The best place for financial advisors to grow their minds and businesses. #poweryouradvice #advisorpedia
Boise, ID
Joined July 2014
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The explosion of ETFs and ETF issuers is increasingly creating a marketplace quagmire and a growing quandary for investors. ETFs with similar names or objectives can look alike ... ow.ly/fyKV50ZGS0V
A better budgeting framework or savings strategy cannot out-math shame. It cannot, by itself, close the gap between where someone is financially and where they hope to be. Before we can talk about improving our finances ... ow.ly/a3o450ZGS0Q
Customers form their opinions based on the sum of all the interactions they have with your company, not from its advertising and marketing messages, slogans, and mottos. ow.ly/2qHb50ZGS0G
If you create a personal brand people remember, you will connect with the right people – the ones you want to work with. ow.ly/xhyg50ZGS0z
Explore four leading technology investment trusts, from AI-focused strategies to private tech investing, and discover what makes each unique. ow.ly/8MAk50ZGS0w
San Antonio has been my adopted home for close to 40 years now. I’ve watched it grow through more than one boom cycle, but recent Redfin data suggests we could be looking at a bust. ow.ly/yxUt50ZGS0j
While many advisors might instinctively point to fees and performance as reasons clients leave, Joe challenges this notion. He shares findings from empirical research, showing that the top reasons for client attrition are actually ... ow.ly/7FmB50ZGS0g
There’s a moment in some client meetings that separates good advisors from great ones. The client is still seated, still nodding, still offering the occasional “mm-hmm” but something has quietly shifted. ow.ly/kafY50ZGS07
Beyond the AI battleground issues, the rebound in smaller stocks points to broader return potential. ow.ly/gXXR50ZGRZB
We're talking about something that might feel a little uncomfortable for advisors who love spreadsheets, checklists, and action plans—but ... ow.ly/Pcfu50ZGwK6
The harder your value is to inspect before purchase, the more authority you need to build before the sale. ow.ly/JV9U50ZGwJ9
Estate planning is the thing most people avoid. I’ve spent the past three months of my life up to my eyeballs in it for our own family. Around dining room tables. In rooms. On the phone. Via email. ow.ly/XcpH50ZGwIn
This week, we pointed out that we came into this week looking at three well-known potential market catalysts. The first, PCE, was a dud. ow.ly/gS6o50ZGwHW
What a firm offers matters, but how that offering gets delivered to clients every day is what actually determines if the business is successful. ow.ly/Vksf50ZGwHk
When I began doing this personal planning work with owners, I didn’t think of it as “the personal leg of the stool.” I simply knew there was a gap in the way business owners were preparing for transition. ow.ly/NkLe50ZGwGb
In an AI-powered, social-first world, reputation is no longer a communications issue. It is a business issue, and PR leaders are increasingly responsible for seeing the risks and ... ow.ly/rglS50ZGwEV
Most advisors who have been through professional development are familiar with active listening. ow.ly/Qo6R50ZGwEB
Democratic Socialism promises affordability and fairness. The bill, from Caracas to Copenhagen, is something else entirely. ow.ly/R8p750ZGwEn
