This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Join me in this quick video where I discuss 8 of the 12 top pages: Does your company have top-performing website pages? What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. And after analyzing data for our 30 top-performing websites, we discovered each advisor had 12 web pages in common. Today, we’ll go over each of those web pages, why they’re so important for conversion rates, and show you A+ examples of each. 1.
I was scrolling on a website the other day when I saw something that stopped me in my tracks: "We have a combined 400 years in the market." It got me thinking about experience and how much it really matters. Spending time in the market certainly makes you a more seasoned investor, but does it make you a better one? Was Warren Buffett better at 70 than he was at 40?
As a Financial Advisor, your digital marketing strategy is one of the most useful tools in generating new leads for your business. However, it can be difficult to figure out which mediums and tactics are most beneficial for your specific business needs, and are worth investing your time and money into.
It’s hard to believe that we are waving goodbye to 2021 and entering a new year! As a final send-off, we’ve compiled our top 10 most-read blogs of 2021. It’s a great way to reflect on the year, and also gives you a chance to peruse any articles you may have missed along the way.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service. On today’s show we discuss: Michael's predictions Stock market FUD and the Gell Mann Amnesia effect iShares ESG products explode Stop tracking your spending Inflation by income levels? Flexport guy Nickel Digital: 85% of Institutional Investors, Wealth Managers, Have Dedicated Crypto Teams Mortgage rates in 2022 Listen here: Transcript here: Audiograph Recom
It’s a new year, and with it comes many hopeful resolutions. . We’re used to seeing several common new year ambitions like adopting a healthy lifestyle, spending more time with family and friends, and learning a new skill. Increased financial wellness is also at the top of many people’s lofty beginning-of-the-year plans. . But don’t worry; this isn’t a blog about creating a financial New Year’s resolution (we don’t want to set you up to fail).
It’s a new year, and with it comes many hopeful resolutions. . We’re used to seeing several common new year ambitions like adopting a healthy lifestyle, spending more time with family and friends, and learning a new skill. Increased financial wellness is also at the top of many people’s lofty beginning-of-the-year plans. . But don’t worry; this isn’t a blog about creating a financial New Year’s resolution (we don’t want to set you up to fail).
The post Protecting What’s Yours (While You’re Alive) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (While You’re Alive) Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones.
Drumroll, please…. I’m excited to introduce you to our biggest , most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%) ! Register Here After working with thousands of independent financial advisors , we’ve really cracked the code on what works to help advisors get new clients. And that’s exactly what I go over in this time-sensitive, information-packed webinar.
It's ugly out there. The Dow Jones Industrial Average might have hit an all-time high today, but growth stocks can't find a bottom, particularly the high multiple ones. ARKK, the poster child for this group, is down 45% from its highs last February, the largest decline in its history. The story that best encapsulates investor enthusiasm for growth stocks was when Zoom's market cap crossed ExxonMobil, which traces its roots back to 1870.
I n the face of an incredibly scary global pandemic, the stock market completed a phenomenal year (S&P 500 rocketed +27%) closing at a new all-time monthly record high, after also posting incredible results in 2020 (+16%) and 2019 (+29%). Naturally, the follow-on question I get most is, “What about next year?” And to this question, I annoyingly provide the same answer as the most successful long-term investor of all-time, Warren Buffett, “I have no idea.”.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
The post Protecting What’s Yours (While You’re Alive) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (While You’re Alive). Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones.
To close 2021, investors cheered on the new year. Measured by the MSCI ACWI, global equity markets gained about 19% for the year. During the final week of trading, large-cap U.S. stocks shrugged off concerns about the Omicron variant, and many of those stocks went on to set new all-time highs. Interestingly, this rise wasn’t echoed equally by all stocks, some of which peaked earlier in the year.
The stock market is manipulated. Multiples are being driven endlessly higher by low interest rates and government spending and buybacks and flows into index funds. There's more than a little truth here, but mostly it's a lie. Real GDP is at an all-time high, as are earnings for the companies that ya know, make up the stock market. The 27% return for the SP 500 in 2021 was driven by earnings growth.
The following is provided by Dimensional Fund Advisors. It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
How do you survive a bull market? Usually, when people talk about survival in the markets, they think about protecting one's capital in a bear market. But hanging during a multi-year bull market is no walk in the park. The longer it goes on, the more likely we think it's going to end. And yes, it will end someday, but what if that day is a long ways away?
On today's show, Ben and I spoke with Howard Lindzon. Depending on when you came to Finance Twitter, you'll know Howard from founding Stocktwits or as a venture investor at Social Leverage , where he made early investments in Robinhood, eToro, and Rally. Howard has been way ahead of the curve in terms of seeing where social investing was going. In a recent blog post, he wrote: One big thesis I had the last 10 years is every financial security available to retail investors would get fractionalize
Articles Attention is scarce and it is in high demand. (By Cobie) It is difficult to overstate how big an innovation this is. (By Albert Wenger) Is it better to be overpaid or underpaid? (By Jared Dillian) Growth is unpredictable (By Frederick Gieschen) There are more high net worth individuals writing more checks into more tech startups in more countries than ever before (By Balaji Srinivisan) In 99% of cases the person buying on the secondary market is the loser.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
59 
Let's personalize your content