Various forces have contributed to this collapse, including advertisers fleeing from extreme content; brands and celebrities quitting the site; and the risible failure of the Twitter Blue subscription, which transformed the “coveted” blue check into a mark of comic derision.
Portfolio Manager Alex Zarechnak identifies six key themes from the COVID years—some new, some familiar—to help anchor investors in today’s emerging markets.
Financial decisions that are not based on personal integrity are risky in many ways. Making sound, ethical financial choices – and teaching our children to do the same – is essential for financial wellbeing.
The industry group Airlines for America predicts that approximately 257 million people will travel on U.S. commercial airlines this summer, representing a 9.5% increase from last year. That would also set a new record, as volumes are projected to surpass the summer 2019 levels by around 2 million passengers.
The AI Powered Equity ETF (AIEQ) has garnered attention recently, but not for positive reasons. Despite using artificial intelligence to make investment decisions, the ETF has struggled to perform well, with a disappointing one-year return of -13.92%.
The latest last-minute deal to raise the US debt limit does not solve the underlying political problem. On the contrary, with the country on track for a Biden-Trump rematch next year – a contest that Trump just might win – the truce is likely to be short-lived.
529 plan benefits abound no matter which type of plan you choose. Read on to get a full understanding of what 529 plans can do for you.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Truist has a leading market share in many high-growth markets in the country.
We all dread the death clutch of the meeting monster.
A digital-marketing audit typically includes an analysis of the following elements.
As other nations seek to become less dependent on the U.S. dollar, rumors of the greenback’s potential demise continue to swirl. Can the dollar remain king of the world’s reserve currency?
With a year-to-date gain of just over 60%, Tesla stock keeps rolling higher, and the company’s recent shareholder meeting could continue to appease the bulls — if the electric automaker manages to hit its goals.
Here are some practical tips for optimizing your social media presence as a financial advisor.
Is it efficient and productive to have four people do a job that appears to take two?
The distinction between futures-based ETFs and crypto equity ETFs is clear when you look closely at the two. But even when examining them closely, it may be difficult to distinguish between the different types of blockchain/crypto equity ETFs because of similarities with fintech, metaverse, and Web3 concepts.
Here are a couple of trends that will dominate as a winning content strategy this year.
Building a marketing presence is essential to the success of an advisory practice. Gone are the days of dinner seminars and cold calling. Today, marketing success requires not just understanding but mastering digital technology – disciplines like search engine optimization, social media, and text messaging. To make that challenge more daunting, it must be done at scale and continually adapt to new technology. My guest today is one of the foremost experts on advisor marketing, and he will discuss the latest trends he is seeing.
The economy co-exists and interacts with broader society, including government. Public policies—and the political processes that determine them—can change the economy in deep and lasting ways. We may not like them, but we can’t ignore them.
When March’s bank failures ignited a historic bond rally, few, if any, made more money than Josh Barrickman. His army of funds gained roughly $26 billion, the equivalent of more than $1 billion in paper profits every single trading session.
Here’s why I started the Externship and why it matters.
For firms looking to hire tech talent this year, here are some critical components to consider.
JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon made a bold call on Monday: his firm’s rescue of First Republic Bank ended the initial phase of the turmoil engulfing banks.
Readers of my AI articles have asked me for practical examples of how it can positively impact their practice.
Referrals and word-of-mouth marketing are distinct yet powerful strategies for advisors to build trust and acquire new clients.
Those “meet the team” advisor pages on websites are a torture to read. Your team is your biggest asset and should be the source of the greatest enthusiasm in your practice.
Next week also brings what could be a pivotal Federal Reserve policy meeting. We use this word “pivotal” to say an event is important. Taken literally, it means to turn in a different direction than you were previously going.
In life, there are things that we should be convicted and committed to. For example, the love for our families, spouses, and religious beliefs. We can also be convicted about other things, such as political ideologies, social issues, and environmental causes.
In the spirit of being a good corporate citizen working to build a better world, Franklin Templeton is launching a Diversity, Equity and Inclusion (DEI) webpage that will highlight the company’s DEI efforts.
How do you go from the theoretical to the practical? What AI tools can you use that will streamline and improve your processes?
Capitalize on Google reviews to increase your firm’s visibility online, build social proof, and gain more business.
Artificial intelligence systems help us write essays, produce album art and translate languages. But the bigger impact from these technologies could be a shakeup of the entire software ecosystem, as a developers start to build their products around AI platforms instead of operating systems.
Many advisors want to write or have an idea for a book stuck between their ears. They’re waiting for the time and inspiration to get it down on paper. So let me tell you a secret.
