Case Study: How to Prospect Executives with Risk Assessment Report
When you’re looking for individuals that could be potentially good for prospecting, you need to search for names and positions of key executives. The whole process can be tiresome and take a lot of time and effort. Moreover, you need to get some detailed and helpful information for a proposal, based on thorough analysis and a client centered approach.
Why is QDIA Important?
I agree with the author of “Are Qualified Default Investment Alternatives (QDIAs) Good, Bad or Lazy “Choices”?” that QDIA should be an important component of any retirement plan. Besides the...Read More
Case Study: What is Wealth Crash Test and How it can Help You
Our client can reach out directly to thousands of HNWI leads using our POW 2.0 tool. They can even create a risk diagnostic report on the lead’s 401(k) plan using our Portfolio Crash Tester.
How Cryptocurrency Can Still Take Over The Internet: Part II
In a previous post I explained why most of the common criticisms of cryptocurrency (and Bitcoin specifically) are off the mark or are simply disingenuous. At this point, I would...Read More
As a Fiduciary, How Well Do You Know Your Risk?
Recently FINRA has released its 2019 Risk Priorities and Examination Priorities Letter, where investment suitability remains its top priority. The main category in the suitability area continues to be deficient...Read More
Sleepwalking with the 2019 Global Risk Report
The Global Risks Report 2019, published by the World Economic Forum, was released on January 15, 2019. It is the perfect report to read on a dreary winter afternoon and...Read More
9 Epic Content Marketing Implementation Points For Advisors Like You
Today I would like to review a great book that changed the way I approach marketing and in fact revolutionized our business. I am talking about Epic Content Marketing by...Read More
How Amazon of 2018 is Facebook of 2015 & What Happens Next?
Amazon Inc. just passed Apple and Microsoft as the highest valued company in the world. Virtually nobody is surprised by this. But we all should be. After all, this is...Read More
3 Scenarios in the Trump Government Shutdown: How will it Impact Markets?
Trump vs. The Democrats: A Fight for the Ages! Americans love a good fight as evidenced by the popularity of the Kardashians, Real Housewives of Wherever, the Bachelor(ette), the UFC...Read More
Cryptocurrency: Fiduciary Asset or Verrückt?
Cryptocurrency: Fiduciary Asset or Verrückt[1] My colleague Daniel Satchkov has put forth a couple of compelling pieces (Why Bitcoin Drop Was Good and Why Cryptocurrency Just Might Become a Fiduciary...Read More