Everyone moving into "wealth Management" is Falling into the Trap

The Technology is there, the demend is there the people are there.....

Take Care of the Marketing....Separate the Marketing

Define what an advisor should be......That is the Role

The Purpose of MWu is to analyze and capture new ideas and bring them to the forefront faster

markets are a reflection of Life just like People

Study Systems robust/Healthy Systems not Sick ones or oncomplete ones

The Retail World is Operating under a false set of Assumptions...When it comes to Investing....

Set Up School.... Back to School Night,,, Sponsored by MAIN & WALL University

An Alpha Matrix adds to the Baseline not subtracts from it......

UpSide Literally - Ferguson Report

Because of thisDevolution - The Financial Services Industry is 20 years behing the curve with their model

Investing is no longer the Domain of the Product Houses but....it is a knowledge based business...


They have it completely Upside down......PT Barum was right but the flaw in that assumption is that people do get Smarter and Move On then you have to find a new One....Hit em Right betweeb the Eyes...

When it comes to the industry everyone now knows "it" they just don't know where the next Level is .... PROVIDE the NEXT LEVEL

One of the Goals of the Modular World is to Clean Up The MUDDY Waters That The Industry Presents

The Universal Baking Model Took The Entire Industry In the Wrong Direction and nearly brought down the System itself

Think Sears vs a shopping Mall with your Lulumons and whatever (evolution) that is a Modular Approach

This presents tremendous opportunities Going Forward as the Market not the Government will now restructure the System going Forward ie. Meridith Whitney W/credit Ratings etc.Main & WALL with Welth Managemenr. Complexity not homogenous/ incestuous is the Natural progression of business...

Restructuring the Banking System will not be the Result of Regulation....

BECAUSE THE EXISTING MODEL IS COMPLETELY DYSFUNCTIONAL........DELICIOUS


It will be the result of innovation and Competition.....

Therin Lies the Opportunity.....Financial restructuring Fund

What have we learned , What have we Solved - Unfortunately Very Little.....ATBPO

Opportunity #1

Financial Services Resttructure/Evolution Fund

Building Alpha Products takes a different Mindset

The (mis)Allocation of Capital results from cover your ass strategies instead of Intelligent decision Making....

For Example End of the Quarter Windoe Dressing....


The Old Joke - What wrrong with IBM? instead of Why did you buy it in the First Place

Tools for better decision making

Portfolio Management Requires Critical Thinking....This is Missing at the Sales Level....

We call this Required DOMAIN KNOWLEDGE

A Beta Matrix Only Adapts To Price Not Value

Take On A life of Its Own - Delinate