Meta Platforms Inc.’s shares soared more than 20%, on track for their biggest gain in 10 years, after Chief Executive Officer Mark Zuckerberg announced plans to make the social media giant leaner, more efficient and more decisive.
If you can’t be bothered to dedicate significant time or money to marketing, let me teach you a step-by-step way to get new clients in fewer than two hours a month.
I’ll share strategies you can use to grow your list, manage it, and connect with subscribers effectively – broken down into four steps you can easily accomplish over a month.
Unfortunately, attempted identity theft is a way of life in 2023, and it has been for me personally for a decade.
Here are six steps to implement multiple niches, bring in new clients, and accelerate their growth goals.
Older advisors need to step aside and make room for the up and comers.
When should your firm begin to leverage a new offering, if at all? Let’s talk about ESG investing and share three strategies to help your firm discuss and market a new product or service in an authentic, practical, and distinctive way.
Here are seven mindset shifts to stretch your thinking to generate only ideal clients this year.
There are many reasons advisors should avoid social media marketing.
Meta Platforms Inc.’s market-beating rally of the past few months is failing to convince some skeptics, given how much money the owner of Facebook and Instagram continues to pour into building its version of the metaverse.
Here are my six best tips for creating high-quality video content using your smartphone.
Advisors must redesign their entire approach, starting from the client's point of view.
Markets provided investors with a dozen lessons in 2022 (and a bonus one in the postscript).
One of the most lucrative money-making machines in the world of finance is all clogged up, threatening a year of pain for Wall Street banks and private-equity barons as a decade-long deal boom goes bust.
The 68-year-old retired landscaper first started investing in Tesla Inc. in 2012 after hearing about Elon Musk, who wasn’t nearly as famous at the time.
Bed Bath & Beyond Inc. soared Wednesday, more than wiping out a 46% drop last week and sparking a rally in other so-called meme stocks.
Can you believe these grifters hawking indexed universal life (IUL) insurance on TikTok? Here’s the actions I’m taking to put an end to this predatory nonsense.
Tesla Inc. shares kicked off the new year on an ominous note, buckling this week under renewed concerns about weakening demand for its electric cars, and sending its market value briefly below Facebook parent Meta Platforms Inc.’s for the first time in over a year.
Engage in activities that position you as a trusted authority.
I’ve learned a lot through my work consulting with advisors. Here are some marketing insights to help you plan for 2023.
The health of borrowers is the key concern for all of finance in the coming year.
Enjoy the latest Newsletter from Harold Evensky.
The tech bubble has finally popped.
U.S. equities are modestly higher but near the unchanged mark in pre-market action.
Funnel marketing worked reasonably well until two to three years ago, but it’s been failing ever since. Here's why.
Stubbornly high inflation, soaring borrowing costs and geopolitical uncertainty hindered dealmaking in 2022, sending global mergers and acquisitions activity down by almost a third compared with last year’s record haul.
The following article provides an important perspective on Gen Z’s entrance into the workforce.
Monetary policy is more like the World Cup than it is like mathematics or great literature.
China is about to upend the $160 billion iron ore trade with the biggest change in years as Beijing expands efforts to increase control over the natural resources needed to feed its economy.
ChatGPT, the new AI chatbot, offers a short-term opportunity for savvy financial advisors. But it has long-term consequences for all advisors.
Rather than feudalism, we are headed toward hyper-capitalism, where each person is an entrepreneur constantly selling his or her services to the highest bidder.
Ever since Elon Musk launched his takeover of Twitter Inc., fans of Tesla Inc. have worried about the genius getting distracted. And during the new Twitter’s first six weeks — has it only been that long? — Musk has certainly come across a bit distracted. Addled, even.
I’ve uncovered these false assumptions that may cause you to waste your marketing budget.
The following is a story about a company that’s become wildly successful by having an intense focus on consumers’ needs and behavior.
Let’s look at the powerful feature set an advisory firm could put together from a collection of the higher-rated, low-market-share programs and solutions that I’ve collected from past surveys, many of which you may not even be aware of.
