Strategic Hiring for Financial Advisors The overarching message is a call for clarity in the hiring process — encouraging advisors to figure out precisely what they are looking for.
Strategic Hiring for Financial Advisors The overarching message is a call for clarity in the hiring process — encouraging advisors to figure out precisely what they are looking for.
Stocks: The Bull Market Picture Becomes More Blurry Stocks are poised to open lower, but the question remains: is the uptrend really coming to an end? #investing #stocks
Stocks: The Bull Market Picture Becomes More Blurry Stocks are poised to open lower, but the question remains: is the uptrend really coming to an end? #investing #stocks
Tesla Toppled From Top EV Spot by Chinese Manufacturer BYD Tesla has been forced out of pole position by BYD, a manoeuvre that had been predicted. #EV #auto #china #ESG
Tesla Toppled From Top EV Spot by Chinese Manufacturer BYD Tesla has been forced out of pole position by BYD, a manoeuvre that had been predicted. #EV #auto #china #ESG
To: Millennials, From: Jerome Powell While it could still take a couple years to level out, this is good news for millennials who have put off purchasing a home.
To: Millennials, From: Jerome Powell While it could still take a couple years to level out, this is good news for millennials who have put off purchasing a home.
Will Copper Repeat a Story We Already Know? Copper moved to the resistance area created by the June and July peaks (3.967-4.024). #copper #investing #alts
Will Copper Repeat a Story We Already Know? Copper moved to the resistance area created by the June and July peaks (3.967-4.024). #copper #investing #alts
What Themes Will Drive the Market in 2024? We can control how we react to positive and negative surprises by having a measured approach to portfolios. #investing #markets
What Themes Will Drive the Market in 2024? We can control how we react to positive and negative surprises by having a measured approach to portfolios. #investing #markets
Will The Fed Achieve A Soft Landing In 2024? Soft landings are the holy grail of monetary policy, and as we look ahead to 2024, there are signs that we may be on the cusp of one.
Will The Fed Achieve A Soft Landing In 2024? Soft landings are the holy grail of monetary policy, and as we look ahead to 2024, there are signs that we may be on the cusp of one.
The Case for Alternative Investments Alternative investments provide access to investment opportunities generally not available in a traditional stock/bond portfolio allocation.
The Case for Alternative Investments Alternative investments provide access to investment opportunities generally not available in a traditional stock/bond portfolio allocation.
When Markets Are in Transition The stock market is not static. It’s always in transition, more often than not triggered by economic uncertainty. #investing #markets
When Markets Are in Transition The stock market is not static. It’s always in transition, more often than not triggered by economic uncertainty. #investing #markets
For Advisors, Tech Still Pivotal in Planning When it comes to their financial futures, clients don’t want words and bullet points, but they do want illustrations that show the potential.
For Advisors, Tech Still Pivotal in Planning When it comes to their financial futures, clients don’t want words and bullet points, but they do want illustrations that show the potential.
Good News on 529 Plans Coming in 2024 529s aren’t just for college and they can be used to repay student debt – something to consider with college escalating at a rapid rate.
Good News on 529 Plans Coming in 2024 529s aren’t just for college and they can be used to repay student debt – something to consider with college escalating at a rapid rate.
From Captive Insurance BD to 4X Organic Growth in Independence The game-changing insights that propelled his practice to 4x growth within two years of making the leap to independence.
From Captive Insurance BD to 4X Organic Growth in Independence The game-changing insights that propelled his practice to 4x growth within two years of making the leap to independence.
This Company Is Seriously Impressing Me A decade from now, we won’t think about Facebook as a social media company. It’ll be something much bigger. #stocks
This Company Is Seriously Impressing Me A decade from now, we won’t think about Facebook as a social media company. It’ll be something much bigger. #stocks
11 Most Read Articles of the Week 11 Most Read Articles of the Week #financialadvisors #wealthmanagement #finance #investing #money #markets #stocks
11 Most Read Articles of the Week 11 Most Read Articles of the Week #financialadvisors #wealthmanagement #finance #investing #money #markets #stocks
On the Path of Renewal Renewal serves as a catalyst for action, not just a whimsical or romantic idea, especially during challenging times. #views
On the Path of Renewal Renewal serves as a catalyst for action, not just a whimsical or romantic idea, especially during challenging times. #views
A Surprising Source of Family Strength How acceptance of gay family members can be a beacon of light for the family. #views #strengh #family
A Surprising Source of Family Strength How acceptance of gay family members can be a beacon of light for the family. #views #strengh #family
Great Teams: 12 Practical Collaboration Habits To Create Clarity Today in our Great Teamwork Series, we share 12 collaboration habits to help get and keep everyone on the same page. #advisors
Great Teams: 12 Practical Collaboration Habits To Create Clarity Today in our Great Teamwork Series, we share 12 collaboration habits to help get and keep everyone on the same page. #advisors
The Financial Challenges and Solutions of Complex Divorces The importance of integrating a new financial advisor into the divorce process due to the conflict of interest with the current financial advisor
The Financial Challenges and Solutions of Complex Divorces The importance of integrating a new financial advisor into the divorce process due to the conflict of interest with the current financial advisor
The #1 Thing About the 2024 Markets What 2024 will hold depends on correctly identifying the #1 thing again and positioning accordingly. #markets #investing
The #1 Thing About the 2024 Markets What 2024 will hold depends on correctly identifying the #1 thing again and positioning accordingly. #markets #investing
Breaking Barriers: Wealth Building for Women How can women financial advisors embrace their strengths and challenge the status quo? #investing #women #finance
Breaking Barriers: Wealth Building for Women How can women financial advisors embrace their strengths and challenge the status quo? #investing #women #finance
How the Capital Cycle Could Impact 2024 How might investors think about the year ahead? The capital cycle fuels the engine of progress, but it can also create excesses and inefficiencies.
