Invisible Pressure: The Silent Killer of Your Sales Moment when the entire conversation seems to slip away, and no matter how hard you try, the trust you hoped to create seems to dissipate. #growth
Invisible Pressure: The Silent Killer of Your Sales Moment when the entire conversation seems to slip away, and no matter how hard you try, the trust you hoped to create seems to dissipate. #growth
Winning Ideal Clients: How Big Companies Can Sell Small Today, however, we are talking about getting appointments by referral with business owners. #growth #advisors
Winning Ideal Clients: How Big Companies Can Sell Small Today, however, we are talking about getting appointments by referral with business owners. #growth #advisors
Financial Protection Strategies for High-Risk Jobs Are you prepared for the financial storms that come with a high-risk career? Discover how strategic planning can help #risk #career
Financial Protection Strategies for High-Risk Jobs Are you prepared for the financial storms that come with a high-risk career? Discover how strategic planning can help #risk #career
The Career Myth You Must Unlearn for Leadership Success I bet you’ll uncover at least one insight that will shake up your thinking and expose a hidden belief quietly undermining your career growth. #career
The Career Myth You Must Unlearn for Leadership Success I bet you’ll uncover at least one insight that will shake up your thinking and expose a hidden belief quietly undermining your career growth. #career
The Top Ten Election Forecasts for Voters and Investors THE ELECTION WINNER may not be clear for days — or weeks — after the Nov. 5 election. #election2024
The Top Ten Election Forecasts for Voters and Investors THE ELECTION WINNER may not be clear for days — or weeks — after the Nov. 5 election. #election2024
Tax Planning Tips for Your W-2 Clients and Beyond A glimpse into the world of tax strategy and how they help advisors’ clients get creative and save boatloads of tax dollars #taxes
Tax Planning Tips for Your W-2 Clients and Beyond A glimpse into the world of tax strategy and how they help advisors’ clients get creative and save boatloads of tax dollars #taxes
Customer Experience: Why It’s About the Journey, Not Just Touchpoints My key takeaway from the article is that transactional touchpoints can distort a company’s true understanding of customer engagement. #CX #advisors
Customer Experience: Why It’s About the Journey, Not Just Touchpoints My key takeaway from the article is that transactional touchpoints can distort a company’s true understanding of customer engagement. #CX #advisors
Staying Competitive in Mortgage Servicing During the Refinancing Boom Lower interest rates in the coming months, lenders face increasing pressure to remain competitive while ensuring efficient and compliant processes.
Staying Competitive in Mortgage Servicing During the Refinancing Boom Lower interest rates in the coming months, lenders face increasing pressure to remain competitive while ensuring efficient and compliant processes.
Rising Longevity: A New Challenge for Advisors and Clients Under any circumstances, a strong retirement plan and elimination of related procrastination is essential. #retirement #advisors
Rising Longevity: A New Challenge for Advisors and Clients Under any circumstances, a strong retirement plan and elimination of related procrastination is essential. #retirement #advisors
Why Prospects Hold Back the Truth and What You Can Do About It More importantly, a sense that there’s something they aren’t telling you. It’s difficult to wrap your head around it. #advisors
Why Prospects Hold Back the Truth and What You Can Do About It More importantly, a sense that there’s something they aren’t telling you. It’s difficult to wrap your head around it. #advisors
Steer Clear of These Politically Sensitive Stocks We’re 11 days out from the most hyped election in US history. Don’t waste your time trying to guess who will win and how it will affect markets
Steer Clear of These Politically Sensitive Stocks We’re 11 days out from the most hyped election in US history. Don’t waste your time trying to guess who will win and how it will affect markets
Retire or Un-Retire? Weighing Your Options for the Future Gen Z and Millennials are particularly worried about not saving enough, despite starting their retirement savings earlier than older generations.
Retire or Un-Retire? Weighing Your Options for the Future Gen Z and Millennials are particularly worried about not saving enough, despite starting their retirement savings earlier than older generations.
