27 September 2015

How to Find Undiscovered Funds

2022-08-07T16:15:53-04:00September 27th, 2015|Teams & Groups|0 Comments

Do your clients demand alpha? Then you need an edge when it comes to finding top performing undiscovered funds. Searching for undiscovered funds is like choosing the best vegetarian entree at a Texas steakhouse. It doesn't have to be like that. True Bearing connects investment advisors with undiscovered fund companies. The process is simple.   Log into www.true-bearing.com Enter a brief investment request (RFP) Get Responses Set meetings with the desired fund companies Questions? Call Joel Johnson - at 415-659-1831  or visit www.true-bearing.com. Please mention that Coach Maria sent you.

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12 August 2015

Self Directed IRAs and 401ks – How to Differentiate Yourself

2022-08-07T16:15:54-04:00August 12th, 2015|Teams & Groups|0 Comments

Are you looking for a way to differentiate yourself as an advisor? Investing in alternative investments inside self directed IRAs may be the answer. Innovative Advisory Group specializes in this type of investment strategy. Our services include: choosing from the 44 custodians and administrators, providing due diligence on these assets, protecting the client from prohibited transactions, and ongoing maintenance requirements. Advisor Assisted Alternatives is a service we’ve been using with our clients and external advisors. It’s set up like an SMA so that you can offer this alternative investment advice to your prospects and clients in their IRA or 401k accounts. To learn more contact Kirk Chisholm at Innovative Advisory Group.  

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4 July 2015

Let Freedom Ring!

2022-08-07T17:41:17-04:00July 4th, 2015|Leadership|0 Comments

FREEDOM! For me it looks like being able to travel across the country and taking off on Fridays when I want to. For my sister Martie, it’s living in NY and CA. For YOU...? Freedom is the #1 reason most advisor-owners go independent. Having the freedom to work with clients “the right way” is so important. If you're about treating clients right, but YOU’RE not able to go where you want, and do what you want when you want, chances are that your business isn’t supporting you. You can change that. If you don't have the freedom you crave to do what you want--when you want--it's because you don’t have a team, don’t have a big enough team, or your

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3 July 2015

RIAs: What’s Your Business Model Look Like?

2022-08-07T17:41:17-04:00July 3rd, 2015|Leadership|0 Comments

Advisors are often running a practice that is quite different from the type of practice they went independent to run.  Their business model is often one reasons they end up frustrated and feeling overwhelmed. Working on (or towards) the "right" business model is extremely important -- and something to decide upon before improving a firm's operations and marketing. Since I work with clients on developing their ideal practices, the subject of business models comes up very early as we work together. In September I'll complete a report that includes samples of the various types of advisory business models along with organizations charges.   Below I've listed a few types of models I'll include. I can use your help. You

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