UNLOCK THE POWER OF THE VAULT

Clip: ABC’s for a Better 2021

December 8, 2020

Clip: ABC’s for a Better 2021

In this clip from Inside the V(ALT), Dr. John Rhodes and guest host Curtis Shoch talk about how the ABC’s can be used with direct reports and for planning purposes.

Click here to watch the full episode.

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers. 

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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.