Gary Vee put it in simple terms. No matter who you are or what you do, one thing remains consistent: we are all media companies—or we should strive to be. Companies that were fully formed before the birth of the internet found themselves in a predicament. Either they...
5 Questions Advisors Should Ask About OCIO Services Flashback to thirty years ago: financial advisors only had a limited number of institutional investment strategists available to them. Instead of vetting those few, advisors would typically create a basic asset...
After more than 20 years in this industry, I’ve heard versions of this argument play out on more than one occasion. It usually goes something like this: “I don’t trade commodities; why should I care what is happening in the oil and gold markets?” “Bonds are for...
For anyone who works as an Operations Associate at a financial advisory firm, they know the workload can be demanding. Countless tasks are completed daily, from acquiring new account paperwork, transferring assets, calling custodians, and responding to emails—the list...
No one likes to change systems. Payroll, marketing, operations, etc., no matter what it is and no matter what you were promised, it is going to be a miserable experience. Like, fall in the mud and get kicked in the head with an iron boot level of sucking. But. If you...
Let’s paint a picture: It’s December 2019, The Conquer Risk Podcast is in its first season, and the episode “Gear Up” describes what makes our podcast so great. (If you want to up our view count from ten, please go watch.) The one caveat? We don’t use 90% of what we...