If you're not creating valuable blog content, regularly posting it on your website and sharing it through social media, you are missing attention from countless potential clients.
Technology enhancements have increased the speed of panic.
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse. He argues that it likely doesn’t portend a wave of banking failures but may amplify preexisting wariness among investors and lenders, leading to further credit tightening and additional pain across a range of industries and sectors.
It’s believed that to meet this goal, two out of every three passenger vehicles manufactured in the U.S. would need to be electric models.
2023 has already been an eventful year, featuring a banking crisis and more Fed rate hikes. In our view, this is not a “set it and forget it” type of market – investors need to stay vigilant.
Twitter Inc. has ceased to be an independent company after merging with a newly formed shell firm called X Corp., driving speculation about what Elon Musk intends for the social media platform.
I “interviewed” Chat GPT 4.0 and asked it questions you might find of interest. Then I asked it to suggest additional questions I should have asked.
Instead of constantly developing a new marketing plan each year (or quarter, as I recommend), it's best to work the plan. In those periods, establish a marketing routine rather than creating an entirely new plan.
Following a great deal of hype last year, companies now seem to be reining back their investments in the metaverse.
Grand marketing plans are created and resources spent on social media or website traffic-generation efforts, with little thought given to conversion programs.
It is not every day that I read a prediction of doom as arresting as Eliezer Yudkowsky’s in Time magazine last week. “The most likely result of building a superhumanly smart AI, under anything remotely like the current circumstances,” he wrote, “is that literally everyone on Earth will die.
How do you serve up a culture that supports growth? I have three recommendations.
Here are five ways to respond when you know someone is lying, blowing you off, or dodging your questions.
America’s first banking crisis in more than a decade has regulators facing a very public reckoning: To what extent are they to blame for a rash of failures that has shaken confidence in the financial system? And how can they make things right?
If I did not have bad luck, I would have no luck at all.
Alibaba Group Holding Ltd. and JD.com Inc. have begun preparations for a trio of the year’s biggest Chinese debuts, heralding a wave of initial public offerings that promise to breathe new life into the struggling technology industry and Hong Kong’s stock market.
There are many marketing initiatives you can implement on your own that that will likely work. Here are some suggestions.
The goal of marketing is to garner loyalty among existing clients while also attracting new ones to drive growth and profitability for your firm. To implement engaging messaging, follow these tips…
New research confirms the valuable role that short sellers play in correcting the valuations of overpriced stocks.
The full story of SVB is still unfolding, but we offer some initial reactions.
Here is a series of helpful tips and strategies (backed by several studies) that will optimize your time and increase the number of prospects and clients attending your webinars.
Regulators' prompt response and the creation of a new lending facility should limit broader market fallout from recent bank failures, notes Chief Investment Officer Larry Adam.
The question you are asking about AI (“Will AI replace me?”) is wrong. The right one is this…
For decades since the end of the Cold War there have been very limited restrictions on foreign investments by US investors compared to those of other countries.
The planet’s billionaires are nearly $2 trillion poorer this year!
Yep, you read that right. I’m about to teach you how to get new clients for less than $10 a month.
Forget ChatGPT, going independent or podcasts. The hottest trend growth-oriented advisors must know is the rise of the fractional marketer.
If you read and pay attention to the world, you probably know the recent past pretty well. And if you’re a history buff like me, you also know something about the more distant past.
A recent Wall Street Journal article discussed how retail traders that made millions during the pandemic trading the market are now mostly wiped out.
In the finance industry, the word “compliance” garners a negative connotation. Indeed, it conjures images of being paddled by a schoolteacher.
With Denzel Washington, it’s not that no other actor can play the roles he plays – it’s that no other actor can play them quite like him.
Consumers want meaningful connections, authenticity, and value from credible sources, whether or not they have “celebrity” status.
As we begin 2023 and you think about how you want to market your financial advisory business, my number one tip is this…
The rally in Chinese artificial intelligence stocks is showing further signs of cooling amid media reports of authorities banning access to OpenAI’s ChatGPT service.
I have no idea how AI will impact the advisory profession. However, I’m confident it will fundamentally change almost every aspect of what you do and how you do it.
Federal Reserve officials like to call their decisions “data dependent.” Business leaders say it a little differently, often “data driven.” The point, in both cases, is something like: “We consider relevant data when making important decisions.”
Gold is nearing its strongest buy signal in four months as the U.S. dollar eases off a rally that’s carried the greenback to its highest point since early January.
The US Supreme Court is poised to hear a case that could spell danger for the internet’s most lucrative business: online advertising.
What is social death, and how can you harness it in your marketing?
