HELP FROM THE BEST COACH IN THE BUSINESS
The Best of the Best
Over the last nine years, the Best-of-the-Best list has posted an in-category performance success rate of 81%. Click here to Learn More.
Which Fund Families Have the Best Managers?
Over the last three years, only 24 fund families (21%) produced a collective positive alpha. What impact did the managers from your favorite fund family have on performance over the last three years?
Click here to View the list.
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LEVERAGE YOUR DECISION MAKING WITH QUALITY RESEARCH
Not Staying On Top of Fund Changes Could Cost You Plenty
It is vital that you stay on top of the changes at the mutual funds that you recommend or that your clients own. Even if you believe in a Buy-and-Hold investment strategy, it does not mean buy and forget.
Click here for a sample.
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JEFF’S INVESTMENT
PHILOSOPHY & PROCESS |
A client’s entire basis for choosing a financial advisor is based on feel, on emotions. My system provides you with all of the materials necessary to shape and explain your investment philosophy, with proofs about why you do what you do . . . and, most importantly, why it works.
Read more here...
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Check Out Jeff’s Informative and Entertaining Blog
As a 29-year veteran of the investment business, Jeff offers insights and updates to the ever changing and challenging landscape traveled by today’s financial advisors.Click here to read Jeff’s blog.
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ONLINE CE CREDITS
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Obtain CE Credits and Actually Learn Something While You Are at It!
As G.L. Riddle of SunTrust Securities said, “Jeff hosts the best seminar my clients or I have ever seen.”
Coming in 2008!
Online continuing education credits.
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No-Loads Now Control 61% of all
Mutual Fund Dollars
At year-end 2007, 61% of all mutual fund dollars were of the no-load variety. That is up from 49% just two short years ago This staggering number should get the attention of every financial consultant and the firms they represent.
Why would so many investors, understanding the critical role a quality investment portfolio plays in their financial future, feel capable of doing their own investing?
Why the Disrespect?
When I speak around the country, I begin the lecture by asking the investment professionals in attendance “Of the financial consultants you know, how many would you let manage your own money?”
Over the years, the answer has been the same everywhere I go — uproarious laughter! Sadly, why would so many in our own business think that licensed financial advisors, except for themselves, bring so little to the table? Why the disrespect?
A Failing Strategy
When it comes to mutual funds, I believe that far too many investment professionals use a failing strategy of touting past performance as the main ingredient in fund selection and subscribing to the industry’s self-serving buy-and-forget investment philosophy.
The growing legion of do-it-yourself investors believe they have the ability to pick funds based on past performance, and there is no shortage of media help with the process. |
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 NO-LOAD GROWTH SENDS A WAKE UP CALL TO ADVISORS — finally, a clear recognition of the problem, and a common sense, provable solution. |
"Jeff’s approach incorporated into my business puts me head and shoulders above my competitors and provides me a verifiable process and result..."
- Scot Morris
Financial Consultant
RBC Dain Rauscher,
Richmond, VA
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