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What To Do When a Spooked Investor Wants a Portfolio Review

Empowering Female Clients: A Crucial Retirement Conversation

Election Year Market Expectations

Why Financial Advisors Need Clarity On Their Ideal Client

Apr 23, 2024 by Joseph Lukacs

Economic factors such as these are inevitable, especially if you're running a profitable business, but are these all that matter? #advisors

Understanding the Emotional Drivers of Client Decision-Making

Apr 23, 2024 by Tony Vidler

There is a simple formula that works well if you are addressing issues or topics from a fear perspective. #advisors #growth #fear

Inflation Has Been Dreadful for Retirement Savings

Apr 23, 2024 by Todd Shriber

That pre-retirees and retirees themselves know that they need an advisor to help navigate this perilous inflationary environment. #NCRetirementCenter

Technology Is Good, but Humans Are More Important

Apr 23, 2024 by Chris Skinner

Surely, technology will only be more important if we let it be. We control the machines; they don’t control us. #humans #fintech

Getting New Clients Through Social Relationships: A Declining Model?

Apr 23, 2024 by Ari Galper

You’ll need to be open to a new client acquisition model that starts with a business context, not a social context. #advisors #growth

Easing Financial Stress Through Family Communication

Apr 22, 2024 by Ross Levin

So let's talk about what you can do that has proven useful in harnessing this money beast. #money #stress #family

Strong Retirement Planning Can Enhance Marital Bliss

Apr 22, 2024 by Todd Shriber

All of that said, advisors and married clients know that finances gone awry can cause marital problems or worse, divorce. #marriage #retirement

In a World of Best Practices

Apr 22, 2024 by Ayelet Baron

In a world of best practices. self-awareness is the cornerstone of authentic living and creating a life that resonates deeply with your true self. #views

Purchasing vs. Leasing a Vehicle: A Guide to Making the Right Choice

Apr 22, 2024 by Jeff Panik

Are you torn between buying or leasing your next vehicle? Let’s find the best option for you! #lease #automobile #buy

This Satisfied Customer Could Ruin Your Business

Apr 22, 2024 by Shep Hyken

What if I told you that a satisfied customer could ruin your business? Most people think satisfied customers are happy and will come back. #CX #advisors

Empowering Clients: The Importance of Investing Beyond the 401(k)

Apr 22, 2024 by Don Connelly

You play a crucial role in helping your clients understand the importance of investing beyond their 401k for retirement. Here’s the approach. #growth

Stocks Poised for Rebound: Is the Correction Complete?

Apr 22, 2024 by Paul Rejczak

S&P 500 lost 3% last week. Will it find a short-term bottom soon? #stocks #markets #investing #finance

Navigating Senior Living Decisions

Apr 22, 2024 by Eric Blake

This episode is an essential guide for anyone navigating the senior housing landscape. #NCRetirementCenter #housing

What’s Next for Semiconductor Stocks

Apr 22, 2024 by Guest Contributor

AGF senior analyst Grace Huang lists some of the potential catalysts that could benefit semiconductor stocks moving forward. #stocks

AI-Driven Spending Boom Is No Dot-Com Bust for Investors

Apr 22, 2024 by Alliance Bernstein

Today’s technology boom is being driven by real efficiency gains, which is why we think comparisons with the dot-com bubble are misguided. #strategy

Are You Over Thinking the Sale?

Apr 22, 2024 by Ari Galper

You did what you’ve always done, yet your prospect’s conclusion remains being indecisive about you. #advisors #growth

Portfolio Construction: Assembling the Building Blocks

Apr 22, 2024 by Hamilton Lane

What we believe to be among the most comprehensive private asset datasets in the world in conjunction with our 30+ years of experience. #investing

Reddit Posts Reflect Investor Interest in Climate Change, Renewable Energy, and EVs

Apr 22, 2024 by Guest Contributor

How you talk about ESG with clients may need to change. #ESG #advisors #investors

Words that Hinder Building Rapport with New Clients

Apr 22, 2024 by Paul Kingsman

Make this small change in your phrasing to invite them to share more with you, ensuring your words hit the mark every time. #growth #advisors

Analyzing Investment Outlook Amidst Escalating Conflict in the Middle East

Apr 22, 2024 by J.P. Morgan Asset Management

In the aftermath of the attack, prices for both commodities modestly retreated – the barrage was largely unproductive. #Iran #markets

The Value of Transparency: Experts Embracing "I Don't Know"

Apr 22, 2024 by ProudMouth

They explore how embracing uncertainty can add a new layer of trust and connection to your client conversations and improve your learning.

Gold Breakouts Across Multiple Currencies Highlight the Metal's Universal Allure

Apr 22, 2024 by Frank Holmes

Gold hit a fresh all-time high of $2,432 per ounce last Friday, marking one of the great gold breakouts since the end of Bretton Woods.

