pavlovian thing of responding to a crisis.
5 Things That Haven’t Changed for Salespeople During the Pandemic Keep that in mind as you navigate this period of uncertainty, and remember that you don’t always reap what you sow right away. #sales
5 Things That Haven’t Changed for Salespeople During the Pandemic Keep that in mind as you navigate this period of uncertainty, and remember that you don’t always reap what you sow right away. #sales
55 Critical Questions Financial Advisors Need to Answer for the New Normal By operationalizing these steps and dimensions you’ll be able to demonstrate that you’re following a procedurally prudent process.
55 Critical Questions Financial Advisors Need to Answer for the New Normal By operationalizing these steps and dimensions you’ll be able to demonstrate that you’re following a procedurally prudent process.
In a World of Low and Negative Interest Rates, What Is an Investor to Do? Low and Negative Interest Rates has seemed to become our permanent environment. Why did this happen? And what does this mean for investors?
In a World of Low and Negative Interest Rates, What Is an Investor to Do? Low and Negative Interest Rates has seemed to become our permanent environment. Why did this happen? And what does this mean for investors?
What Referral Sources Investors Listen to in Search of a Financial Advisor The No. 1 referral source they give the greatest credence to in finding a new advisor would be their personal accountant. #financialadvisors
What Referral Sources Investors Listen to in Search of a Financial Advisor The No. 1 referral source they give the greatest credence to in finding a new advisor would be their personal accountant. #financialadvisors
Why I Choose to Work with a Financial Advisor Let’s list the reasons why I don’t manage our money myself and use a financial advisor. #investing #planning #financialadvisors
Why I Choose to Work with a Financial Advisor Let’s list the reasons why I don’t manage our money myself and use a financial advisor. #investing #planning #financialadvisors
Financial Advisors Can Do Personal Online-Only Advice The reality is that a professional process of providing advice works whether the client is in the same room as you or not. #financialadvisors
Financial Advisors Can Do Personal Online-Only Advice The reality is that a professional process of providing advice works whether the client is in the same room as you or not. #financialadvisors
Shaving My Head Was An Experience Investors Can Learn From Just because your stock portfolio always grew back when the market cut it a bit does not mean it will come back the same way this time.
Shaving My Head Was An Experience Investors Can Learn From Just because your stock portfolio always grew back when the market cut it a bit does not mean it will come back the same way this time.
Trade-Offs, Risk and Uncertainty If we try to create a “riskless” environment we instead are creating longer-term problems for our life and our livelihood. #investing #health
Trade-Offs, Risk and Uncertainty If we try to create a “riskless” environment we instead are creating longer-term problems for our life and our livelihood. #investing #health
YouTech: How Financial Advisors Can Take Control of Their Budget It’s time to take back some control by knowing and owning your numbers. #financialadvisors #budget #planning #business
YouTech: How Financial Advisors Can Take Control of Their Budget It’s time to take back some control by knowing and owning your numbers. #financialadvisors #budget #planning #business
Are Financial Advisors Forgetting Generation X? Generation Xers are a Financial Advisors’ Dream – so why are they being left out? #financaladvisor #genx #prospecting #marketing
Are Financial Advisors Forgetting Generation X? Generation Xers are a Financial Advisors’ Dream – so why are they being left out? #financaladvisor #genx #prospecting #marketing
The Good News We Need (Found Through Human Experimentation) Give good people the tools to do good things and they can surprise you in wonderful ways. #sucess #human #motivation #inspiration
The Good News We Need (Found Through Human Experimentation) Give good people the tools to do good things and they can surprise you in wonderful ways. #sucess #human #motivation #inspiration
How Not to End up in Rear Window During COVID-19 There's danger in the gap between rhetoric and reality. Here's how to avoid being skewered by a columnist. #financialadvisors
How Not to End up in Rear Window During COVID-19 There's danger in the gap between rhetoric and reality. Here's how to avoid being skewered by a columnist. #financialadvisors
Sig Alert: How to Float Through This Economic Traffic Jam These steps will set the stage for a stronger-than-ever financial life when we’re finally able to move forward. #financialfreedom
Sig Alert: How to Float Through This Economic Traffic Jam These steps will set the stage for a stronger-than-ever financial life when we’re finally able to move forward. #financialfreedom
Why Retirement Planning is Different For Women Women may have some unique challenges that make retirement planning quite different for them. #retirement #financialadvisors #women
Why Retirement Planning is Different For Women Women may have some unique challenges that make retirement planning quite different for them. #retirement #financialadvisors #women
Put Some Fun Into Serious Business The point is, you can take a lighthearted approach to serious issues in your business and get some great results. #business #success
Put Some Fun Into Serious Business The point is, you can take a lighthearted approach to serious issues in your business and get some great results. #business #success
How The Power of Flexibility Can Help Investors During a Recession What the power of flexibility is, how it can help investors, and tips on how to remain successful during difficult times. #investing
How The Power of Flexibility Can Help Investors During a Recession What the power of flexibility is, how it can help investors, and tips on how to remain successful during difficult times. #investing
Market MacroView: This Time Might Be Different We are just entering into what will likely be a longer, deeper, and more damaging recession than what we saw in 2008. #economy
Market MacroView: This Time Might Be Different We are just entering into what will likely be a longer, deeper, and more damaging recession than what we saw in 2008. #economy
What Does COVID-19 Mean for Real Estate? What will happen to real estate when we emerge from the current downturn? #realestate #financialadvisors #investing
What Does COVID-19 Mean for Real Estate? What will happen to real estate when we emerge from the current downturn? #realestate #financialadvisors #investing
Bending the Inflation Curve At some point supply and demand will balance, but I don’t think it will be in three months. Three years? Maybe. #inflation #economy
Bending the Inflation Curve At some point supply and demand will balance, but I don’t think it will be in three months. Three years? Maybe. #inflation #economy
Bull to Bear and Back Again We expect volatility to continue in the equity markets as the economy restarts, though hopefully not to the same degree as in Q1.
Bull to Bear and Back Again We expect volatility to continue in the equity markets as the economy restarts, though hopefully not to the same degree as in Q1.
New and Disruptive Methods of Resolving Financial Stress Significant changes are occurring in financing. There will be more risk, more volatility, more uncertainty, and more focus on profit and cash flow.
New and Disruptive Methods of Resolving Financial Stress Significant changes are occurring in financing. There will be more risk, more volatility, more uncertainty, and more focus on profit and cash flow.
10 Stumbling Blocks To Innovative Business Thinking Keeping creative thinking in the balance is a challenge for every startup, due to the natural employee tendency to resist change. #innovation
10 Stumbling Blocks To Innovative Business Thinking Keeping creative thinking in the balance is a challenge for every startup, due to the natural employee tendency to resist change. #innovation
