What Can Football Teach Us About Investing?

Investing can be a complex concept for many Americans to understand.  However, when breaking investing down into football terms the concept becomes much clearer.  Investing should not be complicated.  Investors should educate themselves on the many aspects of...

Don’t Have a Niche? We Can Help You Build One.

Introduction   In order to acquire the right clients and better focus marketing efforts, advisors should operate in a niche market.  Operating in a niche market is beneficial to advisors and clients.  Niche markets enable advisors to specialize in a particular...

Personality Matters

When it comes to building successful relationships, personality matters. Many people feel disconnected from their financial advisor, because they are often treated like a name and account number.  Some investors feel that they are thrown into various funds that they...

Path to Profitability

Acquiring the Right Clients for Your Practice   Finding the right clients is the key to grow a practice and increase profitability.  Advisors that have the right clients are more likely to enjoy talking to their clients.  Profitability is not all about minimum...

The Future of the Financial Services Industry

Where the Industry is Going and How We are Going to Get There. The information age has led to a shift in consumer expectations.  Consumers have more information than ever to make educated decisions.  They expect more transparency and hold companies and individuals to...