Picture of a typewriter with the typed words Build Your Brand

Branding: The Key To Gathering More Assets

5 minute read Branding: it surrounds us. Even before you have taken your first client meeting of the day, you have personally interacted with a dozen or more brands. Perhaps Amazon Alexa woke you this morning. While reading The Wall Street Journal on your Apple iPad, you drank a coffee made in your Nespresso. Getting

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Branding: The Key To Gathering More Assets
Picture of Professional Money Manager to illustrate client profiling

Client Profiling, A Dynamic Process

The managed money process involves assessing a client’s risk capabilities and determining the investment asset mix. As consultants, we are responsible for both, but our involvement is limited to the latter. Although you, the consultant, conduct the risk profile analysis, the client is the one who ultimately determines their risk profile. Client Profiling Necessitates Change

Read More
Client Profiling, A Dynamic Process
Eldery couple meeting with Financial Advisor to review return on investment

Return on Investment vs. Return on Relationship

Return on Investment (or ROI) is traditionally the primary focus of investors. Returns are measured against past performance and future expectations. In Bull markets and thriving economies, clients are easy to please. During market downturns clients quickly become disenchanted with their ROI and, subsequently, their relationship with their primary advisor. In the typical Retail Practice,

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Return on Investment vs. Return on Relationship
Image of stack of books and a notebook with the title continuing professional education

The Importance Of Continuing Professional Education

6 minute read The industry for Financial Professionals is information-driven. We must, by regulatory and industry requirements, commit to a continuous learning process. Even in those areas where we consider ourselves experts, we must continue to avail ourselves of the information that keeps us at the cutting edge of our industry. We must pledge to

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The Importance Of Continuing Professional Education
Picture of female investment advisor meeting with the perfect client

How to Recognize the Perfect Client

4 minute read One of the greatest stumbling blocks to happiness you’ll encounter in your professional practice is dealing with a customer who does not appreciate you, who does not use you to the fullest extent, or who does not trust you. Working with this person can turn your joy into drudgery; this is not

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How to Recognize the Perfect Client
Worldview

World Class Tools Make Fundamental Analysis Easy

Worldview By Relative Strength is a unique analytical tool for relative strength analysis. Investors can use Worldview to analyze the relative strength trends of several securities against a standard benchmark. Picking the best individual stocks in an asset class is very important, but investing in the right asset classes at the right time can have

Read More
World Class Tools Make Fundamental Analysis Easy
image of speedometer with words improve evolve change to illutrate adapt to change concept

Adapt To Change To Be A Leader In Your Industry

5 minute read The greatest skill set we as humans have, whether you are a trader or an entrepreneur, or you’re a manager running a business for somebody else, is your ability to adapt to change and uncertainty. Look at the restaurant industry. Certain businesses adapted very quickly and benefited. Some restaurants were brilliant and

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Adapt To Change To Be A Leader In Your Industry
Picture of pendulum balls illustrating expertise is key to success in building trust

Building Trust with Prospects: A 3-Step Strategy

4 minute read Building trust and winning prospects’ confidence doesn’t begin with building rapport—despite years of expert testimony to the contrary. To kick off solid relationships with prospective customers, you’ll need to focus on one thing: positioning yourself as an expert. Picture this: a prospect leaves thinking precisely the same way he did when he

Read More
Building Trust with Prospects: A 3-Step Strategy
Picture of a typewriter with the typed words Build Your Brand

Branding: The Key To Gathering More Assets

5 minute read Branding: it surrounds us. Even before you have taken your first client meeting of the day, you have personally interacted with a dozen or more brands. Perhaps Amazon Alexa woke you this morning. While reading The Wall Street Journal on your Apple iPad, you drank a coffee made in your Nespresso. Getting

Read More
Branding: The Key To Gathering More Assets
Picture of Professional Money Manager to illustrate client profiling

Client Profiling, A Dynamic Process

The managed money process involves assessing a client’s risk capabilities and determining the investment asset mix. As consultants, we are responsible for both, but our involvement is limited to the latter. Although you, the consultant, conduct the risk profile analysis, the client is the one who ultimately determines their risk profile. Client Profiling Necessitates Change

Read More
Client Profiling, A Dynamic Process
Eldery couple meeting with Financial Advisor to review return on investment

Return on Investment vs. Return on Relationship

Return on Investment (or ROI) is traditionally the primary focus of investors. Returns are measured against past performance and future expectations. In Bull markets and thriving economies, clients are easy to please. During market downturns clients quickly become disenchanted with their ROI and, subsequently, their relationship with their primary advisor. In the typical Retail Practice,

Read More
Return on Investment vs. Return on Relationship
Image of stack of books and a notebook with the title continuing professional education

The Importance Of Continuing Professional Education

6 minute read The industry for Financial Professionals is information-driven. We must, by regulatory and industry requirements, commit to a continuous learning process. Even in those areas where we consider ourselves experts, we must continue to avail ourselves of the information that keeps us at the cutting edge of our industry. We must pledge to

Read More
The Importance Of Continuing Professional Education
Picture of female investment advisor meeting with the perfect client

How to Recognize the Perfect Client

4 minute read One of the greatest stumbling blocks to happiness you’ll encounter in your professional practice is dealing with a customer who does not appreciate you, who does not use you to the fullest extent, or who does not trust you. Working with this person can turn your joy into drudgery; this is not

Read More
How to Recognize the Perfect Client
Worldview

World Class Tools Make Fundamental Analysis Easy

Worldview By Relative Strength is a unique analytical tool for relative strength analysis. Investors can use Worldview to analyze the relative strength trends of several securities against a standard benchmark. Picking the best individual stocks in an asset class is very important, but investing in the right asset classes at the right time can have

Read More
World Class Tools Make Fundamental Analysis Easy
image of speedometer with words improve evolve change to illutrate adapt to change concept

Adapt To Change To Be A Leader In Your Industry

5 minute read The greatest skill set we as humans have, whether you are a trader or an entrepreneur, or you’re a manager running a business for somebody else, is your ability to adapt to change and uncertainty. Look at the restaurant industry. Certain businesses adapted very quickly and benefited. Some restaurants were brilliant and

Read More
Adapt To Change To Be A Leader In Your Industry
Picture of pendulum balls illustrating expertise is key to success in building trust

Building Trust with Prospects: A 3-Step Strategy

4 minute read Building trust and winning prospects’ confidence doesn’t begin with building rapport—despite years of expert testimony to the contrary. To kick off solid relationships with prospective customers, you’ll need to focus on one thing: positioning yourself as an expert. Picture this: a prospect leaves thinking precisely the same way he did when he

Read More
Building Trust with Prospects: A 3-Step Strategy