[Excerpt from FA Magazine article]
In the SaaS (software as a service) business world, there’s something called The Rule of 40%. It says that to run a healthy business, your year-over-year (YOY) monthly growth rate plus your profit margin should add up to 40%. Turns out that the 40% rule applies very well to our industry too. But we arrive at 40% in a different way.
[Excerpt from FA Magazine article] “You just have to control your emotions and you’ll be a much better investor” is terrible advice.
Emotions contain information, and if you try to override that information by controlling it or ignoring it, you miss out on interpreting your lifetime’s worth of accumulated wisdom.
Three Strategies
Now, brain science is complicated and we don’t—and probably never will—have a complete picture of how it works. But based on the best knowledge today, here are three things […]
FOR IMMEDIATE RELEASE: 1-20-22
Steve Sanduski
ROL Advisor
262.957.6288
ssanduski@belayadvisor.com
ROL Advisor Launches SEGUES, a Digital Tool That Fosters Client Transition Discussions
Using this visual digital tool, financial advisors can discuss more than 60 potential life transitions with their clients along with transition-specific educational content.
January 20, 2022
Sister Bay, WI. As more financial advisors recognize the value of deep client conversations, ROL Advisor presents a new digital tool that identifies, visualizes, and prioritizes more than 60 life transitions. This transformative way to deepen client […]
