Consuelo Mack WealthTrack

Financial health of advisory firms is excellent. Or is it?

October 18, 2018 | Runtime: 2:38

Deputy editor Bob Hordt and senior columnist Jeff Benjamin discuss the fact that double-digit growth in revenue and assets doesn't necessarily spell a rosy future.

What is Risk?

October 15, 2018 | Runtime: 2:46

Besides a raucous board game? Risk within investing is NOT volatility. Dr. Daniel Crosby lays it out here, in On Your Best Behavior.

The biggest hurdle advisers will face after the midterm elections

October 12, 2018 | Runtime: 2:41

Managing editor Christina Nelson and senior reporter Mark Schoeff Jr. discuss the turnover in Congress demanding a significant reeducation of legislators about the advice profession.

Advicent's Stich: What the advice revolution means for financial advisers

October 11, 2018 | Runtime: 3:25

We are in the midst of an advice revolution, according to Advicent's Anthony Stich. What does this mean for traditional advisers and how can they remain a step ahead of the competition?

Practice Makeover Ep 7: Like a Whirling Dervish

October 08, 2018 | Runtime: 1:38

Matt and Stephanie sit down for a quick debrief following the whirlwind week that is the production of Practice Makeover. They discuss what just happened, and what lies ahead for Stephanie over the next 90 days.

Practice Makeover Ep 5: Draw a Play, Make a Goal

October 08, 2018 | Runtime: 5:41

Stephanie is already a huge fan of her planning software. Matt Thompson will help her open up the software to her clients using a remote portal. In this day and age, clients want access to their information any time, and any place.

Practice Makeover Ep 4: Hunting for Efficienies

October 08, 2018 | Runtime: 5:34

Tech can be a double edge sword and you can spend more time dealing with it, than using it. Kyle Hiatt will lead Stephanie and her team to find ways to improve the technology stack efficiency and even make it easier to learn how to use it.

Practice Makeover Ep 6: Become a Marketing Monster

October 08, 2018 | Runtime: 4:58

The best compliment a professional can receive is a referral. Stephanie needs to use marketing to get her clients to become advocates. Robert Sofia is here to assist.

Practice Makeover Ep 3: The Perilous Peril of Risk

October 08, 2018 | Runtime: 5:31

As a financial planner, Stephanie does much more than investment management. Patrick Hannon will make the case that having an easy way to explain risk to clients can make all the difference. Will Stephanie bite?

Practice Makeover Ep 2: The CRM paradigm

October 08, 2018 | Runtime: 5:46

We start the makeover with the central hub of any tech stack: the CRM. They have some issues with their current platform, can Ricky Redtail save the day?

 
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