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Personalizing High-Net-Worth Client Interactions

6 Rationales for Failing in Business Due to Fear of Success

Gen X Trailing in Retirement Planning

11 Most Read Articles of the Week

Dec 17, 2023 by Douglas Heikkinen

11 Most Read Articles of the Week #financialadvisors #financialfreeedom #wealthmanagement #investing #success

The Next Big Thing: Cognitive Impairment

Dec 16, 2023 by Steve Gresham

I like this chart because it captures the speed and pervasiveness of the trend – and points out the very early stage we are in today.

Volatility Is a Critical Part of Change

Dec 16, 2023 by Dr. Bert Shlensky

Social, political, and economic events are regularly disrupting our environment. From weather havoc to terrorism, it seems like endless crises. #growth

The Difference Makers: Key Person(s) Valuation

Dec 16, 2023 by Aswath Damodaran

It is part of the valuation process, where the key person is valued or at least priced and incorporated into valuation. #value

Six Observations for Advisors From 2023

Dec 16, 2023 by Brett Davidson

Here’s what I’ve noticed during 2023. #2023 #advisors #growth

How Can Alternative Assets Drive Portfolio Outcomes in 2024?

Dec 16, 2023 by J.P. Morgan Asset Management

The dynamics in 2024 are likely to differ, come what may, alternative assets offer outcomes that clients reliably seek in portfolios. #alternatives

Wealth Effect Increases and Recession Risks

Dec 16, 2023 by Lance Roberts

Will there eventually be a recession? Absolutely. But betting on one to occur next year could lead to disappointing outcomes for your investment portfolio

S&P 500: Breakout, or Another Fakeout?

Dec 16, 2023 by Rob Isbitts

This month has been an absolute textbook case for so many of the things I’ve tried to educate investors on about how markets really work.

Integrating Charitable Giving Into Your Retirement Plan

Dec 15, 2023 by Jim Kruzan

Get ready to learn how to make the most of your contributions and amplify your impact. #NCRetirementCenter

Are You Part of Today’s Work Ethic?

Dec 15, 2023 by Mark David

A much broader definition than how many hours you are working. Today the proper work ethicsconsists of the following. #work

Honesty or Diplomacy: Which Is Better for Your Career?

Dec 15, 2023 by Brendan Reid

Are you brutally honest? Are you a tactful diplomat? Is there a middle ground to strike, and how do you know where to strike it? #career #honesty

The Real Deal With SEO in Your Financial Advisor Marketing Efforts

Dec 15, 2023 by Maribeth Kuzmeski

In this overview, we delve into the intricacies of SEO and demystify how it can amplify your financial advisor marketing campaigns. #advisors #SEO

Explore Smart Ways to Finance Your Home Improvement Project

Dec 15, 2023 by Guest Contributor

Smart prioritization to considering the more overlooked aspects of home improvements, here are some ways you can finance your project effectively. #homes

10 Easy Ways I Blew by Roadblocks to a $BILLION Prize

Dec 15, 2023 by Roy Osing

Here are 10 things that worked for me, and they can work for you if you covet a fast growing business. #advisors #growth

It’s Time To Think of Floating Rate Loans as a Strategic Allocation

Dec 15, 2023 by Guest Contributor

If nothing else, the last two years have shown us the importance of diversification. #strategy #diveristy

Migrating to Mandate

Dec 15, 2023 by Guest Contributor

Next week’s Fed meeting marks the first where policy emphasis should subtly shift from fighting inflation to avoiding recession. #markets #recession

Ten Variant Market Views for 2024

Dec 15, 2023 by WealthVest

In homage to Mr. Wien, we humbly offer ten views that we believe will come to fruition while consensus currently does not. #2024 #strategy

How Storytelling Helps Financial Advisors Communicate Better

Dec 15, 2023 by Niki Clark

How storytelling can help you establish trust, simplify complex financial concepts, and ultimately enhance your relationships with your clients. #advisors

60/40 Correlations Not Cause for Alarm

Dec 15, 2023 by Todd Shriber

Good news: There’s some belief among market experts that rising 60/40 correlations aren’t as alarming as previously believed. #ETF

Why We Should Keep It Simple With Bonds

Dec 15, 2023 by Michael P. Lebowitz

An important graph we will share, shows why we should keep it simple stupid or KISS with bonds. #bonds #income

Ten Questions To Ask Your Clients Every Year

Dec 15, 2023 by Andrew Sobel

10 questions you should ask each of your clients, every year. You don’t have to necessarily ask them all at once. #advisors

The 70% Replacement Rate in Retirement Is Rubbish

Dec 15, 2023 by Laurence Kotlikoff

Hypersensitive to the couple’s precise circumstances, effectively making the 70% rule of thumb essentially useless. #NCRetirementCenter

You NEED This Onboarding Document To Help Set Client Expectations

Dec 15, 2023 by Libby Greiwe

When client expectations are not aligned with your practice, it can quickly sour the relationship, or worse, break trust altogether. #advisors

Why Profits Must Matter

Dec 15, 2023 by Joseph Lukacs

In this episode, I talked about money, cash profits, and why this is a massive blind spot for most advisors. #advisors #money

Embracing the Power of Boldness at Year’s End

Dec 14, 2023 by Ayelet Baron

Comes to a close, embrace the power of boldness. It’s a time to connect deeply with inspiration and grace, to experience profound epiphanies. #views

Advisors: Do You Have Clarity About 2024?

