Jon Robinson

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ESG Investing: On Par with Value, Growth, or Momentum? (Part 1)

Posted by Jon Robinson on 9/17/20 1:33 PM

“[B]ecause capital markets pull future risk forward, we will see changes in capital allocation more quickly than we see changes to the climate itself.”

And just like that, Larry Fink, CEO of BlackRock, potentially changed everything. This quote is taken from his letter to CEOs in January, where Fink argues that climate change is the defining determinant of a company’s future success.

We believe his letter foreshadows a world where environmental, social, and governance factors are on a similar playing field as value, quality, and momentum.

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Topics: Systematic Investing

How to Become an Elite Financial Advisor: Practice (Business!) Management

Posted by Jon Robinson on 8/11/20 2:32 PM

Have you read something like the following roughly 1,237 times in the last few months?

“Financial advisors are under immense pressure, particularly with the paradigm shift of 2020. They must provide value to their clients and differentiate themselves from other advisors.”

We too see plenty of pontification out there. Well-intentioned writers, podcasters, and vloggers are doing a great job of capturing WHAT challenges advisors face. But, they usually stop short of offering answers to, “HOW?”

In this blog, we’re filling the void and providing a map.

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Topics: Advisor Practice Management

How to Benchmark Your Financial Advisor Practice

Posted by Jon Robinson on 8/4/20 10:20 AM

Are you an elite advisor? A new quiz helps you compare your practice to a standard in operational performance. The result? A better understanding of your areas of strength and opportunity in just a few minutes.


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Topics: Advisor Practice Management

There's No Wizard Behind the Curtain

Posted by Jon Robinson on 7/16/20 11:33 AM

Honestly, there’s not much of a curtain either.

Sparked by our recent whitepaper, The Elite Advisor Playbook, we’ve been having conversations with advisors about how to adapt to the new environment (and I don’t just mean the one created by the coronavirus). These discussions usually lead to agreement that advisors struggle to modernize their practices.

However, two questions the playbook does not answer are, “Why is this framework an optimal picture of an elite advisor, and how can it be implemented?”

Today, we’re tackling the first.

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Topics: Advisor Practice Management, Transparency

Podcast: Like a Fitness Trainer Who Can Do the Exercise for You

Posted by Jon Robinson on 7/10/20 5:05 PM

Let’s say you want to drop a few pounds or improve your physical strength. You might hire a trainer to help create a plan and provide guidance.

Now imagine your trainer wasn’t just there for encouragement, but could actually do the exercise for you? That’d be a gamer changer!

That’s how an outsourced systematic investment manager helps financial advisors eliminate behavioral bias and stick to the process: by doing “the exercise” for them.

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Topics: Behavioral Finance, Systematic Investing

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