Viewpoints The New Normal: What Will It Be and When will it Happen? 12 Strategies to Use to Keep Your Finances as Simple as Possible In A Post-COVID World The Manager Is The Weak Link What COVID Should Teach People About Beating the Unexpected For organizations and individuals alike, here are 5 recovery tactics to be learned from this pandemic. #business #performance #success How to Host a Memorable Online Business Graduation Here Are Some Tips for Hosting a Truly Memorable Online Graduation Event. #graduation #seniors #success #college #forward 3 Questions To Ask Your Financial Advisor Right Now Those approaching retirement quickly perk up and realize their portfolios are not as bullet-proof as they had thought. #retirement #financialadvisors How To Make Your Money Work For You Here are just a few examples of how you can make your money work for you. #finance #personal #financialfreedom #lifeinsurance How Covid-19 Is Changing the Travel Industry for the Better Here’s what we can expect from the travel industry after the pandemic. #travel #future #airplanes #financialadvisors #newreaity Remember This When Investing During a Pandemic Are your investments driven by rational thought or emotion? #investing #emotions #financialadvisors #stockmarket We Don't Know When This Will End, So We Must Deal With the Now Normal It's time to quit talking about returning to normal or the new normal. Instead, we need to talk about the "now" normal. #future #nownormal Eight Post Pandemic Mistakes That Could Sink Wirehouses How the financial services landscape will change post Coronavirus. Here are eight mistakes the big wirehouse firms should avoid. Using Neuroscience to Improve the Judgement of a Fiduciary We don’t need to lower fiduciary standards; we need to raise the quality of fiduciary training. #fiduciary #financialadvisors 5 Surprising Myths About the New Reality Most financial problems trace back to a disconnect with your real-life values. Human behavior often gets in the way. #investing #weath Smart Rules for Wealthy Young Investors If you’ve somehow been lucky enough to acquire wealth at a young age, you’ll want to be sure to learn how to hold onto it. #wealth It's Time to Lean On Some Certainty What have you discovered to be true about you? What are you most proud of yourself during this pandemic? #performance Predictions For Our New Normal After COVID-19 I think people will begin to rethink what their family and friends mean to them and reprioritize their importance in our lives. #newnormal Financial Services Has a Racism Problem Enter conversations with a curious mind, but don’t pry or expect people of color to use their time to educate you. #race #financialservices Now is Your Opportunity to Rebuild How You Spend Your Time and Money At this time, we are presented with a unique opportunity that allows us to add items back into our lives and our budgets. #financialfreedom Stress and Anxiety: The Lurking Casualties of the Coronavirus Here are some suggestions to help you stay calm and fend off stress proactively and productively. #stress #anxiety #perfomance #success How Covid-19 Will Impact Divorce Settlements Amidst all the current economic uncertainty, what’s the couple to do to arrive at a fair settlement? #divorce #financialadvisors The Stress and Revelations Found in Isolation It’s inevitable that areas of our behavior will surface that otherwise haven’t been obvious before the coronavirus lockdown. #family The Real Power of an Ecosystem in Business The benefits of creating a space where people can work together from different organizations creates a vibe of knowledge and ideas. The Most Important Conversation We Should Be Having With Our Family Members Right Now Those who are “wealthiER” have become more dependent on those with much less wealth or status. #economy #newreality What the Heck is Going on With the Stock Market? Reasons on why the market is holding up so well. #financialadvisors #stockmarket #investing #stocks #covid19 7 Essential Fiduciary Hacks Create your own fiduciary brand that exceeds new de-minimis standards. #financialadvisors #trust #fiduciarystandard Can We Really Trust Communities To Use Common Sense? Now is a time for the social sector to repay that trust, showing that we trust our communities to do the right thing. #covid19 #community How to Have Financial Conversations that Aren't Awkward We need to focus on having a more open approach to money discussions so we can all have better financial outcomes. #finance 4 Ways That IoT Technology Can Improve Medicine Hospitals are consistently in need of better methods and machines in order to save lives, and IoT technology can vastly improve the workflow. Events Like COVID-19 Further Highlight the Value of Long Term Investing Recent significant, unpredictable events, (Brexit, trade wars, COVID-19), should be a reminder of the value of long term investing. You Should Benchmark Only Insanely Delirious People Creating something that is unique and unmatched by others can’t be done by copying anything or anyone. #business #success Three Mindfulness Practices to Try Before You Retire If you’re eager to live more mindfully and extend the length of your retirement, turn your attention to the life you’d like to enjoy. The Second Wave of Unemployment is Coming The second wave of unemployment will most likely have a higher percentage of white-collar workers. #finance #unemployment #business How To Build a Resilient Financial Future Building a resilient financial life isn’t easy, which is why it’s relatively rare, but it can be done with the proper approach. Help! Decoding the Alphabet Soup of Government Relief If you feel overwhelmed by this flood of acronyms and relief programs, you’re not alone. #careact #economy #finance Is the Increase in the Federal Debt and Deficit as Dire as It Appears? The deficit is actually a financial contribution and surplus to the private sector of the economy. #economy #money #employment