A Financial Advisor’s Guide to Engaging Bullet Points
In the world of financial advising, differentiating your services and engaging your audience is paramount. The assumption that all plan advisors offer identical services and funds is widespread but incorrect....Read More
Understanding the Pitfalls of Value at Risk (VAR) in Investment Strategy
Introduction Welcome to another episode of Investing Counterpoint, where today we delve into the intricacies of Value at Risk (VAR), its application, strengths, and notable weaknesses in the face...Read More
Crafting Compelling Content: Mastering Headlines and Bullet Points for Effective Communication
In today’s digital age, the art of capturing an audience’s attention has become paramount for the success of your online presence. Whether it’s through emails, LinkedIn messages, or your website,...Read More
How Jeff Vaughn of American Pension Consultants uses 401kAl to win plans
Introducing Jeffrey Vaughn: A Pioneer in Pension Consulting In the fast-evolving landscape of pension consulting, leveraging cutting-edge technologies is crucial for staying ahead. That’s why we’re excited to introduce Jeffrey...Read More
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