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Articles - Advisor Perspectives

When Advisors Shouldn’t Give Advice

Often, prospects and clients don’t want your advice. Here’s why.



POSTED JUNE 20, 2018 2:13 PM
The “5M” Approach to Turn Volatile Markets into Your Marketing Advantage

Here is my “5M” approach that deepens client relationships, stimulates new referrals and attracts new prospects during volatile markets.



POSTED JUNE 20, 2018 1:25 PM
Advisors Must be Their Own Fiduciaries

There’s an incredible paradox in wealth management: Successful advisors help clients plan for retirement. But many of those same advisors lack a solid retirement plan for themselves.



POSTED JUNE 20, 2018 1:13 PM
When a Son is a Better Leader than His Father

I typically read about successors who came in and they didn’t know as much as or were less capable than the original founder. In our case we prefer the son to his dad.



POSTED JUNE 20, 2018 1:05 PM
What Nobody Tells You About Your Social Media Personality

Every advisor falls into these five social media profiles. Which one are you?



POSTED JUNE 20, 2018 10:42 AM
A Tricky Stock Photo Trap: Beware of “Editorial Use”

Especially for those of us who are artistically challenged, stock photos are the bomb. But there’s a trap to beware of, lest those photo bombs backfire on you.



POSTED JUNE 20, 2018 9:57 AM
The Seven Proven Networking Strategies

I have a test for you. In my work with advisors, I’ve identified seven networking strategies that consistently drive referrals. How many do you use?



POSTED JUNE 20, 2018 9:32 AM
Will Re-Defaults of Mortgage Modifications Undermine Housing Markets?

Much has been written about residential mortgage modifications, yet hardly anything has been said about the problem of re-defaults on modified mortgages. In large part, this is due to the paucity of accurate data about borrowers re-defaulting. It is time to clearly lay out how extensive this problem really is, what it means for mortgage markets and the dangers it poses for investors.



POSTED JUNE 18, 2018 8:30 AM
How to Avoid Taxes with Highly Appreciated Securities

Of the two certainties we face – death and taxes – only taxes can be purposefully delayed or avoided altogether. Here are some ways to do that with highly appreciated securities.



POSTED JUNE 18, 2018 7:57 AM
The Battle of the Passive Strategies

My first book, The Only Guide to a Winning Investment Strategy You’ll Ever Need, was first published 20 years ago, in May 1998. With its 20th anniversary in mind, let’s see how my recommendations worked out for investors who followed them.



POSTED JUNE 18, 2018 7:44 AM

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