Listen to the Experts! ESG Industry Insights and Advisor Advice from an ESG Rating Specialist – Elgin Chou of Act Analytics
If you want to know the state of any industry, it is best to consult the experts. Yon and Colin have written about the state of ESG Investing – to ESG or Not to ESG – and how advisors are missing the growing interest in sustainable investing. In this podcast, they interview an ESG Rating...Read More
Sell Massively to Plan Sponsors Without Leaving Home
2020 certainly started out with a bang, in fact, with a few of them. Market volatility is putting fear into the hearts of 401(k) holders and plan sponsors. Virus fears are causing people to travel and interact less. So what is a retirement plan advisor to do in such an environment?
1 Thing Advisors Need To Do To Keep And Attract Plan Sponsors
Plan Sponsors are changing management styles of 401k plans Plan Sponsors know something is wrong Advisors need to show holistic involvement Advisors need to be stewards and educators Advisors need to teach plan participants ERISA Compliance Financial Education is Key Converting Prospects to Clients with Customized Trackable Marketing Letters Anyone managing even one 401(k) retirement...Read More
RiXtrema integrates with Wealthbox CRM
Our advisor clients asked for it, and we answered: RiXtrema’s Portfolio Crash Test Pro integrates with Wealthbox. Wealthbox is a CRM designed to help financial advisors organize workflows around their clients. Wealthbox is a fintech firm experiencing outstanding growth among financial professionals because of its many time-saving features. With Wealthbox’s success and popularity among our...Read More
Coronavirus Follow-up
COVID-19 gives us a rare opportunity to watch a stress play out in real time. And in this case, I actually made a prediction for how markets would react, so this blog will look at the progress of the virus and the suitability of the original prediction given the passage of time.
Add or Create your own Custom Stress Tests
How to change scenarios How to create a Custom Stress Test PortfolioCrashTest has always been able to choose different scenarios to stress test your portfolios. However, in PCTpro you can now create your own scenarios with the new feature called Custom Stress Tests. This short guide will show you how to: Add and/or change scenarios...Read More
Some Straight Talk About BlackRock’s Sustainability Investing
BlackRock CEO Laurence Fink wrote a letter to CEOs announcing that environmental sustainability will be the cornerstone of BlackRock's future investment decisions.
Stock tips and socializing can get BDs and RIAs in trouble with Reg-BI
Here’s the situation: The location has no bearing on a recommendation. Ask yourself two questions to see if a conversation qualifies as a recommendation Exercising Fiduciary Caution will show you are trustworthy Here’s the situation: You just sank an 8-footer to save par and close out the front nine with a couple of clients. The...Read More
I was shocked to see this at LINC 2020
What element struck Luke and me the most at the LINC Conference? Millennials will carry the financial industry Hire young talent to attract young clients Gen Z and Millennials did not inherit their grandparent’s work ethic – they changed it Collaboration is where life and work meet What element struck Luke and me the most...Read More
Keys to Writing Great Marketing Copy – A conversation with Jack Turk
Jack Turk is a comedy writer, turned professional magician, and then a copywriter for Dan Kennedy’s company – GKIC. Yep. Magician. In this podcast, Yon and Colin hear about his fascinating entrepreneurial career and pick his brain about better writing techniques towards how an advisor can be their own copywriter. All while having a laugh...Read More