Dec 14, 2023 by Grant Hicks

Top advisors have no problem answering this question because they have clarity about their future, both personal and business-wise. #advisors

How To Know When Your Sale Is Done

Dec 14, 2023 by Rochelle Moulton

What’s not so obvious is this: your potential clients expect the same follow-through from you as a seller of expertise. #growth #advisors

How Embracing Change Can Lead To Personal Growth and Financial Success

Dec 14, 2023 by Sweet Financial Partners

His journey from aspiring engineer to wealth planner and his commitment to helping clients navigate their transition to retirement. #advisors

The Invisibly Unsexy Is Costing You Big

Dec 14, 2023 by Rachel Cooke

Delivering results while Developing new skills, Connecting to community and purpose, and Thriving - feeling well and whole and recognized. #advisors

Customer Experience Excellence Hinges on Knowing Your Competencies

Dec 14, 2023 by Joseph Michelli

People who value your core deliverables will find you when you leverage your strengths consistently and passionately. #advisors

Lifetime Social Security Benefits and Taxes

Dec 14, 2023 by Guest Contributor

Reform should target lifetime benefits and taxes across generations directly, not just accidentally as a byproduct of other choices.

U.S. Commercial Real Estate Outlook

Dec 14, 2023 by Guest Contributor

Continues to show compelling investment opportunities ahead and an outlook that has brightened over the last quarter. #realestate

The Reshaping of Money Management Attitudes

Dec 14, 2023 by Lilah Raynor

The vast majority of Americans view investing as essential for long-term stability, wealth building, and achieving financial goals.

Getting a Head Start On 2024 Election Question Prep

Dec 14, 2023 by Todd Shriber

Eschew overt endorsements of particular candidates and keep election conversations focused on potential portfolio impact and investment ideas. #advisors

The Markets Are Front Running the First Rate Cut

Dec 14, 2023 by Lance Roberts

In October, the markets were down 10% from the July high, bond yields were touching 5%, and talk of a coming recession was rampant. What happened? #markets

Financial Markets: How High for How Long?

Dec 14, 2023 by Guest Contributor

How much of a boost it gives may largely depend on the economic backdrop that unfolds – and how low central banks are willing to go. #markets

MCD Stock: Is McDonald’s a Good Buy Right Now?

Dec 14, 2023 by Finscreener

Plans to open approximately 9,000 new outlets and increase its loyalty program membership by 100 million over the next four years. #stocks

Schwab International Dividend ETF Could Shine in 2024

Dec 14, 2023 by Todd Shriber

Embracing dividends. On that note, the Schwab International Dividend Equity ETF NYSEARCA: SCHY could be worth considering in 2024. #Schwab

Understanding Your Target Market: Messaging Questions for Asset Managers

Dec 14, 2023 by Catharine Frick

Key aspects of your campaign: the target audience, the core message, the distribution channels, the timing, and the underlying motivations. #advisors

US Oil Production Hits Records

Dec 14, 2023 by Michael P. Lebowitz

The higher price incentivizes more production, which will likely keep the trend in US oil production rising. #oil #alternatives

The Trap of Being Liked: Fueling External Validation

Dec 13, 2023 by Ayelet Baron

Social media users usually post more when receiving likes and adjust their behavior to platform algorithm changes. #views #socialmedia

Has Life Expectancy Declined?

Dec 13, 2023 by Guest Contributor

With the COVID-19 onslaught, stories have abounded about a decline in life expectancy for the population as a whole.

Who Needs Anything Else for Trading Gold, When There’s RSI?

Dec 13, 2023 by Golden Meadow

The accuracy of the RSI (Relative Strength Index) for gold and mining stocks is quite notable. #gold #markets #investing

How To Find a Qualified Financial Therapist

Dec 13, 2023 by Rick Kahler

Rule number one: don’t automatically assume that someone who advertises they are a financial therapist is qualified. #finance #therapy

Dealing With Narcissism in Divorce

Dec 13, 2023 by Justin Sisemore

Explore how a diagnosis of narcissism can influence a divorce or co-parenting strategies – especially an early diagnosis. #parents #divorce

The Clearest, Biggest, and Most Important Reversal in Gold

Dec 13, 2023 by Golden Meadow

The implications are so crystal-clear that I’m not sure if it’s even needed to describe them. But I’ll proceed, nonetheless. #gold

Investment Outlook: Megatrends Driving 2024 and Beyond

Dec 13, 2023 by Guest Contributor

Fund managers have to look ahead; the job forces one to project and analyse before the wheel has spun. #markets

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