“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
It’s 2020, Robin logs into the CRM and views 15 new leads from last night. The company just launched their latest digital portal that helps HNW clients and advisors to visualize the risk in their current products. Robin looks at the portfolios and logs into the firm’s AI big data solution to make sure theContinue reading The Death of a Wholesaler
World Cup isn’t the only arena in which top contenders are being humbled. The US is dominating the economic scene right now, and its intimidating stance is leaving other regions diminished. 1. What’s behind the EM currency flight? 2. Is Europe even relevant now? 3. Could trade tensions pop China’s debt bubble? Take a lookContinue reading War Room: US as Bully?
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
Finally, after years of waiting, the economy is starting to show signs of significant inflation. Powell seems to have little concern with inverting the yield curve and even more pundits are pointing to a market correction. On the opposite end, some financial pundits are painting a different narrative. One where the Fed ignores its 2.0%Continue reading War Room Recap: Sweating Inflation
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
How you relate and interact with your clients plays a large role in client loyalty and retentions. Your clients want an advisor that cares about their wants and needs, as well as someone they can trust. (I mean you are managing their money) The moment your clients don’t feel the love, they’ll leave to findContinue reading How to Avoid Client-Advisor Heartbreak
From policy makers to portfolio managers, the search for inflation is no longer coming up empty. Annual CPI stands around 2.5%, up from stated comfort levels. Oil prices are above 80 usd and investors are starting to sweat. If the Fed reigns in inflation, there is sure to be collateral damage. – Why is the Fed lettingContinue reading WarRoom Replay: Sweating Inflation?
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
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 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
Since the Financial Crisis, there has been one constant in the capital markets – an accommodative central bank and low interest rates. Today those days are starting feel long in the tooth. The 10-year treasury crested past 3% in April and investors expect a more hawkish Fed president to move away from the easy moneyContinue reading Hawks on the Horizon
Curious about the ins and outs of it all? Check out the New Fed Hawks War Room above. I. The Skinny: New Fed Hawks – Why Ripe? 2018: New Fed chair, rising volatility, and the flattest yield curve in a decade. The Fed is back in the spotlight as it deals with short-term rates exceedingContinue reading War Room Recap: New Fed Hawks
Here at HiddenLevers we’re continuously updating and releasing new features to help advisors. This year we’ve released new analytics, an Investor Policy Statement, and Structured Note support. What Is the Survey Tracker? Survey Tracking—our latest feature—is yet another utensil in our Advisors’ tool box. With all your prospects + clients it can be difficult toContinue reading Fresh Feature: Survey Tracking
Lately the FAANG gang (Facebook, Apple, Amazon, Netflix, Google) is feeling the brunt of the market. With public mistrust and regulatory scrutiny threatening their freedom, serious risks loom for the FAANGs. But are these price shocks company-specific or a macro issue? Within HiddenLevers, the Tech Bubble scenario lets us explore how these macro conditions affectContinue reading FAANGs for the Memories
You can’t just ignore current market realities when courting new clients. In this Mastermind session, we tackled the popular feature – customizable risk-forward proposals. Our proposal system is the perfect presentation tool to win over a prospect or replace your current quarterly performance report. From stress test results to sector analysis to fees analysis, the proposal bundlesContinue reading Markets getting weird. Do your proposals address that?
Let’s face it – it’s China in Trump’s cross-hairs, not Europe. The Administration is targeting Chinese high-tech, apparel, and investments into the USA – far more precise moves than the blanket tariffs on industrial metals proposed earlier. Still, the euphoria from tax cuts is getting replaced by fear due to protectionist rhetoric, which the ChineseContinue reading War Room: Trade War
The Federal Reserve released the details for its 2018 Stress Test. It’s not pretty. They’re simulating a 65% drop to the equities market and a deep recession rather than their usual 50% drop. As a part of the Dodd-Frank Act, “Too Big to Fail” banks must perform stress tests on their assets to make sureContinue reading The Fed Introduced It’s 2018 Stress Test, and It’s Bad
With these market conditions, there’s no better time to evaluate how you are going to make sure your clients are prepared and well informed. Continue reading How to Make Market Volatility a Growth Opportunity
HiddenLevers Mastermind Session: Top FAQs of HiddenLevers from hiddenlevers on Vimeo. Get ready for another amazing HiddenLevers Mastermind Session (literally the hottest thing since sliced bread). In this episode, we gathered the most frequently asked questions our advisors hadabout HiddenLevers. Your hosts, Jeff + David, will dive into each question and give you theContinue reading HiddenLevers Mastermind: Top FAQs of HiddenLevers