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Today’s wealth management clients need more than just asset advice – they need holistic guidance focused on both sides of the balance sheet – their assets and their liabilities.  Experience how our industry-leading education and comprehensive platform serve as the bridge that brings the two together.

Original case studies. Videos focused on real-life situations. Short articles to guide your next client review.

We challenge conventional wisdom to help you deliver a differentiated story. We help you better manage more aspects of your clients’ lives to deepen your relationships and grow your practice. We are your Personal CFO platform.

Training and education that is shaping the industry.

We’ve been there. We are a team of former financial advisors. Our training and education can be traced back two decades and has evolved into books that are shaping the industry.

See what's waiting for you inside.

Click one of the links below to view a sample of the course material contained within our library of educational materials.

How Much Do You O.W.E.?

It is our duty to our clients to challenge the conventional wisdom that all debt is bad. By identifying different types of debt, you can be empowered to determine how your clients manage their liabilities. We begin by breaking debt into three categories: Oppressive, Working, and Enriching. Think OWE — and with the right approach, learn how you can help your clients eliminate Oppressive debt and build toward Enriching debt.

The Power of Proactivity

The data is overwhelming — regardless of net worth, people borrow money. And most of them do so atomistically — for a car, they get a car loan; for a restaurant, they get a restaurant loan. Nearly all loans of this nature are amortizing loans, meaning they require the borrower to make a regular monthly payment of some portion of principal plus interest. This locks your clients into a contract where they are committed to a consistent monthly payment, unchanged in good times or in bad, and with little benefit from early payments. Find out how you can present your clients with a more holistic approach to financing, giving them the liquidity and flexibility they need and deserve.

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Amortization Stinks!

The data is overwhelming — regardless of net worth, people borrow money. And most of them do so atomistically — for a car, they get a car loan; for a restaurant, they get a restaurant loan. Nearly all loans of this nature are amortizing loans, meaning they require the borrower to make a regular monthly payment of some portion of principal plus interest. This locks your clients into a contract where they are committed to a consistent monthly payment, unchanged in good times or in bad, and with little benefit from early payments. Find out how you can present your clients with a more holistic approach to financing, giving them the liquidity and flexibility they need and deserve.

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Know the Risks

Protecting your clients’ investments is your top priority. It is for us as well. While we want you and your clients to realize the full potential of a securities-based line of credit, we also take the extra step to guide you in its responsible use. Take a look at the transparent, easy-to-use risk management system we have in place to help serve as the glide path for you and your clients.

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Our educational platform is free because we believe adding value to your clients’ lives shouldn’t come at a price. Dive in today and see why thousands of advisors have already embraced our scalable process and transformed their business.

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