Why It Makes Sense to Shift From Cash to Bonds Many strategists and experts have been wrong about rates, both fed funds and U.S. Treasury yields. #bonds #income
Why It Makes Sense to Shift From Cash to Bonds Many strategists and experts have been wrong about rates, both fed funds and U.S. Treasury yields. #bonds #income
Big Picture: Investors Not on the Defensive, Despite Talk of Recession Consumer staples, healthcare and utilities sectors have underperformed this year. #investor #markets
Big Picture: Investors Not on the Defensive, Despite Talk of Recession Consumer staples, healthcare and utilities sectors have underperformed this year. #investor #markets
These Women Likely Need Financial Advisors Women in the 18-24 age group are likely to be more inspired financially by Kendall and Kylie Jenner, Ariana Grande, Selena Gomez and Zendaya. #advisors
These Women Likely Need Financial Advisors Women in the 18-24 age group are likely to be more inspired financially by Kendall and Kylie Jenner, Ariana Grande, Selena Gomez and Zendaya. #advisors
Digital Campaigns That Work: How To Get More Qualified Leads David Roberson, founder of Azella Advisor, to talk about the best ways to create effective digital campaigns that drive leads right to YOU! #advisors
Digital Campaigns That Work: How To Get More Qualified Leads David Roberson, founder of Azella Advisor, to talk about the best ways to create effective digital campaigns that drive leads right to YOU! #advisors
Is Goldman Sachs Supporting Independent Advisors? Who’s better equipped to serve clients; independent financial advisors or large established companies? #advisors
Is Goldman Sachs Supporting Independent Advisors? Who’s better equipped to serve clients; independent financial advisors or large established companies? #advisors
Am I Stuck at the Right Place To Work With You? This was the subject line of an introductory email from a consultant who became a client. Isn’t that just the perfect question to ask? #growth
Am I Stuck at the Right Place To Work With You? This was the subject line of an introductory email from a consultant who became a client. Isn’t that just the perfect question to ask? #growth
Are Mental Health Days a Solution for Burnout? In the world of business, deadlines loom and responsibilities mount quickly. Before you know it, your workload is draining all of your energy.
Are Mental Health Days a Solution for Burnout? In the world of business, deadlines loom and responsibilities mount quickly. Before you know it, your workload is draining all of your energy.
Will Living Longer Kill You? Living your last 5, 10, or even 15 years being both healthy, but with nearly no money is a very scary prospect. #longevity #money #NCRetirementCenter
Will Living Longer Kill You? Living your last 5, 10, or even 15 years being both healthy, but with nearly no money is a very scary prospect. #longevity #money #NCRetirementCenter
Insights and Strategies to Supercharge Your Marketing Efforts This episode is all about maximizing your marketing reach and doing money-making activities that turn into ACTUAL revenue. #advisors #marketing
Insights and Strategies to Supercharge Your Marketing Efforts This episode is all about maximizing your marketing reach and doing money-making activities that turn into ACTUAL revenue. #advisors #marketing
Can You Be Successful and Happy at the Same Time? I have distilled their magic into three core lessons for building a successful career without having to trade your happiness for it.
Can You Be Successful and Happy at the Same Time? I have distilled their magic into three core lessons for building a successful career without having to trade your happiness for it.
Preserving Your Family History and Creating a Lasting Legacy John and Michael Parise shed light on the importance of transferring values when transferring wealth to create a lasting legacy. #legacy #family
Preserving Your Family History and Creating a Lasting Legacy John and Michael Parise shed light on the importance of transferring values when transferring wealth to create a lasting legacy. #legacy #family
When Profit Maximization Fails I was loyal to them even as they made prior price increases and technological changes I didn’t need. But we all have a breaking point. #advisors
When Profit Maximization Fails I was loyal to them even as they made prior price increases and technological changes I didn’t need. But we all have a breaking point. #advisors
A Retirees Take On Charitable Giving Explore the concept of charitable planning, its significance, and how it can be leveraged to maximize tax benefits. #taxes #charity
A Retirees Take On Charitable Giving Explore the concept of charitable planning, its significance, and how it can be leveraged to maximize tax benefits. #taxes #charity
Unpacking the Fiduciary Standard in Retirement Planning We live in an age where technology provides us with endless data, but how do fiduciaries navigate it wisely, and use it to advise clients.
Unpacking the Fiduciary Standard in Retirement Planning We live in an age where technology provides us with endless data, but how do fiduciaries navigate it wisely, and use it to advise clients.
