1. Social Security’s Horrendous Financial Abuse
Social Security is routinely clawing back benefits it claims it paid by mistake over years if not decades. This policy is cruel and unusual. It’s based on Social Security’s despicable mantra: Our mistake is your mistake. It leaves 77 million Social Security recipients living in constant fear of having benefits received for years, if not decades, clawed back in part or in full. — Laurence Kotlikoff
2. The Investing “Truth” No One Wants To Hear
Today, I’m uncovering a “truth” about investing almost nobody understands. This truth explains why most investors struggle to make any real money in the stock market… while a few achieve life-changing gains. The truth is… most stocks suck. — Stephen McBride
3. Student Loan Repayments – Will It Start the Recession?
Millions of young Americans will face the end of the student loan payment moratorium this summer. Why is this happening now, after a three-year break from payments? It is the result of the recent passage of the “Fiscal Responsibility Act” to raise the debt ceiling. Under that act, the Biden Administration is prohibited from extending the pause on student loan repayments which have remained in place since March 2020. — Lance Roberts
4. The Retirement Opportunity Is Staring Us in the Face - Can You See It?
In 1965, a Harvard-trained lawyer working for the Department of Labor published a book warning Americans that their cars could kill them. Unsafe At Any Speed by Ralph Nader rocked the Detroit auto industry, and its damning revelations prompted the federal government to act with uncharacteristic energy to implement the National Traffic and Motor Vehicle Safety Act the next year. — Steve Gresham
5. Clients View Money and Wealth Differently
There are inextricable links between money and wealth. Rare is the person that is widely viewed as “wealthy” without a lot of money. However, the definition of wealth is evolving. Yes, to some extent, wealth will always be perceived as a financial concept. If it wasn’t, there’d be no point to working, saving and investing. Still, there’s mounting evidence suggesting clients view being wealthy as being more than attaining financial affluence. — Todd Shriber
6. Do Professionals Need To Look For More Clients?
How do you feel about people who need to beat the bushes for new clients? People in certain professions consider themselves “a breed apart” because in addition to rigorous licensing hoops to jump through, their field does not require looking for business. The fields of law, medicine and accounting have often been considered professions because business comes to them, not the other way around. Do professionals need to look for more clients? — Bryce Sanders
7. How Firms Can Take Off in Value
Advisorpedia talked with Brad Bueermann, Founder & CEO of FP Transitions, live at the 2023 INSITE conference in Orlando, Florida about how firms are becoming more valubale than ever. — Advisorpedia Media Group
8. Why Didn’t My Client Call Me?
It is possible that they just don’t think you are very good, or maybe they just don’t like you. Maybe that is why…but then, why would they have ever done business with you in the first place if either was the case? So they are highly unlikely to be the reasons very often and I think we can rule them out as main reasons why you miss an opportunity. Considering also that those same clients are usually happily taking your calls and haven’t unsubscribed from newsletters, and they are paying their ongoing fees…. they probably do actually like you. — Tony Vidler
9. Are You Talking To Your Prospects’ Needs or Talking About Yourself?
In the world of marketing and sales, the key to success lies in effective communication with potential clients. It is crucial to understand the importance of engaging with prospects in a way that addresses their needs and concerns rather than focusing solely on promoting oneself. By shifting the conversation to the prospects' needs, businesses can build trust, establish meaningful connections, and ultimately drive conversions. In this article, we will explore the significance of putting the prospects first and offer insights on how to effectively communicate about their needs. — Susan Danzig
10. Mastering the Secret Sauce of Advertising
So you’re ready to grow your business! You’ve got the process down and staff trained, you’re set up on every social media platform imaginable, and you’re posting eye-catching content. All you’re missing are the clients. Enter advertising! While running an ad campaign may seem like a no-brainer, running a successful ad campaign takes finesse and know-how. Here’s everything you need to know to channel your inner Don Draper and put your content to work. — Kalli Fedusenko
11. 5 Proven Ways To Achieve Unbelievable Growth in Your Business
What are the key things I did as the president of a fledgling internet company to grow it to A BILLION IN ANNUAL SALES? I’ve often said that my BILLION dollar journey didn’t have a single silver bullet to explain our success, rather it was the combined impact of many small innovations that ‘lit fires’ in people and propelled them to achieve great results. — Roy Osing