Financial planning can be opaque, vague, and perceived as non-valuable by the consumer. I’m about to give financial planning a transparency makeover.
The Twitter chatter of Ford Chief Executive Officer Jim Farley is good vibes only: factory photos, race tracks, corporate boosterism and a lot of retweets of Ford customers gushing about their vehicles. It’s all cars, and it’s all anodyne.
Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon.
Two years ago this month, Tesla fans learned the electric-car maker’s shares were joining the S&P 500 Index, and Elon Musk was turning retail investors into Teslanaires.
Is globalization truly dead? Stephen Dover, head of Franklin Templeton Institute, explores what drives globalization, whether we are currently in a “de-globalization” wave—and what it means for investors.
I’ve learned from experience what it takes to mount a successful marketing campaign. Here are some observations.
A broker who competes against RIAs is about as likely to win as someone who plays one-on-one basketball with one hand tied behind their back.
Elon Musk, in his first address to Twitter Inc. employees since purchasing the company for $44 billion, said that bankruptcy was a possibility if it doesn’t start generating more cash, according to people familiar with the matter.
It’s time to take a fresh look at advisor meetings.
While a divided US government may look appealing, there are long-term risks amid resulting gridlock, according to Head of Franklin Templeton Institute Stephen Dover.
Meta Platforms Inc.’s first major job cuts won’t be nearly enough to get the company back to being as profitable as it was just two years ago, according to analysts.
I am about to hit the 30,000-follower mark on Linkedin. I thought it would be helpful to share the four easy-to-do tactics that I employed each week for the last two years to help me grow.
U.S. equities are lower as the global markets await the final results of the U.S. midterm elections as the control of the Congress remains undetermined.
Restructuring is a horrible time for the staff of any company, but it’s also an opportunity to concentrate on what reliably makes money.
The era of the dynamic sales growth tech company, with a religious quality to its leadership, appears to be over.
The political news culture that favors words over deeds, clicks over content and headlines over discussion effects fiduciary care. We are at a low ebb.
Twitter Inc. employees around the world began getting notifications that they were locked out of their work accounts, a week after billionaire Elon Musk took over the company promising sweeping changes.
I’d like to share an example of what happened when one of my clients chose the wrong provider.
Twitter Inc. is set to charge users $8 per month for the privilege of having the blue-tick honorific put on their account.
Never mind that this is all currently theoretical, or that Dogecoin has glaring flaws that would be only further exposed if it gained traction.
Build a scalable marketing plan that focuses on repurposing your content.
Elon Musk has wasted no time in showing the world that Twitter Inc.’s new sheriff is in town — or rather its “chief twit” is. That was his new Twitter bio last week when he walked into the company’s San Francisco headquarters holding a sink, a gag prop for a tweet.
After five months of mudslinging between Elon Musk and Twitter Inc., in court and otherwise, the mercurial billionaire finally owns the social network. The chaos of the deal was only a preview of what’s to come.
In 1990, a new tech start-up was spun out of Apple to invent the future.
Sarah Pfefferle had already saved $16,000 for her future home by the time she was 18. Then she started using buy-now, pay-later products and “ruined everything.”
Bitcoin gained for a second day, spurring optimism among the almost always bullish advocates of the bellwether cryptocurrency for an end to the months-long decline known as crypto winter.
Technology stocks have been pummeled this year, leading some investors to question the sector’s future.
Here are some points to consider when planning your marketing strategy for 2023.
This year has brought a lot of innovation in artificial intelligence, which I have tried to keep up with, but too many people still do not appreciate the import of what is to come. I commonly hear comments such as, “Those are cool images, graphic designers will work with that,” or, “GPT-3 is cool, it will be easier to cheat on term papers.” And then they end by saying: “But it won’t change my life.”
With Elon Musk on the verge of taking over Twitter Inc. comes news that he plans to gut its workforce, with cuts of up to 75%. That should be a worry not only to the platform’s staff and users, but for those who care about the flow of information crucial to well-functioning democracies.
