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Unlocking the Power of Customer Shadowing: A Must-Have Tool for Business Leaders

Bitcoin ETFs and the Path to Mainstream Adoption

The Ultimate Guide to Medicare

AI Risk Management Tool for Calling Stock and Market Trends

Nov 03, 2023 by Bill Hortz

Bear back or are we entering a protracted, low-return market environment? Either way, active portfolio management can still potentially deliver. #advisors

Strategic Insights on Private Credit Investing

Nov 03, 2023 by Philip Chao

Insights on this powerful complement to traditional fixed income strategies. Don't miss out on this valuable conversation about private credit! #income

Is This the Greatest Stock in History?

Nov 03, 2023 by Stephen McBride

Earnings—good or bad—will dictate the direction markets go. We’ll know a lot more by Wednesday. Let’s get after it. #Microsoft

Do You Know Your Vision Client? An Advisor’s Guide To Attracting Your Ideal Client

Nov 03, 2023 by Adri Miller-Heckman

Process has helped female advisors communicate their value more clearly while attracting more affluent clients without bragging or offending. #advisor

The Cold Truth Behind Ben & Jerry’s

Nov 03, 2023 by Ayelet Baron

Companies that claim to be socially responsible and value-driven sometimes fall short of their proclaimed ideals. #ideals #business

8 Strategies To Maximize Referral Partners

Nov 03, 2023 by Bill Cates

Value of a great center of influence or Referral Partner can far surpass the value of your biggest client. Are you maximizing your Referral Partners?

Build a Tech Stack or Buy It? The Calculus Has Changed Dramatically

Nov 03, 2023 by Guest Contributor

The best tech stack for your wealth management business, firms usually start with one critical decision: Do we build it or buy it? #advisors

Is Tesla Stock Price About to Decline in 2024?

Nov 03, 2023 by Finscreener

These factors have negatively impacted Tesla’s revenue growth rates and profit margins. Let’s dive deeper. #Tesla

Knowing Your Financial Values

Nov 03, 2023 by Advisorpedia Media Group

Advisorpedia talked with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, live at the 2023 Fearless Investing Summit

Strategies for Success in a Volatile Market

Nov 03, 2023 by Royal Standley

Options and information to navigate uncertain times in the market while learning about strategies ot leverage annuities, bonds and high yield investments.

What Do You Say to Someone Whose Financial Circumstances Are Short of Chaotic?

Nov 03, 2023 by Paul Kingsman

This is not the financial situation of someone you want to bring on as a client at this stage in your business. What do you say next? #advisors

Money Is Not Evil

Nov 02, 2023 by Christine Luken

Have you ever felt guilty about desiring wealth? Have you been told that money is the root of all evil? #money #finance

Harnessing the Power of Gen Z in Financial Advice

Nov 02, 2023 by Guest Contributor

They bring to the table a range of skills, attitudes and attributes that are vital for the long-term success and evolution of our industry. #GenZ

The Future of Financial Planning With Craig Lemoine

Nov 02, 2023 by Integrated Partners

They talk about the value of internships, apprenticeships, and competitions for students, as well as the challenges of technology.

Why Selling Expertise Can Actually Be Fun

Nov 02, 2023 by Rochelle Moulton

What’s more interesting than listening to a new challenge and figuring out if/how you can apply your experience to help solve it? #advisors

How to Conquer the Compliance Beast with Matt Halloran

Nov 02, 2023 by ProudMouth

You may be hesitant to launch your podcast and engage in influence-building activities because you’re afraid of compliance issues.

Stocks in a Rally Mode? Or Is This Just a Correction?

Nov 02, 2023 by Paul Rejczak

Stock prices extended their gains yesterday – will they continue higher today? #markets #stocks #investing

When We Are FULLY Immersed in Activity

Nov 02, 2023 by Achim Nowak

Why don’t we consider 3 pernicious myths about flow and everyday work! #work #myths #advisors

Is Robert F. Kennedy Jr. A Factor in the Presidential Election?

Nov 02, 2023 by Greg Valliere

Robert F. Kennedy Jr. is a factor in next year’s presidential campaign. He has little chance of winning but could determine the winner.

Why Dumb Rules Must Be Destroyed if You Are To Be Successful

Nov 02, 2023 by Roy Osing

They are so passionate about the alleged stupidity of the rule that they refuse to do business with an organization because of it. #advisors #growth

Why I Bonds Are So Interesting Right Now

Nov 02, 2023 by Jeremy Keil

Read on to decide if you’d rather buy your I Bonds in October or November. Also consider if and when you may want to cash out your existing I Bonds.

