Sometimes you are looking for technology tools for your business and don’t want to spend the whole day “googling” around. So we polled some of our customers and asked our network for a list of technology they were using. This is what we heard (in...
Over the last 16 months I've spoken to 248 financial advisors about understanding their clients' risk tolerance. Most see the importance of this task but occasionally you will find a skeptic. Someone who doubts the process will yield anything valuable. Below I share the most...
Last week I did an awesome interview with Chuck Hammond (to the left) of the 401k study group. Listen to it here. We talked about how Pocket Risk can help advisors and what makes us unique. I had a blast!...
Earlier this week I came across a great article in the Economist titled "Labour Pains". It tells a story of something we already knew but were lacking statistics. All around the world labor is loosing out to the power of capital. Technology in particular has...
I recently interviewed Ray Ferrara of ProVise Management Group LLC. He is the President and CEO of a Barron's ranked financial planning and investment firm based in Florida. John: Can you give us some quick background on ProVise? Ray: Sure, first and foremost ProVise is a financial planning firm....
The Federal Reserve, the Treasury, the entire banking system is a scam. At least according to Mike Maloney a self taught economist and gold bug. In this video he breaks down step by step why the entire financial system seems to enrich those at the...
I recently read an excellent article by Joe Tomlinson of Tomlinson Financial Planning titled "A Better Way To Measure Risk Tolerance". The article criticizes some of the existing risk tolerance questionnaires that financial advisors use. However, unlike most critiques he actually gave suggestions of how the...
I recently interviewed Tom Sedoric of The Sedoric Group/Wells Fargo Advisors. He has been ranked the #1 Financial Advisor in New Hampshire and rated one of the best advisors in the country five years running. John: Give us some quick background on The Sedoric Group/Wells Fargo Advisors? Tom: Sure,...
After a little research earlier in the year looking for great financial advisor blogs I found a smattering of content across the web but few explained why a particular blog was great. Further still, almost none informed me what I could learn from reading their posts....
Kicking off our interview series with successful financial advisors I recently interviewed David Costigan of Banyan Partners. David is the Managing Director of Wealth Management at the firm, which has offices across the US. Below is a summary of our conversation. John: Give us some quick...
