Insights on Income

Strategies to maximize income from investments.

Is Your Marketing Ready for the Next Correction?

Is Your Marketing Ready for the Next Correction?

How much would you bet that the stock market will decline 10% or more within the next year? I hope you’d bet something, because the market has been hovering around all-time highs and has seen record volatility lately. But also because a 10% correction has happened on...

The Five Powerful Tools Your Website Needs

The Five Powerful Tools Your Website Needs

Have you ever snooped around top financial advisors’ websites to see what they have in common? In addition to having excellent branding and site design, top-performing websites include several key features that help them attract and convert more qualified prospects....

10 Secrets to Promoting Your Next Event

10 Secrets to Promoting Your Next Event

Event marketing is one of the tried-and-true ways financial advisors get in front of new people. In fact, a recent survey found that 10% of new clients came to advisors through seminar or event marketing. While many advisors stress about filling up their events,...

Action Triggers: 5 Moments You Can Ask for Introductions

Action Triggers: 5 Moments You Can Ask for Introductions

Before we get started, I want to make an important point. While you and I might use the word “referrals,” please consider that as a “for internal use only” word. When we discuss this dynamic with clients, prospects, and centers of influence, please favor the word...

The Truth About Marketing for Financial Advisors

The Truth About Marketing for Financial Advisors

I’ve been working with top independent financial advisors on their marketing for over a decade. Prior to starting my own company, I worked at FMG Suite, a leader in digital marketing for financial advisors. Through the years, I’ve spent a lot of time talking to...

5 Things to Know: 58% of U.S. has less than $1,000 in Savings

5 Things to Know: 58% of U.S. has less than $1,000 in Savings

The paycheck-to-paycheck issue continues to dominate the headlines. This week's in-depth piece comes from GOBankingRates, and details the tremendous challenge that a majority of the United States faces with regard to saving money.   For the past four years,...

Fixed Income and the Changing Asset Allocation Model

Fixed Income and the Changing Asset Allocation Model

For decades, advisors and their clients adhered to the 60/40 rule, investing 60% of a portfolio in equity and 40% in fixed income. But the advent and success of alternatives has changed all that. When endowments like Harvard, Yale and Stanford produced returns that...

Putting Real Estate to Work in your Portfolio

Putting Real Estate to Work in your Portfolio

Of all the various kinds of alternative investments available for an individual investor’s portfolio, real estate is perhaps the most tangible and intuitive. By the time people have the discretionary income to become investors, they’ve probably bought and sold at...

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