“I think that one of the big differences as you alluded to is kind of the way that some of these [environmental impact investment theories] were almost abstract ideas. People were talking about climate change back in the 1960s and ’70s and pointing many years into the future and saying it’s going to be a…
“Well, each year the SEC shares their regulatory priorities. In recent years, they’ve tried to make it not be a mystery of what they view as important. And we’re waiting, for details for this year, but the core things that have been focused on include anywhere where there’s a conflict of interest between the firm…
“ . . . your CRM should be able to give you reports on each and every client and prospect that are consistent, current, and accurate. Once that happens, you can now select and target sectors of prospects, provide them with content that will resonate with them, that they will find valuable at the right…
“You know, a website is a first impression. I mean, really, it’s all about building trust. And before a prospect ever calls an advisor, they check you out on your… They check your website out. They see what you look like, who you are on Facebook. They do a lot of what’s called stalking. They…
“the way economists look at it, you can have demand pull inflation, which is essentially when the economy is running hotter, demand is picking up, and that there’s too much demand chasing too few goods, and that can cause the price levels to increase. The other way is a cost push inflation, which typically involves…
I think we can all agree that 2020 was not the most placid year, in terms of the markets or our lives or the lives of our clients – if 2020 has taught us anything, it’s that you never know what to expect. For all that turmoil, clients experienced even more volatility, both in the…
“A firewall is not a be all and end all. It isn’t a “hey we have one, so now you’re cyber secure.” But in a person’s home environment, the router . . . the network modem, your AT&T, Verizon, Comcast, whatever, having that set up correctly is critical. But then the next piece of appliance…
Today’s show is gonna be short and sweet. No guest, just a few words about the upcoming holidays and what they can mean for you and your practice. The 2020 has been an unusual year, could probably win awards for understatement. If there’s anything that advisors can be thankful for this year, it’s their ongoing…
“ [Right-sizing] . . . also unleashes significant staff capacity previously expended on these folks, thereby providing you the opportunity to delegate more to your staff. This sets you up to focus on business development and growth. Targeting ideal clients becomes much more clear for the entire firm once the client roster is scaled down,…
“. . . the United States charges income taxes on its citizens and residents on a worldwide basis, regardless of where they live. And that is just not the way that most of the world taxes its citizens. And so you could have an American that moves abroad, and they might have to now pay…