Case Studies

RIAs solving client retirement investing needs

Case Study: The Back Office for Your Back Office

Featuring Jenny McNamara and Stephanie Prince When your firm promises high-touch service, large and slow-moving or out-of-touch business partners threaten...
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Rudy Blanchard

Case Study: The Investing Therapist’s Income Solution

Featuring Rudy Blanchard, MSM, APMA If it’s true what the Greek philosopher Epictetus said, that “Circumstances don’t make the man,...
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Kim Spencer

Case Study: The Financial QB’s Annuity Back Office

Featuring Kim Spencer, CFP®, CDFA® Moving assets to fee-based structures and transitioning those clients without back-office support can be very...
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Harold Grubbs

Case Study: The Fiduciary Expert’s Marketplace

Featuring Harold Grubbs, RFC, AIFA® Because they aren’t typically insurance licensed, and they don’t take commissions, Registered Investment Advisors like...
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