The Instacart IPO: Putting the (Insta)Cart Before the (Grocery) Horse Reality has caught up with both the company and investors, and this IPO represents vastly downgraded expectations for the company’s future. #stocks
The Instacart IPO: Putting the (Insta)Cart Before the (Grocery) Horse Reality has caught up with both the company and investors, and this IPO represents vastly downgraded expectations for the company’s future. #stocks
Compound Market Returns Are a Myth? This myth that was contrived to extract capital from retail investors and place it in the hands of Wall Street. #markets #myths
Compound Market Returns Are a Myth? This myth that was contrived to extract capital from retail investors and place it in the hands of Wall Street. #markets #myths
Teach Your Clients How to Refer a Friend Who Fits Your Business You’re not right for them and they’re not right for you, but you still take them on as a client. Hmm What’s wrong? #advisor #growth
Teach Your Clients How to Refer a Friend Who Fits Your Business You’re not right for them and they’re not right for you, but you still take them on as a client. Hmm What’s wrong? #advisor #growth
6 Events That Require a Valuation of Your Financial Practice The six most common scenarios that cause an advisor to seek a professional business appraisal. #advisors #business
6 Events That Require a Valuation of Your Financial Practice The six most common scenarios that cause an advisor to seek a professional business appraisal. #advisors #business
Why Financial Advisory Firms With Growth Ambitions Need Strategic Planning Navigating growing client lists, tech challenges, and the ever-evolving market can get overwhelming. That's why a plan is essential.
Why Financial Advisory Firms With Growth Ambitions Need Strategic Planning Navigating growing client lists, tech challenges, and the ever-evolving market can get overwhelming. That's why a plan is essential.
Top 10 Questions High Net Worth Individuals Ask About Social Security This Q&A is designed to help you better understand what to expect from Social Security. #NCRetirementCenter
Top 10 Questions High Net Worth Individuals Ask About Social Security This Q&A is designed to help you better understand what to expect from Social Security. #NCRetirementCenter
Could Apple Could Run Another 68.15% From Here? Goldman Sachs says that iPhone demand will outstrip supply and sees 20% upside for Apple shares as a result. #Apple #active
Could Apple Could Run Another 68.15% From Here? Goldman Sachs says that iPhone demand will outstrip supply and sees 20% upside for Apple shares as a result. #Apple #active
Cycle of Rate Hikes Is Over – Are Your Investments Aligned? Investors need now to ensure their investment portfolios are ready for a new era as central banks become seemingly convinced. #rates
Cycle of Rate Hikes Is Over – Are Your Investments Aligned? Investors need now to ensure their investment portfolios are ready for a new era as central banks become seemingly convinced. #rates
Schwab Makes It Cheaper to Access Bond ETFs Its reputation for low-cost ETFs is something taken seriously by Schwab, as highlighted by the fact that the issuer announced fee cuts. #ETF
Schwab Makes It Cheaper to Access Bond ETFs Its reputation for low-cost ETFs is something taken seriously by Schwab, as highlighted by the fact that the issuer announced fee cuts. #ETF
7 Strategies To Win With the Power of ‘We-Commerce’ I also see and support the strong movement to this business model, which can be characterized by the following attributes. #growth #advisors
7 Strategies To Win With the Power of ‘We-Commerce’ I also see and support the strong movement to this business model, which can be characterized by the following attributes. #growth #advisors
What if Age Is Just a Number? What if age is just a number? In a society that often glamorizes youth, the true value of aging gets overlooked. #aging #life #views
What if Age Is Just a Number? What if age is just a number? In a society that often glamorizes youth, the true value of aging gets overlooked. #aging #life #views
Time Management for Financial Advisors More and more emails more and more webinars more and more interruptions? Here are some strategies to help manage your time and inbox. #advisors
Time Management for Financial Advisors More and more emails more and more webinars more and more interruptions? Here are some strategies to help manage your time and inbox. #advisors
How To Choose the Right Retirement Plan For Your Business Peter explains how flexibility and customization are key to achieving both business and employee objectives. #retirement #advisors
How To Choose the Right Retirement Plan For Your Business Peter explains how flexibility and customization are key to achieving both business and employee objectives. #retirement #advisors
How To Lead Through Chaos Without Burning Out You or Your Team When you take the initiative to lead through chaos you’ll give your team the confidence they need and protect them and yourself from burnout.#advisor
How To Lead Through Chaos Without Burning Out You or Your Team When you take the initiative to lead through chaos you’ll give your team the confidence they need and protect them and yourself from burnout.#advisor
Another Intraday SPX Squeeze? 4,345 though must hold the way it did yesterday. Even in this seasonally poor week, an intraday squeeze may develop later today again.
Another Intraday SPX Squeeze? 4,345 though must hold the way it did yesterday. Even in this seasonally poor week, an intraday squeeze may develop later today again.
Tech Innovations: Revolutionizing the Landscape of Loan Management Investing in tech innovations not only improves operational efficiency but also positions the business as a modern, customer-centric entity.
Tech Innovations: Revolutionizing the Landscape of Loan Management Investing in tech innovations not only improves operational efficiency but also positions the business as a modern, customer-centric entity.
