How Tim Howard stopped the world for 30 minutes
By Lynette GilThe Internet almost exploded Tweeting and posting about the USA vs. Belgium soccer game last week and spawned a few viral memes with Tim Howard.
July 06, 2014
5 Market Investing Tips for Rest of 2014The strongest performing groups in the equity sector so far in 2014 could be promising in the coming months.
July 03, 2014
The Markets at Midyear, Sprinkled With Fairy DustAs investors bask in a comforting monetary-policy landscape, they shouldn't be so foolish as to dismiss the blunt warnings from the Bank for International Settlements.
July 03, 2014
Want more business? Value proposition makes the differenceThe emphasis on services suggests that the companies that gain increasing business with independents are the ones paying attention to the value proposition.
July 03, 2014
What advisors can learn from YelpA perfect storm of consumer preference, technology advancements and regulatory enabling will unleash a cacophony of consumer feedback in the months ahead.
July 02, 2014
This $400k IRA mistake doesn’t have to be your client’s mistake!Some presentations are time-tested for a reason. Don't go off the rails when meeting with clients.
July 02, 2014
Coaches Corner: Use ‘Passion Prospecting’ to Boost Your Business, and YourselfTo find and attract prospects and to re-energize yourself in the process find your own passions and act on them.
July 02, 2014
3 Ways Advisors Must Change to Survive Robo-AdvisorsFinancial planning is the anti-commoditizer, and therefore for the foreseeable future is the anti-robo-advisor value-add as well.
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