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Modern Investing with Sidepocket: Ronald Flores, Building Wealth Management Teams for Business Owners
Manage episode 418811406 series 3550401
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Explore the world of modern finance with Ronald Flores, the CEO of Curious Finance, as he shares comprehensive strategies for navigating today's dynamic economy.
Discover the importance of personalized financial goals over generic advice, the role of technology in investments, and the value of diversified and alternative investments.
Join Ronald in a conversation highlighting the need for holistic financial planning, touching on insurance, taxes, investments, and technology's impact on client empowerment.
Tune in to gain valuable insights for making informed financial decisions in an ever-evolving market.
Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.
Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS
About Sidepocket:
If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.
Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.
That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.
To learn more, visit www.sidepocket.com
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