The State of the Economy and the Financial Markets Mike offers an insightful, well-rounded perspective on the economy and what’s been the financial markets. #markets #finance
The State of the Economy and the Financial Markets Mike offers an insightful, well-rounded perspective on the economy and what’s been the financial markets. #markets #finance
Amazon’s AI Move – Why You Need AI Investments as Race Speeds Up Amazon’s $4bn investment into a ChatGPT rival reinforces why almost all investors should have some artificial intelligence exposure. #Amazon #AI
Amazon’s AI Move – Why You Need AI Investments as Race Speeds Up Amazon’s $4bn investment into a ChatGPT rival reinforces why almost all investors should have some artificial intelligence exposure. #Amazon #AI
Maybe the Client Is the Problem Sometimes the person is the problem. Sometimes, maybe, the client is the problem rather than you. #advisors #clients #problems
Maybe the Client Is the Problem Sometimes the person is the problem. Sometimes, maybe, the client is the problem rather than you. #advisors #clients #problems
Is AI the Biggest Risk Today? What surprises possibly, is the impact of artificial intelligence. The rise of OpenAI’s ChatGPT has made all risk managers nervous. #AI
Is AI the Biggest Risk Today? What surprises possibly, is the impact of artificial intelligence. The rise of OpenAI’s ChatGPT has made all risk managers nervous. #AI
Reflect on Your Future Self So You Can Plan For It Studies have suggested – looking at myself older would inspire me to want to take better financial care of my future self. #NCRetirementCenter
Reflect on Your Future Self So You Can Plan For It Studies have suggested – looking at myself older would inspire me to want to take better financial care of my future self. #NCRetirementCenter
How To Engage With Strangers at Community and Cultural Events When you get to a certain level of wealth and influence in the community, you tend to get involved in the cultural scene. #HNW #advisors
How To Engage With Strangers at Community and Cultural Events When you get to a certain level of wealth and influence in the community, you tend to get involved in the cultural scene. #HNW #advisors
China’s Growth Is Slowing: What Does It Mean? Growth has slowed, but the context is important—an intentional transition to a more balanced economy that relies less on investment and exports.
China’s Growth Is Slowing: What Does It Mean? Growth has slowed, but the context is important—an intentional transition to a more balanced economy that relies less on investment and exports.
Advisors: Know Your Worth, Know Your Value Knowing your practice’s actual worth, not the emotional worth, can help you make better business decisions. #advisors #growth
Advisors: Know Your Worth, Know Your Value Knowing your practice’s actual worth, not the emotional worth, can help you make better business decisions. #advisors #growth
Do You Truly Understand Your Investments? Dive into the often misunderstood world of investing, examining why even seasoned investors and financial advisors stumble. #advisors
Do You Truly Understand Your Investments? Dive into the often misunderstood world of investing, examining why even seasoned investors and financial advisors stumble. #advisors
Survey Says $1 Million Retirement Isn’t What It Used To Be 401k plan participants reveals workers believe they’ll need $1.8 million to enjoy a comfortable retirement, up from $1.7 million. #NCRetirementCenter
Survey Says $1 Million Retirement Isn’t What It Used To Be 401k plan participants reveals workers believe they’ll need $1.8 million to enjoy a comfortable retirement, up from $1.7 million. #NCRetirementCenter
The Best Niche Marketing Advice I Can Give Financial Advisors Listen now to discover how to tap into this next level of copywriting, and eliminate your competitors. #advisors #growth
The Best Niche Marketing Advice I Can Give Financial Advisors Listen now to discover how to tap into this next level of copywriting, and eliminate your competitors. #advisors #growth
8 Tactics To Make Service Your Competitive Advantage Customer service is not just handling exceptions, something that you can think about later, once the business is up and running.
8 Tactics To Make Service Your Competitive Advantage Customer service is not just handling exceptions, something that you can think about later, once the business is up and running.
The Best Move In Objection Handling I am going to offer you not one, but six, good reasons why you need to clarify those objections! #advisors #growth
The Best Move In Objection Handling I am going to offer you not one, but six, good reasons why you need to clarify those objections! #advisors #growth
The Difference Between Customer Service and Customer Experience Every once in a while, someone will ask, What’s the difference between customer service and customer experience? #CX
The Difference Between Customer Service and Customer Experience Every once in a while, someone will ask, What’s the difference between customer service and customer experience? #CX
The Hidden Truths of Your Recycling Bin The challenges, statistics, and potential solutions surrounding recycling systems, not just in the U.S. but globally. #recycle
The Hidden Truths of Your Recycling Bin The challenges, statistics, and potential solutions surrounding recycling systems, not just in the U.S. but globally. #recycle
Which Countries Are Most Vulnerable to $100 per Barrel Oil? As Brent crude edges closer to the symbolic threshold of $100 per barrel, nations and industries around the world are bracing for the impact. #oil
Which Countries Are Most Vulnerable to $100 per Barrel Oil? As Brent crude edges closer to the symbolic threshold of $100 per barrel, nations and industries around the world are bracing for the impact. #oil
Pioneering New Integrated Pathways for Crypto Transactions To better understand how Metal Pay is a big step forward in building adoption and use cases for cryptocurrencies. #crypto
Pioneering New Integrated Pathways for Crypto Transactions To better understand how Metal Pay is a big step forward in building adoption and use cases for cryptocurrencies. #crypto
