Success Story: HiddenLevers Supercharges Empowered Portfolios

Today’s Success Story is with Empowered Portfolios. When Empowered Portfolios Chief Investment Officer Michael Hakerem,CFA® began his search for the best in tech, he placed a tall order to enhance his investment Process and Discipline: an integrated system that offered personalized, sophisticated output in less than a minute. As an outsourced chief investment officer and fintechContinue reading Success Story: HiddenLevers Supercharges Empowered Portfolios

3 Easy Ways To Calm Nervous Clients

Watch it full screen here. With markets taking “fall back” too literally, use these 3 easy HiddenLevers tips will help ease your client’s nerves. 1. Avoid Panic Selling + Instill Confidence First things first, sign into your HiddenLevers account. Don’t have one? Sign up a for a free HiddenLevers trial account and get access toContinue reading 3 Easy Ways To Calm Nervous Clients

Newest HiddenLevers Fan: The Atlanta Fed

This past week representatives of the Federal Bank of Atlanta invited HiddenLevers to be included in its Regional Economic Information Network (REIN). The REIN is an extensive outreach program focused on meeting with business leaders to better understand economic trends, opportunities, and challenges. After almost a decade of consistently fresh economic insight by the HiddenLevers economicContinue reading Newest HiddenLevers Fan: The Atlanta Fed

War Room: Financial Crisis PTSD

The investor mindset is still overly pre-occupied with the infamous 2008 crash and is a crowd favorite among the HiddenLevers historical almanac scenarios. Ten years later, risk-oriented advisors may be over emphasizing the 2008-09 max drawdown as their benchmark for a garden-variety market haircut, to the detriment of their clientele. 1. How do markets inContinue reading War Room: Financial Crisis PTSD

Your Best Prospect Is Your Current Client

How HiddenLevers and Orion Help Advisors Grow Relationships Did you know that it costs five times as much to acquire a new client than to retain an existing one? According to the Harvard Business Review, your resources are well spent working not just to gain new clients, but to better satisfy the clients you have. Here at HiddenLevers weContinue reading Your Best Prospect Is Your Current Client

Avisen Securities Closes $5M Days After Using HiddenLevers Cash Flow Analysis

“It was unlike any other software we’d seen before,” said Avisen Chief Operating Officer Michelle Kessel-Harbart. When Avisen first heard of HiddenLevers, the firm immediately saw the potential of using HiddenLevers to optimize its practice. Avisen was blown away by HiddenLevers core offerings such as stress testing and the Hello-to-Close workflow, but the Cash FlowContinue reading Avisen Securities Closes $5M Days After Using HiddenLevers Cash Flow Analysis

Hanson McClain Wins Big with Stress Testing

  Hanson McClain Advisors (Hanson McClain), a registered investment advisory firm with over $2 billion assets under management, has over 20 years of client-focused investment management and financial planning. Although Hanson McClain successfully built a book of business through its client-centric approach, they struggled with effectively communicating investment risk with their clients. That’s why whenContinue reading Hanson McClain Wins Big with Stress Testing

HiddenLevers Mastermind – HiddenLevers Helps You Model Cash Flows

  HiddenLevers provides you with risk management, client presentation, and now retirement analysis. With our newest feature, Cash Flow Analysis, we created a new way to present potential risks of your prospect + client’s financial plans. Check out the replay of this month’s Mastermind as David + Jeff walk through: 1. Why we decided toContinue reading HiddenLevers Mastermind – HiddenLevers Helps You Model Cash Flows

3 Ways Financial Advisors Can Win Millennial Business

Millennials are on track to receive $30 trillion in inheritance alone in the next decade or so, yet only 30% of financial advisors are actively prospecting this demographic. What’s preventing you from tapping into such a large market of potential clients? My guess is the difficulty you may face trying to market to them. WhenContinue reading 3 Ways Financial Advisors Can Win Millennial Business

Give Yourself a Competitive Edge: Use Innovative Tech to Win New Business

When it comes to engaging with prospects your brand of service is your unique, competitive advantage. But with changing times technology has become the center of many firms. Using the right software has become increasingly important, and financial softwares like HiddenLevers and Redtail can help amplify your competitive edge to win new business. With HiddenLeversContinue reading Give Yourself a Competitive Edge: Use Innovative Tech to Win New Business

HiddenLevers Models Complex Investments

HiddenLevers Mastermind Session – SMAs, Options, Structured Notes from hiddenlevers on Vimeo. Many Advisors use HiddenLevers to model risk + return for stocks and bonds, but did you know, we can also help model nearly any type of asset class from options to structured products to alts to non-marketable securities. In our recent Mastermind session, co-hostsContinue reading HiddenLevers Models Complex Investments