How Smaller Managers Can Be Selected for Wealth Management Platforms

Greg provides advice for smaller asset managers to secure positions on wealth management platforms by focusing on relationship building and performance.

From Physical Limitations to Mental Breakthroughs: Podcast

Greg discusses his entrepreneurial journey and overcoming adversity on the EO Nashville podcast.

Add Historical Context to Risk Profile Questionnaires

Calls for more historical context in risk profile questionnaires, arguing that typical risk assessments often misjudge client risk tolerance.

Risk Isn't Static: Advisors Need to Stop Treating it That Way

Risk in investment should be seen as dynamic, not static, yet many financial advisors rely on outdated, static allocation strategies that may not account for changing market conditions. Greg argues that treating risk this way can lead to missed opportunities and financial losses, especially for retirees who might benefit from more flexible investment approaches.

Diversification Isn't Enough To Save Your Investment Portfolio

Argues that diversification alone won’t protect portfolios during downturns and recommends combining diversification with risk management techniques.

Greg Luken on Market Monitor

Greg discusses ETF picks that address geopolitical disruptions and technological advancements in this "Market Monitor" episode.

Should Investors Buy Tech Stocks After the Recent Selloff? - YouTube

Greg discusses whether investors should buy tech stocks after a market dip, highlighting growth potential.

Overcoming Reservations About Converting to Investment Models

Encourages advisors to convert to investment models for greater efficiency, streamlining operations, and improving client service.

A Common Mistake That Destroys Retirement Income

Examines how improper withdrawal strategies in retirement can diminish returns and leave retirees without sufficient funds.

Why The Passive Management Trend Could Keep Investors From Getting The Financial Guidance They Need

Greg warns of the risks tied to the passive investment trend, highlighting potential investor dissatisfaction during periods of market volatility.

How to Make a Change That Sticks

Greg shares his journey to business success, emphasizing the importance of discipline, goal-setting, and making lasting changes.

How Will the Next Financial Downturn Shape Your Career?

Offers strategies for financial advisors to navigate their careers during a downturn, including strengthening client relationships and managing risk.

Taking A Counterintuitive Approach Can Help Boost Business For Independent FAs

Suggests that financial advisors rethink their approach to portfolio construction and client service, opting for fewer, higher-quality investments.

Fixing An Unbalanced Practice

Provides a three-step guide to balancing client service with business growth, including hiring a business coach and refining client focus.

Alternative Investments And Active Management: Why Their Similarities Matter

Greg discusses how alternative investments and active management share a focus on managing risk and identifying value.

Everyone Is A Passive Investor (Until The Markets Punch Them In The Mouth)

Explains how investors often abandon passive strategies during market downturns, underscoring the importance of active management.

Greg Luken on Fox Business Countdown

Greg discusses the VIX index and sectors like commodities, MLPs, and tech stocks during a volatile market session.

Why Modern Portfolio Theory May Leave You Stuck In A Sand Trap

Greg critiques modern portfolio theory and suggests adapting portfolio allocations based on market conditions.

Relying Too Heavily On Passive Investments Can Expose Investors To Undue Risk

Discusses the dangers of over-reliance on passive investments and encourages a balanced approach between active and passive management.

The Good Times Can Last

Greg explores the sustainability of market bull runs, emphasizing the need for global diversification and caution during frothy market conditions.

Why Passive Asset Managers Represent High Risk for Financial Advisers

Argues that relying on passive asset managers increases risk for financial advisors, especially during prolonged market downturns.

The Coming Shakeout in Third-Party Asset Managers

Predicts a significant shakeout in the third-party asset management space as firms prioritize transparency and cost-cutting.

Why Standard Risk Tolerance Questionnaires Are Failing FAs – And What to Use Instead

Critiques standard risk tolerance questionnaires for their lack of depth and suggests a goal-based planning approach for clients.

The Future of Third-Party Asset Managers in a Post-DOL World

Explores how the DOL fiduciary rule will impact third-party asset managers and the importance of adapting to the new regulatory landscape.

Where Traditional Asset Allocation Fails – And Why Your TAMP Doesn’t Have To

Explores the limitations of traditional asset allocation and argues that TAMPs should focus on risk management and flexible asset allocation.