Kyle - I built 10 model portfolios for Edward Jones. Then, I created a fundamental chart comparing the performance of those 10 model portfolios to each other.I then shared that fundamental chart with everyone at Lord Abbett. It is titled, “EDJ Diversified Income Compare.”It seems as though my fellow employees can see the shared chart. But, when they click on it, none of the 10 model portfolios show up in the chart.Are we not able to share charts that have model portfolios built?
More feedback from LA - this involves charting.
Kyle - I built 10 model portfolios for Edward Jones. Then, I created a fundamental chart comparing the performance of those 10 model portfolios to each other.I then shared that fundamental chart with everyone at Lord Abbett. It is titled, “EDJ Diversified Income Compare.”It seems as though my fellow employees can see the shared chart. But, when they click on it, none of the 10 model portfolios show up in the chart.Are we not able to share charts that have model portfolios built?
I like this idea
dmarlin@hellerwealth.com (6000)
dmarlin@hellerwealth.com (6000)
matthew.levy@raymondjames.ca ($3000)
matthew.levy@raymondjames.ca ($3000)
matt@traynorcapital.com ($6000)
matt@traynorcapital.com ($6000)
Requested by Alex Baartholomew of Bart and Co. - $12,500
Requested by Alex Baartholomew of Bart and Co. - $12,500
Requested by Scott Upham at Cribstone Capital Management - $12k enterprise
Requested by Scott Upham at Cribstone Capital Management - $12k enterprise
Requested by Joe Letts at Sierra Investment Management - $11,610
Requested by Joe Letts at Sierra Investment Management - $11,610
Requested by Brian Gallagher at BLB&B - $18,675
Requested by Brian Gallagher at BLB&B - $18,675
Requetsed by Jeff Steele at Silverlake Wealth - $7,875.
Requetsed by Jeff Steele at Silverlake Wealth - $7,875.
Requested by Hunter Daniel at Dowling Yahnke $21,000
Requested by Hunter Daniel at Dowling Yahnke $21,000
Requested by Ethan Jackson at Cassidy Schiller Wealth - $7,500
Requested by Ethan Jackson at Cassidy Schiller Wealth - $7,500
Requested by team leads at Lord Abbett - $89k
Requested by team leads at Lord Abbett - $89k
Requested by Nate Morris @ CIS. 3k
Requested by Nate Morris @ CIS. 3k
More feedback from LA - this involves charting.
Kyle - I built 10 model portfolios for Edward Jones. Then, I created a fundamental chart comparing the performance of those 10 model portfolios to each other.I then shared that fundamental chart with everyone at Lord Abbett. It is titled, “EDJ Diversified Income Compare.”It seems as though my fellow employees can see the shared chart. But, when they click on it, none of the 10 model portfolios show up in the chart.Are we not able to share charts that have model portfolios built?
More feedback from LA - this involves charting.
Kyle - I built 10 model portfolios for Edward Jones. Then, I created a fundamental chart comparing the performance of those 10 model portfolios to each other.I then shared that fundamental chart with everyone at Lord Abbett. It is titled, “EDJ Diversified Income Compare.”It seems as though my fellow employees can see the shared chart. But, when they click on it, none of the 10 model portfolios show up in the chart.Are we not able to share charts that have model portfolios built?
If we are aiming to sell larger $$$ value deals to teams of advisors in the future, this functionality will be expected.
If we are aiming to sell larger $$$ value deals to teams of advisors in the future, this functionality will be expected.
Requested by Maggie Rapplean and Gary Barohen at Correct Capital - tru client ($63k)
Requested by Maggie Rapplean and Gary Barohen at Correct Capital - tru client ($63k)
Requested by MainStreet Advisors - $40,000
Requested by MainStreet Advisors - $40,000
jay@intellectuspartners.com (Dynasty)
jay@intellectuspartners.com (Dynasty)
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