You don't need to brag about your back-office operations and partnerships but sometimes learning a little more about how you work can help your clients feel good about coming to you with their day-to-day financial concerns. Transparency feeds trust.
Evan Rapoport founded SMArtX Advisory Solutions in 2017 with a commitment to change the way managed accounts are administered. Under Mr. Rapaport's leadership SMArtX has become widely recognized as an industry leader in the managed accounts technology industry.
Some funds are zombies, bleeding assets and relevance with every day. The investment gurus at Flexible Plan Investments track every one as they hunt ever-better fits for their dynamic strategies. Want to know which ones they mark as "off limits?"
A bigger question is: How much is cash costing your clients? In the short term, the opportunity cost is very little. On average, cash only underperforms the stock market by 8% over one-year periods. But the differential increases exponentially over time.
USA Financial continues to put out great video materials that educate advisors and clients alike on what's really going on in the economy. This one is especially good, focusing on the challenge the Fed faces in fighting against the larger headwind in order to finally get inflation under control.
Want to know exactly how Dean Zayed allocates every precious minute of a prospect meeting? Now you can structure the "show and tell" a lot more efficiently. Go back to school and make those first impressions count
“I provide the experience and personalized advice and the Dynamic team takes care of the rest, handling investment management services, compliance and back-office support. Dynamic provides the purchasing power, leading-edge technology tools and extensive investment research.”
