Using Investment Clubs to Win New Clients

By Michael McDaniel, Chief Investment Officer Many advisors get an invitation to an investment club, and turn them down. “Why would I go share my ...

22 Oct 2013

When a Client's Risk Number Surprises You

By Michael McDaniel, Chief Investment Officer I’ve used Riskalyze in my practice long enough to have witnessed some surprising results from client ...

3 Sep 2013

Defeating Advisor Biases + Turning Statements into Sales Tools

By Michael McDaniel, Chief Investment Officer “It’s amazing what you find when you follow the math.” That’s a statement that we’ve heard from many of ...

9 Jul 2013