Have you had a client close their account because a competitor with a great 'track record' presented them with the latest Managed Futures Fund? Has a client moved their business because they decided they could trade futures contracts and generate better returns than you? Are you constantly discouraged by the under performance of your ETF allocation to commodities?
On this episode of The Resilient Advisor I discuss these issues with 20 year trading veteran John Farley, who
The decision to breakaway from your firm is never an easy one. Is the grass really greener? Have you considered all of the new roles and responsibilities that will need to be filled? Are your compliance and regulatory filings in line for a move? On this episode of The Resilient Advisor Podcast we discuss these issues and more with Attorney Joel Beck of The Beck Law Firm. Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and