My Costco Experience: Recovery May Take a While These are the times when financial advisors need to put together a regular, consistent messaging plan over the next several months.
My Costco Experience: Recovery May Take a While These are the times when financial advisors need to put together a regular, consistent messaging plan over the next several months.
5 Secrets for Successfully Working from Home You can work at home successfully and productively, but you first must establish and stick to routines that support that. #newreality
5 Secrets for Successfully Working from Home You can work at home successfully and productively, but you first must establish and stick to routines that support that. #newreality
Will Fed and Trump Save the US Economy And Sink Gold? Will the government and the Fed save the US economy? What would be the consequences for the gold market? #gold #economy
Will Fed and Trump Save the US Economy And Sink Gold? Will the government and the Fed save the US economy? What would be the consequences for the gold market? #gold #economy
The S&P 500 Chart Is Screaming. How To Hear It. The S&P 500 is currently in the process of trying to recover from losing about 1/3 of its value. So, where are we now? #stockmarket
The S&P 500 Chart Is Screaming. How To Hear It. The S&P 500 is currently in the process of trying to recover from losing about 1/3 of its value. So, where are we now? #stockmarket
The 4 Markers We’re Watching for Coronavirus Progress The virus is the root cause of the market downturn, and our ability to adapt to it will determine when markets push toward new highs.
The 4 Markers We’re Watching for Coronavirus Progress The virus is the root cause of the market downturn, and our ability to adapt to it will determine when markets push toward new highs.
Can the S&P 500 Bulls Sound the All Clear Now? Stocks moved to the same resistance zone this week. Of course, that’s not the only topping sign, we have three more. #stocks
Can the S&P 500 Bulls Sound the All Clear Now? Stocks moved to the same resistance zone this week. Of course, that’s not the only topping sign, we have three more. #stocks
How To Take Your Life To The Next Level Hacks will tell you to start living your dreams. A much more effective approach is to stop living your fears. #future #forward #dream
How To Take Your Life To The Next Level Hacks will tell you to start living your dreams. A much more effective approach is to stop living your fears. #future #forward #dream
During This Crisis, No One Is Looking for a Fiduciary For better or worse, the next six months will likely be the defining moment of your professional career. #financialadvisor #leadership
During This Crisis, No One Is Looking for a Fiduciary For better or worse, the next six months will likely be the defining moment of your professional career. #financialadvisor #leadership
Did A Virus Just Bring About The End Of The Office? The way things worked two weeks ago are not working today. All our previous beliefs and prejudices have been thrown out the window.
Did A Virus Just Bring About The End Of The Office? The way things worked two weeks ago are not working today. All our previous beliefs and prejudices have been thrown out the window.
Four Tips to Re-Surface From This Space in History as a Better Person It is times such as these that reveal character and where breakthrough occurs, so expect something powerful to emerge. #future
Four Tips to Re-Surface From This Space in History as a Better Person It is times such as these that reveal character and where breakthrough occurs, so expect something powerful to emerge. #future
Residential Real Estate in the Time of Coronavirus People will need to sell, and there will be buyers ready to take advantage of the market. Lending will be tighter. #realestate #lending
Residential Real Estate in the Time of Coronavirus People will need to sell, and there will be buyers ready to take advantage of the market. Lending will be tighter. #realestate #lending
Coronavirus Shock Reshapes Global Equity Landscape By asking the right questions now and drawing on lessons from past systemic crashes we can prepare for the challenges ahead. #investing
Coronavirus Shock Reshapes Global Equity Landscape By asking the right questions now and drawing on lessons from past systemic crashes we can prepare for the challenges ahead. #investing
Why Do Great Leaders Come out in a Crisis? Great leaders do this normally but a crisis brings this action element into focus. A crisis forces the leader to act. #leadership #crisis
Why Do Great Leaders Come out in a Crisis? Great leaders do this normally but a crisis brings this action element into focus. A crisis forces the leader to act. #leadership #crisis
5 Simple Ways Advisors Can Become Virtual During This Pandemic When you fully embrace technology to help your advisory's clients, learn it and apply it, the impact can be transformational.
5 Simple Ways Advisors Can Become Virtual During This Pandemic When you fully embrace technology to help your advisory's clients, learn it and apply it, the impact can be transformational.
