Posts Categorized: Ultimate Client Experience

The Butler Way

By now anyone interested in college basketball has heard the story of Brad Stevens, 37, the Butler University coach (Now the Boston Celtics coach), who became the third youngest head coach in the NCAA Division 1 history to have a 30-win season and the youngest coach to make the Final Four two years in a… Read more »

How Can 12-4-2 Help You Determine A Client’s Risk Tolerance?

In a recent article in the WSJ, it was asked, “Can you count on your broker or financial advisor to tell you how much risk is right for you?”  The basis for the article was the 2012 requirement by the Financial Industry Regulatory Authority’s requiring advisors to assess how much money clients can accept loosing…. Read more »