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Robots and algorithms are deteriorating the client servicing relationships needed in wealth management.
https://youtu.be/wg2267rSujk Highlights: Lighthouse Financial is keenly focused on personal client servicing. The financial industry has become more focused on artificial...
Financial advisors should provide clients simple, easy to understand advice.
https://youtu.be/pi7RhwpXhHs Outlines The financial industry wants investors to think investing is simple so that they can promote products and services...
A well constructed portfolio is critical to wealth accumulation.
https://youtu.be/9V3Oi7S4P8Y Highlights: Do you collect stocks or construct portfolios? Let’s talk about the difference. Stock collectors purchase individual stocks that...
Lighthouse Financial enjoys client relationships.
https://youtu.be/2HoHT9whM8U Highlights: We know our clients and how they like to connect. We understand that a relationship produces better financial...
Proven Strategies
https://youtu.be/I52Tg9fK2Bo Highlights: Building a strong yet flexible investment portfolio takes patience, skill, and a strong constitution. It’s not a quick...
Lighthouse Financial Service Approach
https://youtu.be/9NZvtQqbceI Highlights: Lighthouse Financial is laser-focused on client. Our goal is to wrap our arms around our client’s entire financial...
Third Party Cost
https://youtu.be/F7-_Bf2AO-g Highlights: Most investment management firms under a billion dollars don’t have a team of experts in-house. Instead they form...
In a transactional world, Lighthouse Financial keeps client relationships at the center of decision making.
https://youtu.be/PjdpcrrJtcM Title: Highlights: Our firm’s relational mindset means that our staff is in this for the long haul. Transactional advisors...
Investing may look simple, but there is a lot more to it than meets the eye.
https://youtu.be/zRdUNjrOAzI Highlights: The financial industry wants investors to think investing is simple so that they can promote products and services...
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