Nothing Is Going to Be the Same I think there will be a new normal that is very different to the old normal. #covid19 #pandemic #newreality #newnormal The Silver Lining: A Respect for Time and Possibility The destructive, insidious pandemic aimed at destroying us is actually bringing our society closer together. #covid19 #progress #growth Have The Rules of Financial Planning Changed Forever? If I asked you how many months reserve should you have in cash, what would your answer be? #planning #finance #savings Confidence Is Exactly What We Need Right Now Confidence—the deep faith in your ability to transcend any one situation—is a gift you give yourself. #financialadvisors #confidence PPP Loans and Public Shaming Business owners who had applied for the funds in good faith began second-guessing their decisions. #ppploans #business #economy Indifference Towards Truth: Rebuilding Trust In a Post Lockdown World If ever there was a time for critical thinking to make a comeback it’s right about now. #innovation #ideas #imagination When You Are Forced to Own the Loser Stocks Investors using an S&P 500 ETF to index have no choice but to own 250 COVID “loser” stocks. #stockmarket #financialadvisors Applying for Loan Forgiveness Under the Paycheck Protection Program The SBA recently released this application to obtain loan forgiveness for funds received under the Paycheck Protection Program. #PPP #economy How Not to Follow the Crowd This is the time to build become stronger in our alignment and ability to become aware of what’s possible. #leader #entrepreneurs #success Living the New Normal in Financial Advising So how do you act like nothing has changed when everything has changed? #finance #investing #financialadvisors #planning What’s the Difference Between a Clerk and a Fiduciary? As we move forward, the financial services industry won’t be developing prudent fiduciaries and leaders…we’ll be managing clerks. We’ll Be Stronger When This Is Over While we’re not back to “business as usual,” we are starting to see business reopen and adapt to a new normal. #futureofwork #business Prepare for the New Normal—Whatever it May Be Take time off from dwelling on the possibilities and look at where you can make a real difference in your own financial security. #finance What If Investment Returns Don’t Matter That Much? Trying to maximize investment returns isn’t sustainable. Plan, invest, sit tight, and adjust based on new reality. #investing #finance Recent Bad Advice from "Experts" Not all investment guidance is created equal, and neither are the people who dispense it. #financialadvisors #advice #stockmarket Trending Why Bitcoin Is Likely to Soar in Value Projecting Your Personal Power Over Videoconferences with Bill Acheson Are We Really "All in This Together"? Behavioral Finance Doesn’t Work The Common and Costly Errors Financial Advisors Make When Delivering Webinars 5 Reasons Single, Debt-Free Clients Need Life Insurance How To Overcome The Power Of Fear-Based Media Referrals Rock At The Top Of The Funnel for Financial Advisors The Economic Recovery Could Be Faster Than Expected Remember This When Investing During a Pandemic 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100
What COVID Should Teach People About Beating the Unexpected For organizations and individuals alike, here are 5 recovery tactics to be learned from this pandemic. #business #performance #success
What COVID Should Teach People About Beating the Unexpected For organizations and individuals alike, here are 5 recovery tactics to be learned from this pandemic. #business #performance #success
How to Host a Memorable Online Business Graduation Here Are Some Tips for Hosting a Truly Memorable Online Graduation Event. #graduation #seniors #success #college #forward
How to Host a Memorable Online Business Graduation Here Are Some Tips for Hosting a Truly Memorable Online Graduation Event. #graduation #seniors #success #college #forward
3 Questions To Ask Your Financial Advisor Right Now Those approaching retirement quickly perk up and realize their portfolios are not as bullet-proof as they had thought. #retirement #financialadvisors
3 Questions To Ask Your Financial Advisor Right Now Those approaching retirement quickly perk up and realize their portfolios are not as bullet-proof as they had thought. #retirement #financialadvisors
How To Make Your Money Work For You Here are just a few examples of how you can make your money work for you. #finance #personal #financialfreedom #lifeinsurance
How To Make Your Money Work For You Here are just a few examples of how you can make your money work for you. #finance #personal #financialfreedom #lifeinsurance
How Covid-19 Is Changing the Travel Industry for the Better Here’s what we can expect from the travel industry after the pandemic. #travel #future #airplanes #financialadvisors #newreaity
How Covid-19 Is Changing the Travel Industry for the Better Here’s what we can expect from the travel industry after the pandemic. #travel #future #airplanes #financialadvisors #newreaity
Remember This When Investing During a Pandemic Are your investments driven by rational thought or emotion? #investing #emotions #financialadvisors #stockmarket
Remember This When Investing During a Pandemic Are your investments driven by rational thought or emotion? #investing #emotions #financialadvisors #stockmarket
We Don't Know When This Will End, So We Must Deal With the Now Normal It's time to quit talking about returning to normal or the new normal. Instead, we need to talk about the "now" normal. #future #nownormal
We Don't Know When This Will End, So We Must Deal With the Now Normal It's time to quit talking about returning to normal or the new normal. Instead, we need to talk about the "now" normal. #future #nownormal
Eight Post Pandemic Mistakes That Could Sink Wirehouses How the financial services landscape will change post Coronavirus. Here are eight mistakes the big wirehouse firms should avoid.
