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The Honeymoon of Free Social Media is Over

Most advisors are frustrated and ready to throw social media out the window, but the game is about to get even tougher. Social media won’t be free much longer. Here’s how I see it happening and what it will mean for advisors who are counting on it.

Global Trade and the Unsustainability of Federal Debt

While it may appear the post-Bretton Woods covenant was a win-win pact, there is a massive cost accruing to everyone involved. The U.S. is mired in economic stagnation due to overwhelming debt burdens and a reliance on record-low-interest rates to further spur debt-driven consumption.

Do Equity Hedge Funds Really Generate Alpha?

Hedge funds, as represented by the Barclay index, can effectively be viewed as equity replacements. Further, the proper benchmark for equity hedge funds is target volatility strategies.

How a High School Football Coach Landed NFL, MLB and NBA Clients

Professional athletes are among the most coveted clients for advisors – and present unique financial challenges that those athletes are typically ill-equipped to handle themselves. Paul Franklin leveraged his role as a high-school football coach to pursue a career serving those clients.

A Bit About Bob

Our CEO is Robert Huebscher, but we know and love him as “Bob.” We would like you to get to know him, so this section is dedicated to updates and facts about Bob! Today, we'd like to tell you about one of Bob's favorite hobbies.

Special Considerations for Senior LGBTQ Clients

Here are some issues senior LGBTQ clients face and how you can help them.

Retirement Strategies in Pictures

Advisors providing retirement recommendations will find it helpful to use a graphical approach to show the year-by-year progression of funds available during retirement.

Why Introverts Have an Edge in Converting Prospects

It has been my experience that introverts have an innate advantage converting prospects, as compared to extroverts. I was curious to find out why – and what extroverts can do to overcome their disadvantage.

How to Motivate Your Team to Take Ownership of Problems

I need to motivate my team to take more action. I often tell them to bring me solutions, not just problems. But all I hear are complaints about what we need to do differently.

How to Handle Underperformers

The following six “dos and don’ts” are meant to guide you towards bringing an underperforming planner back up to the service standards that reflect your firm’s values.

The Positive Side of Being Overwhelmed

There are things coming at me from all corners – my own clients, my boss’ needs and other projects he wants me to be involved with in our firm – and he is asking me to obtain a certification, which I haven’t even been able to investigate yet.

Planning for a Successful Transition to a New Firm

You have undoubtedly heard stories about brokers changing firms who experienced everything from a minor disruption in revenue to an all-out career catastrophe. While you cannot anticipate every event, there is one thing you can do: Plan your work, and work your plan.

A Compliance-Friendly Social Media Strategy

Even if your ability to post to social media is restricted, it is still a very powerful prospecting tool. Here are a few ideas that don’t involve posting content.

How to Avoid a Costly Mistakes with Your Web Page Design

First impressions start with your web page. Unfortunately, many advisors are badly misled by faulty advice about web site content and design.