by Christopher Norton | Jul 28, 2020 | Christopher, Podcasts
Companies spend (tens of) thousands of dollars to launch new products. But what if you are a financial advisor and want to launch a new product of your own? Whether it is a new investment strategy, financial planning tool, or service, HOW can you conduct a product...
by Jeff Goodnow | Jul 21, 2020 | Podcasts
The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of “independence.” In this episode of the Conquer Risk, podcast we break down the key steps to consider before taking the leap, including:...
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 Manish Khatta | Jun 8, 2020 | Podcasts
In this episode of the Conquer Risk podcast we welcome special guest Nina O’Neal of Archer Investment Management. As the founder of the Female Advisor Network, she shares the story of how she brought the organization to life and the fantastic work they are doing in...
