Internal Sales
Southeast Region
Jon Ferraiolo
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13
MLB Ballparks visited
Choosing to be
Different
“Be yourself; everyone else is already taken.” That’s good advice but sometimes it’s hard to follow, especially… on Wall Street.
Not so Fast:
The Pitfalls of Buffer ETFs
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023.
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
Dow Inclusion:
Signal or Noise?
We look at a few prior instances of additions and deletions from the Dow to form our own thoughts on the subject.
How I Invest
My Money
Investment managers should invest in the products they recommend to clients. Explore how Potomac takes the fiduciary…
Actively Passive; No, Passively Active
Passive index investors are not interested in finding value in the market. So, as they pump more money into SPY, they are just pumping more money into the biggest stocks.
In Jon’s role as a consultant to financial advisors, he specializes in enhancing their business scalability and capacity.
With a knack for fostering productive client-advisor interactions, Jon brings a strategic approach that not only streamlines operations but also enhances client satisfaction.
- Stressing about Auburn Football 80%
- Defending the 2001 Oakland A’s 99%
- Keeping my wife on her toes 95%
CONNECT WITH ME!
Book a Meeting
@jon-ferraiolo