Why We Are in an Uninvestable Market Right Now We argue the need for a more targeted and tactful public policy response to this disease that doesn't trade a crisis for a crisis. #investing
Why We Are in an Uninvestable Market Right Now We argue the need for a more targeted and tactful public policy response to this disease that doesn't trade a crisis for a crisis. #investing
What Will the Post-Virus New Normal Look Like? We are all being forced to adjust to a New Normal. It will be one where friends and family will still be as important as ever. #financialadvisor
What Will the Post-Virus New Normal Look Like? We are all being forced to adjust to a New Normal. It will be one where friends and family will still be as important as ever. #financialadvisor
Do We Need Innovation in Delivering Financial Advice? Can bland financial advice be a sustainable and valuable business offering in such a world? #financialadvisor #investing
Do We Need Innovation in Delivering Financial Advice? Can bland financial advice be a sustainable and valuable business offering in such a world? #financialadvisor #investing
Trillions of Dollars of Coronavirus Aid Appears … From Where? The rich can cover the exposures of a global pandemic but poor countries? #stimulus #economy #covid19 #future
Trillions of Dollars of Coronavirus Aid Appears … From Where? The rich can cover the exposures of a global pandemic but poor countries? #stimulus #economy #covid19 #future
The Future of Work Whatever you choose to better your performance make sure there there is a digital element to your coursework. The future is here.
The Future of Work Whatever you choose to better your performance make sure there there is a digital element to your coursework. The future is here.
Can the Efforts to Turn S&P 500 Around Really Stick? As a result, stocks aren’t out of the woods yet, not by a long shot. We expect the return of the bears. #stockmarket #bearmarket
Can the Efforts to Turn S&P 500 Around Really Stick? As a result, stocks aren’t out of the woods yet, not by a long shot. We expect the return of the bears. #stockmarket #bearmarket
The Future of the Financial Markets; After COVID-19 Although it is too early to conduct a post-mortem of the COVID-19 pandemic, there are certain paths that seem obvious. #covid19 #economy
The Future of the Financial Markets; After COVID-19 Although it is too early to conduct a post-mortem of the COVID-19 pandemic, there are certain paths that seem obvious. #covid19 #economy
The Federal Budget Deficits to $30T and Beyond We could have 2020 and 2021 deficits of a combined $6 trillion-plus. Add off-budget spending, and we should see $30 trillion total national debt.
The Federal Budget Deficits to $30T and Beyond We could have 2020 and 2021 deficits of a combined $6 trillion-plus. Add off-budget spending, and we should see $30 trillion total national debt.
What to Do If Prospecting Doesn't Feel Right Even if you don’t feel like prospecting is a good idea right now there is still so much you can do improve your stance. #sales
What to Do If Prospecting Doesn't Feel Right Even if you don’t feel like prospecting is a good idea right now there is still so much you can do improve your stance. #sales
7 Of The Best Free Digital Marketing Tools Digital marketing should be a top priority for financial advisors. There are a variety of free digital marketing tools out there for you to use.
7 Of The Best Free Digital Marketing Tools Digital marketing should be a top priority for financial advisors. There are a variety of free digital marketing tools out there for you to use.
How Two Top-Rated COOs Make M&A Sustainable The importance of an organized, scalable infrastructure, alignment of common core values, translating vision into action. #business
How Two Top-Rated COOs Make M&A Sustainable The importance of an organized, scalable infrastructure, alignment of common core values, translating vision into action. #business
Does Your Small Business Need Workers’ Compensation Insurance? Find out how workers’ compensation works and how it can protect you, your business, and your employees. #insurance
Does Your Small Business Need Workers’ Compensation Insurance? Find out how workers’ compensation works and how it can protect you, your business, and your employees. #insurance
How Will the COVID-19 Crisis Affect the Gold Prices? If history is any guide, it means that although it can go lower first, gold should start rallying within weeks. #investing #gold #covid19 #future
How Will the COVID-19 Crisis Affect the Gold Prices? If history is any guide, it means that although it can go lower first, gold should start rallying within weeks. #investing #gold #covid19 #future
Focus on Your Core Strengths. Outsource the Rest with Barrett Ayers How the current turmoil is actually an opportunity for Financial Advisors to pause and discuss strategies with your clients. #opportunity #success
Focus on Your Core Strengths. Outsource the Rest with Barrett Ayers How the current turmoil is actually an opportunity for Financial Advisors to pause and discuss strategies with your clients. #opportunity #success
8 Ways Advisors Can Keep Prospecting and Servicing Clients Through Social Distancing Here’s what I suggest Financial Advisors do to keep growing and servicing their business even with social distancing. #advice
8 Ways Advisors Can Keep Prospecting and Servicing Clients Through Social Distancing Here’s what I suggest Financial Advisors do to keep growing and servicing their business even with social distancing. #advice
Tactical Strategies and the Anatomy of a Bear Market Keeping up with equity markets when they are shining means taking the risk of the first hit when tides turn especially when it happens so quickly.
