by Jeff Goodnow | Dec 17, 2019 | Podcasts
This podcast was orginially titled, “Firm CPR: How to Find a Good Manager.” However, this discussion assumed advisors had found the manager to begin with. Turns out, that’s not as easy as it sounds. We tackle that topic in Season 3 Episode 9,...
by Jeff Goodnow | Dec 3, 2019 | Podcasts
In our twenty-first episode we discuss the impact of the media, social media, those who abuse their platform – and the effect on Advisor’s clients: Does the media exist to report the news or generate clicks? Misleading content Clickbait Non-advisor advice We...
by Jeff Goodnow | Nov 26, 2019 | Podcasts
In our twentieth episode we discuss Schwab’s takeover of TD Ameritrade, it’s impact on the industry, and what it means for Advisors: How The Race to Zero made this possible Technology and innovation What “scale” means for staff and...
by Jeff Goodnow | Nov 19, 2019 | Podcasts
In our nineteenth episode we discuss why the 403(b) lawsuits launched in 2016 and the impact they have made: Top reasons for the lawsuits Why the lawsuits hit a wall in 2019 Impact of the Brokerage Window Benefits of BrokerageLink for Advisors We hope you enjoy and...
by Jeff Goodnow | Nov 12, 2019 | Podcasts
In our eighteenth episode we discuss an Advisor’s ability to manage HSA accounts, and four key points of this growth opportunity: The contributions are nearly half of 401(k) levels Earnings can be tax free There is no “use it or lose it” provision No...
