Friday, December 31, 2010

Thursday, December 30, 2010

Another article From A MO (master of the obvious) in the land of Make Believe.

Synthesizing Complex Information Is Much-Needed Skill - On Wall Street

Synthesizing Complex Information Is Much-Needed Skill - On Wall Street

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

If you can't move a billion you have to figure who you are

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

Created MW/amfm - CORRECT the Bugs in the industry Model

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.



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.

Tuesday, December 28, 2010

The Purpose of the Matrix is to Create an Environment where Blue Swans can appear

Behind every Investment Portfilio is A Human Being.....

The Harvard mis-Step and the Real (Human) Cost of Financial Folly

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.

Evolution - Genes and Culture

It Evolves Faster Because it is both Modular and Mayo - Moving Up Maslow Hill

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

The Problem with the Wm covertible Couch Platform is that you will never know what could have been it's the extra the seperates the winners from the Crowd

You Can't Runa an AlphaMatrix with a distribution Model you need a performance Model

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>>>>>

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 Modern World uses a Beta Matrix the Modular World uses an Alpha Matrix

AlphaMatrixFinancialManagement

A Dynamis System for the Boomer Generation

The Industry Challenge>>>>>>>>

Getting The Front End More Robust - Seasoning

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

Thursday, December 16, 2010

Financial Reform For The BoomerGeneration

Building a Smarter Planet: Financial Systems

If you want to compete in this Market You have to do your home work and provide a service and level of performance that People are attracted to - This is not a captive audience they will move and are moving.

A modular framework and the mayo model

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

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