How the author of “Punch in the Gut from Social Security” wins plans
A New Era of Client Relations Over the past two decades, our journey with RiXtrema has been nothing short of transformative. The evolution of technology has significantly enhanced our operational...Read More
Why Al is not intellect & what it means for you as an advisor
In the realm of technological advances, artificial intelligence (AI) stands as a beacon of both innovation and controversy. As AI continues to evolve, so do the narratives surrounding its potential...Read More
3 biggest problems in winning qualified plans
In today’s discussion, we delve into two critical issues that often hinder the growth of advisory firms: the sales process and effective follow-up strategies. These challenges are prevalent for both...Read More
AI Tools Transform Finance
AI Transforms Finance Artificial intelligence (AI) tools have had a significant impact on the finance industry. They have upended finance in many different ways. Automated Trading: AI algorithms can analyze...Read More
How To Construct The Perfect Portfolio In 2023
In these turbulent times, sage financial advice is in short supply. To remedy this we decided to sit down with Max Wasserman, founder and senior portfolio manager of Miramar Capital in Chicago. We discussed the areas of risk affecting portfolios right now, and those on the horizon.
A Black Swan Event For Oil
From May OPEC will cut oil production by 1.15 million barrels per day. While this might not have a huge effect on the global economy it does open up the possibility for a black swan event.