How Elite Financial Advisors Manage Client Expectations

How to Win in Investing by Running a Strong Offense and Defense

iSectors, CEO/Founder, Vern Sumnicht [https://isectors.com/team_member/vernon-c-sumnicht/] and iSectors Chief Investment Officer, Chuck Self [https://isectors.com/team_member/chuck-self/] discuss the in and outs of the new iSectors Enhanced Allocation Series White Paper [https://isectors.com/enhanced-allocation-series-white-paper/]! This podcast breaks down the Enhanced Models and how to incorporate them into your clients’ portfolios. Listen and Learn. * iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure [https://isectors.com/disclosure/].

How Elite Financial Advisors Manage Client Expectations

iSectors, CEO/Founder, Vern Sumnicht [https://isectors.com/team_member/vernon-c-sumnicht/] and our Chief Investment Officer, Chuck Self [https://isectors.com/team_member/chuck-self/] discuss how Sumnicht & Associates works with their clients to set goals and manage expectations. Listen and Learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure [https://isectors.com/disclosure/].

iSectors Selections: Intro to the Enhanced Allocation Models

iSectors, CEO/Founder, Vern Sumnicht [https://isectors.com/team_member/vernon-c-sumnicht/] and our Chief Investment Officer, Chuck Self [https://isectors.com/team_member/chuck-self/] discuss the new iSectors Enhanced Allocation Models. This podcast gives a brief overview of the Enhanced Models and how to incorporate them into your clients’ portfolios. Listen and Learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure [https://isectors.com/disclosure/].

Be an Elite Advisor Using Simple, Efficient Investment Portfolios

Another lively discussion between iSectors, CEO/Founder, Vern Sumnicht [https://isectors.com/team_member/vernon-c-sumnicht/] and our Chief Investment Officer, Chuck Self [https://isectors.com/team_member/chuck-self/] about why the difference between advisors with $50 million of assets under management and those with $500+ million is the time spent on investment management compared to client service and acquisition. If an advisor wishes to become elite, (s)he must choose to take one or more of the following actions: 1. Hire an investment professional to manage the portfolio, research and back office operations. 2. Significantly simplify the investment management portion of the firm’s processes. 3. Outsource investment management to a qualified asset allocation specialist. This podcast mentions charts that are posted with Chuck Self's article [https://isectors.com/blog/you-need-to-be-an-elite-advisor/] on this same topic on iSectors Magazine [https://isectors.com/category/blog/]. Listen and Learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure [https://isectors.com/disclosure/].

When Should Advisors Focus on Income Funds?

As we experience the last act of this equity bull market, advisors are looking for places to protect client funds with potential of earning returns. In this episode, iSectors, Chief Investment Officer, Chuck Self [https://isectors.com/team_member/chuck-self/]and CEO Vern Sumnicht [https://isectors.com/team_member/vernon-c-sumnicht/] discuss the importance of investing in income funds and the iSectors' all new Endowment Allocation [https://isectors.com/etf-asset-allocation-models/#section-4]. Please view the charts discussed during this podcast here [https://isectors.com/blog/focus-on-income-funds/]. Listen and learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure [https://isectors.com/disclosure].