Social Media

Many commentators are struck by the disconnect between the US economy’s impressive performance of late and the dismal popular view of the very same economy.

The world is a cold, hard, mean place and you are going to suffer if you allow bullying comments from a tough prospect to derail you.

The lockstep moves that have gripped the US stock market this month look set to end — at least for a day. A slew of big tech earnings reports sent shares in heavyweights Microsoft Corp. and Alphabet Inc. careening in opposite directions.

Many aspects of the economy are still being buffeted by the ripples from the pandemic, which makes precedents hard to apply, and should make everyone cautious as to their judgments. Housing market data is also, inevitably, reported with a lag.

As my team and I talk with our clients, we’ve reflected on how generative AI can help enhance client service, decision-making, and more.

The pandemic changed many things about the economy — how we work, where we work and who we work with, for starters — but one of the most striking trends has been a big uptick in entrepreneurship.

Fiduciary September just concluded. To generate further awareness, my organization, the Institute for the Fiduciary Standard, produced eight panels with 22 speakers.

The financial planning landscape is undergoing a great transformation, driven by emerging trends that have accelerated in recent years.

In the next year, we will see the introduction of the fully functioning, digital-human financial advisor.

When you see articles and posts about the Michigan Consumer Sentiment Index, ignore them.

Denied the dubious spectacle of a cage match between Elon Musk and Mark Zuckerberg, the world may yet be treated to a contest pitting the Tesla chief executive against an underdog from Indiana.

Bulls hoping the Nasdaq 100’s best day since August is the start of a meaningful rebound may be about to get a boost from a long-standing ally: tech companies themselves.

The most challenging assignments I receive start with the advisor asking: “I had a great meeting with a prospect. Now I’m being ghosted. What should I do?”

One of the most frustrating things I encounter in working with prospects for our advisory firm is the lack of response.

I always talk about how powerful social media is. Let me tell a story that proves it.

Many Americans believe that Gen Z is financially illiterate and uninformed. But the story is not that simple.

In what has been a hugely disruptive year for social media, Zuckerberg seems to be coming out on top — and enjoying it.

Successful marketing is not exclusive to extroverted advisors. When introverts leverage their unique strengths, they will find a different path to achieving success.

If you are tiring of the green energy revolution and can’t quite get on board with the mission to Mars, yet still would like to join a worthy cause with the potential to transform millions of lives, allow me to make a recommendation: transparent hospital pricing.

To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.

A strong brand voice is the foundation of a firm's identity, fostering trust, credibility, and familiarity with clients and the public.

“Spray-and-pray” marketing is a good model for selling t-shirts – not so good for getting advisory clients.

There’s no clearer way to say it. Leave these garbage phrases out of your marketing.

For years now, stock traders have been getting so rich betting big companies will get even bigger that they’ve forgotten what a bubble looks like. They’re going to find out thanks to Nvidia Corp.

Here are the six things you can do to create stellar content and increase your odds of going viral.

It’s time to focus on your happiness. Here are some tips, including some unconventional suggestions.

So-called “finfluencers” are preying on naïve investors, promising unrealistic returns while generating excessive commissions for themselves. Their bait is an indexed-universal life (IUL) policy. Read this to avoid making a costly mistake.

Financial advisors frequently attribute their marketing challenges to not finding that one magic solution. But the true culprits are deeper, foundational issues.

Big Tech’s earnings season is wrapping up with a bang: Nvidia Corp., at the center of the artificial intelligence frenzy, is reporting results that could set the tone for global stock markets for the rest of the year.

Let’s look at the keys to creating a successful podcast.

Here are five ways to take your COI relationships to the next level – and maximize your business along the way.

It’s curious: Even as America’s economic trends are improving, Americans’ economic anxieties are worsening — including those of many who have no apparent reason to be worried. Not only are there are polls and statistics that illustrate the point, but there are also anecdotes, lots of anecdotes.

How do you cultivate a successful referral program?

I’ll outline content ideas to help your top sellers, C-suite leaders, or founders emerge as thought leaders.

In 1949, the list of the country’s most affluent metropolitan areas was dominated by Midwestern industrial cities.

If you are paying for any of the following garbage, get the scissors and snip it out of your budget.

A medieval king was nothing without his sage advisers. It’s not so very different in the Silicon Valley of 2023.

The most frequent question I’m asked when mentoring newer advisors is, “How do I demonstrate my value to prospects?”

What is the secret to digital marketing that drives website traffic and leads?

Admittedly, I’ve glossed over the other catalysts in Ackman’s thesis — including the aforementioned supply-demand issues and the fiscal and governance challenges that Fitch underscored in its recent downgrade — but the inflation call seems to be the linchpin to his argument, at least going by the math in the post.

While on the surface its argument is about the principle of copyright, what the clash reveals is just how little we know about the data behind breakthrough tech like ChatGPT.

With so much opportunity for others to spread the word about you, are taking advantage of the chance to ask clients for introductions?

I suppose you could say changing the Twitter bird logo to an “X” makes complete sense. As the recognized icon for “make it go away,” X just about sums up the achievements of Elon Musk’s social network so far.

Inspired by the modest market turbulence late last year, I just couldn’t resist trying my hand at a daily financial column. Only the names have been changed to protect the clueless.

Whether you're just starting out or already have a content marketing strategy in place, this guide will provide actionable steps to help you launch your content strategy or enhance your existing practices.

Bond yields well above implied and historical inflation rates are a great opportunity.

When a “special rebalance” of the Nasdaq 100 Index was touched off to curb the dominance of the biggest technology stocks, Meta Platforms Inc. was the only mega-cap to fall below a crucial threshold for downsizing. Now it seems the social media giant will be pared back anyway.

New research has documented the persistent failure of investing based on artificial intelligence (AI). This is unsurprising, given the challenges of active management and the widespread inadequacy of humans to outperform an index fund.

You can now create engaging videos using AI and use them to publicize your blogs and firm.

It will be increasingly important to consider the best ways to connect with and support Gen Z as they make some of their biggest financial decisions.

The driving force of fintech and our increasingly cashless society has been making payments easier, and faster, everywhere.

I discuss recent regime changes and reveal findings from the SPIVA scorecard and Morningstar’s U.S. Active/Passive Barometer.

Like guests arriving at a destination wedding, users joining Meta Platforms Inc.’s new Threads app on Wednesday night likely found familiar faces in unfamiliar surroundings. “Hey, you made it!” … “Jeff got in an hour ago!” … “Have you met Mary? You’ve probably got friends in common...”

Tragically, the 75th anniversary of the UK’s National Health Service this week is less a cause for celebration and pride and more a grim reminder of the everyday reality of premature death.

The recent demise of Silicon Valley Bank and a few other regional lenders is forcing policymakers to revisit a difficult question: What should the government do to prevent such damaging bank runs? Should it yet again expand deposit insurance?