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
How to Protect Portfolios against Inflation
The most common questions for advisors today are about the best time to invest and ways of protecting portfolios from inflation. Most clients have faith in their advisors during this period of tumult; but any financial professional worth his salt, knows that there are choppy waters ahead.
Predicting S&P Returns Using the VIX
I recently read that one could predict a downturn in the S&P by observing the shape of the VIX futures curve.
Is 2022 the Year Advisors Adopt Nontraditional Fees?
In the past much has been said about the efficiency of the traditional Assets Under Management (AUM) structure, based on a high minimum level of assets, but without a single fee model suitable for every client and advisor.