June 27, 2017 |
Last month, I revealed that one secret to making a good video for your practice is writing a script. I also made the point that writing a script has a bonus benefit of distilling your message and making it sharper. This month, I’d like to share a little more about how that happens. It all
How We Gain a Performance Advantage No Matter What the Markets Do – Part I
June 20, 2017 |
Obvious and Boring Everyone wants to gain a performance advantage by placing bets based on smart-factors, data-driven algorithms or macro-calls that purport to predict the future. It’s certainly fun and intellectually stimulating to do this and you feel so smart when your bets pay off. We think
My Head is Spinning – How Does This Make Any Sense?
June 13, 2017 |
On the eve of the enactment of the DOL Fiduciary rule, I find myself scratching my head at the reactions of some leading financial services firms. Several of the largest brokerage firms have begun responding to the DOL Fiduciary Rule in mind-boggling ways. Some firms banned commissions in retirement
Two Practical Ways to Integrate Behavioral Finance in Your Practice
June 6, 2017 |
Every advisor would like to snap their fingers and have their clients behave like more rational, patient investors. While the idea that clients are prone to bad investing behavior is not new, one of the primary challenges for financial advisors – and one of the greatest values they provide – is
First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
In a land of giants, advisors give fast-growing First Ascent the top spot—again!
