The Value Proposition.....Where's the Beef.....

The Wall street model has NO Value Proposition...


Hedge Funds have grown - bceause they offer a value proposition and can adapt


ETF's Have relpaced Mutual Funds because they Offer a better Value Proposition.....

Vanguard is Numbet One and Pttnam is Out of Business because they Sold 8% Loand Funds

Charging A management fee to rebalance has no Value Proposition.......

The Lords of Strategy.......

Healthy Intelligent Organic Growth Systems Self Organize and Evolve - they are not engineered and regulated

How the Modular World - Systems Thinking and AlphaMatrix PerformanceManagement Benefits You

They Simply don't have thge Culture for it

ML Funds anyone
SB Funds Anyone

EF Hutton - Limited partnership brought down a masterful marketing Campaign
Vanguard has a Management Culture

It is Time for the Advisory to move out of the Bank and brokerage Model - Self Serving Model - it's simply a different business....

Requires a Mayo Model......

Deliver more to the frony End - It's about who we are...Make a Statement.......

Stick to That MANTRA and let it Come Through... Adding VALUE

A Change in Culture

Re do your retirement Plan - it's about who we are

Why pay A monkey 10,000.00 for something you can do yourself ?

Setting UP the Boxes - The Financial Matrix - Multiple Functions Multiple Time Frames

Balancing Current and Future Needs...

1- Nondiscretionary Consumer Spending

2- Discretionary Spending

3- Future Needs

Multiple Time Frames

Playing the Game Against the Box....

Present Value Future Value.....the 2,000.00 Ipad