Eight Post Pandemic Mistakes That Could Sink Wirehouses How the financial services landscape will change post Coronavirus. Here are eight mistakes the big wirehouse firms should avoid.
Using Neuroscience to Improve the Judgement of a Fiduciary We don’t need to lower fiduciary standards; we need to raise the quality of fiduciary training. #fiduciary #financialadvisors
Using Neuroscience to Improve the Judgement of a Fiduciary We don’t need to lower fiduciary standards; we need to raise the quality of fiduciary training. #fiduciary #financialadvisors
5 Surprising Myths About the New Reality Most financial problems trace back to a disconnect with your real-life values. Human behavior often gets in the way. #investing #weath
5 Surprising Myths About the New Reality Most financial problems trace back to a disconnect with your real-life values. Human behavior often gets in the way. #investing #weath
Smart Rules for Wealthy Young Investors If you’ve somehow been lucky enough to acquire wealth at a young age, you’ll want to be sure to learn how to hold onto it. #wealth
Smart Rules for Wealthy Young Investors If you’ve somehow been lucky enough to acquire wealth at a young age, you’ll want to be sure to learn how to hold onto it. #wealth
It's Time to Lean On Some Certainty What have you discovered to be true about you? What are you most proud of yourself during this pandemic? #performance
It's Time to Lean On Some Certainty What have you discovered to be true about you? What are you most proud of yourself during this pandemic? #performance
Predictions For Our New Normal After COVID-19 I think people will begin to rethink what their family and friends mean to them and reprioritize their importance in our lives. #newnormal
Predictions For Our New Normal After COVID-19 I think people will begin to rethink what their family and friends mean to them and reprioritize their importance in our lives. #newnormal
Financial Services Has a Racism Problem Enter conversations with a curious mind, but don’t pry or expect people of color to use their time to educate you. #race #financialservices
Financial Services Has a Racism Problem Enter conversations with a curious mind, but don’t pry or expect people of color to use their time to educate you. #race #financialservices
Now is Your Opportunity to Rebuild How You Spend Your Time and Money At this time, we are presented with a unique opportunity that allows us to add items back into our lives and our budgets. #financialfreedom
Now is Your Opportunity to Rebuild How You Spend Your Time and Money At this time, we are presented with a unique opportunity that allows us to add items back into our lives and our budgets. #financialfreedom
Stress and Anxiety: The Lurking Casualties of the Coronavirus Here are some suggestions to help you stay calm and fend off stress proactively and productively. #stress #anxiety #perfomance #success
Stress and Anxiety: The Lurking Casualties of the Coronavirus Here are some suggestions to help you stay calm and fend off stress proactively and productively. #stress #anxiety #perfomance #success
How Covid-19 Will Impact Divorce Settlements Amidst all the current economic uncertainty, what’s the couple to do to arrive at a fair settlement? #divorce #financialadvisors
How Covid-19 Will Impact Divorce Settlements Amidst all the current economic uncertainty, what’s the couple to do to arrive at a fair settlement? #divorce #financialadvisors
The Stress and Revelations Found in Isolation It’s inevitable that areas of our behavior will surface that otherwise haven’t been obvious before the coronavirus lockdown. #family
The Stress and Revelations Found in Isolation It’s inevitable that areas of our behavior will surface that otherwise haven’t been obvious before the coronavirus lockdown. #family
The Real Power of an Ecosystem in Business The benefits of creating a space where people can work together from different organizations creates a vibe of knowledge and ideas.
