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CUSTOMIZED FIDUCIARY WEALTH MANAGEMENT FOR SALES PROFESSIONALS

Insights & Blog

 

Evidence-Based Advice Thumbnail

Evidence-Based Advice

Not all investment strategies are created equal, so it should come as no surprise that the financial industry is rife with differing opinions. However, research and science have shown that, over time, the Evidence-based (EB) approach is superior to both the typical passive and active approaches.

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Are Sales Professionals Overexposed to Risk? Thumbnail

Are Sales Professionals Overexposed to Risk?

No one can deny that there is a direct relationship between the amount of risk we are willing to take with our investments and the returns we can expect to receive. Stocks, bonds, and real estate are all investments that have the ability to provide a nice source of income, but in order to see that reward, we must expose our principal to a certain amount of market risk.

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The Complexity-Based Fee Model Thumbnail

The Complexity-Based Fee Model

With so many individuals in the industry claiming to be “financial advisors,” it can be difficult to differentiate between those who will truly provide objective advice and those who are more concerned with bolstering their own bottom line. Fortunately, understanding how your advisor is compensated will reveal a great deal about their client approach and the way they provide services.

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Is Your Financial Advisor a True Fiduciary? Thumbnail

Is Your Financial Advisor a True Fiduciary?

When it comes to choosing an individual to manage your money, your chief concern will likely be trust. Who can I trust to help me make the best choices with my assets? How can I be sure that I’ll be offered the best advice for my unique situation and not handed a one-size-fits-all “financial plan?”

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Combatting Burnout: The Sales Sabbatical Thumbnail

Combatting Burnout: The Sales Sabbatical

Finding a healthy work-life balance is a hot topic in today’s fast-paced society, but finding it in the sales world is no easy task. When targets and new business acquisitions are on the line, it can be difficult to step back and hit the “pause” button, even for a short while.

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Second Opinion Service for Sales Professionals Thumbnail

Second Opinion Service for Sales Professionals

Are you a sales professional (or a retired sales professional) who is unsure if your current investment portfolio is on track to get you where you want to go? Not sure if your investment selection and allocations are aimed at your final destination? When it comes to financial planning, the outcome of you and your advisor’s decisions can be life-changing.

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6 Behavioral Finance Must-Reads Thumbnail

6 Behavioral Finance Must-Reads

For many, it can be a challenge to keep their emotions in check when it comes to investing. Staying steady as you watch the holdings you’ve invested in rise and fall can take some serious self-restraint. This is particularly challenging for competitive Sales Professionals who are typically focused on the short-term and wired to win.

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Why Losses Feel Worse for Sales Pros Thumbnail

Why Losses Feel Worse for Sales Pros

Winning and losing—two sides of the same coin. Heads you win, tails you lose. But when it comes to investing, the behavioral economics "Prospect Theory" indicates that losses are twice as painful as gains are enjoyable. That is, loss is felt twice as hard as gains are. But how is this experience unique for sales pros?

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Choosing the Right Investment Vehicles Thumbnail

Choosing the Right Investment Vehicles

Saving and investing for the future can be a bit more complex for high-income sales professionals than for the average working professional. Sales professionals are tasked with aligning their savings goals with a potentially fluctuating cash flow and also working their non-cash compensation options into the mix.

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