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The Power of a Good “Who I Am” Story

The New Etiquette Norm for Greetings

An Applicable Political Lesson About Change

The Best Ways To Increase Efficiency In The Workplace

Mar 09, 2020 by Guest Contributor

With efficiency maximized you'll be able to reap the benefits of your hard work with more time to yourself. #efficiency #benefits #workforce

How Often Should Businesses Post On Social Media?

Mar 09, 2020 by Samantha Russell

If you want to use social media to grow your business here is how many times per day or per week should you be posting. #socialmedia

How to Borrow Capital Without Disrupting Your Plan

Mar 09, 2020 by Justin Bennett

The power of having options and the opportunities that can come from using the cash value built up inside of a life insurance policy. #insurance

TimeShifting: Shaking Up The Status Quo

Mar 09, 2020 by Nancy Fredericks

Gaining mastery in these three areas opens your calendar to bring the meaningful back into your schedule. #work #performance #motivation

Is Your RIA Firm Ready to Capitalize on Volatility as a Marketing Opportunity?

Mar 09, 2020 by Joe Anthony

Volatility should be seen as a long term marketing opportunity for RIA firms. #marketing #communications #volatility #success

Should Investors Buy the Dip?

Mar 09, 2020 by J.P. Morgan Asset Management

Stocks in aggregate do not look cheap but consumer staples look cheaper than they did at the market peak. #investing #stocks #market

The Coronavirus, Irrationality and the Uptick Rule

Mar 09, 2020 by Equities.com

We believe that it would be in the best interest of all honest market participants for the original uptick rule to be reinstituted. #investing #markets

Three Ways Technology Can Prepare Your Practice for the Changing Demographic Landscape

Mar 09, 2020 by Guest Contributor

How to foster relationships with a younger generation of clients who are more inclined to use low-cost investing apps and question the value of advice.

The Most Egregious Mistake Female Advisors Make

Mar 09, 2020 by Adri Miller-Heckman

There are so many reasons why it’s important that you ask about money early in the relationship for both you and your lead. #advice

Four Lessons From the Cult of the Customer

Mar 09, 2020 by Shep Hyken

If taking care of your customers and making them want to do business with you is important to you then it’s time to join the cult. #service

How to Engage Millennials in the Workplace?

Mar 09, 2020 by Guest Contributor

Implementing videos into your learning will be the most beneficial. Millennials have grown up with YouTube tutorials. #gamification

Fast Forward for Financial Advisors During Market Volatility

Mar 09, 2020 by Grant Hicks

The challenge is not what happens to you it’s how you respond that makes the difference. #advice #challenge #success

The Future is Female-Now!

Mar 08, 2020 by Jan Molino

All over the world women are creating designing and innovating to make better organizations and communities. #women #innovation

Three Ways for Investors to Save their Sanity

Mar 08, 2020 by Matt Miller

I offer this three-step guide to staying sane in the face of a financial media frenzy. #stockmarket #wealthmanagement #finance

Editor’s Choice: Why These Articles Were Great!

Mar 08, 2020 by Douglas Heikkinen

Why These Articles Were Great! #finance #money #business #investment #investing #entrepreneur #financialfreedom #wealth

The ECB Warns Banks to Prepare for Coronavirus Related Jump in Cybercrime

Mar 07, 2020 by Lenore Elle Hawkins

Never underestimate peoples ability to take advantage of a crisis including the current coronavirus as cybercriminals. #cybersecurity

11 Most Read Advisorpedia Articles of the Week!

Mar 07, 2020 by Douglas Heikkinen

11 Most Read IRIS Articles of the Week #finance #money #business #investment #investing #entrepreneur #financialfreedom #wealth

Delivering a Consistent Message in YoYo Markets

Mar 06, 2020 by Jay Mooreland

The best antidote to fear and uncertainty is a consistent message and a plan of action. #markets #fear #fortitude #forward

Idea Soup: Which Bite Should You Take First

Mar 06, 2020 by Sandra Powers Murphy

Feel free to take in all of the markets idea soup but in the end, decide what matters most to the firm. #ideas #innovation #media

Are You Comfortable Being Uncomfortable?

Mar 06, 2020 by Jacqueline Wales

Great leaders are not born they are forged in the steel of experiences both good and bad ultimately becoming conscious of who they are.

How to Stay on the Forefront of Marketing in the 401(K) Space

Mar 06, 2020 by Top Advisor Marketing

Learn new strategies from a professional who’s making waves in a particularly competitive 401k space. #retirement #investing #planning

Four Experts Share the Hot LinkedIn Trends for 2020

Mar 06, 2020 by Bob McIntosh

In 2020 job seekers will have to put more effort into writing content for not only SEO but content that resonates with hiring authorities.

