How to Eliminate ‘Maybe’ From Your Sales Meetings

Published on April 1, 2025

Clinging to the hope that a “maybe” will somehow turn into a commitment doesn’t serve you or them. It simply allows your qualified prospects to walk away without having their problem solved, leaving you without a client – a losing situation for both parties.

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10-Year Treasury Yield Long-Term Perspective: March 2025

April 1, 2025
The 10-year Treasury yield has experienced dramatic fluctuations, ranging from a peak of 15.68% in October 1981, during the height of the Volcker era, to a historic low of 0.55% in August 2020, amidst the economic uncertainty of the pandemic. As of March 31, 2025, the weekly average stood at 4.33%.

10 Investment Must Reads for This Week (April 1, 2025)

April 1, 2025
In his annual investor’s letter, BlackRock CEO Larry Fink focused on the growing trend of offering private markets access to the wealth channel. Morningstar took a hard look at some of the new access points for private credit. These are among the investment must reads we found this week for wealth advisors.