Fearless Investing Summit 2019

What does it mean to work in the best interest of clients?

October 09, 2019 | Runtime: 1:08

To really work in the best interest of clients, you need to understand how a client thinks. Marguerita Cheng of Blue Ocean explains her approach.

Why CRM is the core of your business

October 09, 2019 | Runtime: 1:49

Redtail's Rick Williamson says that your CRM is essential for a good advisory business. What is Redtail doing to enhance its platform?

Taking a quantifiable, objective approach to regulation

October 09, 2019 | Runtime: 1:49

It is a tumultuous regulatory environment, but what is Riskalyze doing to help? Riskalyze's Michael McDaniel explains their approach as new regulation stands on the horizon.

What's now (and what's next) for adviser outsourcing

October 09, 2019 | Runtime: 1:53

Most financial advisers aren't outsourcing their entire book of business. Fidelity's Matt Goulet says advisers want to customize, but still have control. Model portfolios as a "recipe" is a good starting point for a great adviser.

The power of enterprise relationships

October 09, 2019 | Runtime: 1:27

How can Riskalyze ramp up its enterprise relationships? Riskalyze's Lori Hardwick says advisers want choice and APIs make that possible.

How to build a great business

October 09, 2019 | Runtime: 1:24

The key to building a great business is working consistently and not being afraid to fail. Bill Simonet explains his keys to success.

Why is differentiation critical for advisers

October 09, 2019 | Runtime: 1:43

In this sea of sameness, what can you do to stand out? Amy Holzer says its critical to find a niche to help you stand out in this industry.

Updates to Riskalyze

October 09, 2019 | Runtime: 1:51

Aaron Klein breaks down the newly released updates to Riskalyze.

Secret to successful marketing, think like a farmer?

October 09, 2019 | Runtime: 2:16

According to Robert Sofia, yes, taking the long game to your marketing strategy will help you reap dividends.

 
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