This Is the New King of Single Stock ETFs Exchange traded funds focused on a single stock may appear to run counter to the mission of diversification. #ETF #stocks
This Is the New King of Single Stock ETFs Exchange traded funds focused on a single stock may appear to run counter to the mission of diversification. #ETF #stocks
What the Options Market Predicts for Tesla Earnings Based upon its performance so far this year, TSLA has not just justified its inclusion as part of the so-called Magnificent Seven
What the Options Market Predicts for Tesla Earnings Based upon its performance so far this year, TSLA has not just justified its inclusion as part of the so-called Magnificent Seven
These 3 Beliefs Will Destroy Your Marketing and Drive Clients Away According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior
These 3 Beliefs Will Destroy Your Marketing and Drive Clients Away According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior
Is AI Set to Disrupt Websites and Advertising? Who Will Blink First? AI Agents will perform the tasks on the internet that we don’t like doing: gathering information, filling out forms, completing tasks #AI
Is AI Set to Disrupt Websites and Advertising? Who Will Blink First? AI Agents will perform the tasks on the internet that we don’t like doing: gathering information, filling out forms, completing tasks #AI
Election, Earnings Jitters Hit Wall Street Placed a fresh all-time high 66% probability of former President Trump reclaiming the Oval Office earlier this morning. #Trump
Election, Earnings Jitters Hit Wall Street Placed a fresh all-time high 66% probability of former President Trump reclaiming the Oval Office earlier this morning. #Trump
Nike’s Loss of Footing: Business Lessons for Staying Ahead Their market cap has taken a hit, dropping significantly from its peak. Meanwhile, new brands are sprinting ahead. #Nike
Nike’s Loss of Footing: Business Lessons for Staying Ahead Their market cap has taken a hit, dropping significantly from its peak. Meanwhile, new brands are sprinting ahead. #Nike
Rejection Is a Gift: How to Leverage It in Sales When you engage with your prospects, think of this as a chance for growth rather than a potential setback, in the event things don’t work out #growth
Rejection Is a Gift: How to Leverage It in Sales When you engage with your prospects, think of this as a chance for growth rather than a potential setback, in the event things don’t work out #growth
Leaders, You Might Be Doing the Wrong Job—Here’s What to Change Understanding of what you’re being called to do, you’ll find yourself ready if not to remove the coat then at least to undo the top few buttons
Leaders, You Might Be Doing the Wrong Job—Here’s What to Change Understanding of what you’re being called to do, you’ll find yourself ready if not to remove the coat then at least to undo the top few buttons
Beyond the Noise: Create a Clear Vision for Your Financial Future Media provides a continuous flow of content to keep us from creating financial health and stability for our families and communities. #finance
Beyond the Noise: Create a Clear Vision for Your Financial Future Media provides a continuous flow of content to keep us from creating financial health and stability for our families and communities. #finance
Advisors: Differentiate Yourself by Taking the Burden off Owners Being different can be a competitive advantage for advisors, but what are some of the ways they can successfully differentiate themselves? #advisors
Advisors: Differentiate Yourself by Taking the Burden off Owners Being different can be a competitive advantage for advisors, but what are some of the ways they can successfully differentiate themselves? #advisors
Effective Apologies: How to Make Things Right with a Wronged Customer It can turn a negative experience into a long-term opportunity for growth and trust-building. #advisors #trust #CX
Effective Apologies: How to Make Things Right with a Wronged Customer It can turn a negative experience into a long-term opportunity for growth and trust-building. #advisors #trust #CX
Future Proof Insights: Serving Women, Client Growth, and Data’s Importance The need to better serve women investors, the evolving client experience, preparing for growth and the importance of integration. #women
Future Proof Insights: Serving Women, Client Growth, and Data’s Importance The need to better serve women investors, the evolving client experience, preparing for growth and the importance of integration. #women
Tesla & AI Comments Boost Stocks, But Concerns Remain Equity futures point to a mixed market open lwith the S&P 500 and Nasdaq being led higher in part by the pre-market surge in Tesla
Tesla & AI Comments Boost Stocks, But Concerns Remain Equity futures point to a mixed market open lwith the S&P 500 and Nasdaq being led higher in part by the pre-market surge in Tesla
How to Leverage Your Weaknesses Like a Master Strategist I detested those sessions because they were all about molding us into an ideal that had nothing to do with our strengths. #growth
How to Leverage Your Weaknesses Like a Master Strategist I detested those sessions because they were all about molding us into an ideal that had nothing to do with our strengths. #growth
Why Memory Inflation is Warping Bond Yields Given the tight relationship between inflation and bond yields, memory inflation negatively affects bond prices. #bonds #inflation
Why Memory Inflation is Warping Bond Yields Given the tight relationship between inflation and bond yields, memory inflation negatively affects bond prices. #bonds #inflation
Forced To Retire: How Advisors Help Clients Recover and Reboot Their Lives Collaborating with retirement coaches helps clients navigate complex emotions, regain control, and focus on moving forward during transitions.
Forced To Retire: How Advisors Help Clients Recover and Reboot Their Lives Collaborating with retirement coaches helps clients navigate complex emotions, regain control, and focus on moving forward during transitions.
What if You Take the Money and Nothing Changes? I have never seen money blind advisors’ decision-making more than in today’s competitive environment. #advisors #money
What if You Take the Money and Nothing Changes? I have never seen money blind advisors’ decision-making more than in today’s competitive environment. #advisors #money
Latest Trends in Portfolio Construction: What You Need to Know We continue to stick to our base case where the US economy exhibits muted near term recession risk as the global economy expands.
Latest Trends in Portfolio Construction: What You Need to Know We continue to stick to our base case where the US economy exhibits muted near term recession risk as the global economy expands.
Strong Economy: Positive for Earnings, Negative for Rate Cuts? Our hosts debated the reliability of S&P 500 targets from investment banks and considered Q3 earnings estimates to be potentially understated.
Strong Economy: Positive for Earnings, Negative for Rate Cuts? Our hosts debated the reliability of S&P 500 targets from investment banks and considered Q3 earnings estimates to be potentially understated.