Tesla Inc. workers in New York state are launching a unionization campaign, teeing up a potential first for the electric-vehicle maker and the latest labor challenge for Chief Executive Officer Elon Musk.
Daniel Ivascyn rode one big trade all the way to the top of the bond-market universe: speculative mortgage debt that he scooped up on the cheap in the wake of the great financial crisis.
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.
Social Media
Musk Should End Twitter’s Misery and Bring on Brand ‘X’
Various forces have contributed to this collapse, including advertisers fleeing from extreme content; brands and celebrities quitting the site; and the risible failure of the Twitter Blue subscription, which transformed the “coveted” blue check into a mark of comic derision.
What Changed with the Pandemic (And What Didn’t)
Portfolio Manager Alex Zarechnak identifies six key themes from the COVID years—some new, some familiar—to help anchor investors in today’s emerging markets.
The Slippery Slope to Unethical Financial Choices
Financial decisions that are not based on personal integrity are risky in many ways. Making sound, ethical financial choices – and teaching our children to do the same – is essential for financial wellbeing.
Airlines Are Bracing For Record Summer Travel. A Golden Opportunity For Investors?
The industry group Airlines for America predicts that approximately 257 million people will travel on U.S. commercial airlines this summer, representing a 9.5% increase from last year. That would also set a new record, as volumes are projected to surpass the summer 2019 levels by around 2 million passengers.
Assessing the AIEQ ETF: Implications for AI Investing
The AI Powered Equity ETF (AIEQ) has garnered attention recently, but not for positive reasons. Despite using artificial intelligence to make investment decisions, the ETF has struggled to perform well, with a disappointing one-year return of -13.92%.
The US Debt Ceiling Debacle Is Not Over
The latest last-minute deal to raise the US debt limit does not solve the underlying political problem. On the contrary, with the country on track for a Biden-Trump rematch next year – a contest that Trump just might win – the truce is likely to be short-lived.
A Primer on 529 Plan Benefits
529 plan benefits abound no matter which type of plan you choose. Read on to get a full understanding of what 529 plans can do for you.
Can you Bank On Truist Financial’s 6.69% Dividend?
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Truist has a leading market share in many high-growth markets in the country.
How to Escape the Terrible Meeting Monster in Two Words or Less
We all dread the death clutch of the meeting monster.
How a Marketing Audit Works
A digital-marketing audit typically includes an analysis of the following elements.
Making Cent$ Of the Dollar: Understanding the Challenges to Its Global Reserve Currency Status
As other nations seek to become less dependent on the U.S. dollar, rumors of the greenback’s potential demise continue to swirl. Can the dollar remain king of the world’s reserve currency?
Tesla’s Recent Shareholder Meeting Could Appease Bulls
With a year-to-date gain of just over 60%, Tesla stock keeps rolling higher, and the company’s recent shareholder meeting could continue to appease the bulls — if the electric automaker manages to hit its goals.
Four Tips for Elevating Your Social Media Presence
Here are some practical tips for optimizing your social media presence as a financial advisor.
Four Guys and a Backhoe
Is it efficient and productive to have four people do a job that appears to take two?
Surrounding Crypto ETFs: Metaverse, Web3, and More
The distinction between futures-based ETFs and crypto equity ETFs is clear when you look closely at the two. But even when examining them closely, it may be difficult to distinguish between the different types of blockchain/crypto equity ETFs because of similarities with fintech, metaverse, and Web3 concepts.
How to Give Clients the Content They Want
Here are a couple of trends that will dominate as a winning content strategy this year.
Robert Sofia on the Trends Reshaping Advisor Marketing
Building a marketing presence is essential to the success of an advisory practice. Gone are the days of dinner seminars and cold calling. Today, marketing success requires not just understanding but mastering digital technology – disciplines like search engine optimization, social media, and text messaging. To make that challenge more daunting, it must be done at scale and continually adapt to new technology. My guest today is one of the foremost experts on advisor marketing, and he will discuss the latest trends he is seeing.
Plan for Paralysis
The economy co-exists and interacts with broader society, including government. Public policies—and the political processes that determine them—can change the economy in deep and lasting ways. We may not like them, but we can’t ignore them.
Vanguard’s Trillion-Dollar Man Leads a Fixed-Income Revolution
When March’s bank failures ignited a historic bond rally, few, if any, made more money than Josh Barrickman. His army of funds gained roughly $26 billion, the equivalent of more than $1 billion in paper profits every single trading session.
The Future of the Externship Program
Here’s why I started the Externship and why it matters.
Winning the Race for Tech Talent
For firms looking to hire tech talent this year, here are some critical components to consider.
