- Why Should Investors Choose You?
- 2017 Fund Report Cards - by Category
- 2017 Fund Report Cards - by Family
- Important Fund Changes
- Market Timing (using momentum of moving averages)
- Past Performance as a Fund Selector
- Sales Presentation Ammo
- Advice of the Financial Press
- Fund Statistics Analysis
- Mutual Fund History
- Asset Allocation and Models
- Failure of Dollar-Cost Averaging
A completely provable philosophy & process
In spite of the enormous growth in the Do-It-Yourself Investing Club, investors need professional guidance more than ever before, . . . but why choose you?
Do you have everything you need to shape an investment philosophy and process, and most importantly, can you prove everything you represent? Without exacting proof, the presentation is just a summary of your investing opinions, and all of your competitors have opinions.
Your need for the right tools is growing by the day, as Generation Y Investors are much more involved in their investment portfolios than their parents ever were. Are you equipped to handle this new generation? Do you have the proofs to handle their skepticism?
Active Fund Strategies president Jeff McTague spent the better part of 25 years working with financial advisors as a wholesaler and program designer. He came to recognize the shortcomings in the business ―the lack of a provable philosophy and process ― and set out to create a completely provable system that tells prospects and clients exactly what you are going to do for them, and more importantly, why it works!
The FREE reports below spell out the AFS philosophy and process that is supported by the entire subscribers’ research library.
Join Other Professionals – For $29/month or $295/year (2 months FREE) , - cancel anytime - you gain access to the entire library of over 600 research reports, studies, proofs, and other support documents intended to provide investment professionals a proven approach to mutual fund investing. This powerful information will help you convert prospects into clients and solidify relationships with existing clients.