Custom Analytics and Sales Material

We offer custom analytics and sales material. It reflects your brand, trues-up to our core offerings, and matches the regulators. Why risk getting math or text wrong?   

If you are developing online tools, use our algorithms. Our accuracy is unparalleled. Several of us are CFAs, CFPs, and CPAs. Your results will match the regulators with regard to mutual funds, share class suitability, retirement plans, IRAs, 529s, and RMDs. We supply the math, rationales, and verification. You supply the design, content, and hosting.

If you are creating white papers, sales ideas, keynote speeches, board presentations, and continuing ed pieces, call us. We will help you create numeric examples, validate tables and claims, or even write the pieces from scratch.  

Below are sample "one-pagers," though we can do 50-page deep-dives. We’ll re-brand what you see here or create pieces from scratch. Either way, you own them and can modify them as you please.


Share Class Choice

Neither Bull Nor Bear: Returns barely affect share class choice

Not a Big Issue: Level of expenses does not affect share class choice

Fast Flippers: B-shares are far better than you think

Conflicting Messages, Competing Interests: Conflicts of interest may affect sales


Advisor Practice Management Issues

Don't Fear the Fee: Moving to fees boosts practice value

A Free Assistant: Another sales assistant is more affordable than you think

Meeting in the Middle: Determining a fair price when selling assets


General Investing Themes

Ted's Troubadours: Diversification can improve your life

A Valuable Service: Pay off credit card debt in any market


Tongue in Cheek Perspective

Some Perspective: Financial advisors are under-paid

A Penny Saved: A mortgage refi rivals any investment

The Waiter's Tip: The Broker Village tools help advisors make big decisions





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