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...
by Manish Khatta | Nov 5, 2019 | Podcasts
In our seventeenth episode we discuss the opportunities (and challenges) of having a remote workplace: Potomac’s experience with working remote Does it work? Do people work? Is it productive? The role technology plays Client perception We hope you enjoy and...
by Jeff Goodnow | Oct 29, 2019 | Podcasts
In our sixteenth episode we discuss whether Mutual Funds are dying a slow death: Our perspective as a money manager using Mutual Funds for over 30 years Why they were created and what lead to their rise How ETFs have disrupted the industry, and their Pros & Cons...
