C2P Enterprises
NOVEMBER 30, 2020
How often have we heard the expression, “Clients are the lifeblood of the business, treat them well and they will take care of you.” Odds are, every one of us has heard it at some point in our financial advising career, either from a manager or on our favorite podcast. As cliché as this saying [.]. The post Client Retention Strategies for Financial Advisors appeared first on Clarity 2 Prosperity.
Truemind Capital
NOVEMBER 29, 2020
“There are decades where nothing happens; and there are weeks where decades happen” – Vladimir Ilyich Lenin. The first Roman empire rule began in 27 BC and helmed by the emperor Caesar Augustus. Roman Empire at its peak conquered a huge part of Europe and significant part of the African continent. The empire built 50,000 miles of roads, amphitheaters, bridges and infrastructures that are still in use today.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Workable Wealth
NOVEMBER 25, 2020
In our last post, we kicked off our two part series of addressing the money tasks you’re avoiding and the steps you can take to make progress. Today, we’re covering four additional areas that you can make headway in your financial life. . 4. Open an IRA. How many times have you sat down at the dinner table and said to your spouse, “After we eat, let’s open an IRA.
The Irrelevant Investor
NOVEMBER 24, 2020
This decade belonged to the winners. I suppose that's always the case to a certain extent, but this time has to be close to a record. What I'm talking about specifically is that if you owned a portfolio of the 10 largest stocks and did a rebalance every January, you absolutely annihilated the S&P 500. I can't imagine this is always the case. The only stocks that would have stayed in your portfolio from 2010 through the end of the decade were Apple, Microsoft, Google, and the one run by that
Advertisement
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
Indigo Marketing Agency
NOVEMBER 23, 2020
Indigo Marketing Agency’s marketing expert Claire Akin and BuddyIns CEO Marc Glickman recently joined forces in a new webinar, Do You Know SEO? During this webinar, Claire and Marc share secrets to SEO success. Claire and Marc discuss: How search engine optimization works. What content leads to the best outcomes. Tips to help your website generate more traffic.
Cordant Wealth Partners
NOVEMBER 20, 2020
A clever person once said it’s “difficult to make predictions, especially about the future.” This is true with most things, and it’s undoubtedly true with investing. However, despite the unpredictability of the future, there comes a time when we must place our bets and choose a direction—Ideally, one that tips the odds in our favor. 409(a) Nonqualified Deferred Compensation Plans present one of these opportunities.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Mr. Money Mustache
NOVEMBER 10, 2020
Two years ago, I was unsatisfied with my options for health insurance. The premiums were rising even as the quality dropped in the form of an ever-increasing deductible. I am guessing that you might feel the same way these days – most of us Americans are in the same boat. I felt like I was being squeezed from both ends and it was starting to p**s me off.
Workable Wealth
NOVEMBER 11, 2020
Financial wellness is like eating healthy – it’s hard work and no fun but you know it’s good for you. Think about it, you always feel better after a healthy meal instead of a highly-processed one. But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future.
The Irrelevant Investor
NOVEMBER 24, 2020
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service On today’s show we discuss: LISTENER SURVEY (giving away six $50 gift cards) Why the stay-at-home economy is here to stay There's a new group of Bitcoin buyers The tyranny of index funds Dividends fell, but not by much A generational wealth gap Data on student loan debt The government will lose $400 billion on student loans Why do poor people waste money on
Indigo Marketing Agency
NOVEMBER 23, 2020
Happy Thanksgiving to all of the amazing independent financial advisors out there. Thanks so much for being a part of the Indigo Marketing Agency family. Please enjoy this brief 2020 business and personal update. If you need help sending a video update like this to your clients and network, get in touch today by scheduling your marketing strategy call now.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Cordant Wealth Partners
NOVEMBER 18, 2020
While preparing to write my first blog, I was reminded of my time in college and how I would hope a lecture would be done earlier than the time allotted and not go over time. With that in mind, I want to keep the blog post concise but still provide you with all the necessary information on the subject. That said, let’s get to it. What is a 529 Plan?
