by Jeff Goodnow | Jul 14, 2020 | Podcasts
In speaking with advisors, the biggest frustration we found with UMA/Multi-Strategist solutions was poor service. Across the board. For the season three premier of the Conquer Risk podcast, we discuss how we built Union to create a better experience point-by-point:...
by Jeff Goodnow | Jul 14, 2020 | Podcasts
The final entry in our “making of a platform” is here and it’s a BIG one, as we share our vision behind the Union UMA. We’ve been listening to advisor’s frustrations for years, and we’ve built this solution with one principle in mind – your business matters:...
by Jeff Goodnow | Jun 16, 2020 | Podcasts
Times change. Tech changes. Therefore, end-client expectations change. On this episode of the Conquer Risk podcast we discuss how that’s the basis for why TAMPs are changing the advisory world: Prospecting becomes easier when you know your options Creating a great...
by Jeff Goodnow | Jun 3, 2020 | Podcasts
In the second volume of our quick hitters’ format, the Conquer Risk podcast tackles numerous headlines that could impact advisors including: The S&P 500 crossing it’s 200 day moving average, does it matter? Tech companies are embracing WFH, who’s...
by Jeff Goodnow | May 19, 2020 | Podcasts
Many individual companies are struggling and the economy is still (mostly) closed, so why is the S&P 500 fairing much better? We break down what’s behind this big question on the Conquer Risk podcast: What is market Cap Indexing? What’s the story with the S&P...