Five Steps to Lead a Team to Its Highest Potential

Mar 06, 2020 by Terri Klass

To tackle a dysfunctional team and kick it into high gear requires intentional actions and decisions. #leadership #team #workforce

5 Email Secrets to Get a Response

Mar 06, 2020 by Mike Brooks

Use the check list below to make sure you’re doing everything you can to not only get your email read but to get a response as well.

What to Say to Your Clients About the Market

Mar 06, 2020 by Stephen Wershing

Many of the most successful advisors get more referrals when the markets are down rather than up. #referrals #advice #success

Sizing up Thematic Returns in February

Mar 06, 2020 by Christopher Versace

Equities continued to swoon during February as investors came to grips with the expanding impact of the coronavirus. #investing #equities

What Investors Are Looking for During Market Volatility

Mar 06, 2020 by Paul Kingsman

Just keep them contained and relax them. That’s one of our jobs as advisors to bring sense to the situation or circumstances.

Warren Buffett Bets Big on Airlines

Mar 06, 2020 by Frank Holmes

What this article means is that airlines are extremely oversold and flashing a buy signal. #airlines #investing #buy #sell

Why the Fed Cut Rates by 50bps: Will it Help?

Mar 06, 2020 by Guest Contributor

Despite the relief rally yesterday financial conditions have tightened significantly in the last couple weeks. #finance #investing #future

Your Expert Guide to VIX Futures

Mar 06, 2020 by Nell Sloane

Scot shares his vast knowledge about VIX futures and VIX cash and uncovers the differences between the two. #futures #cash

How to Get an Affordable Life Insurance Policy in Your 80's

Mar 06, 2020 by Brad Cummins

Waiting until your 80s to buy life insurance is never a great idea. With that being said there still are some options available at your age.

Analogue Before Digital: The Lifestyle Benchmark

Mar 06, 2020 by Stewart Bell

Being able to show progress to achieving certain goals is a huge part of demonstrating the ongoing value of advice.

The Best Follow-Up Tips for Financial Advisors

Mar 05, 2020 by James Pollard

One of the biggest quick wins I can give financial advisors when helping them grow their businesses is to improve their follow-up.

Three Ways Smart People Embrace Risk

Mar 05, 2020 by LaRae Quy

We need to be smart about the way in which we embrace risk but we also need to be smart about doing it in a way that is both productive and efficient.

Coronavirus Fear is Not a Winning Investment Strategy

Mar 05, 2020 by Hugh Massie

Behaviorally smart investors and their advisors know that everyone reacts differently to turbulent markets. #fear #advice #investing

101 Ways to Create a More Satisfying and Fulfilling Life

Mar 05, 2020 by Alli Polin

Creating a fulfilling life starts with one choice followed by one small action at a time. This is not a do it all or bust moment. #life

When You Speak About Your Mission, Do These Three Things

Mar 04, 2020 by Rochelle Moulton

Speaking about your mission to engage a long term audience is a process Experimenting is what will keep it fresh and relevant.

Why Do I Fail to Accomplish My Objectives?

Mar 04, 2020 by Roy Osing

These 6 factors I learned were critical risks to the success of any project. #business #success #objective #entrepreneurs

Hello CEOs — Goodbye Unconscious Bias?

Mar 04, 2020 by Carden Calder

If you feel uncomfortable reading this, you are experiencing what it feels like to be confronted with your own biases. #unconsciousbias

The No. 1 Attraction To Prospective Clients

Mar 04, 2020 by Catherine McBreen

The investors were asked to name the No 1 aspect of an advisor’s personal presence and information provided. #expertise #advice #success

Do You Show Your Female Clients You Value Them?

Mar 04, 2020 by StrategyMarketing.ca

Use this IWD as a day of honest reflection what do you do to connect with women and what could you be doing to make women feel more comfortable.

Time To Check The 1987 Crash Playbook. Here’s What To Know

Mar 04, 2020 by Rob Isbitts

The global stock market has sent us a warning. Play time is over. Speculators will be punished. #stockmarket #investing #warning

What Coronavirus Tells Us About Risk

Mar 04, 2020 by Paul Taylor

Coronavirus is extremely serious and could yet reach pandemic levels but it is also a good illustration of how we can overestimate personal risk.

Could These Three Stocks Be Electric Car Wins?

Mar 04, 2020 by Finscreener

Here are some of the top players that Morgan Stanley recommends for investors wanting to cash in on the EV market. #investing

Dare to Reinvent Yourself and Help Clients Do the Same

Mar 04, 2020 by Top Advisor Marketing

Are you equipped to have conversations with your clients about their own desires for reinvention? #business #advice #conversations

27 Content Distribution Ideas to Promote Research

Mar 04, 2020 by Lee Frederiksen

Without good distribution even the most insightful research study will collect digital dust sitting around only on your website.

Standing Out in a Sea of Sameness

Mar 04, 2020 by Guest Contributor

For advisors looking to grow their practice it is becoming increasingly difficult to stand out and even more important to do so. #value #success

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