Mar 20, 2019
On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors be more diligent in the planning process. He is also a financial advisor and planner.
Check him out here: https://www.fppathfinder.com/
As an added bonus, Mike sent over...
Mar 19, 2019
We are, once again, joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors. Matt shared with us some new research into sector-based investing from their business cycle analysis, using the Conference Board’s Leading Economic Indicators (LEI).
Mar 8, 2019
For this episode of the Advisor Success Series Podcast, Matt Shute is joined by Matt Eilers of USA Financial. Matt is the Chief Business Development Officer at USA Financial, and head of the Coaching & Consulting division. This episode dives into advisory best-practices for a wide arrange of topics including seminar...