Most keynotes speeches are 30 minutes or more, leaving time for only a few questions. That is the wrong approach, especially if your goals are to engage the audience, have them remember what you said and get invited to speak again.
As advisors, you counsel your clients about risk. But based on my experience, you don’t take enough risk. Your excessive caution is imperiling your business.
The announcement that the Secretary of Labor must conduct a new economic and legal analysis of the fiduciary rule is a setback to those of us who care about investors. Hidden in this adverse development is a potential bonanza for advisors. Here’s why.
There’s one area where you can add value – and where even the most sophisticated software cannot succeed. It’s largely ignored and often misunderstood. It’s also a subject few want to confront, which is why you can play such an important role.
Equity investors are increasingly thinking about how their decisions affect society. The United Nations’ Sustainable Development Goals (SDGs) provide a good road map for identifying investments that can make an impact—and generate profits as well.
Nothing is more important than establishing a meaningful connection with a prospect, when it comes to converting someone to a client. The scientific evidence for how to do that is clear, and it was vividly illustrated at a large social gathering I recently attended.
My article last month on developments that imperil the AUM-fee model generated a spirited response on APViewpoint. A recent report from Accenture Consulting and an interview I did with a compliance professional illustrate why this subject is more controversial than I originally thought.
I’m active on social media, particularly on LinkedIn. I like it, but not for the reasons you might expect. More importantly, my participation has shown the quantifiable value of being succinct.
Three recent events had a meaningful impact on me. They illustrated the devastating consequences of inadequate life insurance. I want to share them with you.
Despite the overwhelming amount of time and money spent on websites, many of the advisor sites I’ve seen could use some tweaking. Here’s a simple way to make your site topical and engaging.