Wall Street Is Betting the Regional Bank Crisis Isn’t Over Yet
JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon made a bold call on Monday: his firm’s rescue of First Republic Bank ended the initial phase of the turmoil engulfing banks.
Are AI Tools Worth the Cost?
Readers of my AI articles have asked me for practical examples of how it can positively impact their practice.
Referrals versus Word of Mouth: What’s the Difference?
Referrals and word-of-mouth marketing are distinct yet powerful strategies for advisors to build trust and acquire new clients.
Those Awful “Meet the Team” Pages are Torture
Those “meet the team” advisor pages on websites are a torture to read. Your team is your biggest asset and should be the source of the greatest enthusiasm in your practice.
Pivot to the Fourth Turning
Next week also brings what could be a pivotal Federal Reserve policy meeting. We use this word “pivotal” to say an event is important. Taken literally, it means to turn in a different direction than you were previously going.
Conviction (Or How To Lose A Lot Of Money In Investing)
In life, there are things that we should be convicted and committed to. For example, the love for our families, spouses, and religious beliefs. We can also be convicted about other things, such as political ideologies, social issues, and environmental causes.
Women Changemakers in The Fintech Industry
In the spirit of being a good corporate citizen working to build a better world, Franklin Templeton is launching a Diversity, Equity and Inclusion (DEI) webpage that will highlight the company’s DEI efforts.
Ten AI Tools for Advisors
How do you go from the theoretical to the practical? What AI tools can you use that will streamline and improve your processes?
How to Use Google Reviews to Boost Visibility
Capitalize on Google reviews to increase your firm’s visibility online, build social proof, and gain more business.
AI Spells the End of OS as We Know It
Artificial intelligence systems help us write essays, produce album art and translate languages. But the bigger impact from these technologies could be a shakeup of the entire software ecosystem, as a developers start to build their products around AI platforms instead of operating systems.
Four Steps to Get That Book Out of Your Head
Many advisors want to write or have an idea for a book stuck between their ears. They’re waiting for the time and inspiration to get it down on paper. So let me tell you a secret.
How to Write Blogs that Attract Prospects
If you're not creating valuable blog content, regularly posting it on your website and sharing it through social media, you are missing attention from countless potential clients.
The Cadence of Crisis
Technology enhancements have increased the speed of panic.
Lessons from Silicon Valley Bank
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse. He argues that it likely doesn’t portend a wave of banking failures but may amplify preexisting wariness among investors and lenders, leading to further credit tightening and additional pain across a range of industries and sectors.
The Transition To Electric Vehicles And Renewables Will Test Global Commodity Supply
It’s believed that to meet this goal, two out of every three passenger vehicles manufactured in the U.S. would need to be electric models.
Strategic Income Outlook: And We Thought 2022 Was a Crazy Year
2023 has already been an eventful year, featuring a banking crisis and more Fed rate hikes. In our view, this is not a “set it and forget it” type of market – investors need to stay vigilant.
Twitter Company ‘No Longer Exists,’ Is Now Part of Musk’s X
Twitter Inc. has ceased to be an independent company after merging with a newly formed shell firm called X Corp., driving speculation about what Elon Musk intends for the social media platform.
My Exclusive Interview with Chat GPT 4.0
I “interviewed” Chat GPT 4.0 and asked it questions you might find of interest. Then I asked it to suggest additional questions I should have asked.
The Marketing Cycle: Navigating Between Development and Maintenance
Instead of constantly developing a new marketing plan each year (or quarter, as I recommend), it's best to work the plan. In those periods, establish a marketing routine rather than creating an entirely new plan.
Whatever Happened to the Metaverse?
Following a great deal of hype last year, companies now seem to be reining back their investments in the metaverse.
Where’s the Beef in Your Prospect Marketing?
Grand marketing plans are created and resources spent on social media or website traffic-generation efforts, with little thought given to conversion programs.
The Aliens Have Landed, and We Created Them
It is not every day that I read a prediction of doom as arresting as Eliezer Yudkowsky’s in Time magazine last week. “The most likely result of building a superhumanly smart AI, under anything remotely like the current circumstances,” he wrote, “is that literally everyone on Earth will die.
Three Ways Your Culture Will Attract and Keep Top Talent
How do you serve up a culture that supports growth? I have three recommendations.
What To Say When Someone is Lying
Here are five ways to respond when you know someone is lying, blowing you off, or dodging your questions.
Who’s to Blame for America’s Latest Banking Crisis?
America’s first banking crisis in more than a decade has regulators facing a very public reckoning: To what extent are they to blame for a rash of failures that has shaken confidence in the financial system? And how can they make things right?