How the Capital Cycle Could Impact 2024 How might investors think about the year ahead? The capital cycle fuels the engine of progress, but it can also create excesses and inefficiencies.
Humanizing the Conversation: It’s Never About an AI-Driven World Humanizing the conversation makes us aware that the biggest evolution on the planet is not Artificial Intelligence. #conversation
Humanizing the Conversation: It’s Never About an AI-Driven World Humanizing the conversation makes us aware that the biggest evolution on the planet is not Artificial Intelligence. #conversation
Uncover Opportunities, Evaluate Alternatives, and Take Charge of Your Future The best opportunities are frequently found by building on success rather than repeating disappointments. #growth #business
Uncover Opportunities, Evaluate Alternatives, and Take Charge of Your Future The best opportunities are frequently found by building on success rather than repeating disappointments. #growth #business
What Investors Need To Know About the Race to the White House The 2024 U.S. presidential election could have far-reaching implications for financial markets. #election2024 #politics
What Investors Need To Know About the Race to the White House The 2024 U.S. presidential election could have far-reaching implications for financial markets. #election2024 #politics
A Case for Adjusting NVDA’s Earnings Human capital is an important input for growth at non-manufacturing tech companies such as NVDA. #stocks #investing
A Case for Adjusting NVDA’s Earnings Human capital is an important input for growth at non-manufacturing tech companies such as NVDA. #stocks #investing
Charting Your 2024 Success Did you hit your targets? Were there areas for improvement? And most importantly, what should you focus on in 2024? Let's take a closer look. #growth
Charting Your 2024 Success Did you hit your targets? Were there areas for improvement? And most importantly, what should you focus on in 2024? Let's take a closer look. #growth
S&P 500 Crawls Higher, but Will Bulls Win the Next Round? Stock prices slightly extended their uptrend, but is holding a long position still justified? #markets #stocks #investing
S&P 500 Crawls Higher, but Will Bulls Win the Next Round? Stock prices slightly extended their uptrend, but is holding a long position still justified? #markets #stocks #investing
Searching for Joy in Holiday Giving One of my clients, whose immediate family includes 30 people, has described himself as a Grinch when it comes to Christmas gift-giving. #gifts
Searching for Joy in Holiday Giving One of my clients, whose immediate family includes 30 people, has described himself as a Grinch when it comes to Christmas gift-giving. #gifts
A Turn for the Private Good The potential end to the rate-hiking cycle could be a positive catalyst for some private market investments in 2024. #2024 #investing
A Turn for the Private Good The potential end to the rate-hiking cycle could be a positive catalyst for some private market investments in 2024. #2024 #investing
2024 Investment Outlook: A Balancing Act for Growth and Inflation As we move into 2024, we expect the global economy to slow marginally, with a bumpy landing for major developed economies in the first half.
2024 Investment Outlook: A Balancing Act for Growth and Inflation As we move into 2024, we expect the global economy to slow marginally, with a bumpy landing for major developed economies in the first half.
Who Wins the Electric Vehicle Race? Near-term demand concerns along with economic uncertainty have prompted some automakers to dampen their bullish EV outlooks.
Who Wins the Electric Vehicle Race? Near-term demand concerns along with economic uncertainty have prompted some automakers to dampen their bullish EV outlooks.
Top 10 Advisor Influence Tactics for 2024 Reflecting on advisors who launched and grew their influence this past year. What moves did they make? #marketing
Top 10 Advisor Influence Tactics for 2024 Reflecting on advisors who launched and grew their influence this past year. What moves did they make? #marketing
Is It Time for Trend Reversal in Natural Gas? After a disappointing November and price declines, the bulls apparently lost the will to fight and allowed their opponents to reach lower levels.
