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Digital Transformation Explained: What It Means and Why It Matters

Unlock Greater Portfolio Customization with This New Tool

Why Ignorant Investors Are Often Better Than Informed Investors

Investing Through the 2024 Election: What You Need to Know

Oct 28, 2024 by Allison Berger

It is no wonder many are feeling anxiety about how the outcome may affect their financial health. #election #investing

Avoiding Burnout as a Successful Business Owner: Prevention and Recovery Tips

Oct 28, 2024 by Mike Garrison

So many of my clients and friends over my multi-decade coaching career have been taken out at one time or another by it. #growth #burnout

Transform Customer Service Conversations by Choosing the Right Words

Oct 28, 2024 by Shep Hyken

Starts with a problem or complaint forces us to turn a negative into a positive. Words that we use can help drive the positive experience. #CX

Upcoming Data, Earnings, and Elections Spark Market Uncertainty

Oct 28, 2024 by Paul Rejczak

Will Friday’s volatility lead to a downward correction, or was it just a temporary retreat? #markets #stocks #investing #success

Enhance Your Career: 7 Keys to Succeeding with AI

Oct 28, 2024 by Martin Zwilling

Seven symbiosis principles and specific recommendations for preparing now for the impact of AI currently and in the future. #AI #advisors

The Week Ahead: Key Insights on Big Tech Earnings and Jobs Data

Oct 28, 2024 by Christopher Versace

Chris explains why Big Tech earnings could determine the next move in the S&P 500 and Nasdaq Composite. #stocks

Robo-Taxi: Tesla or Uber?

Oct 28, 2024 by Michael P. Lebowitz

As investors, we can bet on robo taxi success with Tesla shares or against its progress via Uber. #Tesla #Uber #taxi

The Reasons Behind Persistently Low Housing Supply

Oct 28, 2024 by J.P. Morgan Asset Management

The Fed's rate cutting cycle should help lower mortgage rates over time, but it is more impactful for short rates. #home #rates

The Most Valuable Company in 2030

Oct 28, 2024 by Stephen McBride

EV sales just hit another record in America. Roughly one in 10 new cars sold is now battery-powered. And Tesla is lapping the competition.

Transforming Negative Perceptions as a Financial Advisor

Oct 28, 2024 by Don Connelly

Here are a few examples of the common challenges newer financial advisors face with warped perceptions and attitudes #growth

A Bumpy Start to October but More Positives Ahead

Oct 28, 2024 by iCapital

We observe several potential positive catalysts, including rate relief that should be starting to filter through the economy. #alternatives #markets

Rising Interest in Annuities: The Appeal of Guaranteed Income

Oct 28, 2024 by Todd Shriber

Put it all together and it’s clear now is an appropriate time for advisors to shore up their annuities toolkits. #NCRetirementCenter

Has the Semiconductor Cycle Hit Its Peak?

Oct 28, 2024 by Guest Contributor

AGF Investments Inc. analyst Grace Huang explains the potential opportunities and risks of global semiconductor stocks at this stage in the cycle.

Why Polished Sales Conversations Might Not Build Client Trust

Oct 28, 2024 by Ari Galper

They’re not rejecting your expertise, they’re simply holding back because they don’t feel 100% understood by you. #advisors

How to Avoid 6 Common Cybersecurity Mistakes Made by Financial Advisors

Oct 28, 2024 by Zac Amos

Financial advisors should brush up on the latest guidance to ensure they are aware of relevant cyberthreats and and best practices.

Guiding Clients Past Their AI Reservations

Oct 28, 2024 by Todd Shriber

On the way to the wealth management industry still young though widening embrace AI, an interesting phenomenon is developing.

11 Most Read Articles of the Week

Oct 27, 2024 by Douglas Heikkinen

11 Most Read Articles of the Week #financialadvisors #wealthmanagement #finance #wealth #investing #growth #success

Are Equity Flows Returning to China After the Stimulus Announcement?

Oct 26, 2024 by J.P. Morgan Asset Management

The combination of the stimulus announcement plus cheap valuations and underweight positions resulted in a surge in net flows into Chinese equities #China

Cybertruck Tries To Pull the Whole Market Higher

Oct 26, 2024 by Steve Sosnick

Implied volatility seemed a bit low considering the stock’s propensity for big post-earnings moves. And now we’re looking at a 17% rally #Tesla

Why You Should Never Apologize for Raising Your Fees

Oct 26, 2024 by The Perfect RIA

It’s time to flip the script! You deserve to be compensated for the incredible value you bring, and your clients should see that too. #advisors

Q4 Essentials: The Critical Importance of a Strong Finish for Advisors

Oct 26, 2024 by Guest Contributor

For financial advisors, Q4 isn’t just another quarter—it’s the most pivotal time of the year. #advisors

The High Probability of Lower Future Returns

Oct 26, 2024 by Lance Roberts

While we have previously covered many of these article’s points, a comprehensive analysis is needed. #markets

Advice Trumps Politics: Why Guidance Comes First

Oct 26, 2024 by Todd Shriber

Election Day fast-approaching, intensity is increasing in significant fashion and that’s true across a variety of avenues. #Trump

