Service Providers Can Make a Better Sales Pitch (Put a SOC in it)

Posted on February 23, 2016 by Philip Koehler

In our March 2016 newsletter, Phil discusses the unique value of a service provider’s SOC report(s) regarding the fiduciaries’ selection/retention decision. You can access this newsletter by clicking on the “Publications” drop down menu above.

The Rise of the “Checklist” Fiduciary (And the Power of Four Overlooked Words)

Posted on February 2, 2016 by Philip Koehler

In the February 2016 Newsletter Phil discusses the trend among so-called Sec. 3(16) fiduciaries to commoditize and dumb down the essential fiduciary functions to the level of completing one or more checklists. To read this newsletter, please go to the drop down menu under the Publications tab above.

MONEY TALKS…WHAT IT SAYS DEPENDS ON WHOSE LISTENING

Posted on December 2, 2015 by Philip Koehler

In our December newsletter Phil discusses Football, Concussions and the Common of Trusts. Click on Newsletters under the Publications drop down menu above

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