Is It Time for Trend Reversal in Natural Gas? After a disappointing November and price declines, the bulls apparently lost the will to fight and allowed their opponents to reach lower levels.
The AI Versus EI War The most important battle will not be between human and machine, but machine and machine. #AI #tech #2024
The AI Versus EI War The most important battle will not be between human and machine, but machine and machine. #AI #tech #2024
Messaging About Major Life Events: Focus Your Marketing Around Client Milestones Some important life changes may be obvious conversation starters, like retirement, for example, but what are the other transitionary? #advisors
Messaging About Major Life Events: Focus Your Marketing Around Client Milestones Some important life changes may be obvious conversation starters, like retirement, for example, but what are the other transitionary? #advisors
The Expert Guide to Breaking Up with Your Broker-Dealer The challenges advisors face, the psychology behind their decisions, and the significance of planning and due diligence in the process.
The Expert Guide to Breaking Up with Your Broker-Dealer The challenges advisors face, the psychology behind their decisions, and the significance of planning and due diligence in the process.
Life Events That Can Trigger a Change to Your Estate Plan Here are some common scenarios that may indicate it's time to review and possibly revise your estate plan. #NCRetirementCenter
Life Events That Can Trigger a Change to Your Estate Plan Here are some common scenarios that may indicate it's time to review and possibly revise your estate plan. #NCRetirementCenter
Designing for Connection Rather Than Transaction In a world that has become obsessed with efficiency , speed, and digitisation, a new movement is emerging that is more focused on humanity. #advisors
Designing for Connection Rather Than Transaction In a world that has become obsessed with efficiency , speed, and digitisation, a new movement is emerging that is more focused on humanity. #advisors
Discussing Economic Policy with Obama's Chief Economist Jason Furman Get ready to learn a lot from this podcast. Also, get ready to hear about one of country's leading economic policymakers. #economy
Discussing Economic Policy with Obama's Chief Economist Jason Furman Get ready to learn a lot from this podcast. Also, get ready to hear about one of country's leading economic policymakers. #economy
Reaching a Wider Audience With LinkedIn LinkedIn stands out as a pivotal platform for financial professionals seeking to expand their reach and build meaningful connections. #advisors
Reaching a Wider Audience With LinkedIn LinkedIn stands out as a pivotal platform for financial professionals seeking to expand their reach and build meaningful connections. #advisors
Macro Trends Could Still Haunt 2024 Wall Street analysts’ opinions is firmly in the soft landing camp, congratulating the Fed on a successful effort to slay inflation. #recession
Macro Trends Could Still Haunt 2024 Wall Street analysts’ opinions is firmly in the soft landing camp, congratulating the Fed on a successful effort to slay inflation. #recession
Stocks at Year’s End: Bulls or Bears? Stocks retraced most of their Wednesday’s decline, but will they break higher? #investing #stocks #markets #success
Stocks at Year’s End: Bulls or Bears? Stocks retraced most of their Wednesday’s decline, but will they break higher? #investing #stocks #markets #success
Banks and Credit Investors Have Vastly Different Opinions The percentage of banks tightening lending standards has surged, yet junk bond spreads haven’t budged from historically low levels. #banks #markets
Banks and Credit Investors Have Vastly Different Opinions The percentage of banks tightening lending standards has surged, yet junk bond spreads haven’t budged from historically low levels. #banks #markets
An Alternative Outlook Note for the Season Our final note to clients this year is a short commentary on what might be a more positive prognosis for the future. #future #alternative
An Alternative Outlook Note for the Season Our final note to clients this year is a short commentary on what might be a more positive prognosis for the future. #future #alternative
Generative AI Is Booming for Boomers What we nearly always see with new technologies. Instead what we saw is that actually adoption was pretty flat across all groups. #AI
Generative AI Is Booming for Boomers What we nearly always see with new technologies. Instead what we saw is that actually adoption was pretty flat across all groups. #AI
15 Crypto Predictions for 2024 2024's crypto terrain with a few potential money-making ideas along the way, we ho-ho-hope! Here are our 15 crypto predictions for 2024 #crypto
15 Crypto Predictions for 2024 2024's crypto terrain with a few potential money-making ideas along the way, we ho-ho-hope! Here are our 15 crypto predictions for 2024 #crypto
The Desperate Need for Simplicity Clients of mine are PINING for simplicity, yet we don't make the time for it. From too many things to accomplish, to things moving too fast. #advisors
The Desperate Need for Simplicity Clients of mine are PINING for simplicity, yet we don't make the time for it. From too many things to accomplish, to things moving too fast. #advisors