Reg BI is the most divisive issue in the fiduciary discussion and was a focus of the discussion during September’s event.
To ensure your homepage is set up for success, I’ve listed six advisor sites that nailed their homepage messaging through copy and design.
Part of supporting your clients’ financial wellbeing requires a good grasp of world economic, political, and financial events and how they apply to clients personally and individually.
I know what you’re thinking: “Longevicide? What is that?”
Readers of a certain age will remember Carnac the Magnificent, Johnny Carson’s recurring alter ego.
As Mark Zuckerberg spoke to the camera in a pre-recorded presentation on Tuesday to kick off Meta Platforms Inc.’s annual virtual reality conference, he needed to address the elephant in the room: Enormous skepticism had grown around his vision for the metaverse.
If you’re an advisor for whom producing a detailed quarterly client letter is painful, step back and think about your own personal strengths – and what you enjoy doing.
Elon Musk’s sudden U-turn from months spent trying to get out of his agreement to buy Twitter isn’t sitting well with Tesla investors.
Taking the right precautions, such as implementing two-factor authentication, firewalls, and encryption, protects data in transit and reduces cybersecurity risk. Focusing on careful password management when working with a team reduces the risk of cybercrime and offers peace of mind.
What are the worst ROI marketing tactics advisors are taking on today? Behold, the top four.
In rural America, the shoulder-high corn is increasingly competing with a new cash crop: solar power.
Introverted financial advisors can stand out from the competition. Here are three marketing strategies to help you play to your strengths as an introvert.
With investors feeling anxious and looking for answers in these volatile and uncertain economic times, advisors should stick to a basic roadmap to help clients stay the course. Here are four ways advisors can do that.
In the 1980s there was a famous TV ad for Wendy’s with the tagline “Where’s the beef?”.
President Joe Biden’s announcement that he will cancel up to $20,000 in federal student loans for qualified borrowers could help score him points with progressives and young voters while fulfilling a promise he made when running for office.
The spectacular underperformance of the FAANGs this year came as no surprise to investors familiar with the history of growth stock bubbles. As happened in the lead up to the dot com and Nifty 50 bubbles, P/E ratios increased without any material justification.
When the National Football League’s regular season kicks off Thursday, millions of fans will settle into their easy chairs to watch America’s biggest, richest sport. But a different, multibillion dollar match will unfold a week later.
I finally cracked the SEO code, but it wasn’t easy.
Prateek Bhardwaj broke out as a social media star on TikTok’s short-video platform, drawing in close to a million followers and a slew of big-brand endorsements. But he’s no longer on the app.
One of the common questions I get is how to convert a friend or acquaintance to a business prospect. Use this five-step process.
Many advisors don’t see the benefit of integrating their marketing. This failure results in significant lost opportunity, improper focus and a waste of marketing dollars.
Lawyers for Elon Musk and Twitter Inc. are sparring over how a whistle-blower’s accusations could affect the outcome of Musk’s proposed $44 billion takeover of the social media platform.
When it comes to building prospects’ trust so that they become clients, advisors need something else.
When Naeche Vincent’s employer told her she had to start coming to the office last year, she decided to make a TikTok video about preparing to step foot inside the Wall Street investment bank for the first time.
This is part 1 of Volume I Issue VI of the Macro Value Monitor, a publication focusing on Monetary History, Market Myths, Investing Legends, and Real Global Value.
Social Media
Meta Shares Soar as Zuckerberg Declares 'Year of Efficiency'
Meta Platforms Inc.’s shares soared more than 20%, on track for their biggest gain in 10 years, after Chief Executive Officer Mark Zuckerberg announced plans to make the social media giant leaner, more efficient and more decisive.
How to Get Clients in Fewer than Two Hours a Month
If you can’t be bothered to dedicate significant time or money to marketing, let me teach you a step-by-step way to get new clients in fewer than two hours a month.
