How to Find Undiscovered Funds

Joel JohnsonDo your clients demand alpha? Then you need an edge when it comes to finding top performing undiscovered funds. Searching for undiscovered funds is like choosing the best vegetarian entree at a Texas steakhouse. It doesn’t have to be like that.

True Bearing connects investment advisors with undiscovered fund companies. The process is simple.

 

  1. Log into www.true-bearing.com
  2. Enter a brief investment request (RFP)
  3. Get Responses
  4. Set meetings with the desired fund companies

Questions? Call Joel Johnson – at 415-659-1831  or visit www.true-bearing.com.

Please mention that Coach Maria sent you.

Are you ready to accelerate the growth of your firm? Ready to streamline your firm's operations? Build a bigger, better business. Get it all done before you know it when you work with me personally along with other advisors. Get feedback, guidance, and accountability! Read about BAR! Our Business Accelerator Roundtable is a very affordable and comprehensive consultative-coaching program. Read more...

Get New Posts FREE

Sign up now and get two free business growth assessments worth $249. We'll deliver them to your inbox. Also receive strategic business tips.





Your privacy is important to us. We will never share your information.

Print Friendly, PDF & Email
(Visited 49 times, 1 visits today)