
Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones
Financial Advisor Success
Comparison of TRX and Eclipse for Portfolio Management
The chapter dives into a comparison between TRX and Eclipse for portfolio rebalancing, focusing on personal preference, methodology, and logic in the process. The speaker discusses their experience with technology tools in their solo practice, highlighting the transition to more efficient tools like Riskalyze in 2015. They also touch on the history of advisor tech gurus, the development of sophisticated planning software, and the evolution of planning tools over the years.
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