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
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.
Neither Bull Nor
Bear: Returns barely affect share class choice
Not a Big Issue:
Level of expenses does not affect share class choice
B-shares are far better than you think
Conflicting Messages, Competing
Interests: Conflicts of interest may affect sales
Practice Management Issues
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
Diversification can improve your life
Service: Pay off credit card debt in any market
in Cheek 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