Director of External Sales
Michael Rogers
Lifelong resident of North East Texas, Michael, loves spending time with his wife and three daughters, putting toes in the sand and the occasional round of golf.
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TIMES I’VE BEEN RIGHT (AT HOME)
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.
The Next Frontier
for Financial Advisor Growth
While the industry is yelling at you about content, blogs, SEO, email marketing, social media, podcasts, etc., it’s time to start…
Guardrails
8-Bit Version
Our April Fools gag for 2024 was one for the books. And while we don’t (yet) support vintage gaming systems, we are hard at work creating…
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.
Michael Rogers has been helping advisors build better, stronger and more efficient practices for the better part of the last two decades by providing solutions to meet their life goals.
Listening is the key to understanding.
Doing the right thing is smart business.
- Duct Tape Aficionado 80%
- French bulldog Dad 100%
- Armchair Football Commentator 87%
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@MICHAELROGERS