@HowardStrauber

Financial Professional with over 30 years experience in the financial field, encompassing financial advising, business development and brokerage/trading.

 Stamford, CT
linkedin.com/in/howardstrauber
Joined August 2013
  • Tweets419K
  • Following12.2K
  • Followers13.4K
6.5KMedia
lnkd.in/eNaF-qJf

Amplify Your Mindset with Ricky Kalmon - Podcast | Howard Strauber

Amplify Your Mindset with Ricky Kalmon - Podcast

linkedin.com
14
21
1
108
2,583
AI Visibility Audits: What 100 Free Tools Miss | Orbit Media Studios buff.ly/JE0QJCA

AI Visibility Audits: What 100 Free Tools Miss | Orbit Media Studios

We reviewed 100 free AI visibility audits to see what they measure, what they miss and why their scores may not mean much.

orbitmedia.com
1
25
How AI could reshape the economics of the asset management industry buff.ly/eVNaddU

How AI could reshape the economics of the asset management industry

Amid mounting margin pressure, asset management firms must join the AI revolution and transform technology into a true enabler of scalable productivity.

mckinsey.com
1
37
thanks for all your support here @HowardStrauber - it is appreciated!
1
33
Does Automating Make You Robotic? buff.ly/GdfJrg6 by @TonyVidler
20
The price we pay for convenience buff.ly/INx7do9

Weekend Essay: The price we pay for convenience

As human beings, we'll do almost anything we can to make our lives easier. And quite often, we're willing to pay for the privilege.

moneymarketing.co.uk
1
42
RT @DrShawnBostic Employees are more likely to raise concerns, ask questions, and seek guidance when they believe compliance is there to help them make better decisions—not simply document mistakes. buff.ly/XF0bWfN

Do Compliance Leaders Need Authority to Create Change?

Did you miss Part 1? Organizations often associate leadership with authority. Managers have direct reports.

linkedin.com
1
1
34
Kiwi SMEs hit pause on spending until election buff.ly/yCMtgmZ

Kiwi SMEs hit pause on spending until election

New data shows 58% are changing how they manage cash, even as profit expectations improve

mpamag.com
1
35
The Objection That Was Never Really About Your Fee buff.ly/jEuebQe

The Objection That Was Never Really About Your Fee

There is a moment in a financial advisory sales conversation that can feel like a negotiation starting.

advisorpedia.com
1
18
What Is the Doom We Face? buff.ly/pkpjfPl

What Is the Doom We Face?

This review is, in part, about Eswar Prasad’s latest book, “The Doom Loop: Why the World Economic Order Is Spiraling into Disorder.” But it will also cover a seemingly unrelated article, Robert...

advisorperspectives.com
1
39
RT @XYPNOfficial “Great email!” is nice. A conversation with the right prospect? Even better. 🙌 Patrick Di Cesare shares how advisors can connect email marketing and follow-up to turn interest into conversations. Read the playbook → buff.ly/wiDeWjS

The Email Marketing Playbook for Financial Firms: The System That Converts

Build an email marketing system for your advisory firm that attracts ideal prospects, builds trust, and turns interest into qualified client conversations.

xyplanningnetwork.com
1
25
The support behind better financial decisions for clients buff.ly/xybeAOG

The support behind better financial decisions for clients

Jim Wagner and John Isner on why confidence comes from the work done before consequential decisions.

investmentnews.com
1
42
Balancing Online Reviews And Compliance For Advisors buff.ly/cHcZgwd

Balancing Online Reviews And Compliance For Advisors

A two-pronged approach on how advisors can implement client reviews in a sustainable, balanced manner while remaining compliant with SEC requirements.

kitces.com
1
40
Why attrition figures and explanations don't always match buff.ly/rS2aJI7

Mark Buck: Why attrition figures and explanations don't always match

Ask advisers why clients leave and most will tell you it comes down to service. In Vanguard’s 2025 survey of UK advisers, two thirds ranked personality or Ask advisers why clients leave and most will...

moneymarketing.co.uk
1
32
Financial Adviser Titles: What’s in a name? buff.ly/BImaEQi by @TonyVidler

Financial Adviser Titles: What's in a name? - Tony Vidler

When it comes to Financial Adviser titles there is ongoing confusion amongst clients AND advisers over terminology and titles and what consumers can expect when engaging an adviser.

tonyvidler.com
1
30
RT @CFPBoard Money is more than a budget issue. It can shape how couples navigate intimacy, trust and long-term commitment. CFP Board’s new report, “To Have and to Hold,” explores the financial pressures facing Americans in relationships. buff.ly/g3a9uzh
1
29
How to Save for Retirement in Your 30s buff.ly/zZXiLVK

How to Save for Retirement in Your 30s

2026 contribution limits, the employer match, and how to save for retirement in your 30s while paying loans and saving for a house.

connect.xyplanningnetwork.com
1
35
US retirement system scores C+ as aging crisis reshapes global pension outlook buff.ly/DwYO4dr

US retirement system scores C+ as aging crisis reshapes global pension outlook

Aging populations and underfunded systems are forcing wealth managers to rethink how they prepare clients for retirement.

investmentnews.com
1
36
How to Find the Right Agency Niche | Insurance Thought Leadership buff.ly/uEjwIuO
1
1
33
RT @HowardStrauber Want to Cross-Sell? Then put a bit of planning into it… buff.ly/m8V6YBt by @TonyVidler

Want to Cross-Sell? Then put a bit of planning into it... - Tony Vidler

To make sure we do deliver full value to clients and work towards a comprehensive advice solution we need a simple way of planning how we can cross-sell our services or products over time...

tonyvidler.com
1
15
What is a Mind Map? Exploring a Powerful Tool for Creative Problem Solving buff.ly/2BVkQtr

What is a Mind Map? Exploring a Powerful Tool for Creative Problem Solving

Learn how to create visually engaging mind maps to boost creativity, streamline thought processes, and better visualize planning for your business.

blog.hubspot.com
1
37
Load more