The Real Power of an Ecosystem in Business The benefits of creating a space where people can work together from different organizations creates a vibe of knowledge and ideas.
The Most Important Conversation We Should Be Having With Our Family Members Right Now Those who are “wealthiER” have become more dependent on those with much less wealth or status. #economy #newreality
The Most Important Conversation We Should Be Having With Our Family Members Right Now Those who are “wealthiER” have become more dependent on those with much less wealth or status. #economy #newreality
What the Heck is Going on With the Stock Market? Reasons on why the market is holding up so well. #financialadvisors #stockmarket #investing #stocks #covid19
What the Heck is Going on With the Stock Market? Reasons on why the market is holding up so well. #financialadvisors #stockmarket #investing #stocks #covid19
7 Essential Fiduciary Hacks Create your own fiduciary brand that exceeds new de-minimis standards. #financialadvisors #trust #fiduciarystandard
7 Essential Fiduciary Hacks Create your own fiduciary brand that exceeds new de-minimis standards. #financialadvisors #trust #fiduciarystandard
Can We Really Trust Communities To Use Common Sense? Now is a time for the social sector to repay that trust, showing that we trust our communities to do the right thing. #covid19 #community
Can We Really Trust Communities To Use Common Sense? Now is a time for the social sector to repay that trust, showing that we trust our communities to do the right thing. #covid19 #community
How to Have Financial Conversations that Aren't Awkward We need to focus on having a more open approach to money discussions so we can all have better financial outcomes. #finance
How to Have Financial Conversations that Aren't Awkward We need to focus on having a more open approach to money discussions so we can all have better financial outcomes. #finance
4 Ways That IoT Technology Can Improve Medicine Hospitals are consistently in need of better methods and machines in order to save lives, and IoT technology can vastly improve the workflow.
4 Ways That IoT Technology Can Improve Medicine Hospitals are consistently in need of better methods and machines in order to save lives, and IoT technology can vastly improve the workflow.
Events Like COVID-19 Further Highlight the Value of Long Term Investing Recent significant, unpredictable events, (Brexit, trade wars, COVID-19), should be a reminder of the value of long term investing.
Events Like COVID-19 Further Highlight the Value of Long Term Investing Recent significant, unpredictable events, (Brexit, trade wars, COVID-19), should be a reminder of the value of long term investing.
You Should Benchmark Only Insanely Delirious People Creating something that is unique and unmatched by others can’t be done by copying anything or anyone. #business #success
You Should Benchmark Only Insanely Delirious People Creating something that is unique and unmatched by others can’t be done by copying anything or anyone. #business #success
Three Mindfulness Practices to Try Before You Retire If you’re eager to live more mindfully and extend the length of your retirement, turn your attention to the life you’d like to enjoy.
Three Mindfulness Practices to Try Before You Retire If you’re eager to live more mindfully and extend the length of your retirement, turn your attention to the life you’d like to enjoy.
The Second Wave of Unemployment is Coming The second wave of unemployment will most likely have a higher percentage of white-collar workers. #finance #unemployment #business
The Second Wave of Unemployment is Coming The second wave of unemployment will most likely have a higher percentage of white-collar workers. #finance #unemployment #business
How To Build a Resilient Financial Future Building a resilient financial life isn’t easy, which is why it’s relatively rare, but it can be done with the proper approach.
How To Build a Resilient Financial Future Building a resilient financial life isn’t easy, which is why it’s relatively rare, but it can be done with the proper approach.