11 Most Read Articles of the Week

Apr 21, 2024 by Douglas Heikkinen

11 Most Read Articles of the Week #financialadvisors #wealthmanagement #finance #investing #wealth #freedom #future

Netflix Surprises with Subscriber Growth and Improving Margin Outlook

Apr 20, 2024 by Guest Contributor

The bigger question now will be how Netflix continues to keep churn to a minimum, when rivals catch up with their own cheaper plans. #Netflix #streaming

Key Markets’ Uptrends Are Still in Place

Apr 20, 2024 by José Torres

Traders and investors alike need to consider which trends are most relevant to them, and in this case, the answers differ. #trends #investing

Looking for Signs Amid an “Orderly” Market Selloff

Apr 20, 2024 by Rob Isbitts

Like clockwork, the S&P 500 opens and moves higher, and then something happens that has been one of those things you notice and can never forget.

Why Advisors Need To Include Education

Apr 20, 2024 by Todd Shriber

A little bit of education from advisors can go a long in terms of attracting and retaining younger clients. Data confirm as much. #FinancialLiteracy

Contrary to the Reflation Narrative: Inflation Trends Downward

Apr 20, 2024 by Michael P. Lebowitz

The recent stickiness and even uptick in prices have investors worried that inflation is headed higher again. #inflation #markets

Economic Warning From the NFIB

Apr 20, 2024 by Lance Roberts

Consumers can not consume without producing something first. Production must come first to generate the income needed for that consumption #recession

Does AI Have the Power to Enhance Our Health?

Apr 20, 2024 by J.P. Morgan Asset Management

Over one-third of the world’s total volume, data in healthcare has historically been siloed and poorly organized, with over 80% unstructured. #data

Crafting Tailored Client Experiences for a Personalized Connection

Apr 19, 2024 by Libby Greiwe

Client Intel Process and how using this template to capture information allowed her and her team to create a customized, professional touch. #advisors

Leadership That Lends a Hand: Why Hands-Off Isn't Effective

Apr 19, 2024 by Achim Nowak

Taking a completely laissez-faire approach, on the other hand, doesn’t serve anyone. It will likely keep you anxious and wondering. #leaders #advisor

Body Doubling and Co-Working

Apr 19, 2024 by Ayelet Baron

Simply the presence of another person, helps people. It’s particularly effective, demonstrating that support need not always be active. #people

Addressing 5 Common Queries in Financial Planning

Apr 19, 2024 by Guest Contributor

Five common questions that often arise, shedding light on key concepts and strategies to help you navigate your financial journey. #finance

Unpacking the Crucial Role of Productivity in Shaping Our Economic Landscape

Apr 19, 2024 by WealthVest

Productivity is profoundly important to our economic future. GDP is driven by two things: Workforce growth and productivity growth. #growth

Scaling Your Business With Customer Magic ... More Priorities

Apr 19, 2024 by Joseph Michelli

Here are a few additional priorities to consider along your journey to business growth and sustained success. #advisors

Biden, Trump Embrace Weak Dollar and More Tariffs

Apr 19, 2024 by Greg Valliere

Both Trump and Joe Biden have launched an all-out protectionist attack on China that is designed to resonate with unions and their members. #China

Gold Miners and Gold Are Not the Same

Apr 19, 2024 by Lance Roberts

One common thread between gold and Bitcoin miners is that the easiest, cheapest gold or Bitcoin is mined first. #gold #Bitcoin

Retirement Clarity Increasingly Important

Apr 19, 2024 by Todd Shriber

Important is the fact that 2024 represents the year in which more baby boomers will turn 65 years old than any prior year. #NCRetirementCenter

What Is the State of Modern Investor Engagement?

Apr 19, 2024 by Catharine Frick

How can you ensure your firm is up to speed on how to engage with investors in 2024? #advisors #engagement #content

Why Trying To Show Value Sabotages the Sale

Apr 19, 2024 by Ari Galper

Now denied the opportunity to strike while the iron’s hot and as each day passes, they go cold on you. It’s frustrating. #advisors #growth

Elder Financial Abuse is Going to Happen: Now What? with Tom West & Suzanne Schmitt

Apr 19, 2024 by The Family Financial Conversation

The role of advisors in supporting clients facing financial exploitation, sharing stories and reflecting on the impact on individuals' identities.

Optimism Abound for Biotech Rebound

Apr 19, 2024 by Todd Shriber

Following the bursting of the COVID-19 vaccine bubble, the S&P Biotechnology Select Industry Index is down 35.3% for the three years ending April 16.

Choose Your Alliances Wisely

Apr 19, 2024 by Rob Jolles

I want to talk about alliances, and I want to make you aware of three critical lessons. #advisors #growth #alliances

Navigating Mixed Currents: CPI Moves Higher, Investors' Next Steps

Apr 19, 2024 by Guest Contributor

So, what were some of the positive currents that supported the rally, and do they still hold sway as we look forward? #markets #future

The “Shadow” Care Giving System and Economy

Apr 19, 2024 by Bill Hortz

Emotional and economic heart of providing short-term and extended care across family generations that has created a shadow caregiving #NCRetirementCenter

You Do You. Why It’s Important. How to Actually Do It.

Apr 18, 2024 by Roy Osing

It’s extremely important that YOU do YOU! We need truly unique solutions to today’s challenges, not shrink wrapped boilerplates. #growth

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