Custom Analytics, Sales Material, & Consulting
We offer custom analytics and sales material. They true-up to our tools, match the regulators, and reflect your brand. Why risk getting math or text wrong?
Our consulting research is math-based and rock solid. We cover pricing policy, sales limits, legacy liability, P&L modules, asset division, refi’s and restitution terms.
Deep Dive or Tongue in Cheek
Use our analytics for your online tools. Our accuracy is unmatched. Your results will match the regulators for funds, 401(k)s, IRAs, share classes and personal planning issues. We supply math, rationales, and verification. You supply design, content, and hosting.
Use our text for white papers, brochures, speeches, board reports, and CE content. We also create numeric examples, validate claims, and write pieces from scratch.
A tiny sampling of our quirky side is to the right. We cover mortgages and refi’s, stock trades and baseball card trades, housing design and retirement plans.
Our consulting is not quirky nor boilerplate. It is deep, detailed, and serious. From quantifying liability to optimizing revenue or asset divisions, our suggestions are specific to you or your firm.
Share Class Choice
- Neither Bull Nor Bear: Returns barely affect share class choice
- Not a Big Issue: Expense level doesn’t affect share class choice
Advisor Practice Management Issues
- Don’t Fear the Fee: Moving to fees boosts practice value
- Free Assistant: An assistant is more affordable than you think
General Investing Themes
- Ted’s Troubadours: Diversification can improve your life
- A Valuable Service: Pay off credit card debt in any market
Tongue in Cheek Perspective
- Some Perspective: Financial advisors are under-paid
- A Penny Saved: A mortgage refi rivals any investment