Donald Trump or Fundamentals? What's Irking the Bond Market Accordingly, focus on oil prices and economic data to assess the future direction of bond yields. #bonds #oil #Trump
Donald Trump or Fundamentals? What's Irking the Bond Market Accordingly, focus on oil prices and economic data to assess the future direction of bond yields. #bonds #oil #Trump
Forecast Contracts: Wide Deficits To Continue Under Both Candidates Market participants are coming to the realization that the US’s fiscal situation won’t be solved by the next administration #markets
Forecast Contracts: Wide Deficits To Continue Under Both Candidates Market participants are coming to the realization that the US’s fiscal situation won’t be solved by the next administration #markets
Can Economic Indicators or Betting Markets Accurately Predict Election Results? With polls showing Kamala Harris and Donald Trump in a close race, how do the key economic metrics favor each candidate? #election #president
Can Economic Indicators or Betting Markets Accurately Predict Election Results? With polls showing Kamala Harris and Donald Trump in a close race, how do the key economic metrics favor each candidate? #election #president
An Income ETF Asserting Its Dominance in Active Management Even when bond yields soared in 2022 and 2023, JEPI’s yield remained appealing. Today, it’s a still enticing 8%. #ETF
An Income ETF Asserting Its Dominance in Active Management Even when bond yields soared in 2022 and 2023, JEPI’s yield remained appealing. Today, it’s a still enticing 8%. #ETF
The Importance of Professional Networking as a Young Financial Planner Five main reasons professional networking isn’t a waste of time and can be the launching pad for some amazing opportunities #advisors
The Importance of Professional Networking as a Young Financial Planner Five main reasons professional networking isn’t a waste of time and can be the launching pad for some amazing opportunities #advisors
Is Psychological Safety No Longer Relevant? We may have killed Psychological Safety y’all and it may not return until the “new guard” takes over completely. #safety #inclusion
Is Psychological Safety No Longer Relevant? We may have killed Psychological Safety y’all and it may not return until the “new guard” takes over completely. #safety #inclusion
9 Unconventional Habits Proven to Lead to Success 9 unconventional pieces of wisdom, tactics, and habits I’ve learned through my testing of life. #wisdom #success
9 Unconventional Habits Proven to Lead to Success 9 unconventional pieces of wisdom, tactics, and habits I’ve learned through my testing of life. #wisdom #success
Employees Aren’t Waiting for Social Enablement: Here’s Why One of the changes we have seen over the last year is the fact that employees won't wait for social selling and social enablement.
Employees Aren’t Waiting for Social Enablement: Here’s Why One of the changes we have seen over the last year is the fact that employees won't wait for social selling and social enablement.
Maximizing Impact: Strategically Applying Financial Services Solutions Most firms would benefit by retaining a consultative resource and experienced business catalyst to propel them forward. #advisors
Maximizing Impact: Strategically Applying Financial Services Solutions Most firms would benefit by retaining a consultative resource and experienced business catalyst to propel them forward. #advisors
Stocks Face Rising Uncertainty Ahead of Earnings Reports The S&P 500 continues its short-term consolidation. Could this be a potential topping pattern? #stocks #markets #investing
Stocks Face Rising Uncertainty Ahead of Earnings Reports The S&P 500 continues its short-term consolidation. Could this be a potential topping pattern? #stocks #markets #investing
Why Active Management Matters in Hedged Equity Strategies It has been gratifying and validating to witness the explosion of interest in hedged equity over the last five years. #hedge
Why Active Management Matters in Hedged Equity Strategies It has been gratifying and validating to witness the explosion of interest in hedged equity over the last five years. #hedge
Now That Rate Cuts Are Here, What’s the Next Move? Global financial markets reacted much like you would expect at the beginning of a new rate-cutting cycle. #ratecuts #economy
Now That Rate Cuts Are Here, What’s the Next Move? Global financial markets reacted much like you would expect at the beginning of a new rate-cutting cycle. #ratecuts #economy
Amazon vs. the Work From Home Trend: A New Challenge Amazon’s plan will be an interesting data point for the labor markets and corporate employers. #Amazon
Amazon vs. the Work From Home Trend: A New Challenge Amazon’s plan will be an interesting data point for the labor markets and corporate employers. #Amazon
The Power of Inference: A $10 Word Worth Billions OpenAI’s new model o1 comes equipped with this superpower. In short, the more it thinks, the smarter it gets. #AI
The Power of Inference: A $10 Word Worth Billions OpenAI’s new model o1 comes equipped with this superpower. In short, the more it thinks, the smarter it gets. #AI
Why Women Are Interested in Legacy Wealth Planning An important element in helping clients create their desired financial legacies is realizing that the endeavor isn’t gender-specific. #women #legacy
Why Women Are Interested in Legacy Wealth Planning An important element in helping clients create their desired financial legacies is realizing that the endeavor isn’t gender-specific. #women #legacy
Aligning the Tax Strategy to the Investor with Josh Freeman and James Costabile We explore tax-efficient strategies to help investors and advisors navigate year-end planning and manage capital gains more effectively.
Aligning the Tax Strategy to the Investor with Josh Freeman and James Costabile We explore tax-efficient strategies to help investors and advisors navigate year-end planning and manage capital gains more effectively.
