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I don’t care how many PhDs are going to argue against me; direct indexing is Wall Street’s attempt at squeezing more fees out of the America public using advisors as the pawns.

LinkedIn statistics show that members who include a professional photo receive 21x more profile views and up to 36x more messages.

Economic policy seems especially susceptible to a certain dynamic. Ideas get fixed too firmly and for too long, so when they’re forced to change, the shift is violent. Narratives drive decisions, and stories shape events, rather than the other way round. The new account of inflation is an arresting example.

Let’s look at 10 must-haves for financial advisor websites.

From organizing your closet to deep cleaning your kitchen, we're sure there's plenty for you to do. But we've got one more item to add to your list – spring clean your business plan.

Big Tech founders like Mark Zuckerberg and Alphabet Inc.’s Sergey Brin and Larry Page have fashioned themselves as modern-day autocrats of business, thanks to the way they have structured their initial public offerings and voting shares over the past decade.

I will present several studies that explain the broad increase in online video usage, along with “how-to” instructions.

The world’s richest person proved the naysayers, including himself, wrong Monday when he clinched a deal to buy Twitter Inc. for about $44 billion, using one of the biggest leveraged buyout deals in history to take private a 16-year-old social networking platform that has become a hub of public discourse and a flashpoint in the debate over online free speech.

Hire before you need help. You’ll win no awards for all the extra work you’re doing.

Twitter Inc., which is trying to defend itself against Elon Musk’s $43 billion takeover bid, has a poison pill in place, so the next obvious move on the hostile M&A to-do list is likely already being contemplated: a white knight.

Retail investors piled into Twitter Inc. stock on Thursday, after the world’s richest person and head of Tesla Inc. roiled the financial world with an audacious bid to purchase the company for $43 billion. Musk later expressed doubt about whether the blockbuster deal will succeed, but that didn’t do much to deter non-professional traders.

Give yourself a year to implement a marketing plan, and it will promote procrastination and won’t be nimble. Instead of planning out your advisory firm’s marketing tactics for an entire year, create a plan that spans just 12 weeks.

Hundreds of celebrities from Madonna and Reese Witherspoon to Paris Hilton and Justin Bieber, have bought, endorsed or invested in projects or companies that promote nonfungible tokens over the last year — in some cases sending the prices of digital assets soaring.

The world’s richest person will offer $54.20 per share in cash, valuing Twitter at about $43 billion. The social media company’s shares initially soared in pre-market trading before falling slightly to about $48, after investors began to assess how one of the platform’s most outspoken users will succeed in his takeover attempt.

This article discusses how to build a prospect list, from generating leads to getting potential clients to meet with you.

Easter 2022 arrives this week with its usual egg-hunting and chocolate-bunny traditions, but also with some bitter new realities. Major candy makers such as Hershey Co., Mars Inc. and Nestlé SA need to overhaul their production practices if they want to continue feeding the world’s chocolate habit.

I hope the discomfort and pain you experience reading this piece are but a small fraction of what I experienced writing it. I keep reminding myself that most of our problems today are first-world problems that are generally trivial and insignificant compared to what people in Ukraine are going through.

While putting together a marketing plan is more complex than reading an article, here are three important pieces of advice to get female solo practitioners started.

Twitter shares surged as much as 26% after Musk’s purchase was revealed Monday in a regulatory filing, the stock’s biggest intraday increase in more than four years. The stake is worth about $2.89 billion, based on Friday’s market close.

Managing your calendar can feel like a full-time job. Using an automated scheduling tool, such as Acuity Scheduling, Calendly, or OnceHub, is a must.

Volatility from Russia’s invasion of Ukraine, faster inflation and rising interest rates triggered the slowest quarter of U.S. initial public offerings in more than five years. At one point, the market ground to a complete halt, with longest period without an initial public offering since the Great Recession.

No one is born a writer. It’s a skill to be learned and nourished. Unlike most skills that erode as we age, you can always improve your writing skills.

Some of the big-name startups expected to go public early this year have slowed their rush to market as stocks continue to whipsaw. Companies including Reddit Inc. and Cohesity Inc. each discussed listing shares as soon as the first quarter of 2022, people familiar with the matter have said. Though both have filed paperwork for an initial public offering, neither has taken the next steps toward making their market debuts.

Bitcoin broke out of a narrow trading range and wiped away this year’s losses amid a broad rally for cryptocurrencies, sparking speculation that the biggest digital asset could advance past the $50,000 mark soon.

The passing of my beloved pet and “office dog” offers an important insight into how advisors can serve clients when they truly need help.

Does being busy equate with being productive?

