Top Content of Q2 2020 ( S3 E4)

Top Content of Q2 2020
( S3 E4)

As we enter the third quarter of a year now being used as a verb, we look at the top content advisors have gravitated to in the second quarter of the year: What was expected What surprised us What this means for Advisors We hope you enjoy and follow us on this...
The Key Steps to Becoming an RIA (S3 E2)

The Key Steps to Becoming an RIA
(S3 E2)

The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of “independence.” In this episode of the Conquer Risk, podcast we break down the key steps to consider before taking the leap, including:...
Your Business Matters (S3 E1)

Your Business Matters
(S3 E1)

In speaking with advisors, the biggest frustration we found with UMA/Multi-Strategist solutions was poor service. Across the board. For the season three premier of the Conquer Risk podcast, we discuss how we built Union to create a better experience point-by-point:...
The Making of Union UMA  (S2 E25)

The Making of Union UMA
(S2 E25)

The final entry in our “making of a platform” is here and it’s a BIG one, as we share our vision behind the Union UMA. We’ve been listening to advisor’s frustrations for years, and we’ve built this solution with one principle in mind – your business matters:...
The Benefits of a TAMP (S2 E24)

The Benefits of a TAMP
(S2 E24)

Times change. Tech changes. Therefore, end-client expectations change. On this episode of the Conquer Risk podcast we discuss how that’s the basis for why TAMPs are changing the advisory world:  Prospecting becomes easier when you know your options Creating a great...