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Posted by Matthew Wolniewicz, AIF®, Chief Revenue Officer, fi360, Inc. on October 01, 2015 inSome of today’s great mysteries include a young adult’s inability to disconnect from an iPhone, if and when the DOL Fiduciary proposal will ever become law, and if robo advice has the ability to replace every one of the 300,000 advisors in existence today. Is it just me, or is every other financial article about “robos”? First there was panic/fear when they were launched, followed by tales of why they would fail, and now a split in the public opinion about their future. It appears the conclusion is they are “dead...
Posted by Ryan Lynch, AIF®, Product Manager, fi360, Inc. on September 30, 2015 inSimon Sinek’s 2009 TEDx Talk, “How Great Leaders Inspire Action” is the third most viewed in the conference’s history. After watching the eighteen minute clip, it was easy for me to see why. Like many TED presenter’s, Mr. Sinek is engaging, poised, and inspirational. However, it was not until a friend recommended his book, “Start With Why”, that I really took the message to heart. My friend, an aspiring actress, had described it as a “business book for everybody”. Sinek’s simple message...
Posted by Stanley Malyszka, Marketing Manager, fi360, Inc. on September 28, 2015 in2 competing products exist in the same marketplace- Product A and Product B. Product A is priced exactly the same as Product B and both products contain identical features and benefits. Product A’s marketing team sends out an email to their prospect list touting their product as the best in the industry and emphasizing the benefits it provides. At the end of the email, prospects are told to “Not wait any longer” and to click on a link to “Purchase Now.” Product B’s marketing team also sends out an email...
Posted by fi360 on September 24, 2015 infi360 Fiduciary Talk 6: Auto-IRAs: Taxes and Fiduciary Liability In this session, fi360 CEO Blaine Aikin and Senior Policy Analyst Duane Thompson will dive into the pending federal legislation on Auto-IRAs and explore the potential impact it may have on companies and retirement savers. subcribe to the fi360 fiduciary talk podcast You can also find it on iTunes! Enter your email address: Delivered by FeedBurner /* */
Posted by Norman M. Boone, MBA, CFP®, Founder & President, Mosaic Financial Partners, Inc. on September 21, 2015 inSome “experts” claim the less you give to your client in writing, the better. It minimizes the chance of a lawsuit. If you didn’t ever say you would do something, then you can’t be sued for doing it, or not doing it. With that in mind, either don’t do an IPS for your clients or make it very, very short. It is the wrong way to look at things. Having an Investment Policy Statement is all about trust and disclosure; it’s about transparency. It is...