Brown Advisory
NOVEMBER 19, 2020
2020 Year-End Planning Letter. ajackson. Thu, 11/19/2020 - 08:44. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for consideration with their other advisors. In our year-end discussions with clients, we aim to ensure that their plans are updated as needed, based on changing external conditions as well as their specific circumstances.
The Irrelevant Investor
NOVEMBER 22, 2020
Articles It uses greed as a Trojan Horse (By Packy McCormick) It makes use of the world’s largest asset class without putting any of it on the balance sheet (By Byrne Hobart) Just because something is intuitive does not mean it is correct (By Lyall Taylor) Even before interest rates dropped to zero, the dream of living on dividends and interest in retirement was impossible (By Blair duQuesnay) Letting temporary emotions influence your investment decisions is like drinking salt water to quench yo
The Irrelevant Investor
NOVEMBER 22, 2020
If you're looking for evidence that shorts have thrown in the towel, and therefore now's the time to get cautious, there's a chart for that. If you're looking for evidence that actually, an absence of bears doesn't mean an overwhelming amount of bulls, there's a chart for that too. In this tweet from @MacroCharts , he writes: " Equity Futures traders have cut exposure aggressively – even as $SPX broke to new highs.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
The Irrelevant Investor
NOVEMBER 21, 2020
"Mortgage balances—the largest component of household debt—rose by $85 billion in the third quarter and sat at $9.86 trillion on September 30. Mortgage originations, which include refinances, were at $1.05 trillion, the second highest volume in the history of the series and second only to the historic refinance boom in 2003 Q3." This comes from a new report on total household debt from the Federal Reserve Bank of New York.
The Irrelevant Investor
NOVEMBER 20, 2020
This week's Animal Spirits is brought to you by Orion. For more information on Orion's Direct Indexing platform, p lease visit their site here On today’s show we discuss: The evolution of investment vehicles Tax loss harvesting Are direct indexes a threat to the ETF industry? Are direct indexes coming to retail? How advisors are educating themselves and their clients about direct indexing Advisor adoption, and much more Listen here: Contact us at animalspiritspod@gmail.com with any feedback, rec
Indigo Marketing Agency
NOVEMBER 20, 2020
There are more than a few reasons to look forward to 2021. Here at Indigo Marketing, we feel that too. So we wanted to give you a sneak peek into what the financial advisor landscape may look like next year. Let’s start with what the most current trends are today. . What The Statistics Say. Right now, according to the Bureau of Labor Statistics, there are approximately 263,000 financial advisors in the United States.
The Irrelevant Investor
NOVEMBER 18, 2020
If you thought the stock market had a wild ride this year, then you should see what the small stock market did. The Russell 2000 is comprised of stocks ranging from a market cap of $25 million on the small end to $17 billion on the high end. These names got absolutely annihilated during the first half of the year and have experienced an epic comeback on the other side.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
The Irrelevant Investor
NOVEMBER 15, 2020
Everything has its limits. Laws are no exception. Matthew Klein wrote about the end of Moore's law and the effect it's having on the economy in Barron's this weekend. During the tech boom in the second half of the 1990s, the U.S. economy grew about 4.3% each year. According to a new study from economists at the Bureau of Economic Analysis and the Bureau of Labor Statistics, more than 1.4 percentage points of that growth came from efficiency improvements in the manufacturing of computers and re
The Irrelevant Investor
NOVEMBER 13, 2020
Today’s Animal Spirits is brought to you by State Street. See Michael's latest "Uncommon Sense" here On today’s show we discuss: Will fiscal stimulus be the norm to combat recessions going forward? Why MMT might be wrong about the deficit The post-election rally Pulling forward future returns Punishing savers How inflation and interest rates affect different asset classes Listen here: Charts: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
The Irrelevant Investor
NOVEMBER 10, 2020
One of the themes of the economic recovery is how unevenly distributed it been. Those who could least afford to miss a paycheck have been hit the hardest, while those at the top have gotten wealthier with rising stocks and real estate values. With this backdrop, I was pleasantly surprised to see a sharp rebound in job postings for the bottom third wage tier, according to data from indeed.