Invisible Pressure: The Silent Killer of Your Sales

Oct 26, 2024 by Ari Galper

Moment when the entire conversation seems to slip away, and no matter how hard you try, the trust you hoped to create seems to dissipate. #growth

Winning Ideal Clients: How Big Companies Can Sell Small

Oct 25, 2024 by Mike Garrison

Today, however, we are talking about getting appointments by referral with business owners. #growth #advisors

Financial Protection Strategies for High-Risk Jobs

Oct 25, 2024 by Ken New

Are you prepared for the financial storms that come with a high-risk career? Discover how strategic planning can help #risk #career

The Career Myth You Must Unlearn for Leadership Success

Oct 25, 2024 by Nancy Fredericks

I bet you’ll uncover at least one insight that will shake up your thinking and expose a hidden belief quietly undermining your career growth. #career

The Top Ten Election Forecasts for Voters and Investors

Oct 25, 2024 by Greg Valliere

THE ELECTION WINNER may not be clear for days — or weeks — after the Nov. 5 election. #election2024

Tax Planning Tips for Your W-2 Clients and Beyond

Oct 25, 2024 by Libby Greiwe

A glimpse into the world of tax strategy and how they help advisors’ clients get creative and save boatloads of tax dollars #taxes

Customer Experience: Why It’s About the Journey, Not Just Touchpoints

Oct 25, 2024 by Joseph Michelli

My key takeaway from the article is that transactional touchpoints can distort a company’s true understanding of customer engagement. #CX #advisors

Staying Competitive in Mortgage Servicing During the Refinancing Boom

Oct 25, 2024 by Guest Contributor

Lower interest rates in the coming months, lenders face increasing pressure to remain competitive while ensuring efficient and compliant processes.

Rising Longevity: A New Challenge for Advisors and Clients

Oct 25, 2024 by Todd Shriber

Under any circumstances, a strong retirement plan and elimination of related procrastination is essential. #retirement #advisors

Why Prospects Hold Back the Truth and What You Can Do About It

Oct 25, 2024 by Ari Galper

More importantly, a sense that there’s something they aren’t telling you. It’s difficult to wrap your head around it. #advisors

Steer Clear of These Politically Sensitive Stocks

Oct 25, 2024 by Stephen McBride

We’re 11 days out from the most hyped election in US history. Don’t waste your time trying to guess who will win and how it will affect markets

Retire or Un-Retire? Weighing Your Options for the Future

Oct 25, 2024 by Lilah Raynor

Gen Z and Millennials are particularly worried about not saving enough, despite starting their retirement savings earlier than older generations.

This Is the New King of Single Stock ETFs

Oct 25, 2024 by Todd Shriber

Exchange traded funds focused on a single stock may appear to run counter to the mission of diversification. #ETF #stocks

What the Options Market Predicts for Tesla Earnings

Oct 25, 2024 by Steve Sosnick

Based upon its performance so far this year, TSLA has not just justified its inclusion as part of the so-called Magnificent Seven

These 3 Beliefs Will Destroy Your Marketing and Drive Clients Away

Oct 25, 2024 by James Pollard

According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior

Is AI Set to Disrupt Websites and Advertising? Who Will Blink First?

Oct 25, 2024 by Timothy Hughes

AI Agents will perform the tasks on the internet that we don’t like doing: gathering information, filling out forms, completing tasks #AI

Election, Earnings Jitters Hit Wall Street

Oct 25, 2024 by José Torres

Placed a fresh all-time high 66% probability of former President Trump reclaiming the Oval Office earlier this morning. #Trump

Nike’s Loss of Footing: Business Lessons for Staying Ahead

Oct 24, 2024 by Jud Mackrill

Their market cap has taken a hit, dropping significantly from its peak. Meanwhile, new brands are sprinting ahead. #Nike

Rejection Is a Gift: How to Leverage It in Sales

Oct 24, 2024 by Ari Galper

When you engage with your prospects, think of this as a chance for growth rather than a potential setback, in the event things don’t work out #growth

Leaders, You Might Be Doing the Wrong Job—Here’s What to Change

Oct 24, 2024 by Rachel Cooke

Understanding of what you’re being called to do, you’ll find yourself ready if not to remove the coat then at least to undo the top few buttons

Beyond the Noise: Create a Clear Vision for Your Financial Future

Oct 24, 2024 by Danielle Howard

Media provides a continuous flow of content to keep us from creating financial health and stability for our families and communities. #finance

Advisors: Differentiate Yourself by Taking the Burden off Owners

Oct 24, 2024 by John Brown

Being different can be a competitive advantage for advisors, but what are some of the ways they can successfully differentiate themselves? #advisors

Effective Apologies: How to Make Things Right with a Wronged Customer

Oct 24, 2024 by Roy Osing

It can turn a negative experience into a long-term opportunity for growth and trust-building. #advisors #trust #CX

Future Proof Insights: Serving Women, Client Growth, and Data’s Importance

Oct 24, 2024 by Guest Contributor

The need to better serve women investors, the evolving client experience, preparing for growth and the importance of integration. #women

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