PowerAdvice

Awake at 2 a.m. running the numbers after a divorce? A simple 2 to 5 minute Body Intelligence routine can help calm money worries so you can be present with your kids. poweradvice.com/personal-fin…

Afraid AI will hurt your business? Mike Garrison argues referrals still come down to being human: a clear niche, real transparency and a good answer to "Why should I meet you?" poweradvice.com/business-gro…

Your onboarding may be your most overlooked referral strategy. @EfficientLibby talks with Craig Gingerich of Sage Rutty about using the first 100 days, personal gifts and proactive communication to turn new clients into advocates. poweradvice.com/multimedia/c…

Prospects can feel it when an advisor needs the sale. @arigalper explains why letting go of the outcome opens up first conversations, and why clients choose the advisor who makes them feel understood. poweradvice.com/business-gro…

AI lets customers research every option before they talk to anyone. @Hyken says that can add pressure rather than remove it, and the best experience now is validating their research so they can decide with confidence. poweradvice.com/advisor-tool…

Sent referrals to CPAs and attorneys and got few back? @Bill_Cates says reciprocity isn't automatic, and shares five practical ways to build COI relationships that actually lead to introductions. poweradvice.com/business-gro…

Your CPA, estate attorney and advisor hold decades of knowledge about you. Do they have exit plans of their own? Certified Exit Planning Advisor Pete Bush on the succession risk business owners overlook. poweradvice.com/opinion/does…

Three seconds of audio can be enough to clone a loved one's voice. Marguerita Cheng of @BlueOceanGW explains how AI voice scams work and why a private family code word, plus a quick callback, can stop one before any money moves. buff.ly/euh3Cuh

Yields near 25-year highs give bond investors many ways to win, from a slowdown to an AI boom, says @pimco Group CIO Dan Ivascyn. His case: the story isn't rate volatility, it's the starting yield. poweradvice.com/multimedia/d…

Covered call ETFs often trade away too much upside for income. @ETFGodfather looks at how NEOS's QQQI pairs monthly Nasdaq-100 income with real upside participation while avoiding heavy NAV erosion. poweradvice.com/etfs/qqqi-co…

IBKR Prediction Markets give Xavier Becerra a 95% chance in California's governor race, while polls show him with 60% of likely voters. Contracts on September new home sales lean toward a drop from August's 684k. poweradvice.com/active-inves…

From 2000 to 2010 the S&P 500 returned 0.4% a year and momentum lost about 1.5%, while value, quality and low volatility each topped 6%. In October, low vol rose about 7% as momentum fell about 9%. Is factor leadership rotating again? poweradvice.com/markets/mark…

Airfares rose 22.4% in a year on jet fuel costs, and they count in core CPI. Michael Lebowitz builds an oil-adjusted core CPI that runs 20 to 30 bps below the BLS figure and asks whether the Fed risks a policy mistake by fighting oil. buff.ly/m79Z092

We teach salespeople how to win, but rarely how to walk away. @robjolles on the hidden cost of selling to the wrong client, and why that early warning voice is worth listening to. poweradvice.com/opinion/sell…

When parents pass, heirs often move the money to an advisor they actually know. Dennis Stack of @legacystories on how Family Legacy Planning can help advisors build relationships with the next generation before the wealth transfer. poweradvice.com/personal-fin…

Selling or passing on your firm takes two transitions: ownership and leadership. Most succession advice covers only the first. @brettdavidson on protecting the soul of your firm, and why the work starts with the founder. poweradvice.com/opinion/sell…

The biggest offer for your agency may be the least valuable. Mike Mathweg, who has completed two transactions, on comparing cash at close, earnouts, rollover equity and employment terms side by side. poweradvice.com/business-gro…

Vested doesn't mean unconditional. @JeffJudgeCFP on how clawback and forfeiture clauses can let a former employer reclaim shares, or the gains from selling them, and what to check before accepting a competitor's offer. poweradvice.com/opinion/can-…

Reinvesting surplus RMDs or converting to a Roth at 73 still leaves the money in the taxable estate. Kerry Pulliam on a "Synthetic Roth" approach using trust-owned life insurance for clients with $3M+ in qualified plans. poweradvice.com/opinion/rmd-…

JPMorgan, Citi and Bank of America are spending billions on AI, yet restricting customers' own AI agents from their accounts. Chris Skinner of @FSClub asks whether that's about security, or protecting profits from bots that would chase better rates. poweradvice.com/ai/why-banks…