What's Trending: Can Unemployment Predict the Next Recession?

The S&P 500 is down nearly 9% from its yearly high. So, what does that mean for you? In this March episode of the Trending Report, we'll delve into the necessity of planning for volatility, not just market growth, and highlight the value of experienced advisors who employ formulaic, unemotional strategies. While short-term trends are currently negative, long-term perspectives remain positive, reinforcing the idea that market cycles are normal.

Are you a financial advisor looking to maximize the impact of your events and seminars? The secret to success might surprise you: it's all in the intro and outro! We'll share expert tips on how to captivate your audience from start to finish. Discover how to create "professional contrast" to stand out from the crowd, disarm attendees, and build trust. Whether you're hosting a Social Security seminar, a financial workshop, or any educational event, these event marketing strategies can help you achieve better results.

We dive into the concept of "Moments of Truth" – those significant life events for your clients, both planned and unplanned, that present a unique opportunity to deepen your relationship. Learn how to identify key moments, develop a process for acknowledging them effectively, prioritize your efforts by focusing on your top clients, and discover creative and meaningful ways to show your clients you care. This video is essential for financial advisors seeking to build stronger client relationships, foster lasting loyalty, and enhance their overall client experience.