1. Why Financial Advisors Quit
It’s estimated that nine advisors out of ten don’t last three years in the industry. That seems high for a career that offers so much promise and potential. Most people come into the business checking all the appropriate boxes for having what it takes. Still, when you consider the gap between reality and expectations of fledgling financial advisors, it begins to make sense why most choose to leave the business. — Don Connelly
2. Scared Money Rarely Makes Money
“Scared money doesn’t make money” is an often-used phrase and one that has applications across myriad real life situations. Take it from someone that lives in Las Vegas, this is a saying bandied about at the tables. While it is not gambling advice, there will be plenty of occasions when the scared money misses out on more money. Probably as many, if not more than the times in which the scared money is validated for being timid. — Todd Shriber
3. How to Conduct a Retirement Plan Review
Financial independence is a wonderful goal. Imagine telling a client they did not need to work until age 65 and they could retire early if they chose! This type of success does not happen overnight unless you win the lottery. It takes disciplined investment and sound guidance from a good financial advisor. Frequent retirement plan reviews are an important component. — Bryce Sanders
4. Don’t Fear All-Time Highs, Understand Them
Don’t fear all-time highs in the market. Such is a natural response for investors who are concerned about market risk. However, rather than fearing market exuberance, we must understand what drives it. There is an essential concept investors should understand about markets when they are hitting “new records.” — Lance Roberts
5. Searching for the "Amazon" of Financial Services
A year ago, I asked which company could become the Amazon of financial advice? I speculated about who among the industry’s powerhouses had the savvy and agility to become the leader in creating an easy and elegant customer experience combined with better financial outcomes for investors. — Jack Sharry
6. Making Prospect Meetings Memorable
Let's start with a scenario that plays out regularly in your business. You have a prospective client coming in for an introductory meeting. They heard about you through an existing client and, no doubt, checked out your website and socials before booking a meeting. — Julie Littlechild
7. Getting Clients Onboard with Comprehensive Advising
Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with. Getting them to engage in full advice can be tough and they need to understand what you CAN do for them, and where your knowledge and skills can make a difference in their lives. Much of what we do is nebulous….intangible….conceptual….and full of what if’s? — Tony Vidler
8. Changing Your Mindset to Navigate Tumultuous Times with Josh Crawford
In this episode, Josh walks us through why advisors are choosing Matson Money, as well as insights into their exclusive events on the horizon including the American Dream Experience and the Advanced Advisor Conference. — Power Your Advice
9. The Power of Referrals for New Business
Market dynamics, regulations, and client expectations continually shift, but one steadfast truth has withstood the test of time: referrals are the undisputed champions of marketing and securing new business for financial advisors. — Nigel Green
10. Getting Started with Structured Investments
What if you could gain market exposure, but limit your losses if the market goes down? Or make an investment with the potential to generate higher coupon payments? Structured investments can be designed for almost any market outlook or financial objective and can be used to ... — iCapital
11. The Investment and Business Ramifications of Catastrophic Risks
In the context of valuing companies, and sharing those valuations, I do get suggestions from readers on companies that I should value next. While I don't have the time or the bandwidth to value all of the suggested companies, a reader from Iceland, a couple of weeks ago, made a suggestion on a company to value that I found intriguing. — Aswath Damodaran