Appropriate Strategies for Your Client Portfolios
By Chuck Self

Profit Line Puzzle Showing Increased Financial TargetFinancial advisors (FAs) utilizing outsourced investment management processes face a significant number of choices.  Recently, there were 675 exchange-traded fund (ETF) investment strategists in Morningstar’s database. How does one narrow the list of choices for further investigation effectively?

Unfortunately, many advisors choose only among the top performing advisors over the…

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Why Financial Advisors can Benefit from Outsourcing Investment Management to TAMPs and How to Get Started

By Scott Jones

keypuzzleThe outsourced investment management strategy is still widely misunderstood among the advisor community despite the proven benefits.

Advisors facing a stagnating growth rate and seeking to optimize their existing business structure and build a more robust pipeline of new business should consider turnkey asset management platforms (TAMPs). The implementation and interest in TAMPs…

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Don’t let one rotten apple spoil the whole bunch

Don’t let one rotten apple spoil the whole bunch »


Win by Scott Wolf Grace Century DubiaOkay, you have a great product or products. You’ve built a beautiful show room, store, or website. You have a “state-of the art” customer service program instituted. You’ve refined your hiring practices to attract and more important retain the best of the best.


It can come all crashing down because of one employee trying to make a little extra commission. Entrepreneurs have a 24-hour-a-day…

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Innovation is the creation of the new or the re-arranging of the old in a new way

#TFTW Innovation is the creation of the new or the re-arranging of the old in a new way

Innovation is the creation of the new or the re-arranging of the old in a new way…it’s time for a DMAIC makeover.

Supercharging DMAIC for Sustainable Results

20 Years of the Same Basic Problem Solving Approach…Time to Upgrade!

In the early to mid 90’s Six Sigma was introduced commercially and with it came the introduction of DMAIC.  By now most people in “quality” know that this acronym stands…

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Pioneers have got it tough
horseless carriage

horseless carriageReckless, cowboy, dreamer, risky … these are all adjectives that many esteemed groundbreakers are used to hearing.  Imagine what the first astronauts felt like when they were strapped on top of the first rocket. By the way, someone has to be first!  Penicillin? Oh that’s a good idea. Let’s take some mold from decaying cheese and inject into our body. Whose first?

Now comes the stem cell.


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