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Client Relationships
[CE Credit] Integrating Community to Grow Your Practice
Several tangible ideas you can implement to enhance your brand, connect with prospective clients, and deepen relationships with current clients through authentic community integration.
Client Relationships
Carl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between!
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow.
Market Outlooks
Weekly Macro Update: What Will Kill This Market?
This piece is approved to use with clients.
Something will at some point, but the most plausible downside scenarios still look like a stretch for this year and next.
Leveraging Technology & Data
Accelerating the WealthTech Transformation
An Envestnet report illuminating opportunities ahead. 5 key themes for 2021 and beyond.
Market Outlooks
Weekly Macro Update: The Emerging Markets Recovery & The Race Ahead
This piece is approved to use with clients.
With the Fed’s “tapering” clock now officially ticking, many Emerging Markets face an even more urgent challenge to tackle the pandemic.
Market Outlooks
Weekly Macro Update: Approaching Apogee
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Even as the U.S. economy rockets higher, last week's jobs miss will start to raise questions about what is a sustainable trajectory.
Market Outlooks
President Biden’s First 100 Days: By The Numbers
President Joe Biden marks his 100th day in office tomorrow. What has happened so far?
Market Outlooks
Weekly Macro Update: Time to Start Thinking About Thinking
This piece is approved to use with clients.
The Fed doesn’t need to act anytime soon, but Powell needs to reassure investors that he sees the same strong data they do.