You have a piece of paper and a bunch of blue and red pens. Start with a blue pen and write down all the positive integers in order by spelling them out correctly using the English alphabet: ONE, TWO, THREE, FOUR, etc. Use the red pen the first time you encounter the letter “C.” Assuming that it takes 10 seconds on average to spell out each integer, how long will it before you need the red pen?
All advisors have access to the same information, but those seeking an edge look to more unusual data points. Here are eight unconventional metrics they combine with more traditional sources of information to shape their financial outlook and take the temperature of the economy.
You may think introverts are shy, but you'd be wrong. Shyness has nothing to do with it. The smarter you can be in recognizing how to make introverted and extroverted clients comfortable, the more successful you'll be in getting referrals. Here are six common misconceptions about introverts.
WealthManagement.com reached out to its readers—professionals with similar requirements, working conditions, and compliance considerations—to identify 10 indispensable mobile applications that really do deliver the goods.
Financial advisors often dwell on the bleeding edge of technology, more willing than other professionals to exploit the productivity opportunities of new hardware, software, and communications tools. But with upwards of 400,000 mobile apps out there for Apple, Android, and Windows mobile devices, the search for apps that really work can be overwhelming.
Predictable cash flow for companies, sustainable dividends for investors. Those are just two of the potential benefits of the "razor and blades" business model that innovative companies around the world have been adopting....More
If given the chance to do it over, advisors say they would put more effort into planning their transitions. What works best for you depends on your needs and goals. Don’t rush it. Explore your options....More
Many advisors dream of transitioning their business, but fear of the unknown can often leave those dreams on the backburner. With this webinar, you can improve your odds of making the right decisions by learning firsthand from the experience of others....More