How to Maintain and Grow Your Email Subscribers
I’ll share strategies you can use to grow your list, manage it, and connect with subscribers effectively – broken down into four steps you can easily accomplish over a month.
Helping Clients Avoid the Painful Cost of Identity Theft
Unfortunately, attempted identity theft is a way of life in 2023, and it has been for me personally for a decade.
An Uncommon Approach to Implementing Multiple Niches
Here are six steps to implement multiple niches, bring in new clients, and accelerate their growth goals.
In Defense of Millennials
Older advisors need to step aside and make room for the up and comers.
Three Strategies to Expand Your ESG Offerings
When should your firm begin to leverage a new offering, if at all? Let’s talk about ESG investing and share three strategies to help your firm discuss and market a new product or service in an authentic, practical, and distinctive way.
Seven Mindset Shifts to Grow Your Practice
Here are seven mindset shifts to stretch your thinking to generate only ideal clients this year.
What If the Fish Are Poisoned?
There are many reasons advisors should avoid social media marketing.
Meta’s 54% Stock Comeback Is Still on Shaky Ground
Meta Platforms Inc.’s market-beating rally of the past few months is failing to convince some skeptics, given how much money the owner of Facebook and Instagram continues to pour into building its version of the metaverse.
Six Steps to Creating High-Quality Video on Your Phone
Here are my six best tips for creating high-quality video content using your smartphone.
To Deliver a Transformative Experience Think Like a Client
Advisors must redesign their entire approach, starting from the client's point of view.
Lessons from the Markets in 2022
Markets provided investors with a dozen lessons in 2022 (and a bonus one in the postscript).
Wall Street's Lucrative Leveraged-Debt Machine Is Breaking Down
One of the most lucrative money-making machines in the world of finance is all clogged up, threatening a year of pain for Wall Street banks and private-equity barons as a decade-long deal boom goes bust.
Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away
The 68-year-old retired landscaper first started investing in Tesla Inc. in 2012 after hearing about Elon Musk, who wasn’t nearly as famous at the time.
Bed Bath & Beyond Surges as Meme Rally Sweeps Up Carvana, AMC
Bed Bath & Beyond Inc. soared Wednesday, more than wiping out a 46% drop last week and sparking a rally in other so-called meme stocks.
Gimme a Break, Bro – Stop the TikTok Grifters
Can you believe these grifters hawking indexed universal life (IUL) insurance on TikTok? Here’s the actions I’m taking to put an end to this predatory nonsense.
Tesla’s Demand Troubles Spell a Terrible Start to the Year
Tesla Inc. shares kicked off the new year on an ominous note, buckling this week under renewed concerns about weakening demand for its electric cars, and sending its market value briefly below Facebook parent Meta Platforms Inc.’s for the first time in over a year.
How To Differentiate Your Business in 2023
Engage in activities that position you as a trusted authority.
Marketing Insights from the Trenches
I’ve learned a lot through my work consulting with advisors. Here are some marketing insights to help you plan for 2023.
Big Banks Will Show Fintech Who’s the Big Boss
The health of borrowers is the key concern for all of finance in the coming year.
NewsLetter - December 2022
Enjoy the latest Newsletter from Harold Evensky.
Big Tech Will Get Back to Real Tech in 2023
The tech bubble has finally popped.
Stocks Flat Heading into Holiday Weekend
U.S. equities are modestly higher but near the unchanged mark in pre-market action.
The Marketing Funnel Is Dead - What Now?
Funnel marketing worked reasonably well until two to three years ago, but it’s been failing ever since. Here's why.
Dealmaking Slips by Almost a Third in 2022 Marked by Volatility, Inflation
Stubbornly high inflation, soaring borrowing costs and geopolitical uncertainty hindered dealmaking in 2022, sending global mergers and acquisitions activity down by almost a third compared with last year’s record haul.
An Argument for Optimism amid Pessimism: Talkin’ ‘Bout My Generation
The following article provides an important perspective on Gen Z’s entrance into the workforce.
For the Fed, a Red Card From the Seventies
Monetary policy is more like the World Cup than it is like mathematics or great literature.
