Why You Should Never Provide Financial Plans for Free Never give a financial plan away for free. Here are words to use to always emphasize the value of the plans you offer. #growth #advisors
Why You Should Never Provide Financial Plans for Free Never give a financial plan away for free. Here are words to use to always emphasize the value of the plans you offer. #growth #advisors
Embracing Humility in Shaping the Future of Business Leaders often aim high, chasing big visions. But now, it’s time to think differently: think consciously, act with care. #leaders #caring
Embracing Humility in Shaping the Future of Business Leaders often aim high, chasing big visions. But now, it’s time to think differently: think consciously, act with care. #leaders #caring
Boosting Retirement Savings for High-Income Business Owners Explain how to design such qualified plans, the types of businesses they are suited for, and any caveats to look out for. #NCRetirementCenter
Boosting Retirement Savings for High-Income Business Owners Explain how to design such qualified plans, the types of businesses they are suited for, and any caveats to look out for. #NCRetirementCenter
Mastering Your Credit Score: Insights and Strategies for Better Financial Management World of credit scores, understand their impact on major life decisions, and learn the art of proactive credit management. #credit
Mastering Your Credit Score: Insights and Strategies for Better Financial Management World of credit scores, understand their impact on major life decisions, and learn the art of proactive credit management. #credit
Decoding Estate Planning: Safeguarding Your Wealth Insights on upcoming tax law changes while providing valuable tips to help you navigate the intricate world of estate planning. #taxes
Decoding Estate Planning: Safeguarding Your Wealth Insights on upcoming tax law changes while providing valuable tips to help you navigate the intricate world of estate planning. #taxes
Crafting an Effective Financial Advisor Newsletter The best way to keep clients updated on your firm and the industry while nurturing prospects with engaging content. #advisors
Crafting an Effective Financial Advisor Newsletter The best way to keep clients updated on your firm and the industry while nurturing prospects with engaging content. #advisors
AI Integration: Transforming the Landscape for Founders and Investors Shares 6 ways AI integration is transforming the landscape for founders and offering new value for investors #AI #investors
AI Integration: Transforming the Landscape for Founders and Investors Shares 6 ways AI integration is transforming the landscape for founders and offering new value for investors #AI #investors
Hello Adobe, My Old Friend ADBE stock fell by about 9% in the following trading day after reporting results. #adobe #stocks
Hello Adobe, My Old Friend ADBE stock fell by about 9% in the following trading day after reporting results. #adobe #stocks
S&P 500 Bounced: Will It Attempt to Break the Record? Stock prices bounced, but will they resume the uptrend before a long holiday weekend? #markets #investing #stocks
S&P 500 Bounced: Will It Attempt to Break the Record? Stock prices bounced, but will they resume the uptrend before a long holiday weekend? #markets #investing #stocks
Rate Cut? There’s No Rush Strong economy and robust hiring as further reasons why the Fed has room to wait to gain confidence that inflation is on a sustained path.
Rate Cut? There’s No Rush Strong economy and robust hiring as further reasons why the Fed has room to wait to gain confidence that inflation is on a sustained path.
QE by a Different Name Is Still QE QE is no longer a tool for handling a crisis. It has morphed into a policy to ensure the government can fund itself. #QE #Fed #economy
QE by a Different Name Is Still QE QE is no longer a tool for handling a crisis. It has morphed into a policy to ensure the government can fund itself. #QE #Fed #economy
A Momentum Shift Toward Biden A very interesting new Bloomberg poll shows we may be in a momentum shift right now — toward Joe Biden. #elections #2024
A Momentum Shift Toward Biden A very interesting new Bloomberg poll shows we may be in a momentum shift right now — toward Joe Biden. #elections #2024
The Crucial Role of Women in the Great Wealth Transfer The good news women, perhaps more so than many men, are not only open to working with advisors, but want to do so. #women #advisors
The Crucial Role of Women in the Great Wealth Transfer The good news women, perhaps more so than many men, are not only open to working with advisors, but want to do so. #women #advisors
Financial Conditions Clash with Borrowing Conditions If Powell doesn’t appreciate the difference between financial and borrowing conditions, we must assume most investors do not either. #markets
Financial Conditions Clash with Borrowing Conditions If Powell doesn’t appreciate the difference between financial and borrowing conditions, we must assume most investors do not either. #markets
Understanding Private Market Fund Distribution Waterfalls There are four primary components to one of the most common forms of distribution waterfalls; the European waterfall. #alternatives #waterfall
Understanding Private Market Fund Distribution Waterfalls There are four primary components to one of the most common forms of distribution waterfalls; the European waterfall. #alternatives #waterfall
Investing with Purpose: Matson Money's Path to Financial Empowerment with Josh Crawford Strategies for advisors to help clients manage economic anxiety and understand market mechanics. #advisors #investors #success
