Feb 21, 2017
Today we’re exploring the Fiduciary Duty Rule, also known as the Conflict of Interest rule, put forth by the Department of Labor under the Obama Administration last year. We’re also discussing the February 3rd, 2017 Presidential Memorandum that directed the Depart of Labor to reexamine the fiduciary duty rule. This...
Feb 15, 2017
Our guest in this episode is Steve Sanduski – founder of Belay Advisor, a financial advisor coaching and consulting company. Steve has distilled his knowledge from interviewing and working with thousands of leading advisors into 4 actionable strategies. We’ll talk about people, clarity, systems, and generating...
Feb 1, 2017
Our guest today is Tony Cousins, the Chief Executive and Chief Investment Officer of Pyrford International. Tony authored a paper concerning International investment themes in 2017 and beyond, and we’re going to discuss this paper today to uncover what is behind these themes and what you should be looking at when...