A "No Apology" Investment Strategy
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Can an FA Both Raise and Effectively Manage Money?
Both of our speakers can and do effectively raise and manage money.
Ric has an entirely different type of business. Whereas Jack manages money for individual clients as a registered representative, most of Ric’s business is managing assets inside someone else’s retirement plan. There he is bound by their 401(k) menu.
Ric sent me an analysis of an account he opened with a medical doctor on June 9, 2007. His spreadsheet assumed the doctor continued his current allocation and measured that against the investments that Ric used.
For the balance of 2007, there was no performance difference. The old allocation produced 8.15%. Ric’s allocation produced 8.14%. Who cares?
But in 2008, the old allocation was 39.86% down. Ric was down 1.63%.
If the client had done what he was doing before, he would have lost $531,435 versus $21,675.
In case you are still hanging on to the idea that you cannot manage and raise money, consider that the mantra has not always been “The advisor’s role is to manage the manager.”
Nor was it always, “When we don’t get good performance, we’ll fire the manager.”
And certainly it was not always, “Managing money is a full time job.”
This mantra gained traction in the late ‘eighties as the old stockbroker died. By the mid-nineties, FAs were marching in lock step to its drum beat.
In the ‘eighties, when the idea grew up, it was true.
To manage money then, brokers would spend hours doing technical analysis or studying the firm’s fundamental research reports or both. Then they had to call customers one at a time to make a trade. That left little if any time to develop new business.
Then, it was very difficult if not impossible to raise money and manage money.
And so trillions of dollars were turned over to third party managers who have handed you back returns for which you are counseled to apologize.
What if you can raise and manage assets?
What if you fired the failed managers as you promised to do? It would get rid of all of them, wouldn’t it?
What if you took back the pie?
That’s what you will learn how to do.
No More Pies!
A "No Apology" Investment Strategy
A "No Apology" Investment Strategy
Jason Roberts Success
"Attending 'No More Pies!' saved my practice!"
September 12, 2009, Jason Roberts (not his real name) is an FA at a national wirehouse.
He attended NMP-1. It changed his life and added (so far) $160,000 in annual fee revenue to his business. Since he is employed at a major firm, he
requested I withhold his firm name and city. But he will be happy to talk with you individually if you like.
more...
Emperor's New Clothes
Perhaps you recall the delightful story by Hans Christian Anderson.
An emperor of a prosperous city who cares more about clothes than military pursuits or entertainment hires two swindlers who promise him the finest suit of clothes from the most beautiful cloth.
more...
Testimonial
“Great knowledge. Great stuff.” –TT
Jack Reutemann’s presentation was “perfect! This is what I paid for.” –PZ
“Great tech info. Great sales/marketing info!” –MS
“Great energy! Worth the cost!” –AN
Jack Reutemann’s presentation was “excellent!” –BC
“Very valuable information.” –BB
“This will revoluntionalize my practice!” –RN
More Success
Here’s our first “post seminar” success story. In an email, Dan Carson wrote:
“I have been presenting point and figure charting in every prospect and client meeting that it is appropriate for with rave reviews. I have raised 1.8 mil in the last three weeks.”
You have already watched the video and have seen some of the attendees. Here are some more comments from the “Post Seminar Report Card.”:
And yes, we got some constructive ideas which have all been incorporated in NMP! – 2.
But we got an earful of good stuff as well.
People found Jack “Very professional. A great role model to follow.” Many comments pointed to Ric’s passion for what he knows and teaches. “Ric was great. High energy, knowledgeable and motivating.”
I got my share. “Bill is awesome. Great system.” “Bill gets me excited about the system every time I see him.”
Improvements in the seminar? Absolutely, but one comment says “We got it right the first time.”
“Never have I been to a seminar before where every speaker had content that I absolutely needed to hear. Aside from the content being 100% valuable, the personalities and their presentation styles were enjoyable and entertaining. By the way, the decision to stay in-house and cater the food in was a good one.”
Results not typical. Your results will vary.
Review of Ric Lager’s Book Forget the Pie
Forget the Pie is available for purchase at www.lagerco.com.
® Copyright 2012 Bill Good Marketing, Inc. All Rights Reserved.
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