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Consumer Confidence Generates Bear-Steepening Action

Wealth Tax Has Little Chance of Enactment

Labor Sentiment Is Becoming Worrisome

Advisors, Take Note: Women Are Concerned About Retirement

Aug 29, 2024 by Todd Shriber

Women need advisors and the time to establish those relationships is long before retirement. Data confirm as much. #NCRetirementCenter

NVDA Remains the Market’s Atlas

Aug 29, 2024 by Steve Sosnick

Looking beyond that, it is quite clear that the company plays a crucial role affecting a wide range of other popular investment vehicles. #Nvidia

What Does It Mean to Be Wealthy?

Aug 29, 2024 by What Does It Mean?

Our hosts tackle the concept of wealth - emphasizing the importance of financial literacy and investing to reach retirement goals.

Why Don’t You Own It? Equity Investors Need Conviction in Underweights

Aug 29, 2024 by Alliance Bernstein

Portfolio managers should always have good explanations for their underweight positions. These days, it matters more than ever. #equity

Understanding Why Clients See Value in Advisors

Aug 29, 2024 by Todd Shriber

More goes into why clients see value in their advisors than just investment returns and it pays for advisors to understand what the more is. #advisors

Is Your Marketing System a Revolving Door?

Aug 29, 2024 by Ari Galper

How do you stop the revolving door from spinning, where prospects come in and go out? #advisors #growth

Need Cash? Consider Securities-Backed Lending

Aug 29, 2024 by Todd Shriber

It can be a useful option – one not often thought of – for clients that need cash for whatever reason. #strategist #lending

Yield Curve Shifts Offer Signals for Stockholders

Aug 29, 2024 by Michael P. Lebowitz

Perspective on what a continued bull steepening trade may mean for returns of the major stock indices, along with various sectors and factors. #markets

How To Get Full Protection From Your Homeowners Insurance

Aug 28, 2024 by Rick Kahler

That requires making a detailed inventory of all your home’s contents, complete with proofs of purchase and serial numbers. #insurance #home

5 Essential Steps To Acquire Other Businesses Successfully

Aug 28, 2024 by Jennifer Goldman

Outline five critical steps that we have devised after witnessing poorly executed acquisitions. #growth #advisors

Is Your Marketing a Bridge to Nowhere?

Aug 28, 2024 by Olivia Luper

Care, energy, planning, manhours, and money put into creating this first part of a route. Only for it to end in disappointment going nowhere. #advisors

Don’t Be Afraid To Lead With Your Authentic Self

Aug 28, 2024 by Terri Klass

What does our authentic self look like? What does it mean to be authentic? Don’t be afraid to lead with your authentic self. #leader #authentic

Change Is Inevitable - Leadership Is Optional

Aug 28, 2024 by Jud Mackrill

If we understand how to choose the right wave to take advantage of, we can use that moment as a springboard for a major shift in how we work. #change

Content Marketing: The Trap All Salespeople Fall Into

Aug 28, 2024 by Timothy Hughes

This is the trap all salespeople fall into when they are not taught about content and how to use it as a tool in their kitbag. #sales #advisors

AI Makes Us More Human

Aug 28, 2024 by Stephen McBride

My market script for the next few months: Stocks trade sideways to down heading into November, then rip higher once the election is done and dusted.

Low Volatility Before a Holiday Weekend Has Challenges and Opportunities

Aug 28, 2024 by Bob Lang

Low volatility, especially in front of a holiday weekend, is tough to handicap. It’s like the markets are boats bobbing in the harbor. #stocks

Growth Isn’t a Choice if You’re Good

Aug 28, 2024 by Brett Davidson

Growth isn’t a choice if you’re a good financial planner, it’s inevitable. #growth #advisors

Overbought Conditions Set up Short-Term Correction

Aug 28, 2024 by Lance Roberts

Corrective market actions, as witnessed three weeks ago, tend to be buying opportunities. #markets

The End of the Discovery Meeting

Aug 28, 2024 by Ari Galper

I want to challenge this idea of free planning and the entire process itself. #advisors #growth

In a Slump as a Financial Advisor? Here's What to Do

Aug 28, 2024 by Joseph Lukacs

Let's discuss what you can do as a financial advisor if you're feeling behind, lacking momentum, or stuck in a rut. #growth

Investing Time in the Relationship Review

Aug 28, 2024 by Stephen Kates

Creating a habitual Relationship Review with your tenured clients can provide a grounding element to push past the noise. #growth

Believe It: It Might Be Time To Bet on Biotech

Aug 28, 2024 by Todd Shriber

The Covid-19 vaccine bubble that propelled many biotech names during the 2020 market rebound popped and investors moved onto other growth outlets

Amazon Benefits From AI but Some Doubt Its Productivity

Aug 28, 2024 by Michael P. Lebowitz

GenAI takes some of the onus off developers, allowing them to use their skills better for more financially rewarding projects for Amazon. #AI #Amazon

