Client Relations


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Why Less is the New More

  • Feb 8, 2016

    How Do NextGen Advisors Invest their Own Money?

    Do they rely on a robo? A few young advisors provide a glimpse into their own investments....More
  • Feb 3, 2016
    The Daily Brief

    Cash Was King in January

    Cash holders making money in 2016, multiple auditors can lead to questionable tax claims, Americans doing their taxes at home and one advisor has his hands in everything....More
  • Feb 2, 2016
    Commentary Video Network

    Stephen and Kevin Show Episode 15: COI Reciprocity, Social Lunches, Gym Selfies

    In this episode we discuss COIs who don't reciprocate, the power of social lunches, and Stephen shows off a few gym selfies #welcometothegunshow....More
  • Jan 29, 2016
    The Daily Brief

    ETFs Reach All-Time High

    ETF assets are at an all-new high, the battle over the meaning of fiduciary duties and the “best interest” standard is only beginning, the hidden risks of mutual funds and millennials lack financial literacy....More
  • Jan 26, 2016
    Commentary Video Network

    Stephen and Kevin Show Episode 14: Free Biz. Dev. Plan, Creative Intimate Events Ideas

    In this episode we giveaway a 2016 Business Development plan, share our favorite creative intimate event ideas, and discuss whether or not to reach out to clients in volatile markets....More
  • Jan 26, 2016
    The Daily Brief

    The British Robos Are Coming

    British banks develop robo-advisors, look to large caps to rebuild your portfolio, financial mistakes linger and Birkin bags a safer bet than gold or stocks....More

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