Calculated Risk

MARCH 26, 2023

A friend’s brother was brutally murdered and his killer sentenced to death. Here is a piece from my friend Eric in Newsweek and a few comments about the family’s ongoing fight for justice: 'My Brother's Horrific Murder Shocked Police.

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Indigo Marketing Agency

JUNE 16, 2021

Did you know the topic you choose for your webinar is the most important factor determining its success? Do you need webinar topic ideas? But now the big question is: Which webinar topic do you choose? The topic and title you choose for your webinar are two of the most important factors that will determine how well it performs.

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Million Dollar Round Table (MDRT)

JANUARY 18, 2024

By Bryce Sanders Let’s hear it for optimism! As a financial advisor, I loved the start of a new year. From day one, the firm’s biggest producers and I were on the same starting line. Other advisors might be pessimistic, seeing new goals to be achieved from that same starting line. Regardless of your outlook, you need clients to do business.

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Indigo Marketing Agency

AUGUST 11, 2020

Now the tough part—choosing your topic. Your webinar attendance rate is only as strong as the topic you select. It’s critically important to choose a topic that’s interesting, relevant, and valuable to your target audience if you want to secure high conversion rates. So, which webinar topic should you choose?

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Financial Advisor Clients Planning Retirement Planning 52

Indigo Marketing Agency

SEPTEMBER 14, 2021

With that in mind, I want to share our 5 top-performing blog topics for financial advisors in 2021! These topics have been wildly popular so far, so add them to your content calendar now for maximum exposure. How My Family Lost Everything This topic won’t apply to everyone, but it’s pure gold if it fits your situation.

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Financial Advisor Clients Management Media 52

Wealth Management

MARCH 15, 2024

King III highlights developments that affect modern trusts that should be on everyone’s radar.

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Nerd's Eye View

OCTOBER 23, 2023

Though, at some point, covering a large number of financial planning topics can eat into an advisor's time, which is problematic if clients won't pay substantially more to receive that more comprehensive advice. In addition, advisors could reduce the amount of time they spend on plan development by bringing on staff assistance (e.g.,

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The Reformed Broker

OCTOBER 17, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Earnings – “Average commercial and consumer loans were both down from the second quarter as higher rates and a slowing economy have weakened loan demand, and we’ve continued to take some credit tighteni.

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Economy Investing Investments Marketing 289

AdvisorPR

JULY 13, 2021

The post PR exec: Financial topics will be ‘front and center in media for the next few years’ appeared first on AdvisorPR. “Obviously, no one really understood what was going on or how to respond — and the media had questions for advisers too, so we spent a lot of time navigating the conversations with media and clients alike.

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Media Economy Financial Market Clients 52

The Reformed Broker

MAY 2, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Uber Earnings – “Based on data from Bloomberg, 262 companies in the $spx have reported, sales growth in 1Q is 4% and earnings growth is -2.69%” ►Cap Weighted Rules – “It’s rare for t.

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Sales Investing Investments Marketing 314

The Irrelevant Investor

JULY 24, 2017

Source: Wealth Management Startup Betterment Gets $800 Million Valuation The post The Topic is Gold appeared first on The Irrelevant Investor. If you're an advisor and you're afraid that automated solutions are going to replace you, you're probably right to be worried.

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Financial Advisor Wealth Management Valuation Clients 52

Nerd's Eye View

JANUARY 15, 2024

On the other hand, a personal note that offers a glimpse of the advisor as a human can often be more interesting and engaging for the client than a technical article on a complex financial topic.

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Clients Communication Financial Advisor Wealth Management 186

The Reformed Broker

MAY 16, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Einhorn, Burry, Buffett – David Einhorn and Michael Burry were buying regional banks in Q1. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

Banking 291

Banking Investing Investments Marketing 291

The Big Picture

APRIL 13, 2024

As much as I enjoy these recordings, the most fun part for me is finding an audio / music clip that suits the topic and the discussion. The challenge comes when run-of-the-mill investing/economic topic turns out to be esoteric in terms of music; think Inflation or Contrarian investing.

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License Economics Investing Investments 143

The Reformed Broker

MARCH 7, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Powell to Congress – “Fed chief Powell is set to begin two days of congressional testimony Tuesday, where he’ll have the chance to explain the central bank’s planned response to a more resilient e.

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Banking Planning Investing Investments 258

Wealth Management

MAY 15, 2024

Modeled after a hit YouTube show, two industry experts consumed over a gallon of milk and nearly two dozen progressively hotter wings while discussing topics including AI and the effect of private equity and venture capital on wealth management.

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Wealth Management Management 74

The Reformed Broker

APRIL 18, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Goldman/Netflix Earnings – Stocks edge higher. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? Too Bearish – Has bearish equity positioning gone too far?