Help! Decoding the Alphabet Soup of Government Relief If you feel overwhelmed by this flood of acronyms and relief programs, you’re not alone. #careact #economy #finance
Help! Decoding the Alphabet Soup of Government Relief If you feel overwhelmed by this flood of acronyms and relief programs, you’re not alone. #careact #economy #finance
Is the Increase in the Federal Debt and Deficit as Dire as It Appears? The deficit is actually a financial contribution and surplus to the private sector of the economy. #economy #money #employment
Is the Increase in the Federal Debt and Deficit as Dire as It Appears? The deficit is actually a financial contribution and surplus to the private sector of the economy. #economy #money #employment
Nothing Is Going to Be the Same I think there will be a new normal that is very different to the old normal. #covid19 #pandemic #newreality #newnormal
Nothing Is Going to Be the Same I think there will be a new normal that is very different to the old normal. #covid19 #pandemic #newreality #newnormal
The Silver Lining: A Respect for Time and Possibility The destructive, insidious pandemic aimed at destroying us is actually bringing our society closer together. #covid19 #progress #growth
The Silver Lining: A Respect for Time and Possibility The destructive, insidious pandemic aimed at destroying us is actually bringing our society closer together. #covid19 #progress #growth
Have The Rules of Financial Planning Changed Forever? If I asked you how many months reserve should you have in cash, what would your answer be? #planning #finance #savings
Have The Rules of Financial Planning Changed Forever? If I asked you how many months reserve should you have in cash, what would your answer be? #planning #finance #savings
Confidence Is Exactly What We Need Right Now Confidence—the deep faith in your ability to transcend any one situation—is a gift you give yourself. #financialadvisors #confidence
Confidence Is Exactly What We Need Right Now Confidence—the deep faith in your ability to transcend any one situation—is a gift you give yourself. #financialadvisors #confidence
PPP Loans and Public Shaming Business owners who had applied for the funds in good faith began second-guessing their decisions. #ppploans #business #economy
PPP Loans and Public Shaming Business owners who had applied for the funds in good faith began second-guessing their decisions. #ppploans #business #economy
Indifference Towards Truth: Rebuilding Trust In a Post Lockdown World If ever there was a time for critical thinking to make a comeback it’s right about now. #innovation #ideas #imagination
Indifference Towards Truth: Rebuilding Trust In a Post Lockdown World If ever there was a time for critical thinking to make a comeback it’s right about now. #innovation #ideas #imagination
When You Are Forced to Own the Loser Stocks Investors using an S&P 500 ETF to index have no choice but to own 250 COVID “loser” stocks. #stockmarket #financialadvisors
When You Are Forced to Own the Loser Stocks Investors using an S&P 500 ETF to index have no choice but to own 250 COVID “loser” stocks. #stockmarket #financialadvisors
Applying for Loan Forgiveness Under the Paycheck Protection Program The SBA recently released this application to obtain loan forgiveness for funds received under the Paycheck Protection Program. #PPP #economy
Applying for Loan Forgiveness Under the Paycheck Protection Program The SBA recently released this application to obtain loan forgiveness for funds received under the Paycheck Protection Program. #PPP #economy
How Not to Follow the Crowd This is the time to build become stronger in our alignment and ability to become aware of what’s possible. #leader #entrepreneurs #success
How Not to Follow the Crowd This is the time to build become stronger in our alignment and ability to become aware of what’s possible. #leader #entrepreneurs #success
Living the New Normal in Financial Advising So how do you act like nothing has changed when everything has changed? #finance #investing #financialadvisors #planning
Living the New Normal in Financial Advising So how do you act like nothing has changed when everything has changed? #finance #investing #financialadvisors #planning
What’s the Difference Between a Clerk and a Fiduciary? As we move forward, the financial services industry won’t be developing prudent fiduciaries and leaders…we’ll be managing clerks.
What’s the Difference Between a Clerk and a Fiduciary? As we move forward, the financial services industry won’t be developing prudent fiduciaries and leaders…we’ll be managing clerks.
We’ll Be Stronger When This Is Over While we’re not back to “business as usual,” we are starting to see business reopen and adapt to a new normal. #futureofwork #business
We’ll Be Stronger When This Is Over While we’re not back to “business as usual,” we are starting to see business reopen and adapt to a new normal. #futureofwork #business
Prepare for the New Normal—Whatever it May Be Take time off from dwelling on the possibilities and look at where you can make a real difference in your own financial security. #finance
Prepare for the New Normal—Whatever it May Be Take time off from dwelling on the possibilities and look at where you can make a real difference in your own financial security. #finance
What If Investment Returns Don’t Matter That Much? Trying to maximize investment returns isn’t sustainable. Plan, invest, sit tight, and adjust based on new reality. #investing #finance
What If Investment Returns Don’t Matter That Much? Trying to maximize investment returns isn’t sustainable. Plan, invest, sit tight, and adjust based on new reality. #investing #finance
Recent Bad Advice from "Experts" Not all investment guidance is created equal, and neither are the people who dispense it. #financialadvisors #advice #stockmarket
Recent Bad Advice from "Experts" Not all investment guidance is created equal, and neither are the people who dispense it. #financialadvisors #advice #stockmarket
