by Jeff Goodnow | Jan 28, 2020 | Podcasts
We have received a number of questions since the launch of our season one podcast episode, “HSA – The Next Untapped Market.” Specifically, the Fidelity experience and their new HSA program. Voila, HSA part two: Why is this topic important? The advantage of the...
by Jeff Goodnow | Jan 21, 2020 | Podcasts
Looking at share classes is a bit of a mess. In our third episode this season, we attempt to make sense of it all: Why is the share class concept important to us as an RIA? Why are there so many? Top 4 share classes for Reps and Advisors What’s the future look...
by Jeff Goodnow | Jan 14, 2020 | Podcasts
As big believers in processes and systems, our second episode of season two is dedicated to why every Advisor needs a trading system! Self-awareness – What are the goals? Temperament – Deciding what to trade. Style – Time commitment. Adherence – Sticking...
by Jeff Goodnow | Jan 7, 2020 | Podcasts
In our season two debut, we begin a series on the next evolution of our business: What led us here Why now Our thought process What comes next Sharing the journey on the Podcast We hope you enjoy and follow us on this journey! Subscribe in Google PodcastsSubscribe in...
by Jeff Goodnow | Dec 19, 2019 | Advisors, Investment Management
The business of personal financial advice is a crowded one. As a financial advisor, you are one of more than 200,260 people seeking to earn a living and build a career by helping individual investors plan for their future. It can be hard to continually provide value...
