Consuelo Mack WealthTrack
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.
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.
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.
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?
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.
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.
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.
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.
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?
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?