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FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook
 


August 2022   

 

Renegade Advisor: Record-Breaking Profitability with Mark Witt
 

Dan Cuprill, CFP© is the Founder and Chief Profit Pundit of Advisor Architect. In 2016, Dan launched Advisor Architect because he grew tired of the BS product vendors like FMO’s, Broker-Dealers, and Turn-Key Asset Managers were spewing to their advisors. His advice? Make your profit the singular focus of your practice. Since then, Dan has helped advisors achieve entrepreneurial freedom by running systems-based profit centers where the willingness to try what works and never, ever give up is what matters most. He calls each of them a “Renegade Advisor.” One Renegade Advisor story is that of Mark Witt.


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Renegade Advisor: The Upward Trajectory of Ryan J. Fleming
 

Dan Cuprill, CFP© is the Founder and Chief Profit Pundit of Advisor Architect. In 2016, Dan launched Advisor Architect because he grew tired of the BS product vendors like FMO’s, Broker-Dealers, and Turn-Key Asset Managers were spewing to their advisors. His advice? Make your profit the singular focus of your practice. Since then, Dan has helped advisors achieve entrepreneurial freedom by running systems-based profit centers where the willingness to try what works and never, ever give up is what matters most. He calls each of them a “Renegade Advisor.” One Renegade Advisor story is that of Ryan J. Fleming.


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Resiliency in a Time of Scarcity – a Unique Approach to the U.S. Housing Crisis
 

The United States is facing an unprecedented housing crisis as the current housing market is 5.24 million homes short of what is needed to meet demand, according to Realtor.com. Much of this shortage lives in the asset class of Essential Housing. Learn why Essential Housing is needed to fill this gap and how this asset class can supplement your clients’ investment portfolios.



Monetize a Career’s Worth of Hard Work:
The Financial Advisor’s Succession Plan

 

If you are an advisor contemplating retirement from helping others, and shifting the focus to helping yourself, let Ameriprise help you do it!  We can assist with the complexities of transitioning and monetizing your practice and settling into a comfortable retirement with the financial resources you deserve.
 


Delivering Operational Excellence in the Essential Moments of Truth
 

Financial advisors are weighed down by a growing administrative and compliance burden. This white paper will explore how reducing the bureaucratic burden on advisors and operations staff not only will boost productivity and reduce cost, but also will benefit the overall client experience.


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Bring Your Future Into Focus:
With the Resources of a Franchise Model

 

Investors are becoming more aware of what they want and need from their financial advisors—and are expecting more from firms than ever before. At the same time, fee compression and regulation are creating immense business model challenges for financial advisors across all channels. This white paper explores how the Schwab franchise model can help navigate and keep up with clients’ evolving needs, while leveraging the strength of a trusted brand.



Finding the Right Fit: Why Financial Advisors are Choosing the Franchise Model
 

This white paper explores how five financial advisors from different business backgrounds found their right fit in the franchise model. Each sought their own unique mix of factors that in other models may have been mutually exclusive.



Social Impact and Opportunity Zone Investing with Ellavoz Impact Capital
 

Ellavoz Impact Capital is a New Jersey-based Opportunity Zone advisory firm working to bring not only financial success to investors but just as importantly, a positive social impact in underserved communities.
 

Unlike other Tax Qualified Opportunity Zones (TQOZ), Ellavoz focuses on both financial returns and important social impact when choosing QOZs to invest in. Ellavoz seeks out projects that are profitable and create sustainable community social value.
 

With the Ellavoz Shared Values Opportunity Fund, a TQOF formed in partnership with New Jersey Community Capital (NJCC), the state’s largest community development financial institution, Ellavoz is bringing the public and private sectors together for innovative social impact investing. The Fund’s purpose is to serve social impact-minded investors who will provide equity capital for workforce and affordable housing and economic development.  The strategic partnership between Ellavoz and NJCC allows them to provide investors with a deal flow for QOZ projects that meet rigid financial and social impact requirements as well as professional due diligence.