A MAIN & WALL Financial™ Street-Smart Community ~
Friday, December 31, 2010
The WS Model cannot handle Complexity it homogenous backend end focused
They will try to deliver the service it a distribution model the same way asshole tried to define the Endowmwnt using MPT
The Mayo Model Applied to Finance....MW/AMFM
Reverse Evolution produced the Current Wealth Management Model - a Convertible Couch for the Mass Market - Evolution created the AMfm a complex dynamic System to deliver Apha to the Front End.
Thursday, December 30, 2010
The Bifurcation of retail
Go Right At em Hit em Between The eyes the Reverse Oakland Raider Theory it's the Culture stupid
If you Can't build the Culture don't claim to be "in the Business"
Move the Cheese
Part of the new face of Wall Street for Main Street
winners and losers it is all ready happening
Windham
Windward
Financial Advantage
Losers - Selling beta for alpha gartmore/henderson
asset managers 12B-1 Fees
Strengthing the organization to live on their merit not their bullshit
Windham
Windward
Financial Advantage
Losers - Selling beta for alpha gartmore/henderson
asset managers 12B-1 Fees
Strengthing the organization to live on their merit not their bullshit
A performance culture doesn't needs to be regulated it creates higher standards for itself then the regulators could .
Regulators Impose minimun Standards.
David Swensen and The MF Industry
Eliot Spitzer and Merrill Lynch
Churning and Reverse churning
Citi Model and reverse Evolution - Niaal Ferguson
The Difference between charity and retail Financial Times.
David Swensen and The MF Industry
Eliot Spitzer and Merrill Lynch
Churning and Reverse churning
Citi Model and reverse Evolution - Niaal Ferguson
The Difference between charity and retail Financial Times.
The Problem with the retail Model is That is 20years behind the time nd literally disconnected from Main Street
The Future of Retail Investing.......
David Swensen " teh Mutual Fund Industry - "a colossal failure and by focusing on their own backend Literally The sec is still trying to get rid of 12B 1 fees the failed to evolve _ result ETF And Hedge funds havetakenover their business.
David Swensen " teh Mutual Fund Industry - "a colossal failure and by focusing on their own backend Literally The sec is still trying to get rid of 12B 1 fees the failed to evolve _ result ETF And Hedge funds havetakenover their business.
Wednesday, December 29, 2010
There are many financial profesionals who would rather be compensated with a degree of satisfaction
and professional then get paid to be hypocrites
Tuesday, December 28, 2010
Optimizing the Past and the Wizard of OZ....
You Guessed It - We're not in Kansas Anymore
What is An Alpha Matrix
A complex Dynamic sysyem that is defined by it's Purpose and ability to add Value to that purpose.
The First Two Laws of The MATRIX:
1- Unity of Purpose
2- Einstein's Maxim - Don't stive for Succes, Strive to Add Value.
The First Two Laws of The MATRIX:
1- Unity of Purpose
2- Einstein's Maxim - Don't stive for Succes, Strive to Add Value.
Monday, December 27, 2010
Build A team that can sell it and one that can deliver it - Checkmate back it up
The ML Advisor can't back up his BS
An Evolutionary requires an ability to adapt
Retail 10 year lag profit from advancing knowledge ie safety net : Turbulence: complex adaptiv systems etctalk to people and show how a modular approach nd a performance can put them ahead of the crowd - Supermarket sweep
When you play the game at the next level the posibilities are boundless are opportunities expand
hence your chance of success thats why you can't get there from where you are it's like like life itself if yiou don't reach your potential; you will never Know what could have been - A Bronx Tale
Friday, December 24, 2010
Introducing MW/AMPWM -
A PERFORMANCE PLATFORM BUILT ON THE MAYO MODEL TO HELP THE BOOMER GENERATION NAVIGATE THE NEXT PHASE OF LIFE
Thursday, December 23, 2010
Its no secret the retail industry is built on a sales Platform -
The Boomer Market needs a service and performance Platform Hence the Mayo Model click here to watch the video>>>>>
Wednesday, December 22, 2010
If You Want To Stay In Business you have to Perform...and That requires a Performance Culture......
Before you go any further
Sunday, December 19, 2010
Saturday, December 18, 2010
Thinking Outside The Managed Account Box - Moving to The Next Level....
Taken from Financial Advisor Magazine June 2005-
The primary instigator is the baby boomer generation and its effect as an economic tsunami that has rolled right over many, many industries and companies in the past, and that is now threatening to roll over the asset management industry. For example, the baby boomers practically wiped out the U.S. automobile industry in the early 1980s. That industry had become focused entirely on its own game plan and not on the experience of the consumer. With the boomer generation, any company or industry that does not manage its business backwards from the consumer experience will go out of business.
The primary instigator is the baby boomer generation and its effect as an economic tsunami that has rolled right over many, many industries and companies in the past, and that is now threatening to roll over the asset management industry. For example, the baby boomers practically wiped out the U.S. automobile industry in the early 1980s. That industry had become focused entirely on its own game plan and not on the experience of the consumer. With the boomer generation, any company or industry that does not manage its business backwards from the consumer experience will go out of business.
AlphaMatrixFinancialManagement
A Dynamis System for the Boomer Generation
Many Large Firms are confused as to What Business the Are in.....a Ball of Confusion
Different Business require different Cultures -
Does your firm have a Professional Performance Culture or a Sales Production Culture.....
We are in The Performance Business - A pure Play
Does your firm have a Professional Performance Culture or a Sales Production Culture.....
We are in The Performance Business - A pure Play
Friday, December 17, 2010
Thursday, December 16, 2010
Building Boomerville
A modular approach
Expand the entire Group of available products to go beyond investmens - MW/AMFM
More Absolute return Strategies and more precise products.....MW/AMPM
wORKING tOGETHER BECOMES A MOR ROBUST AND RELIABE PROCESS
Expand the entire Group of available products to go beyond investmens - MW/AMFM
More Absolute return Strategies and more precise products.....MW/AMPM
wORKING tOGETHER BECOMES A MOR ROBUST AND RELIABE PROCESS
For the Boomer Generation you have to go back and revisit that entire structure and make the
The Interview pro amework, the universe of investment selections, how you organize those investments inss at the account's inception to establish the goals and f
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