Strikes, Shamrocks, And Systemic Risk
If I did not have bad luck, I would have no luck at all.
Alibaba, JD.com Awaken China Tech’s Long-Dormant IPO Machine
Alibaba Group Holding Ltd. and JD.com Inc. have begun preparations for a trio of the year’s biggest Chinese debuts, heralding a wave of initial public offerings that promise to breathe new life into the struggling technology industry and Hong Kong’s stock market.
DIY Marketing That Works
There are many marketing initiatives you can implement on your own that that will likely work. Here are some suggestions.
How to Reach Ideal Clients Through Engaging Messaging
The goal of marketing is to garner loyalty among existing clients while also attracting new ones to drive growth and profitability for your firm. To implement engaging messaging, follow these tips…
New Evidence that Short Sellers Correct Overpriced Stocks
New research confirms the valuable role that short sellers play in correcting the valuations of overpriced stocks.
Silicon Valley: The Consequences of a Bank's Failure
The full story of SVB is still unfolding, but we offer some initial reactions.
Bring More Attendees to Your Next Webinar
Here is a series of helpful tips and strategies (backed by several studies) that will optimize your time and increase the number of prospects and clients attending your webinars.
Recent Bank Failures a Potential Game-Changer for The Fed
Regulators' prompt response and the creation of a new lending facility should limit broader market fallout from recent bank failures, notes Chief Investment Officer Larry Adam.
You Are Asking the Wrong Question About ChatGPT
The question you are asking about AI (“Will AI replace me?”) is wrong. The right one is this…
The US and China: The Tech Cold War Continues
For decades since the end of the Cold War there have been very limited restrictions on foreign investments by US investors compared to those of other countries.
Newsletter Volume 16, No. 1 February 2023
The planet’s billionaires are nearly $2 trillion poorer this year!
How to Get Clients for Less Than $10 a Month
Yep, you read that right. I’m about to teach you how to get new clients for less than $10 a month.
What is a Fractional Marketer? Should You Hire One?
Forget ChatGPT, going independent or podcasts. The hottest trend growth-oriented advisors must know is the rise of the fractional marketer.
How It Started/How It's Going
If you read and pay attention to the world, you probably know the recent past pretty well. And if you’re a history buff like me, you also know something about the more distant past.
Retail Traders Go Bust As Speculation Inevitably Goes Wrong
A recent Wall Street Journal article discussed how retail traders that made millions during the pandemic trading the market are now mostly wiped out.
Compliance Is Not the Enemy
In the finance industry, the word “compliance” garners a negative connotation. Indeed, it conjures images of being paddled by a schoolteacher.
How Denzel Washington Can Grow Your Practice
With Denzel Washington, it’s not that no other actor can play the roles he plays – it’s that no other actor can play them quite like him.
How to Reimagine Influencer Marketing for Your Firm
Consumers want meaningful connections, authenticity, and value from credible sources, whether or not they have “celebrity” status.
What Makes Your Advisory Business Marketable?
As we begin 2023 and you think about how you want to market your financial advisory business, my number one tip is this…
China's ChatGPT Stock Frenzy Cools Amid Reported Regulatory Ban
The rally in Chinese artificial intelligence stocks is showing further signs of cooling amid media reports of authorities banning access to OpenAI’s ChatGPT service.
How AI is Making Advisors More Efficient and Effective
I have no idea how AI will impact the advisory profession. However, I’m confident it will fundamentally change almost every aspect of what you do and how you do it.
Adjustments Matter
Federal Reserve officials like to call their decisions “data dependent.” Business leaders say it a little differently, often “data driven.” The point, in both cases, is something like: “We consider relevant data when making important decisions.”
Gold Nearing Strongest Buy Signal In Four Months
Gold is nearing its strongest buy signal in four months as the U.S. dollar eases off a rally that’s carried the greenback to its highest point since early January.
Google's $168 Billion in Ad Revenue at Risk in Supreme Court Case
The US Supreme Court is poised to hear a case that could spell danger for the internet’s most lucrative business: online advertising.
Harness the Power of “Social Death”
What is social death, and how can you harness it in your marketing?
Tesla Workers Launch Union Campaign in New York
Tesla Inc. workers in New York state are launching a unionization campaign, teeing up a potential first for the electric-vehicle maker and the latest labor challenge for Chief Executive Officer Elon Musk.
The Man Behind Pimco's Great Debt Bet Closes In on His Next Big Trade
Daniel Ivascyn rode one big trade all the way to the top of the bond-market universe: speculative mortgage debt that he scooped up on the cheap in the wake of the great financial crisis.
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.