How to Make Your Asset Transfer More Meaningful When you eventually pass on your estate to the next generation, do you know if your loved ones will be protected from creditors? #estateplanning
How to Make Your Asset Transfer More Meaningful When you eventually pass on your estate to the next generation, do you know if your loved ones will be protected from creditors? #estateplanning
Want to Lead in a Crisis? Better Have Some Credibility Leadership at the highest level is all of that. It is impossible when we don’t have credibility. #leadership #credibility #motivation
Want to Lead in a Crisis? Better Have Some Credibility Leadership at the highest level is all of that. It is impossible when we don’t have credibility. #leadership #credibility #motivation
How We Are Thinking About Municipal Credit in This Environment We will certainly see some municipalities struggle fundamentally to cope with the challenges posed by this environment. #fixedincome
How We Are Thinking About Municipal Credit in This Environment We will certainly see some municipalities struggle fundamentally to cope with the challenges posed by this environment. #fixedincome
Dow Gone Wild! How To Deal With This Volatility As volatile as this market has been, it may actually be even MORE volatile than we even realize. #stockmarket #investing
Dow Gone Wild! How To Deal With This Volatility As volatile as this market has been, it may actually be even MORE volatile than we even realize. #stockmarket #investing
When the Going Gets Tough, It’s Often Women Who Get Going People trust leaders who behave in relational ways. Especially so when the leaders are women and when there is a predictable path out.
When the Going Gets Tough, It’s Often Women Who Get Going People trust leaders who behave in relational ways. Especially so when the leaders are women and when there is a predictable path out.
The Way Forward Is to Focus on Your Tribe The way forward is to focus on your tribe—the clients, buyers and audience you serve—and how you can help them. #business
The Way Forward Is to Focus on Your Tribe The way forward is to focus on your tribe—the clients, buyers and audience you serve—and how you can help them. #business
10 Million Americans Applied for Unemployment. Will Gold Save the Day? 10 Million Americans applied for unemployment benefits. What does it imply for the US economy and the gold market? #gold #unemployment
10 Million Americans Applied for Unemployment. Will Gold Save the Day? 10 Million Americans applied for unemployment benefits. What does it imply for the US economy and the gold market? #gold #unemployment
What Financial Service Marketers Can Do Right Now We remain steadfast in our belief that clients need, want and deserve communications from their managers and advisors. #marketing
What Financial Service Marketers Can Do Right Now We remain steadfast in our belief that clients need, want and deserve communications from their managers and advisors. #marketing
How to Correctly Invest in a Downturn Large capitalized companies tend to weather the downturns better than smaller firms with unproven business models or a short track record.
How to Correctly Invest in a Downturn Large capitalized companies tend to weather the downturns better than smaller firms with unproven business models or a short track record.
You Don’t Have to Be Broke in Your 20s: How to Get Off to a Strong Start Financially In your 20s is the time to learn how to save up and cut back strategically to create a more stable financial future. #savings #financial
You Don’t Have to Be Broke in Your 20s: How to Get Off to a Strong Start Financially In your 20s is the time to learn how to save up and cut back strategically to create a more stable financial future. #savings #financial
This Crisis Is Different in Some Ways, Alike in Others We believe that the formula for navigating markets under stress has not changed that much: focus on long-term goals and stay diversified.
This Crisis Is Different in Some Ways, Alike in Others We believe that the formula for navigating markets under stress has not changed that much: focus on long-term goals and stay diversified.
The Many Benefits for Financial Advisors to Have a Personal Brand? Be intentional about how you interact and communicate with others. That’s your personal brand. It’s who you are. Own it. #financialadvisor
The Many Benefits for Financial Advisors to Have a Personal Brand? Be intentional about how you interact and communicate with others. That’s your personal brand. It’s who you are. Own it. #financialadvisor
Using Your Mind to Increase Savings by 73% There are 3 particular modules that lead to your ability to save and achieve goals. #saving #finance #planning #financialadvisor
Using Your Mind to Increase Savings by 73% There are 3 particular modules that lead to your ability to save and achieve goals. #saving #finance #planning #financialadvisor
Financial Caregivers Need Self-Care Too Those who care for clients’ wellbeing can only do so effectively in the long term by caring for themselves. #financialadvisor
Financial Caregivers Need Self-Care Too Those who care for clients’ wellbeing can only do so effectively in the long term by caring for themselves. #financialadvisor
Unusual Times Call for New Strategies Sharing experiences and showing empathy goes miles for building trust and the relationship. #sales #communication #trust
Unusual Times Call for New Strategies Sharing experiences and showing empathy goes miles for building trust and the relationship. #sales #communication #trust
What You Need to Know About the New 2019 Tax Filing Deadline US Treasury and Internal Revenue Service have issued guidance on the filing of 2019 tax returns and have begun to provide a guide for 2020.
What You Need to Know About the New 2019 Tax Filing Deadline US Treasury and Internal Revenue Service have issued guidance on the filing of 2019 tax returns and have begun to provide a guide for 2020.
A Guide to Financial Decision Making In Difficult Times The financial markets frequently move up and down. But what should you do when it dips as low as it has in 2020? #financialasdvisor
A Guide to Financial Decision Making In Difficult Times The financial markets frequently move up and down. But what should you do when it dips as low as it has in 2020? #financialasdvisor
Why Investors Need to Breathe Through the Financial Market Pain The news in the U.S. will be probably be grim this week. That doesn’t necessarily have any predictive value for how the market will react.
