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Advisorpedia

@advisorpedia

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The best place for financial advisors to grow their minds and businesses. #poweryouradvice #advisorpedia

Boise, ID
Joined July 2014
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@advisorpedia
Advisorpedia
59 minutes
What is one of your “hard truths” about money? An assumption like “money is power” that you have never questioned?
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Truths like these are financial beliefs, or money scripts, that often sound completely reasonable on the surface.
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@advisorpedia
Advisorpedia
2 hours
When most people think about retirement planning, the first number that comes to mind is how much money they’ll need to retire. And while that’s an important figure .
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Why personalized longevity estimates are the most important number in your retirement planning.
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@advisorpedia
Advisorpedia
3 hours
Human nature is one of the largest obstacles standing between you and successful investing success. Millions of years of evolution have prepared you to recognize and avoid danger .
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You aren’t as well equipped, however, for distinguishing between real perils and those that are just imagined.
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@advisorpedia
Advisorpedia
4 hours
For many of us navigating this relentless pace, it can feel like the demands from every direction – career, family, community, and personal growth – are multiplying exponentially.
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It’s an integrated clarity about who you are, embracing your strengths, limitations, gifts, and areas for growth without judgment.
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@advisorpedia
Advisorpedia
5 hours
Here are the five writing rules Craig Johnson hammered home to me—advice that works whether you’re penning fiction, crafting viral content, or just trying not to sound like a robot in your emails.
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Here are the five writing rules Craig Johnson hammered home to me—advice that works whether you’re penning fiction, crafting viral content,
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@advisorpedia
Advisorpedia
6 hours
First and foremost, consistent and sustainable revenue growth is crucial. It signifies customer acceptance, a healthy business model, effective strategies, flawless execution and the ability to scale.
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This growth must come with sustainable practices and mindful innovation that responds to the ever changing needs of the market.
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Advisorpedia
7 hours
Wyeth Wright, AGF Senior Analyst, explains the potential impact of agentic AI on the software sector.
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Wyeth Wright, AGF Senior Analyst, explains the potential impact of agentic AI on the software sector.
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Advisorpedia
8 hours
The markets did little yesterday, but it doesn’t mean that we have no signals right now. Conversely, there are plenty.
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That’s right – even the SILJ ETF moved to a critical resistance level where previous medium-term rallies ended.
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@advisorpedia
Advisorpedia
9 hours
Years before I became a professional marketer, my head was filled with stories. As a recent graduate with a philosophy and religion degree, I spent my early twenties consuming creative writing, mythology, and the timeless principles of narrative.
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Let’s explore this hero’s journey deeper and identify our role in the story.
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@advisorpedia
Advisorpedia
10 hours
Small-cap stocks have provided a return pattern quite different from large-cap stocks. Typically, small caps either race ahead of larger companies or else fall behind. They’re rarely in synch.
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However, the cyclicality or lack of synchrony between large- and small-cap stocks makes it hard to exploit this premium.
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@advisorpedia
Advisorpedia
11 hours
Let’s cut through the noise: The financial advisory business doesn’t reward the smartest or the most accredited. It rewards the most focused. The most disciplined.
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It’s not a secret. It’s a formula. Every top-performing advisor you admire follows it, whether they realize it or not.
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@advisorpedia
Advisorpedia
12 hours
Client expectations for financial services are rapidly evolving and forcing advisors to rethink their traditional business models and become more strategic in their outreach and messaging.
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Discuss why many RIAs and financial advisors struggle to grow despite having strong investment performance and sophisticated technology.
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Advisorpedia
13 hours
Shares of UPS are around the same price they were in March 2020, when the pandemic shut down economic activity. At the time, the global economy was decimated.
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Shares of UPS are around the same price they were in March 2020, when the pandemic shut down economic activity.
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Advisorpedia
14 hours
Pressure is the silent killer of trust in any selling conversation. It’s that subtle force that makes prospects feel uneasy, guarded, and hesitant to open up. The moment pressure enters the room, trust begins to fade.
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advisorpedia.com
The silent killer of trust in any selling conversation. It’s that subtle force that makes prospects feel uneasy, guarded, and hesitant to open up.
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@advisorpedia
Advisorpedia
15 hours
In Warren Buffett’s Berkshire Hathaway’s latest SEC disclosures, the company reported buying a nearly $1 billion stake in homebuilders Lennar (LEN) and D.R. Horton (DHI).
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Is Buffett making a smart bet, or might the homebuilder sentiment gauge warn of continued tough times ahead?
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Advisorpedia
16 hours
You’re five years in. Past the rookie stage, tested by reality, and standing on the edge of your breakout. The foundation is built—but now it’s time to scale. Doubling your business in two years isn’t a dream.
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Here are the seven top-level strategies for doubling your business in the next 24 months
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@advisorpedia
Advisorpedia
17 hours
Do you know the difference between a live disruptor and a dead one? A live disruptor stock will march higher year after year… snowballing your profits to 1,000% or more.
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Let’s look at the four ways. Then, I’ll tell you about the live disruptor stock we just recommended in the Disruptor 20.
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@advisorpedia
Advisorpedia
18 hours
There are plenty of topics advisors and clients classify as “glamorous,” “interesting” or even “sexy.” Social Security isn’t one, but that doesn’t diminish its importance.
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Knowledge gaps and misconceptions held by clients – issues that can and should be resolved with the assistance of an advisor.
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@advisorpedia
Advisorpedia
19 hours
A financial advisor’s career is only as strong as their referral network. Referrals of clients and partners can lead to new customers and growth opportunities, and people are 400% more likely to become clients when their friend refers .
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In this blog, we’ll look at eight ways to build your network as a financial advisor.
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@advisorpedia
Advisorpedia
20 hours
Regulation is not a burden; it’s a badge of trust. Every licence we hold signals that we meet the highest standards in that jurisdiction.
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Some say that scale is impressive, others argue it creates unnecessary complexity. How do you balance opportunity with oversight?
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