Feb 24, 2022
As we head into 2022, the two major fears clients face are inflation and rising interest rates. Multiple rate hikes are already priced in, which will be a challenge for once high-flying growth stocks. This is the time to consider value stocks – which have been outperforming growth stocks over the past six months....
Feb 23, 2022
Diversity among financial planners improved in 2021, but the profession still has work to do to ensure all investors have the tools and resources they need to achieve successful financial outcomes for their clients. In this episode, James Seth Thompson will discuss his role in promoting financial literacy and...
Feb 17, 2022
Podcasting is the most intimate medium for communicating and building a relationship with clients and prospects on their time – through opt-in marketing. My guest today, Matt Halloran, has founded the only podcasting company that has compliance completely figured out. It specializes in helping advisors and...
Feb 8, 2022
A recent study by Hartford Funds revealed that more than half of respondents believe that men and women have different financial needs. But only 24% said they want to work with a financial professional who caters to the needs of their gender. It is clear that investors simply want to be treated as individuals. To...
Feb 3, 2022
Financial advisors are increasingly abandoning the 60/40 portfolio for higher allocations to alternative investing strategies. They have found that alternatives enhance returns, diversify risk, and supplement income. In this episode, we will discuss the trends shaping the future of wealth management and driving growth...