December 1, 2019
Tweets for thought - New Clients
Patrick's tweet on what advisors are doing to get new clients - besides referrals.
November 17, 2019
Quickly find out good performers vs. bad
Resource to quickly visualize how companies are doing against each other and industries.
November 13, 2019
Prepare a cushion for your clients.
A great resource to visualize withdrawal rates and how market cycle will come in to play.
October 16, 2019
Financial Advisor or Financial Planner?
Advisor or Planner? I have been researching on ways to market to financial advisors. While looking at Google Trends, I decided to quench my curiosity on how prospects are searching on Google. Based on the chart below (it is dynamic and will change with time), it appears that over the past 12 months, “financial advisor” […]