China's New Iron Ore Buyer Sets Off Biggest Shakeup in Years
China is about to upend the $160 billion iron ore trade with the biggest change in years as Beijing expands efforts to increase control over the natural resources needed to feed its economy.
The Incredible "Silver Bullet" Potential of ChatGPT
ChatGPT, the new AI chatbot, offers a short-term opportunity for savvy financial advisors. But it has long-term consequences for all advisors.
Capitalism’s Triumph over Feudalism
Rather than feudalism, we are headed toward hyper-capitalism, where each person is an entrepreneur constantly selling his or her services to the highest bidder.
Musk Loans Put Twitter in Tesla's Driving Seat
Ever since Elon Musk launched his takeover of Twitter Inc., fans of Tesla Inc. have worried about the genius getting distracted. And during the new Twitter’s first six weeks — has it only been that long? — Musk has certainly come across a bit distracted. Addled, even.
Marketing Assumptions That Cost You Money
I’ve uncovered these false assumptions that may cause you to waste your marketing budget.
Lessons on Insane Customer Focus
The following is a story about a company that’s become wildly successful by having an intense focus on consumers’ needs and behavior.
The Alternative Tech Stack
Let’s look at the powerful feature set an advisory firm could put together from a collection of the higher-rated, low-market-share programs and solutions that I’ve collected from past surveys, many of which you may not even be aware of.
Financial Planning Needs a Makeover!
Financial planning can be opaque, vague, and perceived as non-valuable by the consumer. I’m about to give financial planning a transparency makeover.
Elon Musk’s Twitter Is Full of People Swearing Off Tesla
The Twitter chatter of Ford Chief Executive Officer Jim Farley is good vibes only: factory photos, race tracks, corporate boosterism and a lot of retweets of Ford customers gushing about their vehicles. It’s all cars, and it’s all anodyne.
Evolution & Revolution: Five Technology Megatrends Impacting Society
Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon.
Tesla Investors Plead With Musk for a Buyback to Perk Up Stock
Two years ago this month, Tesla fans learned the electric-car maker’s shares were joining the S&P 500 Index, and Elon Musk was turning retail investors into Teslanaires.
De-globalization—Myth or reality?
Is globalization truly dead? Stephen Dover, head of Franklin Templeton Institute, explores what drives globalization, whether we are currently in a “de-globalization” wave—and what it means for investors.
Get Serious About Marketing
I’ve learned from experience what it takes to mount a successful marketing campaign. Here are some observations.
Is Your Advisory Practice a One-Armed Basketball Player?
A broker who competes against RIAs is about as likely to win as someone who plays one-on-one basketball with one hand tied behind their back.
Musk Warns Twitter Bankruptcy Possible as Senior Executives Exit
Elon Musk, in his first address to Twitter Inc. employees since purchasing the company for $44 billion, said that bankruptcy was a possibility if it doesn’t start generating more cash, according to people familiar with the matter.
Revolutionize Advisor Events
It’s time to take a fresh look at advisor meetings.
Midterms and Markets
While a divided US government may look appealing, there are long-term risks amid resulting gridlock, according to Head of Franklin Templeton Institute Stephen Dover.
Meta Job Cuts Seen Saving Only a Small Fraction of Metaverse Losses
Meta Platforms Inc.’s first major job cuts won’t be nearly enough to get the company back to being as profitable as it was just two years ago, according to analysts.
How I Got 30,000 LinkedIn Followers in Two Years
I am about to hit the 30,000-follower mark on Linkedin. I thought it would be helpful to share the four easy-to-do tactics that I employed each week for the last two years to help me grow.
Stocks Lower as Control of Congress Remains Unclear
U.S. equities are lower as the global markets await the final results of the U.S. midterm elections as the control of the Congress remains undetermined.
Big Tech Layoffs Deflate Musk and Zuckerberg
Restructuring is a horrible time for the staff of any company, but it’s also an opportunity to concentrate on what reliably makes money.