Tactical Strategies and the Anatomy of a Bear Market Keeping up with equity markets when they are shining means taking the risk of the first hit when tides turn especially when it happens so quickly.
The Stock Market Is Not a Magic Money Machine With stocks down a little over 30% from their peak, even with the recent bear-market rally, this is already one of the worst bears of all time.
The Stock Market Is Not a Magic Money Machine With stocks down a little over 30% from their peak, even with the recent bear-market rally, this is already one of the worst bears of all time.
Are Stocks Hanging on By the Fingernails? The bears enjoy the upper hand as can be seen on both the weekly and daily charts. The renewed downswing is underway. #stockmarket
Are Stocks Hanging on By the Fingernails? The bears enjoy the upper hand as can be seen on both the weekly and daily charts. The renewed downswing is underway. #stockmarket
How Advisors Can Communicate in a Crisis Now is the time to on a regular basis, weekly, every couple of days, maybe even daily, share something short, sharp, clear... #wealthmanagement
How Advisors Can Communicate in a Crisis Now is the time to on a regular basis, weekly, every couple of days, maybe even daily, share something short, sharp, clear... #wealthmanagement
4 Ways to Simplify Retirement in a Bear Market Be optimistic about our collective future as humans. Do not make the mistake of thinking that the financial markets will magically get better right away.
4 Ways to Simplify Retirement in a Bear Market Be optimistic about our collective future as humans. Do not make the mistake of thinking that the financial markets will magically get better right away.
New Term Asset-Backed Securities Loan Facility Established by Federal Reserve in Wake of COVID-19 TALF 2020 among several extensive measures designed to support the flow of credit to consumers and businesses. #business #covid19
New Term Asset-Backed Securities Loan Facility Established by Federal Reserve in Wake of COVID-19 TALF 2020 among several extensive measures designed to support the flow of credit to consumers and businesses. #business #covid19
The Importance of Finding a Stress-Reliever During Periods of Market Volatility If you make the time, you’ll be better equipped mentally and emotionally to navigate the challenges you’re facing right now.
The Importance of Finding a Stress-Reliever During Periods of Market Volatility If you make the time, you’ll be better equipped mentally and emotionally to navigate the challenges you’re facing right now.
Seven Financial Steps to Take When Fear Takes Over During times when the lockdown experience consumes every aspect of life it’s important to find a place where you can exercise control. #finance
Seven Financial Steps to Take When Fear Takes Over During times when the lockdown experience consumes every aspect of life it’s important to find a place where you can exercise control. #finance
10 Financial Actions to Knock out During This Social Distancing Period To get some financial wins in 2020, here are 10 easy actions everyone can knock out during this social distancing period.
10 Financial Actions to Knock out During This Social Distancing Period To get some financial wins in 2020, here are 10 easy actions everyone can knock out during this social distancing period.
Editor’s Choice: Why These Articles Were Great! Why These Articles Were Great! #finance #money #business #investment #investing #entrepreneur #financialfreedom #wealth
Editor’s Choice: Why These Articles Were Great! Why These Articles Were Great! #finance #money #business #investment #investing #entrepreneur #financialfreedom #wealth
We Are in The ‘Whatever It Takes’ Decade Before this decade ends, the U.S. Federal Reserve’s balance sheet will be $20 trillion and probably approach $30 trillion. #currency
We Are in The ‘Whatever It Takes’ Decade Before this decade ends, the U.S. Federal Reserve’s balance sheet will be $20 trillion and probably approach $30 trillion. #currency
Sidewalk Etiquette in a Social-Distancing World To ensure adequate space between people outdoors, who moves out of the way when two or more people are sharing a walkway?
Sidewalk Etiquette in a Social-Distancing World To ensure adequate space between people outdoors, who moves out of the way when two or more people are sharing a walkway?
11 Most Read Advisorpedia Articles of the Week! 11 Most Read IRIS Articles of the Week! #finance #money #business #investment #investing #entrepreneur #wealth #trading
11 Most Read Advisorpedia Articles of the Week! 11 Most Read IRIS Articles of the Week! #finance #money #business #investment #investing #entrepreneur #wealth #trading
Business Owners Should Explore Paycheck Protection Program Forgivable Loans Now Take action immediately, given that it is expected that the Paycheck Protection Program will be flooded with applications and run out of money.
Business Owners Should Explore Paycheck Protection Program Forgivable Loans Now Take action immediately, given that it is expected that the Paycheck Protection Program will be flooded with applications and run out of money.
The New Reality for Financial Advisors Action items for shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic. #bestadvice #value
The New Reality for Financial Advisors Action items for shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic. #bestadvice #value
COIVD-19: The Cavalry Is on the Way Millions of entrepreneurs are trying to figure out what to do when the world is turned on again. They will figure it out. #innovation
COIVD-19: The Cavalry Is on the Way Millions of entrepreneurs are trying to figure out what to do when the world is turned on again. They will figure it out. #innovation
How to Influence Your Network by Offering Certainty How you can make the determination to play offense and be part of the 20 percent of people finding business development opportunities.