Why Target Date Funds Fail Investors: A $3 Trillion Delusion

Nov 02, 2023 by Michael P. Lebowitz

The volatile market environment helps us appreciate why target date funds are foolish. #strategy #markets

Helping Clients Deal With Election Year Blues

Nov 02, 2023 by Todd Shriber

Clients are getting more emotional about election outcomes and some are letting those emotions cloud investment thoughts and decisions. #election #advisors

Financial Solutions for Your Family’s Situation

Nov 02, 2023 by Lincoln Financial Group

Every family faces a unique set of circumstances when it comes to financial planning and thinking about the future. #annuity

3 Markets in 1: A Sign of the Times

Nov 02, 2023 by Rob Isbitts

Technical analysis is not simply looking at a single picture with lots of confusing lines on it, making a call. #markets

Transforming the Wealth Management Experience

Nov 02, 2023 by Bill Hortz

Financial technology firms are increasingly addressing this need by developing solutions offering industry-altering modernization. #technology

Emergency Savings Landscape in State of Emergency

Nov 02, 2023 by Todd Shriber

An advisors can engage, helping clients establishing emergency savings plans and building up those reserves are value-adds. #advisors

The Mortar of Technology in Wealth Management

Nov 02, 2023 by Advisorpedia Media Group

Advisorpedia talked with Doug Fritz, Founder and CEO of F2 Strategy, live at the 2023 Nitrogen Fearless Investing Summit in Miami

Beyond Investment Advice: The Vital Role of Advisors in Safeguarding Clients’ Total Wealth

Nov 02, 2023 by Guest Contributor

It behooves you to gain a sound understanding of total wealth management: comprehensive estate planning, the role of life insurance. #advisors

What, Exactly, Is a Futurist?

Nov 01, 2023 by Ayelet Baron

Being a futurist is about more than holding a catchy title it’s about playing a distinct role in understanding patterns. #future #life

Unpacking Best-Of-Breed AdvisorTech Solutions

Nov 01, 2023 by Bill Hortz

We asked questions to better understand the issues and decisions they practically had to grappled with. #advisors #tech

For a Goldilocks Retirement: Save, Invest, Annuitize

Nov 01, 2023 by Alliance for Lifetime Income

When you don’t know how long retirement is going to last, it’s tough to spread your money out over what could be 20. #NCRetirementCenter

1 in 3 Americans Choose Investments as Their Primary ‘Income’

Nov 01, 2023 by Guest Contributor

8 in 10 Americans report high levels of financial anxiety and almost two-fifths are now interested in diversifying their income streams

5 Takeaways From My 5 Days With Sir Richard Branson and 50 Global Leaders

Nov 01, 2023 by Anna Crowe

They can serve as a gentle nudge or thought starter for you today. And if not, I hope you enjoy a little of what I experienced anyway. #advisors

Bond Prices Go Up Faster Than They Come Down: A Look at Convexity

Nov 01, 2023 by Guest Contributor

Fixed-income investors often ask what the duration of a bond is — as a way of determining interest rate sensitivity. #bonds

Fed Expected To Hold Rates Steady – What Investors Should Do Now

Nov 01, 2023 by Guest Contributor

The Federal Reserve will almost certainly hold interest rates steady for the second meeting in a row today at the highest level in some 22 years.

Millennials Surprisingly Interested in Bond ETFs

Nov 01, 2023 by Todd Shriber

Another surprise is the extent to which millennials are enthusiastic about bonds and fixed income exchange traded funds. #bond #ETF

We Expect a Market Rally for the End of 2023

Nov 01, 2023 by Guest Contributor

This November could be even more positive as some markets are currently in correction territory – falling by more than 10%. #markets

How To Optimize Your Fee Model for Maximum Profitability

Nov 01, 2023 by Stewart Bell

How to optimize your fee model for maximum profitability and present your fees with confidence to your clients. #advisors

Dividend Monarchy Coming to Life in New ETF

Nov 01, 2023 by Todd Shriber

It’s possible for dividend ETFs to set even stricter parameters than what’s mentioned above and an upcoming fund will do just that. #ETF

Your All-In-One Guide To Becoming An Independent RIA

Nov 01, 2023 by Schwab Advisor Services

The transition to becoming an independent RIA is a series of small steps that can add up to something big. #RIAs #independence

Suddenly Single, With Wealth — What's the Problem?

Nov 01, 2023 by Rick Kahler

Better to be left suddenly single with money than without it. Nevertheless, as I have seen with clients, wealth brings its own difficulties. #wealth

Why Do Content Marketing Strategies Fail?

Nov 01, 2023 by Elizabeth Harr

Content marketing is only as valuable as it is on par with topics that are relevant to a firm’s target clients. #marketing #success

Maximizing FMG’s New Integrations

Nov 01, 2023 by Advisorpedia Media Group

Advisorpedia talked with Susan Theder, Chief Marketing and Experience Officer of FMG, live at the 2023 Nitrogen Fearless Investing Summit

The Changing Face of Cybersecurity Threats With Kurt Long

Nov 01, 2023 by Power Your Advice

Uncover the hidden world of cyber threats and vulnerabilities, revealing invaluable insights on protecting your personal and financial data. #data #cyber

Big Pharma’s Billion-Dollar Weight Loss Drug Market

Nov 01, 2023 by VanEck

The market for weight loss drugs, projected to hit $77 billion by 2030, signals a convergence of lucrative investment opportunities. #invest

How Do You Make Peace With Uncertainty?

Oct 31, 2023 by James E. Wilson

Primary risk you face as an investor probably isn’t what you think. The largest risk is the uncertainty about your lifetime consumption. #risk #life

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