Global equities roared out of the gate in January, notching their best start to a new year since 1994. The price of oil made an even larger jump than equities, reaching its highest price since 2014, while the U.S. dollar endured its largest monthly decline in nearly two years. Even though bond-market inflation expectations have risen to a three-year high, the Fed kept its overnight interest rate unchanged at its January meeting.
People want to do business with people with whom they are comfortable. You have to nurture those leads.
This commentary touches on the passing of Corporate tax cuts during a period of historically high corporate profits and also discusses the relationship of the unemployment rate with future market returns.
There are two primary ways to get leads. One is through referrals and/or centers-of-influence (COIs); these are based on word-of-mouth recommendations. But I am going to focus on your website and social media traffic, as these are things over which you have more control.
In most parts of Canada we have very distinct seasons. Some months of the year are temperate and relatively dry, while other months are cold and snowy. As a result, most Canadian towns of any size have stores that sell skis and bikes.
Wade Pfau has written an important book: How Much Can I Spend in Retirement?: A Guide to Investment-Based Retirement Income Strategies. It should be read by not just financial planners, but also all investment advisors who work with individual accounts.
In my last article, I gave an overview of marketing funnels and their important role in marketing for financial advisers. This article will cover the first step – lead generation – and why sales is no longer about the calling list.
Here’s a new bet with Warren Buffett based on a portfolio oriented around risk parity and factors.
Investors are struggling to achieve long-term return targets in today’s low yield environment. To close the gap, many investors feel forced into concentrated equity portfolios.
I will define a marketing funnel and explain why it is essential to your marketing strategy.