Apr 21, 2021
Advisors, particularly those with a fiduciary mindset, want nothing to do with sales. That is understandable, as sales in the world of retail financial advice has caused a lot of harm. We need to look no further than the almost daily accounts of Ponzi schemes and fraudulent tactics that have deprived too many Americans...
Apr 15, 2021
As an advisor firm grows, it will face a series of inflection points: when it transitions from a solo practitioner to a more leveraged business model; as it moves from a co-operative practice to an ensemble; and in the transition from a multi-advisor firm to a large-scale enterprise. Here to talk about those...
Apr 13, 2021
One of the most contentious topics among RIAs is whether to recommend annuities. While many will recommend a single-premium immediate annuity (a SPIA) or a deferred-income annuity (a DIA), those products represent only a small fraction of annuity sales. We are here to talk about whether RIAs should use the other 95%...
Apr 9, 2021
The three-decade bull market in bonds may finally be over. Since the start of this year, the yield on the 10-year Treasury bond has risen 70 basis points. Since its low in August of last year, it has risen 111 basis points. The fear of inflation has been a key driver, fueled by a rapidly rising federal deficit and...
Apr 1, 2021
What if you could have an indexed portfolio tailored to personal priorities such as ESG that was highly tax efficient? My guests today, J. Womack and Erich Holland, will discuss how that is now possible, and how mass personalization like this is pivotal for advisor growth in an increasingly digital and personal world.