Why Investors Need to Breathe Through the Financial Market Pain The news in the U.S. will be probably be grim this week. That doesn’t necessarily have any predictive value for how the market will react.
Three Reasons Not to Cut Your Advisor Marketing in a Downturn Communicating to clients should be the most important part of your marketing strategy no matter what the economic landscape looks like.
Three Reasons Not to Cut Your Advisor Marketing in a Downturn Communicating to clients should be the most important part of your marketing strategy no matter what the economic landscape looks like.
Employees Criticize Employers’ Response to COVID-19 as Insufficient The special report explores how satisfied professional services employees are with their firm’s response to COVID-19. The results? Not great.
Employees Criticize Employers’ Response to COVID-19 as Insufficient The special report explores how satisfied professional services employees are with their firm’s response to COVID-19. The results? Not great.
YouTech: Using Sudden Change to Evolve Your Business Welcome to the future. Talent is everywhere you don’t all have to be together. Use this time to discover that and thrive. #business
YouTech: Using Sudden Change to Evolve Your Business Welcome to the future. Talent is everywhere you don’t all have to be together. Use this time to discover that and thrive. #business
How Advisors Can Prospect in Difficult Times Here are some cool prospecting ideas to help financial advisors grow their business in challenging times. #prospecting #financialadvisor
How Advisors Can Prospect in Difficult Times Here are some cool prospecting ideas to help financial advisors grow their business in challenging times. #prospecting #financialadvisor
Social Distancing's Creation of a World Wide Oil Surplus The question now is where to put all the excess supply of oil. There’s currently only 1.6 billion barrels’ worth of storage capacity. #oil
Social Distancing's Creation of a World Wide Oil Surplus The question now is where to put all the excess supply of oil. There’s currently only 1.6 billion barrels’ worth of storage capacity. #oil
The Three P’s of Virtual Communication Virtual communication is here to stay. It’s not always the words you use, but how you say those words that matters the most. #communication
The Three P’s of Virtual Communication Virtual communication is here to stay. It’s not always the words you use, but how you say those words that matters the most. #communication
USD Index Sheds Light on the Upcoming Gold Move Big moves higher in the USD Index almost always translate into big declines in gold. #investing #gold #financialadvisor
USD Index Sheds Light on the Upcoming Gold Move Big moves higher in the USD Index almost always translate into big declines in gold. #investing #gold #financialadvisor
Four Steps for Tough Conversations with David Wood The importance of connecting deeply and being with your clients as they go through their full spectrum of emotions. #relationships
Four Steps for Tough Conversations with David Wood The importance of connecting deeply and being with your clients as they go through their full spectrum of emotions. #relationships
Four Leadership Strategies For The New Normal Leaders need to be extremely clear in setting goals and messaging during this new normal. #lead #leadership #newnormal #motivation
Four Leadership Strategies For The New Normal Leaders need to be extremely clear in setting goals and messaging during this new normal. #lead #leadership #newnormal #motivation
The Top 5 Long-Term Business Impacts That Coronavirus Will Cause There are initial signs of how the crisis may be shaping longer-term assumptions about business and its context. #business #oneworld
The Top 5 Long-Term Business Impacts That Coronavirus Will Cause There are initial signs of how the crisis may be shaping longer-term assumptions about business and its context. #business #oneworld
The Return of the Digital Nomad Self isolating can be everyone’s chance to discover themselves. Remove the interruptions and get something positive from this experience.
The Return of the Digital Nomad Self isolating can be everyone’s chance to discover themselves. Remove the interruptions and get something positive from this experience.
Regaining Focus on Your Longer-Term Investment Objectives Making financial decisions in an environment free from the stress of today is a vitally important part of the way ahead. #financialadvisor
Regaining Focus on Your Longer-Term Investment Objectives Making financial decisions in an environment free from the stress of today is a vitally important part of the way ahead. #financialadvisor
The Consequences of Yesterday’s Bullish S&P 500 Session Despite the upswing though, stocks aren't out of the woods just yet. #stockmarket #financialadvisor #wealthmanagement
The Consequences of Yesterday’s Bullish S&P 500 Session Despite the upswing though, stocks aren't out of the woods just yet. #stockmarket #financialadvisor #wealthmanagement
Are Advisors Being Good (Boy) Scouts Right Now? The twelve points in “The Scout Law” also look like a checklist for being a good financial advisor. #advice #planning #motivation
Are Advisors Being Good (Boy) Scouts Right Now? The twelve points in “The Scout Law” also look like a checklist for being a good financial advisor. #advice #planning #motivation
Walmart, Target Growing Faster Than Amazon Why in the middle of the Covid-19 crisis are Walmart.com and Target.com growing faster than Amazon.com? #equities #stocks
Walmart, Target Growing Faster Than Amazon Why in the middle of the Covid-19 crisis are Walmart.com and Target.com growing faster than Amazon.com? #equities #stocks
