Happy July 1st! Here are the articles we thought were great this past week. Please give them a read and as always, be social!
In It’s Not About Who You Know; It’s About Who Knows You, Anat Baron gives us some pointers on how we can help each other better when providing referrals and recommendations.
Tony Vidler writes that Advisers frequently settle for being average, and it is definitely not because they want to be average, but because they don’t really know what it takes to elevate their performance exponentially. Read more in Why Advisors Settle for Average.
Lilah Koski‘s research shows that American consumers are looking for more integration in their financial lives. But to what extent? In Amazon and JPMorgan Chase: Americans’ Friend or Foe?, she looks at two mega-brands and the potential future of finance.
We all want referrals. ‘Who do you know?’ has always been the staple of the ask. Rob Jolles says that can still work, if you take it a step farther. Learn more in When “Who Do You Know?” Actually Works.
Roy Osing can’t recall EVER being rewarded for a miscue; it wasn’t — and still isn’t — the acceptable thing to do. But he believes mistakes are a good thing. Check out how to succeed in Mistakes Are an Opportunity to Turn Failures into an Epic Wins.
In The Silent Crime: Shoplifting’s Surprising Statistics, Rick Kahler looks at shoplifting and tells us why this “silent crime,” deserves more attention than it receives.
This One Word Can Make Your Life Amazing … or Roadkill. One word! Find out what it is in Cat Lam’s article about your potential future.
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Why Secure Passwords Matter and How to Create Them
10 Ways to Celebrate International Women’s Day
Becoming a Great Podcast Host with Celeste Headlee
New Guiding Principles for Opportunity Zone Investors
Leaders: Do You Challenge Your Status Quo?
9 Marketing Trends That Will Dominate This Year
How To Keep Envy From Destroying Your Workplace
6 Tips to Help Your Journey to Retirement
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Moat Investing: Powered by Morningstar
Market Strategist1 day ago
We Are Not Convinced the Market Storm Has Completely Passed
Development1 day ago
Advisors: How To Answer “What Do You Do?”
Markets2 days ago
Higher Mortgage Rates, Student Loans and Nike
Equities2 days ago
7 Stocks That Pay the Largest Dividends of All That Trade on Nasdaq – Or Do They?
Advisor2 days ago
The Wizards of Wall Street vs. The Selbees from Michigan
Markets3 days ago
The Chameleons Are on the Run
Compliance3 days ago
Regulators Focusing on How Firms Identify, Monitor and Test Custody Scenarios With Client Assets