Humpty-Dumpty Stock Market
The era of the dynamic sales growth tech company, with a religious quality to its leadership, appears to be over.
Why I’m Optimistic about America
The political news culture that favors words over deeds, clicks over content and headlines over discussion effects fiduciary care. We are at a low ebb.
Twitter Latest: Employees Watch Emails to See If They Have a Job
Twitter Inc. employees around the world began getting notifications that they were locked out of their work accounts, a week after billionaire Elon Musk took over the company promising sweeping changes.
How to Interview IT Providers
I’d like to share an example of what happened when one of my clients chose the wrong provider.
Elon Musk’s Pay-to-Play Strategy Will Make Twitter Too Clubby
Twitter Inc. is set to charge users $8 per month for the privilege of having the blue-tick honorific put on their account.
Musk-Driven Dogecoin Surge Is a Warning to Twitter
Never mind that this is all currently theoretical, or that Dogecoin has glaring flaws that would be only further exposed if it gained traction.
Create Scalable Content with Hub-and-Spoke Marketing
Build a scalable marketing plan that focuses on repurposing your content.
Chief Twit Elon Musk Makes a Mostly Disastrous Start
Elon Musk has wasted no time in showing the world that Twitter Inc.’s new sheriff is in town — or rather its “chief twit” is. That was his new Twitter bio last week when he walked into the company’s San Francisco headquarters holding a sink, a gag prop for a tweet.
Hellscape or Not, Twitter Will Be Something Different Under Musk
After five months of mudslinging between Elon Musk and Twitter Inc., in court and otherwise, the mercurial billionaire finally owns the social network. The chaos of the deal was only a preview of what’s to come.
Will Zuckerberg’s Metaverse Bet Pay Off?
In 1990, a new tech start-up was spun out of Apple to invent the future.
‘It Ruined Everything’: Buy Now, Pay Later Drives Gen Z Into Debt
Sarah Pfefferle had already saved $16,000 for her future home by the time she was 18. Then she started using buy-now, pay-later products and “ruined everything.”
Bitcoin Rally Spurs Optimism for Early Thaw to Crypto Winter
Bitcoin gained for a second day, spurring optimism among the almost always bullish advocates of the bellwether cryptocurrency for an end to the months-long decline known as crypto winter.
Investing in Technology Stocks After the Big Blowout
Technology stocks have been pummeled this year, leading some investors to question the sector’s future.
Start Planning Your 2023 Marketing Strategy Now
Here are some points to consider when planning your marketing strategy for 2023.
Get Ready to Relearn How to Use the Internet
This year has brought a lot of innovation in artificial intelligence, which I have tried to keep up with, but too many people still do not appreciate the import of what is to come. I commonly hear comments such as, “Those are cool images, graphic designers will work with that,” or, “GPT-3 is cool, it will be easier to cheat on term papers.” And then they end by saying: “But it won’t change my life.”
Musk Gutting Twitter Would Be a Threat to Us All
With Elon Musk on the verge of taking over Twitter Inc. comes news that he plans to gut its workforce, with cuts of up to 75%. That should be a worry not only to the platform’s staff and users, but for those who care about the flow of information crucial to well-functioning democracies.
What We Learned in Fiduciary September
Reg BI is the most divisive issue in the fiduciary discussion and was a focus of the discussion during September’s event.
Six Advisor Sites that Nailed Their Homepage Messaging
To ensure your homepage is set up for success, I’ve listed six advisor sites that nailed their homepage messaging through copy and design.
A Biased Media Diet Harms Your Financial Health
Part of supporting your clients’ financial wellbeing requires a good grasp of world economic, political, and financial events and how they apply to clients personally and individually.
Longevicide Will Erode Clients and Assets
I know what you’re thinking: “Longevicide? What is that?”
PayPal, Kanye And CBDCs
Readers of a certain age will remember Carnac the Magnificent, Johnny Carson’s recurring alter ego.