Investing with Purpose: Matson Money's Path to Financial Empowerment with Josh Crawford Strategies for advisors to help clients manage economic anxiety and understand market mechanics. #advisors #investors #success
Exploring Gold as a Tactical Investment Option This could be unique in that more retail investors are likely to get in the game, potentially boosting prices in the process. #gold
Exploring Gold as a Tactical Investment Option This could be unique in that more retail investors are likely to get in the game, potentially boosting prices in the process. #gold
Is ‘Surprise and Delight’ an Effective Client Experience Strategy? The full experience should combine that strategy with tactics designed to scale the extraordinary. #CX #advisors #growth
Is ‘Surprise and Delight’ an Effective Client Experience Strategy? The full experience should combine that strategy with tactics designed to scale the extraordinary. #CX #advisors #growth
Guiding Caregivers Through Social Security and Retirement Planning Women’s unique retirement planning needs, especially for those who are serving as a caregiver or very likely will be one day #NCRetirementCenter
Guiding Caregivers Through Social Security and Retirement Planning Women’s unique retirement planning needs, especially for those who are serving as a caregiver or very likely will be one day #NCRetirementCenter
Don’t Overlook an Important Piece of RIA M&A: Telling Your Story It is an opportunity to elevate firm leadership and get in front of other firms who may also want to sell. #RIA #advisors #growth
Don’t Overlook an Important Piece of RIA M&A: Telling Your Story It is an opportunity to elevate firm leadership and get in front of other firms who may also want to sell. #RIA #advisors #growth
The Courage to Take An Idea to Market This requires a willingness to venture into the unknown and the courage to let go of preconceived notions of how things should be. #views
The Courage to Take An Idea to Market This requires a willingness to venture into the unknown and the courage to let go of preconceived notions of how things should be. #views
The Value of Prenuptial Agreements for Many Couples We’ll look at some reasons a couple might want to consider signing a formal prenuptial agreement. #prenup #marriage #wedding
The Value of Prenuptial Agreements for Many Couples We’ll look at some reasons a couple might want to consider signing a formal prenuptial agreement. #prenup #marriage #wedding
Inflation: The Quiet Tax on Your Wealth Impact of inflation on consumer purchasing power, the government’s influence on rising costs and currency value. #inflation
Inflation: The Quiet Tax on Your Wealth Impact of inflation on consumer purchasing power, the government’s influence on rising costs and currency value. #inflation
Maintaining Engagement and Accountability with Hybrid Employees Leaders can't gamble with priorities and outcomes. Accountability is key to consistent delivery. #advisors #teams #hybird
Maintaining Engagement and Accountability with Hybrid Employees Leaders can't gamble with priorities and outcomes. Accountability is key to consistent delivery. #advisors #teams #hybird
Infusing Vibrancy into Your Business Culture For the purposes of this post, here are actionable strategies for you to infuse Zappos’ spirit of fun into your culture. #advisors
Infusing Vibrancy into Your Business Culture For the purposes of this post, here are actionable strategies for you to infuse Zappos’ spirit of fun into your culture. #advisors
Dear Social Security Commissioner, Martin O’Malley An Open Letter on Remaining Critical Steps Needed to End the Agency's Horrific and Systematic Clawback Abuse. #SocialSecurity
Dear Social Security Commissioner, Martin O’Malley An Open Letter on Remaining Critical Steps Needed to End the Agency's Horrific and Systematic Clawback Abuse. #SocialSecurity
Gold: A Blend of Tradition and Innovation Invalidation of the breakouts, candlestick formation, and the volume. What are they saying about the next move? #gold
Gold: A Blend of Tradition and Innovation Invalidation of the breakouts, candlestick formation, and the volume. What are they saying about the next move? #gold
Do Technical Measures and Valuations Truly Matter? When investors are exuberant and willing to overpay for future earnings growth, valuations increase. #growth #value #markets
Do Technical Measures and Valuations Truly Matter? When investors are exuberant and willing to overpay for future earnings growth, valuations increase. #growth #value #markets
Decoding Growth: The Practical Truth Behind Success Hitting a 10% growth rate is considered top-notch, and even that doesn’t last forever. As it turns out, about 75% of companies barely budge. #growth
Decoding Growth: The Practical Truth Behind Success Hitting a 10% growth rate is considered top-notch, and even that doesn’t last forever. As it turns out, about 75% of companies barely budge. #growth
Fed Watch: The Waiting Game Continues Unsurprisingly, the Fed did what was widely expected yet again and kept the Fed Funds target unchanged at the March FOMC meeting. #markets #rates
Fed Watch: The Waiting Game Continues Unsurprisingly, the Fed did what was widely expected yet again and kept the Fed Funds target unchanged at the March FOMC meeting. #markets #rates
Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates Exploration of the inner language of referrals, including self-talk, limiting beliefs, and mistaken assumptions. #advisors #growth
Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates Exploration of the inner language of referrals, including self-talk, limiting beliefs, and mistaken assumptions. #advisors #growth
