MarketsQuickly find out good performers vs. badAnand ShethNovember 2019Resource to quickly visualize how companies are doing against each other and industries.
RetirementPrepare a cushion for your clients.Anand ShethNovember 2019A great resource to visualize withdrawal rates and how market cycle will come in to play.
MarketingFinancial Advisor or Financial Planner?Anand ShethOctober 2019Advisor or Planner? I have been researching on ways to market to financial advisors. While looking at Google Trends, I decided to quench my curiosity on how prospects are searching on Google. Based on the...