WHY DO FINANCIAL ADVISORS COME TO FAT-STACK.COM?
Whether you're ready now, or just curious about what other firms might be offering, Fat-Stack can help.
The business is changing, says Jonathan Burkan, a wealth advisor with UBS. It's not just stocks and bonds anymore, and that means advisors must do a better job of helping clients think about estate, tax and retirement planning -- not just about the market.
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
Mr. Kassul serves as a Principal and Partner of Ranger Capital Group's new Peer-to-Peer Lending Fund, The Ranger Specialty Income Fund. His primary focus is on marketing the fund and creating strategic partnerships with leading and emerging peer-to-peer lending platforms. Mr. Kassul was recently named to the advisory board for the new P2P Lending & Investing Summit, which will be held in New York City on October 6th.
Prior to joining Ranger Capital Group, Mr. Kassul was the Vice President of Marketing and Sales at Wizetrade. Mr. Kassul spearheaded a campaign to re-brand and enhance the reputation of the Wizetrade through strategic relationships with broker dealers and financial websites as well as launching Wizetrade TV, one of the first IP TV networks.
Mr. Kassul has served in a variety of senior-level marketing and sales management positions on behalf of various technology companies such as Traders Marketing, Lucid 3-D, Mind Path Technologies and EM Golf, where he was instrumental in re-marketing distressed golf course tee time inventory through online partners and over 30 regional newspapers. Mr. Kassul also served as an Account Executive at The Richards Group, where he oversaw a variety of marketing and advertising roles on behalf of companies such as Wyndham Hotels & Resorts.