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Case Studies
Rudy Blanchard
Featuring Rudy Blanchard, MSM, APMA If it’s true what the Greek philosopher Epictetus said, that “Circumstances don’t make the man, they only reveal him to himself,” then it’s a safe bet Rudy Blanchard and his partner Eric Greschner were firehosed with personal insights from 2000 to 2010. Starting an RIA firm during the tech bubble...
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Kim Spencer
Featuring Kim Spencer, CFP®, CDFA® Moving assets to fee-based structures and transitioning those clients without back-office support can be very disruptive for advisors. The shear bulk of the work can be so daunting that some things fall through the cracks. Like annuity assets. Paperwork, complexity, lack of choice in fee-based offerings—all of these factors can...
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Harold Grubbs
Featuring Harold Grubbs, RFC, AIFA® Because they aren’t typically insurance licensed, and they don’t take commissions, Registered Investment Advisors like Harold Grubbs have had to outsource annuity-related client needs, or ignore them. Annuities have also been so complex and expensive that their essential value, tax deferral, has been neutered. But a new generation of low-cost,...
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