by Aptus PM Team | Mar 9, 2023 | Appearances, Portfolios, Webinar
Clients pay you for financial advice, and ultimately expect results. During this session we will talk through best practices in both overseeing and constructing portfolios through technology and the right support. A confident client sticks to your plan: at Aptus we...
by Derek Hernquist | Aug 1, 2022 | Appearances, Media
Our PMs spend most of their time on research and portfolio reviews, but I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, it’s a great opportunity to tackle the most common...
by Derek Hernquist | Apr 21, 2022 | Appearances
Our PMs spend a ton of time on research and portfolio reviews, and I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, it’s a great opportunity to tackle...
by Derek Hernquist | Jan 21, 2022 | Appearances, Media
Our PMs spend a ton of time on research and portfolio reviews, and I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, we figured it’s a great opportunity to...
by Derek Hernquist | Oct 20, 2021 | Appearances, Media
Our PMs spend a ton of time on research and portfolio reviews, and I was lucky enough to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, we figured it’s a great opportunity to record and...
