1. Convert Prospects into Clients with Three Meetings
If you want high-quality clients, follow this structured three-step approach that gives you the opportunity to demonstrate your strengths and capabilities from the start. — David Leo
2. Investing Your Way Through a Correction
The U.S. equity market just endured its worst-performing January since the Global Financial Crisis in 2008. What are some of the ways that investors can navigate through the turmoil? — Kevin McCreadie
3. Market Pullback Or Bear Market?
Market pullback or bear market? Such seems to be the question on everyone’s mind as of late, given the rough start to 2022 so far. — Lance Roberts
4. 2022 High Growth Study: The 4 Keys to Accelerating Growth
Last year saw a surge in online leads, driven in large part by the pandemic. Accounting & Financial Services continued to progress, increasing its digital lead generation by nearly 19%. While the shift toward digital marketing techniques continues, more opportunity is still at hand. Both the Legal Services and Technology & Software industries generate an even greater proportion of leads from digital sources. — Will Casserly
5. The "Wow" Experience: How To Replicate Your Best Clients
When you WOW your clients with an unforgettable experience, they tell their friends and family about it. In other words, improving your client experience is a great way to boost referrals! — Jonathan Kuttin
6. The Future of Client Portfolios is Hyper-Personalization
Hyper personalization is certainly top of mind for advisors and the firms within which they operate today. And I think if we look back for the last decade, we've actually told advisors to focus on engaging with clients don't focus on managing portfolios. — Matthew Radgowski
7. Who Do the Oddsmakers Pick to Win the 2024 Election?
Donald Trump Faces Growing Opposition From Republicans in the Senate, His Endorsements of GOP Candidates Are Losing Some Clout, and His Overall Approval Polls Have Slipped. But Try Telling That to the Oddsmakers, Who Make Trump the Clear Favorite To Reclaim the Presidency in 2024. — Greg Valliere
8. Is Your Client Segmentation Model Still Relevant?
If you're like most successful advisors, you've already segmented your clients based on the value they bring to the business. And if, like most of those same advisors, this took place more than a few years ago, there is a good chance that both you and your business have changed to the point of making your model meaningless or, at least, outdated. — Julie Littlechild
9. Vladimir Putin Shouldn’t Affect Investment Decisions
War tensions have combined with concerns about inflation, rate hikes and supply chain shortages. “Every other headline that comes out on Russia/Ukraine seems to tell a different story. Right now, the narrative seems to be more aligned with the fact that this is getting worse, not better,” suggested Art Hogan, chief market strategist at National Securities in a Reuters report. — Al Emid
10. Why Raising Money for Charity Is Brilliant for Advisors
If you are a successful advisor, you have made your career because you have helped people in your local community. You have raised your visibility. People know who you are and consider you a qualified professional. You still haven’t broken into the top tier of wealth in the community. Getting involved with fundraising for a local nonprofit is an excellent next step. — Bryce Sanders
11. Do Investors Really Chase Performance?
For decades, investors have battled volatility and emotion when making investment decisions. Time and time again, investors get caught up in the good times and buy an asset when its price is inflated, only to turn around and sell it once optimism has receded and the price has fallen. — Heather Beamer