Wealth Management Daily Memo

SEPTEMBER 12, 2018

BUSINESS PLANNING

The Rise of the Super Models

Matt Lynch

Being independent no longer means being apart from like-minded individuals. You can be in business for yourself, but not by yourself.

ALTERNATIVE INVESTMENTS

As You Mourn Lehman, Spare a Thought for Crypto

Lionel Laurent

Ten years ago, Bitcoin was born. Something about it has died.

SPONSORED CONTENT

Hidden Alpha in Tactical Asset Allocation

Sponsored by qplum

New, A.I. driven, holistic methods of tactical asset allocation may be better and more cost efficient than relying on sought-after star managers.

PROSPECTING

Seven Tips to Connect Better With Clients to Build Prospects

Stephen Boswell and Kevin Nichols

Teams who excel in learning about their clients' family members, colleagues and friends tend to get more referrals and introductions.

SPONSORED CONTENT

5 Ways to Market to the Affluent Baby Boomer

Sponsored by American Portfolios

Marketing to the most affluent baby boomers is the key to growing your practice.

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