Comments for AK Advisory Partners

Comment on The Potential Pitfalls of Social Media by Brian H.

Brian H. — Wed, 19 Oct 2011 20:41:51 +0000

Very astute observation, Mr Klausner. Amtrak could have used your forethought.

Comment on It’s Hard to Stay Out of the Political Fray…… by Petey Parker

Petey Parker — Thu, 28 Jul 2011 23:52:48 +0000

Right ON!!!! So many of the people sitting on either side of the fence have been in DC long enough to have brought us to this point – including John and the President casting past votes … It is up to each and every one of us to stop being the SILENT minority and becoming the VOCAL majority!!!!

Comment on Give ‘Em What They Want – Not What You Want by Craig Iskowitz

Craig Iskowitz — Tue, 05 Jul 2011 18:53:52 +0000

Totally agree with you. One other aspect to consider is that different people prefer different forms of communication. Some people live in their email and will diligently work through their entire inbox. Call these people the ‘old codgers’. Others prefer getting updated info from blogs, some from Twitter, others from their LinkedIn feed. I’ve found that it’s best to cover all the bases when communicating to ensure that I don’t miss delivering my content in the way that my consumers prefer.

Comment on Top Ten Predictions for 2011 by Craig Iskowitz

Craig Iskowitz — Fri, 07 Jan 2011 15:49:05 +0000

I disagree that there will be any municipal bond crisis. I’ve heard the comments by Meredith Whitney and I think she’s just looking for publicity at this point. Will there be a few defaults? Very possible. But 50-100, as Meredith is predicting, is wildly pessimistic, in my opinion.

State and local governments will cut services, renegotiate pensions and raise taxes, but they won’t default. A rising stock market, an improving economy and steady increases in home prices all will mitigate the government’s revenue shortfalls.

Comment on What are Advisors Thinking Today? by Jim Cannon

Jim Cannon — Sat, 18 Dec 2010 16:39:33 +0000

Could not agree with you more, Andrew! If I had a $100.00 for the number of times I’ve heard this sentiment from advisors in the past two years, I could buy a luxury car for Christmas this year. While there is clearly merit to alternatives, tactical strategies and non-correlated asset classes for diversification purposes, loading up on one or even of few of these styles, as many advisors seem to want to do, seems to be a path to future disappointment. There are some advisors who have developed strategies that are very compelling, but most are following untested models and the results will likely be very mixed. Furthermore, given the transition of wealth management practices that will likely occur over the next several years, advisors should be considering sound, tested portfolio management approaches that can be institutionalized when it comes time to sell all or a part of their business. I have to believe that advisors that are true to a proven discipline and process will cash the bigger checks in the future.

Comment on The Recession Has Been Over For a Year … Really? by World Wide News Flash

World Wide News Flash — Tue, 21 Sep 2010 15:19:57 +0000

The Recession Has Been Over For a Year ? Really?…

I found your entry interesting do I’ve added a Trackback to it on my weblog …

Comment on As Referrals Wane, Here Comes Active Marketing by 10 Tips To Help Small Businesses For Marketing Plan

10 Tips To Help Small Businesses For Marketing Plan — Mon, 20 Sep 2010 09:32:40 +0000

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Comment on Successful Advisors and the 80/20 Rule by Katie Hayden

Katie Hayden — Tue, 14 Sep 2010 20:51:39 +0000

Bravo, thank you for reminding us of what we learned in our early careers and gave into when the markets misbehaved!

Comment on What Makes For a Good Financial Services Website? by What Makes For a Good Financial Services Website? « Unlocking Real … : Tax Pros 100 Blog

Tue, 07 Sep 2010 17:07:17 +0000

[...] View post: What Makes For a Good Financial Services Website? « Unlocking Real … [...]

Comment on Who Controls the Client Experience? by Andy

Andy — Fri, 20 Aug 2010 17:55:57 +0000

I hope you enjoyed my comments and thank you for sharing it with your readers.