Seeking Yield in a Challenging Municipal Environment When it comes to municipal percentage spreads to Treasuries being in the 50s, it’s more like Heartbreak Hotel. #bonds #Elvis
Seeking Yield in a Challenging Municipal Environment When it comes to municipal percentage spreads to Treasuries being in the 50s, it’s more like Heartbreak Hotel. #bonds #Elvis
Building Enduring Wealth Advisory Firms: Strategic Approaches A comprehensive discussion on the keys to constructing enduring wealth for advisory firms. #advisors #growth
Building Enduring Wealth Advisory Firms: Strategic Approaches A comprehensive discussion on the keys to constructing enduring wealth for advisory firms. #advisors #growth
Elevating Your Credibility and Influence Through Publishing a Book They explore why having your own book allows you to present yourself as the go-to expert. Writing a book doesn’t have to be daunting. #advisors
Elevating Your Credibility and Influence Through Publishing a Book They explore why having your own book allows you to present yourself as the go-to expert. Writing a book doesn’t have to be daunting. #advisors
Advisors Need To Help Clients Dealing With Gray Divorce, Particularly Women As recently as 2019, nearly 10% of all divorced folks in the U.S. were at 65 and older. #NCRetirementCenter #divorce
Advisors Need To Help Clients Dealing With Gray Divorce, Particularly Women As recently as 2019, nearly 10% of all divorced folks in the U.S. were at 65 and older. #NCRetirementCenter #divorce
Instilling Financial Responsibility in Children: Effective Approaches The importance of teaching children about finance, sharing personal childhood money memories and the impact they have on financial beliefs. #kids #money
Instilling Financial Responsibility in Children: Effective Approaches The importance of teaching children about finance, sharing personal childhood money memories and the impact they have on financial beliefs. #kids #money
Using AI To Weave the Fabric of Data and Intelligence for Fund Product Distribution How they are applying AI technology to potentially change seemingly entrenched patterns of thought, behavior, and strategy. #fintech
Using AI To Weave the Fabric of Data and Intelligence for Fund Product Distribution How they are applying AI technology to potentially change seemingly entrenched patterns of thought, behavior, and strategy. #fintech
Crafting Your Brand's Unique Experience Personality: Six Strategies Point I was trying to make: Do You Give Your Customers an Experience – Or Just a Transaction? How to Create an Experience Personality. #CX #advisors
Crafting Your Brand's Unique Experience Personality: Six Strategies Point I was trying to make: Do You Give Your Customers an Experience – Or Just a Transaction? How to Create an Experience Personality. #CX #advisors
Don’t Unwittingly Impede Colleagues When you bring a new advisor onto your team, don’t inadvertently hamstring them! #growth #advisors
Don’t Unwittingly Impede Colleagues When you bring a new advisor onto your team, don’t inadvertently hamstring them! #growth #advisors
CRE Pain Is Just Getting Started CRE deals involving distressed sellers are still surprisingly low, at just 3.5% of all deals formed in the US in 2023. #markets #CRE
CRE Pain Is Just Getting Started CRE deals involving distressed sellers are still surprisingly low, at just 3.5% of all deals formed in the US in 2023. #markets #CRE
The Pros and Cons of Digital Identities One specific discussion I presented which has stayed with me to this day: why do I need a document to prove my identity? #cash #digital #identity
The Pros and Cons of Digital Identities One specific discussion I presented which has stayed with me to this day: why do I need a document to prove my identity? #cash #digital #identity
I’d Trade My NVDA Profits for Straight A's The cyberattack knocked out more than 100 services and sent UnitedHealth Group’s UNH stock tumbling 10%. #cyber #stocks #strategy
I’d Trade My NVDA Profits for Straight A's The cyberattack knocked out more than 100 services and sent UnitedHealth Group’s UNH stock tumbling 10%. #cyber #stocks #strategy
Why Earnings Growth Will Matter as the Market Melts Up Further US equity futures point to a positive market open later this morning as stocks look to rebound from yesterday’s move lower. #markets
Why Earnings Growth Will Matter as the Market Melts Up Further US equity futures point to a positive market open later this morning as stocks look to rebound from yesterday’s move lower. #markets
Taking Flight: Exploring Opportunities in Aircraft Financing Investments in aircraft can offer steady cash flow and a return profile that’s uncorrelated to broad market indices. #planes #aircraft
Taking Flight: Exploring Opportunities in Aircraft Financing Investments in aircraft can offer steady cash flow and a return profile that’s uncorrelated to broad market indices. #planes #aircraft
It’s Easy To Scream “Bubble!” Revenues and profits determine stock prices over the long term. Since '09, S&P 500 companies’ earnings have surged 1,200%. #stocks #markets
It’s Easy To Scream “Bubble!” Revenues and profits determine stock prices over the long term. Since '09, S&P 500 companies’ earnings have surged 1,200%. #stocks #markets
This Marks the End of the Big Tech Trade More and more folks are realizing what you and I already knew: These companies are no longer nimble disruptors. #tends #strategy
This Marks the End of the Big Tech Trade More and more folks are realizing what you and I already knew: These companies are no longer nimble disruptors. #tends #strategy