Warning: Shameless Plug to Make Us Some More Dough is Contained in This Post!
You can have the best marketing strategy and the strongest sales skills on earth – but if your client portfolios STINK, it’s gonna be tough building a business with any real value.
So it’s obvious that having killer investment portfolios is helpful for financial advisors.
While this site is dedicated to giving stuff away for free to help advisors grow their business, we can’t share everything. We can however, help you out in wrangling these crazy markets. As a lot of our readers know: we run all quantitative portfolios for our clients. Some are pretty traditional (long only, top down fundamental stuff), while others are incredibly unique.