Don’t Walk Like a Duck: 3 Steps Advisors Can Take to Not Sound Like a Scam
With recession a looming possibility, there may be more fraudsters contacting the very people in your prospect pipeline. What may be worse is that fraudulent schemes have evolved to sound more like legitimate businesses. With the scammers stealing marketing methods from legitimate advisors, how can you make sure your marketing pieces don’t get confused with more nefarious folks?
Unretirement: Boomerang Retirees
Amidst all the talk about quiet quitting, quiet managing, and the Great Resignation, another trend may be brewing: the retirement boomerang. Retirees who don't plan for their retirement income properly may boomerang back into the workforce. Advisors can help prevent this by working on education ahead of a planned retirement date.
Worried About Market Volatility? Take a P.A.U.S.E.
It may seem like there is a lot of news about the stock market being volatile. If that’s got you concerned, here is an easy way to consider how you perceive the stock market and its fluctuations. Try taking a pause. Here are five things to remember about volatility that can help you position yourself appropriately and reduce your concerns.
Recessions and Retirement Age: New Research Shows Different Trend
Studies show that Americans retirement age is changing. What’s behind that latest trend? Those details show unsurprising results, like longevity and better health. But they also show interesting details financial advisors may want to watch.
ESG, Institutional Investors and SEC’s Greenwashing Rule
ESG has long been a hot topic for advisors working with individuals. Now, new research shows that institutional investors are prioritizing ESG in their decisions too. But there are concerns about what qualifies. Here’s what you need to know to help your institutional clients.
The Coming Storm – The History the IRA’s Treatment of Carried Interests Shows What Might Be to Come
The Inflation Reduction Act may have had many financial advisors worried. That’s because one iteration of the legislation proposed significant changes to Section 1063 of the tax code. We thought it was important to dig in a little bit to the proposed changes and the history of them.
Manage Meeting Mayhem
As the Wall Street Journal says, “Great meetings are small, fast, and don’t involve status updates.” So how can you get to great? Here are a few key tips.
Inflation’s Improbable Benefits for Investors
Is there an upside to inflation? We found three areas where investors could benefit from inflation’s impact on the economy.
Maximize Your Relevancy to Prospective Clients by Knowing Your Assets
Your current search for marketing data may overlook your intangible assets. Here’s a deep dive into why playing on your intangible assets can help you.
Practice Pointers: Interviewing and Hiring
You could be doing all of your recruitment right, but still fall short on hiring. Many employers fail to focus on how the interview process informs candidates about company culture and lose networking opportunities for the almost-right candidate.