Here are five winning tactics to leverage immediately for more online introductions.

You can follow all the marketing best practices and still see your strategy fail. Rather than randomly implement new tactics, view your marketing as an arch that supports your business. Here are the specific areas of your arch to assess for weakness.

The world has never seen sanctions like this. But ironically, those sanctions may give Putin even more power.

For the past three weeks Tymofiy Mylovanov, president of the Kyiv School of Economics in Ukraine, has been witnessing the effects of Russia’s invasion of Ukraine firsthand -- working from within a war zone to bring desperately needed medical supplies to the country.

According to Sports Pro, 112 million people tuned in to watch the Bengals play the Rams in the 2022 Super Bowl. If two formerly mediocre, schlocky franchises can turn that many heads, there’s no way advisors shouldn’t be using more sports in their marketing.

The only certain way to ensure you, your organization or your product are thought of first is through frequent, repetitious contact.

As a financial planner, it’s your job to help the client understand why certain investment steps are in their best interest when their intuition may be telling them otherwise.

Just as 9/11 dramatically changed the flow of history, resulting in two wars and hundreds of thousands of deaths and millions of lives ruined, so too will Putin’s invasion of Ukraine. We are seeing only the first effects and getting glimpses of second-order effects. The broad third-order effects will not be visible for a long time, though they’ll be obvious in hindsight.

Inject targeted marketing content in a stepwise approach and be patient while the relationship builds as marketing prospects see and consume your content.

If there ever were a strategy to come close to being a sliver bullet for marketing, it’s texting. Before you click away from this screen, hear me out.

As of the end of last week, markets were in an emphatic “risk-on” phase. After the initial shock of Russia’s invasion of Ukraine, the S&P 500 had regained a stunning 6.6% in two days’ trading. I argued that the market was working on the assumption that Vladimir Putin would get what he wanted, and that the world could live with this.

The S&P 500 Index officially fell into a correction on Tuesday, tumbling 10% from its record high on Jan. 3. The benchmark for U.S. stocks extended its decline on Wednesday, dropping as much as 1.8%. The word “correction” implies something was “wrong” with stocks.

It's called social media for a reason. Most people get the media part. They share links back to their website, blog, or podcast. But they forget about the social part.

There’s so much you can learn from people who are able to create positive outcomes daily from tense situations. Here are four business skills I’ve gleaned from studying the ways of hostage negotiators, and one from the drug dealers who live down the hall.

I’ve been asked for my thoughts on the Russia-Ukraine conflict.

Here are the most common compliance concerns and how your firm can avoid them.

Cryptocurrency exchanges and other financial services companies were stars amid a Super Bowl ad blitz that featured the return of many longtime sponsors and an overall more celebratory mood than last year.

Custom-designed, printed marketing materials help customers know, like, and trust you by making your brand more recognizable and memorable, and deepen relationships with existing clients. Here’s how.

I work with student-athletes looking to cash in on their name, image, and likeness (NIL). But I also work with advisors and have found there are important similarities In how they achieve marketing greatness.

We shouldn’t read too much into pop sociology, especially when investing other people’s money. William Strauss and Neil Howe built a following by studying substantive differences among generations: Baby Boomers, Millennials, Gen X and so forth. But that view is mistaken, according to Bobby Duffy.

How do you know when it’s time to pivot your marketing?

IRS criminal investigators see cryptocurrencies and nonfungible tokens as ripe for fraud, including money laundering, market manipulation and tax evasion -- and even celebrities could get caught up in the agency’s probes.

Meme stocks, cryptocurrencies, the broader stock market: All have tumbled with astonishing speed this year, and few strategists think the pain will end here.

The following seven phrases tell you that someone is lying over email, instant messaging, or text.

Sending quick video messages is an effective way to stay top of mind and regularly remind your connections that you are a resource they can count on and trust.

Cryptocurrency enthusiasts who piled into meme coins such as Dogecoin and Shiba Inu amid the long-time industry rallying call of “to the moon” are finding this year’s journey back to earth pretty painful.

Finding the right professional to manage your finances is challenging. Financial professionals have many different titles, certifications and qualifications, but which type is right for you?

Here’s how advisors can maximize their event marketing ecosystem to drive more appointments from their in-person and digital events.

Alex Rodriguez’s goals in business started as soon as he turned pro. Now on the other side of one of the most successful—and controversial—careers in baseball history, his ambitions are accelerating.

The year 2021 will be remembered as one in which markets tumbled down a rabbit hole and entered financial wonderland: A once-elite undertaking became more populist, tribal, anarchic and often downright bizarre.