Diversification Strategies: How To Spread Risk and Enhance Portfolio Performance

Aug 28, 2024 by Guest Contributor

More about different diversification strategies so that you can spread risk and enhance portfolio performance. #diversity #invest

Beware of the Medicare Rules for HSA Accounts

Aug 27, 2024 by Scott Krase

Congrats! You are turning 65 and received a letter from Medicare WARNING you about lifetime penalties if you DON’T sign up for Medicare. #Medicare

How One Company Helps Employees Find Purpose

Aug 27, 2024 by Lindsey Bell

Instead of focusing on what workers are lacking, they focus on helping them find purpose. #pupose #career

10 Tasks To Do All Year Round To Speed Up Business Tax Filing Season

Aug 27, 2024 by Guest Contributor

To alleviate the stress of tax filing, Business experts at Vera have shared their advice on how to streamline the tax filing process.

8 Keys to Building Your Business into the Next Unicorn

Aug 27, 2024 by Martin Zwilling

Key success strategies and insights that I have garnered in my years of investing in startups, mentoring aspiring entrepreneurs, investing. #growth

Moving From ‘Decided Upon’ To ‘Decided With’

Aug 27, 2024 by Paul Taylor

Who really benefits from the bureaucracy of our systems and organisations? It’s certainly not the people they were set up to serve. #views

Strategic Guide to Leveraging Social Media for Climate Action

Aug 27, 2024 by Leonard Parker

Understanding how to strategically leverage social media can be a game-changer for your organization #socialmedia #advisors

Right Place, Right Time for This Corporate Bond ETF

Aug 27, 2024 by Todd Shriber

Broadly speaking, it’s been an impressive year for investment-grade corporate bonds and the related exchange trade funds. #ETF

The Harris Machine Hits Washington

Aug 27, 2024 by Greg Valliere

Kamala Harris seems poised to win the presidency on November 5, most Washington insiders now believe. #election24

Powell Signaled Rate Cuts Are Coming

Aug 27, 2024 by Lance Roberts

On Friday, Jerome Powell signaled that a September rate cut is highly likely, and the stock and bond markets applauded. #markets

Redefining Resistance: How To Defuse, Not Overcome Objections

Aug 27, 2024 by Ari Galper

So you have no way of tackling the underlying cause of resistance, which is usually subtle pressure from within your sales process. #growth

How Many Unused Subscriptions Does Your Client Have?

Aug 27, 2024 by Bryce Sanders

How many does your client have? What do they cost? How many do they actually use? #subscriptions #advisors #growth

Shining a Light on Sequence-Of-Returns Risk

Aug 27, 2024 by Craig Israelsen

I will present evidence that we can, in fact, do something to prepare for SORR as we transition into our retirement years. #return #risk #retire

Do You Really Know What Your Marketing Needs

Aug 27, 2024 by Tony Vidler

It might seem like a dumb question: but How many leads do you need? #advisors #marketing #leads

Inside a Century of Wealth Stewardship with Matt McCarte

Aug 27, 2024 by Power Your Advice

We explore Pitcairn’s approach to wealth management and the strategies behind guiding ultra-high net worth families in preserving their legacy

Perspectives on Wealth Changing, Rising in Dramatic Fashion

Aug 27, 2024 by Todd Shriber

There are other considerations, including demographic, that advisors should be aware of. #advisors #research

If You’re Banking With Barclays, Set Yourself on Fire

Aug 27, 2024 by Chris Skinner

Having written a book about how fintech can make finance good for the world, the biggest issue is those banks investing in fossil fuel firms. #bank

Advisors Can Add Value With Elder Financial Abuse Prevention Plans

Aug 27, 2024 by Todd Shriber

Help older clients avoid becoming victims of financial fraud in a variety of ways starting with identifying some of the most common rackets. #fraud

The Choice Is Ours: Listen to the Noise or Tune It Out

Aug 26, 2024 by Jay Mooreland

To the person that tunes it out, doesn’t look, it will have no effect. It’s as if no sound was made. #politics #election

What To Do When Your Calls Aren’t Being Returned

Aug 26, 2024 by Ari Galper

We’ve been so conditioned to focus on the sale that we assume we’ve lost it if they haven’t called us or e-mailed us back. #growth

How Does Your Financial Advisor Make You Feel?

Aug 26, 2024 by Christine Luken

Your financial advisor should never meet your desire to learn and ask questions about investing with defensiveness or dismissiveness #women #advisors

The Way To Fast-Track Your Career and Compensation

Aug 26, 2024 by Andrew LaCivita

When I talk about job interviewing, you often hear me say, The more layers you have, the more desirable you’ll be to an employer. #career

Investing in a New Business Website and Integrating It Into Your Financial Plan

Aug 26, 2024 by Guest Contributor

Explores why a new business website is crucial and offers practical tips on how to integrate it into your financial plan. #invest

Stop It: Ten Bad Customer Service and CX Habits You Need To Stop

Aug 26, 2024 by Shep Hyken

Enough about Newhart’s history and accolades, why is he showing up in an article about customer service and experience? #CX #advisors

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