This interview with Bill Winterberg, founder of fpPad, and Daniel Satchkov, CFA, president of RiXtrema, a portfolio crash testing system for financial advisors and financial institutions, while at the T3 Enterprise conference in Atlanta last week reminds me of ...
A Reese's Peanut Butter Cup: The marriage of portfolio crash testing with financial planning goals is a perfect combination. Totally delicious!
Satchkov gives a shout out to Robert M. Wyrick, Jr., managing member of MFA Capital Advisors in Houston; Wyrick's suggestion for the marriage created the initial development spark.
Watch this 2 minute video now:
Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
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