Zuckerberg’s $1,499 Headsets Won’t Help Meta
As Mark Zuckerberg spoke to the camera in a pre-recorded presentation on Tuesday to kick off Meta Platforms Inc.’s annual virtual reality conference, he needed to address the elephant in the room: Enormous skepticism had grown around his vision for the metaverse.
Play to Your Strengths in Client Communications
If you’re an advisor for whom producing a detailed quarterly client letter is painful, step back and think about your own personal strengths – and what you enjoy doing.
Musk Adds Twitter Mission While Taking Tesla's in New Direction
Elon Musk’s sudden U-turn from months spent trying to get out of his agreement to buy Twitter isn’t sitting well with Tesla investors.
Protecting Your Brand from Cyberattacks
Taking the right precautions, such as implementing two-factor authentication, firewalls, and encryption, protects data in transit and reduces cybersecurity risk. Focusing on careful password management when working with a team reduces the risk of cybercrime and offers peace of mind.
The Four Worst Marketing Tactics for Advisors
What are the worst ROI marketing tactics advisors are taking on today? Behold, the top four.
Throwing Shade Is Solar Energy's New Superpower
In rural America, the shoulder-high corn is increasingly competing with a new cash crop: solar power.
Marketing Strategies for the Introverted Financial Advisor
Introverted financial advisors can stand out from the competition. Here are three marketing strategies to help you play to your strengths as an introvert.
Navigational Tools to Lead Clients Through Volatility
With investors feeling anxious and looking for answers in these volatile and uncertain economic times, advisors should stick to a basic roadmap to help clients stay the course. Here are four ways advisors can do that.
Where’s the Beef?
In the 1980s there was a famous TV ad for Wendy’s with the tagline “Where’s the beef?”.
'Good Luck Finding It'- Confused Borrowers Scramble for Student Debt Relief Details
President Joe Biden’s announcement that he will cancel up to $20,000 in federal student loans for qualified borrowers could help score him points with progressives and young voters while fulfilling a promise he made when running for office.
The Warnings Were There About FAANG Stocks
The spectacular underperformance of the FAANGs this year came as no surprise to investors familiar with the history of growth stock bubbles. As happened in the lead up to the dot com and Nifty 50 bubbles, P/E ratios increased without any material justification.
Amazon Breaches TV’s Last Stronghold With $13 Billion Bet on NFL
When the National Football League’s regular season kicks off Thursday, millions of fans will settle into their easy chairs to watch America’s biggest, richest sport. But a different, multibillion dollar match will unfold a week later.
I Cracked the SEO Code
I finally cracked the SEO code, but it wasn’t easy.
Google and Meta Find Video App Success Where TikTok Is Banned
Prateek Bhardwaj broke out as a social media star on TikTok’s short-video platform, drawing in close to a million followers and a slew of big-brand endorsements. But he’s no longer on the app.
How to Convert a Friend into a Client Without Being Creepy
One of the common questions I get is how to convert a friend or acquaintance to a business prospect. Use this five-step process.
Massive Marketing Mistakes
Many advisors don’t see the benefit of integrating their marketing. This failure results in significant lost opportunity, improper focus and a waste of marketing dollars.
Elon Musk Attacks Twitter Deal Over Whistle-Blower as Feud Escalates
Lawyers for Elon Musk and Twitter Inc. are sparring over how a whistle-blower’s accusations could affect the outcome of Musk’s proposed $44 billion takeover of the social media platform.
Marketing Funnels are Ineffective for Advisors
When it comes to building prospects’ trust so that they become clients, advisors need something else.
Gen Z Shows TikTok What Life's Like on Wall Street, Where Confidentiality Is Key
When Naeche Vincent’s employer told her she had to start coming to the office last year, she decided to make a TikTok video about preparing to step foot inside the Wall Street investment bank for the first time.
Missing the Forest for the Trees in the Early Months of a Long-Term Bear Market
This is part 1 of Volume I Issue VI of the Macro Value Monitor, a publication focusing on Monetary History, Market Myths, Investing Legends, and Real Global Value.