1. How Financial Services Firms Are Moving Forward in 2023
The uncertainty and volatility of the last 2 years has brought a dynamic shift in how accounting and financial services firms do business. From the COVID-19 pandemic and political unrest to market fluctuations and the threat of inflation, it may feel as if there is no light at the end of the tunnel. Many accounting and financial services firms are pulling back, adopting a wait-and-see attitude. But are they missing out on opportunities? Where should firms be focusing their efforts? To thrive in the face of uncertainty it’s critical to understand what is driving buyer behavior. What are buyers’ top challenges and concerns today—and how can we gain real insights into their decision-making process? — Will Casserly
2. How To Accelerate Client Wealth, Sell Free Life Policies, Grow AUM and Increase Referrals. Yes, Really
all compete for your clients. Many of these alternatives place a focus on advisor fees and some even highlight the impact of advisor fees on total returns. It makes for a compelling read, but it leaves off some critical data. Like the fact that you perform a basket of services that optimize a complete financial plan. Or that you are there to save investors from panicked decisions like exiting the market at the bottom of the 30% Covid drop in 2020... then keeping their “chips off the table” during the momentous market rise that followed. — Gordon Stein
3. The FTX Fiasco Rocks Crypto: Three Takeaways
The FTX fiasco shows why regulation of the cryptocurrency industry is more critical than ever and underscores the importance of choosing the right crypto exchange, affirms the CEO of one of the world’s largest independent financial advisory, asset management and fintech organizations. — George Prior
4. Examining Superpowers of Financial Advisors with Josh Brown (Part 1)
Today, we are pleased to welcome Josh Brown to the podcast. Josh is the CEO of Ritholtz Wealth Management and has spent his career helping people invest and manage portfolios. He is also the author of the book Backstage Wall Street, on the advisory board of Brightscope, and blogs at The Reformed Broker. — Wall & Main
5. Keeping Momentum Through the Road Blocks with Eliza de Pardo
Recorded at the Axos Advisor Services — Focus on the Future Conference in Denver Colorado; Eliza De Pardo is the founder of De Pardo Consulting,a firm of industry specialists that leverage their business consulting expertise and research insights to deliver great advice to their clients. — Power Your Advice
6. Is a Slower Rate Hike Path on the Horizon?
In line with expectations, the Federal Open Market Committee (FOMC) unanimously voted to raise the federal funds rate by 0.75% to a target range of 3.75%-4.00% at their November meeting. The committee’s tone remained hawkish and inflation-vigilant, but investors took initial relief at new statement language acknowledging the significant amount of tightening the Federal Reserve (Fed) has already delivered and the lags with which it will affect the economy and inflation. However, Chairmen Powell’s rhetoric in the subsequent press conference was increasingly hawkish, suggesting that the risk of Fed overtightening remains. — Stephanie Aliaga
7. Are The FANG Stocks Dead?
Are the FANG stocks dead? Or, to be clear, are the MANNGMAT stocks dead? Of course, we are talking about the big technology heavyweights of Meta (FB), Apple (AAPL), Netflix (NFLX), Nvidia (NVDA), Google (GOOG), Microsoft (MSFT), Amazon (AMZN) and Tesla (TSLA). According to a recent article via the WSJ, such seems to be the case. — Lance Roberts
8. The Cash Environment and How Advisors Can Bring Value to It with Morgan Ludovico and Todd Blackburn
Morgan Ludovico, a Vice President at StoneCastle Cash Management as well as Todd Blackburn, President of the Burns-Blackburn Group both join Doug Heikkinen for today’s podcast. In this episode, Doug, Morgan, and Todd discuss the cash phenomenon, and how it has served advisors so well in increasing AUM, while enhancing client value. — StoneCastle Cash Management
9. What Does Being the Best Financial Advisor in the Financial Industry Mean?
Amazing financial advisor practices and amazing teams deliver more value with ideal clients. While there is a tremendous amount of research data and methodology that goes into this I look at any advisor and being the best can come down to three key things. The delivery of comprehensive client value. The financial success of the client and their family, their community, and the financial advisor Quality of life of your clients your team, and yourself. — Grant Hicks
10. Are You Making These 5 Costly Client-Acquisition Mistakes?
Sometimes the strength of a great introduction makes the “sales process” quick and painless. Your prospect knows what you do, wants what you have to offer, and is ready to take action. If this does not happen for you with at least 10-20% of your prospects, you probably aren’t securing strong enough introductions as part of your client acquisition process. — Bill Cates
11. Are Stocks Bottoming as You Read This?
It’s a “who’s who” of the worst market moments of the last 25 years. And every single one was accompanied by a surging dollar. This year is no different… while the dollar is soaring, the S&P 500 is down around 20% in 2022. And 2022 has been the worst year for a 60/40 stock/bond portfolio since World War II! It’s no coincidence the dollar is having its best year in decades. — Stephen McBride