Tag: Transparency

FEATURE
Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)

Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)

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In today’s rapidly evolving market landscape, investors are often confronted with the challenge of making informed decisions amidst a plethora of options and the noise of market fluctuations.

In this insightful episode of The Millionaire Next Door, Robert Curtiss is joined by certified financial analyst and ETF analyst at First Trust, Ryan Issakainen. Together, they jump into the intricacies of thematic investing — a strategy that can potentially offer investors a pathway to capitalize on emerging market trends. 

By dissecting the impact of behavioral biases on investment choices, Ryan provides listeners with strategies to identify undervalued companies that may thrive even in light of economic downturns. 

Rob and Ryan discuss:

  • Thematic investing and market opportunities
  • The composition of ETFs and the importance of quality and risk management in investment decisions
  • The future of infrastructure investment and the strategic shift in supply chains within the United States
  • Looking beyond the S&P 500 for investment opportunities
  • Cybersecurity as an increasingly vital investment theme
  • And more!

Resources:

Connect with Ryan Issakainen:

Connect with Robert Curtiss:

About Our Guest:

Ryan Issakainen is in his 25th year at First Trust, where he serves as the ETF Strategist. 

Throughout his enduring tenure, Ryan has solidified his position as a dedicated professional committed to guiding investors through the complexities of the market. In his role, he focuses on providing insightful perspectives to help investors navigate the multitude of available choices, aiming to align ETF selections with their specific investment objectives. 

With a wealth of experience, Ryan’s strategic approach involves meticulous analysis of market trends and fund performance, making him a trusted advisor. His enduring commitment to empowering investors reflects not only his financial acumen but also his genuine passion for assisting clients in realizing their financial goals within the dynamic landscape of investment opportunities. Ryan Issakainen’s journey at First Trust stands as a testament to his expertise and unwavering dedication in the ever-evolving world of finance.

FEATURE
Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)

Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)

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Advisors, are you currently evolving your business? 

What opportunities and information might your clients miss if you don’t continue growing your practice?

This week, Rob Curtiss brings back Mike Cy, a returning guest and business consultant at Pareto Systems. Rob and Mike discuss the importance of communication and building relationships with clients and explain why it is valuable to both of them.

Listen in as they touch on the value of aligning and personalizing services to their client’s unique needs while addressing all things market volatility, geopolitical tensions, and alternative investment strategies. 

Rob and Mike explore:

  • Reasons advisors should continually evolve their financial advisory practice depending on their client’s unique needs 
  • Client engagement as an essential financial planning component 
  • The comprehensive role of a financial advisor beyond basic financial advice
  • And more!

Resources:

Connect with Mike Cy:

Connect with Robert Curtiss:

About Our Guest:

Mike “Cy” Cajthaml Jr. has enjoyed a 14-year career in the financial services industry. Mike is a passionate and energetic leader who enjoys developing business refinement and practice management strategies and thrives on helping his clients achieve their goals.

He got his start in the industry at a large insurance marketing organization, where he consulted financial advisors across the country with product and marketing solutions for their businesses. It was during his time with this firm that he was introduced to Pareto Systems and began learning about the Pareto Process.

After six years of coaching and consulting advisers, Mike decided to become a financial advisor himself and built a practice with his father in Overland Park, KS. Together, they managed millions of dollars of assets and utilized various insurance-based products. In an incredibly competitive marketplace, Mike knew the value of creating professional contrast and began implementing many of Pareto’s processes.

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