Investing 236

Investing Investments Marketing Marketing 236

The Reformed Broker

NOVEMBER 21, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Sam Altman – OpenAI turmoil. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? Buyback SURGE – “$QQQ largest weekly inflows on record this past week.”

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Investing Investments Marketing Marketing 169

The Reformed Broker

APRIL 4, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Inflation Cooling – “Excluding food and energy, the Fed’s preferred inflation gauge — the personal consumption expenditures price index — rose 0.3% in February after the prior month was revised down.

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Marketing Marketing Food Investing 231

The Reformed Broker

MAY 9, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Berkshire Hathaway Highlights – “Warren Buffett’s Berkshire Hathaway dumps billions of dollars of US stocks” ►IPOs – “Kenvue Stock Jumps in IPO of Former J&J Consumer-Health Busi.

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Investing Investments Marketing Marketing 222

The Reformed Broker

FEBRUARY 8, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Bear Market Rallies – Another bear market rally or a new bull market? ►AI Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

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The Reformed Broker

JANUARY 17, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Earnings – “Expect an in-line 4Q, but it’s earnings recession ex-Energy” ►Jamie Dimon’s Hurricane – “The U.S. economy currently remains strong with consumers still spending excess.

Economy 245

Economy Investing Investments Marketing 245

The Reformed Broker

NOVEMBER 28, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Year End Rally – Choose your weapon – tech almost always leads bull markets. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

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Investing Investments Marketing Marketing 161

The Reformed Broker

JANUARY 31, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►S&P Reshuffles – “Growth and value indexes run by S&P Dow Jones Indices saw record turnover, with almost a third of their market capitalization affected” ►Top 10 Stocks – “A remind.

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Investing Investments Marketing Marketing 246

Pragmatic Capitalism

JANUARY 31, 2023

Topics include Bitcoin, ESG investing, the debt ceiling, the death [ … ] Here’s the second batch of answers from the Ask Me Anything. If you missed part 1 you can catch it here.

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Nerd's Eye View

DECEMBER 6, 2023

However, the more recent rise of financial coaching models has introduced complexity, particularly for those offering advice on financial topics adjacent to investments where the need to register as investment advisers with the SEC or state securities authorities isn't always obvious.

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Investing Investments Financial Advising Retirement Planning 236

The Reformed Broker

OCTOBER 31, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►4th Quarter Rally? Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? – Positive economic surprises say we are due for a Q4 meltup. Great News – American wealth hitting new highs.

Economics 161

Economics Investing Investments Marketing 161

Pragmatic Capitalism

DECEMBER 20, 2022

Here’s a new edition of 3 Minute Macro on the topic of Eurodollars. Eurodollars are a somewhat opaque part of the financial world, but have become increasingly important in the [ … ]

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The Reformed Broker

SEPTEMBER 26, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►The ‘flation – 75% probability of a shutdown. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

Government 161

Government Economy Investing Investments 161

The Reformed Broker

MARCH 28, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Lending Shock – Shocks to bank lending standards do not fade away quickly. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? They persist and cause recessions. Are Banks Screwed?

Banking 204

Banking Investing Investments Marketing 204

The Reformed Broker

SEPTEMBER 19, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Where’s the Recession? Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? – Biggest mystery on Wall Street.

Investing 161

Investing Investments Marketing Marketing 161

The Reformed Broker

OCTOBER 10, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Have Treasury Bonds Bottomed? Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

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Investing Investments Marketing Marketing 152

The Reformed Broker

OCTOBER 3, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Rising Rates Hurt – “Investors fear unsustainably high interest rates will spark bank-loan defaults” ►Utilities Crash – Utilities are underperforming the S&P 500 32% YTD.

Banking 152

Banking Investing Investments Marketing 152

Pragmatic Capitalism

SEPTEMBER 19, 2022

* This is a bit off topic, but as a casual golfer/watcher and economic nerd I think it’s an interesting topic. The creation of the LIV Golf tour has shaken [ … ]

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Economics 136

The Reformed Broker

OCTOBER 24, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Small Caps are F*cked – “But as with everything, there is more to the story…” ►Chevron Buys Hess – Second major domestic oil deal in a month after Exxon agreed to buy Pioneer.

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Investing Investments Marketing Marketing 152

The Reformed Broker

APRIL 25, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Google/Microsoft Earnings – 40% of the S&P 500 is reporting this week. ►An Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

Economics 189

Economics Investing Investments Marketing 189

The Irrelevant Investor

APRIL 10, 2024

Nobody talks about the intersection of my two favorite topics like Matt Belloni. I want to talk about the feelings we get when putting money to work at all-time highs. But first, a quick programming note. Two of the things I love the most are movies and business. I can’t wait to have him on a Live TCAF in Los Angeles on April.

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