How to Influence Your Network by Offering Certainty How you can make the determination to play offense and be part of the 20 percent of people finding business development opportunities.
Black Swans Can Inspire A New Era of Innovation In the midst of a pandemic it’s sobering to be reminded that we can look after each other best by just thinking globally and acting locally.
Black Swans Can Inspire A New Era of Innovation In the midst of a pandemic it’s sobering to be reminded that we can look after each other best by just thinking globally and acting locally.
Why Hasn’t Bitcoin Spiked in the Financial Crisis? These points may explain why the arguments for bitcoin as a hedge or haven haven’t panned out. #bitcoin #currency #money #wealth
Why Hasn’t Bitcoin Spiked in the Financial Crisis? These points may explain why the arguments for bitcoin as a hedge or haven haven’t panned out. #bitcoin #currency #money #wealth
5 Tips for Making Better Decisions During COVID-19 By making better decisions as a leader, you’ll set the tone for how your team and organisation react to the current crisis. #leadership
5 Tips for Making Better Decisions During COVID-19 By making better decisions as a leader, you’ll set the tone for how your team and organisation react to the current crisis. #leadership
When Is It Time for an Investor to Move on From Their Advisor? I never consider part of our job to be taking clients from other firms, but rather rescuing them from relationships that no longer served them.
When Is It Time for an Investor to Move on From Their Advisor? I never consider part of our job to be taking clients from other firms, but rather rescuing them from relationships that no longer served them.
What Value-Added Messages Have You Sent to Your Clients? Each client has the opportunity now they are at home to share your timely and valuable message. #value #advice #marketing
What Value-Added Messages Have You Sent to Your Clients? Each client has the opportunity now they are at home to share your timely and valuable message. #value #advice #marketing
Want Strong Women In The Workplace? Hire The Best Candidate Studies show that a healthy gender mix at the leadership level makes business smarter, more creative, and improves performance. #women
Want Strong Women In The Workplace? Hire The Best Candidate Studies show that a healthy gender mix at the leadership level makes business smarter, more creative, and improves performance. #women
Not FinTech, Not MarTech – YouTech When was the last time you looked at your company’s value proposition? #value #adice #planning #wealthmanagement
Not FinTech, Not MarTech – YouTech When was the last time you looked at your company’s value proposition? #value #adice #planning #wealthmanagement
Are Your Clients Prepared For The Inevitable? Investors recognize when their own advisor goes above and beyond the tasks which provide revenue and report increased satisfaction
Are Your Clients Prepared For The Inevitable? Investors recognize when their own advisor goes above and beyond the tasks which provide revenue and report increased satisfaction
Stocks Are Rolling Over to the Downside Despite the weekly chart’s price action, the bears still have the upper hand, which will show up more prominently once today’s session is over.
Stocks Are Rolling Over to the Downside Despite the weekly chart’s price action, the bears still have the upper hand, which will show up more prominently once today’s session is over.
How Advisors Can Recalibrate Now for Future Success The people who are most successful then are going to be the ones that formulate a proper plan right now and follow it. #success
How Advisors Can Recalibrate Now for Future Success The people who are most successful then are going to be the ones that formulate a proper plan right now and follow it. #success
Three Ways to Help Your Clients in the Midst of Historic Market Volatility A financial plan isn't about setting it and forgetting it. You start by planting a garden but you have to tend to it everyday. #planning #markets
Three Ways to Help Your Clients in the Midst of Historic Market Volatility A financial plan isn't about setting it and forgetting it. You start by planting a garden but you have to tend to it everyday. #planning #markets
Market Triage Will Determine Which Companies Can Be Saved While many stocks may have already bottomed, not every company is going to make it to the promised land. #stockmarket #investing
Market Triage Will Determine Which Companies Can Be Saved While many stocks may have already bottomed, not every company is going to make it to the promised land. #stockmarket #investing
How Top Advisors Can Leverage AI Technologies How sales professionals develop the skills they need and utilize these new AI technologies so they can achieve greater success. #sales #AI
How Top Advisors Can Leverage AI Technologies How sales professionals develop the skills they need and utilize these new AI technologies so they can achieve greater success. #sales #AI
This Is When Copying Can Be Useful Success is a healthy blend of strategic wisdom and operating efficiency that yields a higher level of performance than your peers.
This Is When Copying Can Be Useful Success is a healthy blend of strategic wisdom and operating efficiency that yields a higher level of performance than your peers.
How To Deal With Billing Clients Now Avoid adding automatic COVID-19 discounts to your invoice. You are not hawking goods, you’re providing professional services.
How To Deal With Billing Clients Now Avoid adding automatic COVID-19 discounts to your invoice. You are not hawking goods, you’re providing professional services.
