Talking Investments

How to Prospect Better and Grow Your Advisory Firm

 

Mil Advisor is a powerful prospecting tool and in this video we’ll show you how to use it most effectively to grow your business. 

 

undefined
Read More

Crack the Code on Wealth Creation

Build Lasting Wealth

Wealth building tips may sound like a broken record: invest young, pay off credit card debt and don’t forget to SAVE! This financial advice may sound legitimate (and is if your goal is to build a sturdy financial foundation), but it’s not the answer to cracking the code on wealth creation. This answer may surprise you in its simplicity.

Read More

Militello Capital & Denholtz Associates Close $18.5 Million Acquisition in Orlando, Florida

Militello Capital, a greater Washington, DC private equity investment firm, is pleased to announce the acquisition of Cypress Industrial Park, a 256,838 square foot industrial flex portfolio in the heart of the central Florida industrial market in Orlando, Florida. The Portfolio offers the opportunity to acquire a mid-size portfolio in a highly sought after submarket. Cypress Industrial Park was acquired for $18.5 million, with capital support led by financial advisors seeking access to vetted and privately held income-producing real estate investments on behalf of their high-net-worth clients.

Read More

Militello Capital Successfully Exits Two Multifamily Investments Totaling $36 Million

Militello Capital, a greater Washington, DC private equity firm, is pleased to announce that it recently exited two multifamily properties. The properties were acquired through QRM Capital, a joint venture between Militello Capital and QR Capital. The properties sold include Hillwood Pointe Apartments in Nashville, Tennessee for $23.4 million and Hampton Oaks Apartments in North Charleston, South Carolina for $12.7 million.

Read More

4 Ways to Attract Millennial Investors

Millennials are in line to inherit a great deal of wealth from their baby boomer parents, while many are already self-made millionaires thanks to the generation’s entrepreneurial nature and commitment to innovation. The transference and accumulation of wealth by the millennial generation presents advisors with both challenges and opportunities.

Read More

The 3 Most Important Elements in a High Net Worth Investor's Portfolio

Our 3D investment philosophy is really an investment model that captures the three most important elements in a High Net Worth Investor's portfolio, which are:

Read More

Why Modern Advisors Can Stomach Market Volatility

This post was originally published on June 16, 2016 from the RealReport™.

Read More

Why Scarcity is Key to Planning a Diversified Portfolio

undefined
 

Realize the Value of the Scarce Resource

If wealth is best created through a universal wealth creation formula, why has the High Net Worth individual benefited so much from the private markets? It is because High Net Worth Investors have realized the value of the scarce resource. We know that 75% of millionaires created their wealth in the private markets through private operating companies and private real estate and the've injected their financial capital into a resource that cannot be diluted and that is scarce.

Read More

How is Wealth Created? (The Wealth Creation Formula)

Since we know that 75% of millionaires created their wealth investing in private operating companies and private real estate, we know that Stocks, Bonds, Mutual Funds and ETFs are not responsible for creating the majority of wealth in the High Net Worth universe. Dig a little deeper and ask yourself "How is  wealth created?"

undefined

Read More

Determine the Ideal Mix of Profit to Revenue for Your Firm

undefined
 

The 80-20 Rule is More Like a 5-95 Rule for Most RIAs

We've all heard of the 80-20 rule, but what we've found when we look at most RIAs' books of business is that they look more like a 5-95 rule. What that means is the top five percent of an RIA firm's clients are responsible for generating 73 percent of that firm's revenue and 74 percent of that firm's profit. Therefore, the bottom 95 percent of the average firm's clients are only responsible for generating 27 percent of that firm's revenue and 26 percent of that firm's profit. The top five percent are subsidizing the bottom 95 percent.

Read More

Recent Posts