The Irrelevant Investor
NOVEMBER 10, 2020
493 days. Four hundred and ninety-three days. That's how long it's been since the Small Value/Nasdaq-100 ratio has been below its 200-day moving average. Today was the first time since November 2018 that it closed above it. Does this mean anything? Yes, it means that growth has beaten the pants off value for a very, very long time. Does it mean anything that it closed above the 200-day moving average?
Advertisement
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
The Irrelevant Investor
NOVEMBER 7, 2020
Articles Taking control of one thing means surrendering control of others (By Jason Zweig) Does the stock market care about anything anymore? (By Ben Carlson) It’s the risk we all know about, which means the market is ready to price it in (By Blair duQuesnay) Past stock market returns of 10% should no longer be expected (By John Rekenthaler) The year began auspiciously for US equities (By Aswath Damodaran) Why does the volatility increase in years that don’t have a presidential election?
The Irrelevant Investor
NOVEMBER 6, 2020
The labor market continued to rebound in October. This morning we learned that the unemployment rate fell a full percentage point to 6.9%. According to the Wall Street Journal , "Employers have added 12.1 million jobs since April, more than half the 22.2 million lost in the spring." We still have a long road ahead of us, but the rebound that we're seeing in so many different data sets is very encouraging, to say the least.
The Irrelevant Investor
NOVEMBER 5, 2020
Do you know your lifetime investment performance? If you're like most people then no, you probably can't answer this question. [link] I know exactly what my returns are, or at least I used to know. I started trading in the aftermath of the GFC. I can't remember who inspired me to start a journal, but I owe that person a huge debt of gratitude. I recorded every transaction I made and why I made it.
The Irrelevant Investor
NOVEMBER 4, 2020
Today’s Animal Spirits is brought to you by Interactive Brokers. Check out the Impact Dashboard here On today’s show we discuss: Who cares about a correction? Einhorn quarterly letter Netflix is raising prices Portfolio tweaks before the election Rental market is hurting Ritholtz has a contrarian take on housing The economy grew a lot in the third quarter Grantham on why we should go in on green infrastructure Cash is trash A cautionary tale Ken Griffin on taxes Christine Benz on the future of f
Advertisement
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
The Irrelevant Investor
NOVEMBER 1, 2020
Articles People are spending less on services and luxury items, and investing more (By Packy McCormick) Personally I feel like I made a financial mistake by contributing too much to my 401(k) when I was younger (By Nick Maggiulli) What if perseverance works against you at times as an investor? (By Ben Carlson) Bidding wars account for roughly 30% of the sales with listing inventory at or near record lows (By Barry Ritholtz) People recognize the ground shifting (By Josh Brown) Podcasts You trade
The Irrelevant Investor
NOVEMBER 27, 2020
On this week's Animal Spirits, Ben shared his best-case scenario for Bitcoin. Bitcoin hasn't transformed our lives or experienced mainstream adoption, yet it still has done so well. This alone should give the bulls a lot more confidence that this thing is here to stay. I pushed back at first, but I think that's actually a fair point. My completely uninformed opinion is that it's too early to give opinions on what Bitcoin will or will not be in the future.
The Irrelevant Investor
NOVEMBER 28, 2020
Articles There are roughly three ways to think about gold, two of which are fairly crazy, one of which is boring but sometimes useful (By Byrne Hobart) What goes wrong when the FIRE dream dies? (By Monevator) One party is expected to act in the other’s best interest, but how can we be sure they will? (By Marc Rubinstein) Amazon is having a good lockdown, but so is anyone else who can sell online (By Benedict Evans) We have no idea what happens next (By Morgan Housel) Smart people allocate assets
The Irrelevant Investor
NOVEMBER 14, 2020
Articles Demographics were never destiny (By Derek Thompson) Over the past 50 years, health care hasn’t slowed the aging process so much as it has slowed the dying process (By Ezekiel Emanuel) It’s normal to cling to something you’re familiar with when confronted with something you’re not (By Morgan Housel) More than four in 10 U.S.-based stocks have suffered drops of 50% or more over a three-month period, compared with just 2% of all U.S.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Expert insights. Personalized for you.
52 
Let's personalize your content