Research and Sales Material

Broker Village provides complete solutions to broker/dealers, fund firms, and advisors. Beyond our tools, we offer research papers, sales ideas, PowerPoints, keynote speeches, and custom analyses.

Our style is very different from other firms. We are completely objective and unbiased. Yet, we have a definite point of view. That point of view is: "The math says X." It's up to you to put the proper perspective around the results. We're not big on caveats. If we can send a man to the moon, surely we can determine which share class to buy, if a 529 makes sense, or if refinancing a mortgage is a good idea.

Our tools often are tax sensitive. Results of our 529 and mortgage tools are net of state tax. We do not say, "Call your tax advisor to see if this example applies to you." We tackled the federal tax code and all fifty state tax codes. Then we received CPA attestation letters that confirmed our extreme level of accuracy. If your sales material doesn't address a client's tax situation, it's not as effective as it could be. Our CPAs and securities lawyers can help you.  

Our accuracy is unparalleled. Several of us are CFAs, CFPs, and CPAs. Among the crew are high profile money managers and/or folks who worked at large hedge funds and fund shops. We are quite comfortable grinding through the math. Some of our work is copyrighted, and/or trademarked, and/or patented or pending.

Below is a small sampling of our pieces. Most here are "one-pagers." Though short, they pack a punch. We also do the obligatory 50-page deep-research pieces. For clients, we can re-brand what you see below or create pieces from scratch. Either way, clients own what we write. They can modify it in any way they please.

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Share Class Choice

What's in That Nicely Wrapped Package?: Suitability issues affect institutional and load shares

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 (NSCP Article)

 

Advisor Business Planning 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

 

Mortgage Management

Defy Convention: Refi more often than pundits suggest 

A Retiring Idea: A refi makes more sense for retirees than workers

 

General Investing

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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