Tue.Jun 07, 2022

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Animal Spirits: Good News is Bad News

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts: See here for YCharts' latest research on the real impact of mega-cap stocks on your portfolio. On today’s show we discuss: Targets margins are getting squeezed The state of the economy survey Wages are still going up The dark side of the hot labor market Job growth remains strong The tech crash could lead to a talent bonanza for big tech Retail investors are buying U.S.

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9 Achievable Content Marketing Tips for Financial Services

Steven J. Wilson

Content marketing can be a great way to connect with potential and current customers, but it can be challenging to stand out in such a crowded field. There is much content out there that will supposedly help customers save for retirement, get out of debt, or invest their money. So how can you make content […]. The post 9 Achievable Content Marketing Tips for Financial Services appeared first on Steven J.

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From Blinders to Binoculars: Why the Shift to a Longer-Term “Business Owner” Mentality is Driving Movement

Diamond Consultants

There was a time when many advisors would never have considered a move. Why would they? In the short term, there was nothing to solve for. But now they’re thinking differently. Ten years ago, if I asked a successful advisor in the prime of their career to explain their succession plan and glide path to retirement, they likely would have looked at me like I had three heads.

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Wasting time with audit reports

Norman Marks

Richard Chambers has returned to the topic of audit reports in 5 Strategies For More Timely Internal Audit Reports. I agree with much of what he has to say, especially this: …it can sometimes take as long to issue a report as it took to perform the audit! This is a major problem, a total […].

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste