Software

If you haven’t noticed, recently I’ve been calling out “self-anointed” Roth conversion guru Craig Wear. Craig is one of the most prolific marketers to IRA millionaires (including your clients!). Why is this bad? The simple answer is that many of […]

After doing hundreds of OnPointe Risk Analyzer software demos, the number of advisors who knew what the Calmar Ratio was before the demo still sits at ZERO! I find that amazing. Both metrics measure the “risk-adjusted return” of an investment.

If this tool doesn’t blow your mind, please reach out to me and tell me why. What is a portfolio optimizer? Well, let’s start by defining what portfolio optimization is: It’s when a firm reviews its investment models, looks at

If you missed recent newsletters about TacticalMind AI™ (https://tacticalmind.ai), you didn’t hear about the most exciting investment tool I’ve seen since I got into the industry 25 years ago. AI isn’t going to solve all problems, but with investing, AI

If you want to learn RMs so you can properly advise your clients, this is your lucky day. I’ve teamed up with Todd Ballenger, founder, and CEO of Borrow Smart University. I’ve known Todd for 20+ years, and he’s one

I don’t often toot our own horn, but last week Financial Advisor put out their 2026 RIA Survey & Ranking report (ranking over 500 RIAs), and I thought it deserved a mention letting readers know of the crazy fast growth

With July 4th this past Saturday, many took last week off, and others are taking this week off. So, it’s not the greatest time for a newsletter, but I figured I’d send one out with a few items from my

I rarely get excited about someone else’s software, but I am super excited to let advisors know about the new CRM program I found. I’m so excited about this that for the first time ever, I decided to devote my