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Old 03-09-2010, 08:00 PM
DaveinHackensack DaveinHackensack is offline
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Default Look for an independent financial adviser

I'm looking for an independent financial adviser to demo a site of mine that will be marketed to both individual investors and financial advisers. I've got a few testimonials for it already, including one from a Ph.D. finance professor and author, just looking to add one from a financial adviser.

I've gotten great feedback on it from a wirehouse broker, but he's still waiting for approval from his organization to provide a testimonial, and getting that might be difficult for him. So I am looking for an independent financial adviser (i.e., not Bob Smith at Morgan Stanley but Bob Smith at Smith Wealth Management) to take a look at the site. If anyone knows of one who might be willing to take a look at the site, shoot me an e-mail through here, and I'll send you an e-mail to forward to them which will include demo access and a brief description of the site.

Thanks a lot.
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Old 03-10-2010, 02:39 PM
maxpr maxpr is offline
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Quote:
Originally Posted by DaveinHackensack View Post
I'm looking for an independent financial adviser to demo a site of mine that will be marketed to both individual investors and financial advisers. I've got a few testimonials for it already, including one from a Ph.D. finance professor and author, just looking to add one from a financial adviser.

I've gotten great feedback on it from a wirehouse broker, but he's still waiting for approval from his organization to provide a testimonial, and getting that might be difficult for him. So I am looking for an independent financial adviser (i.e., not Bob Smith at Morgan Stanley but Bob Smith at Smith Wealth Management) to take a look at the site. If anyone knows of one who might be willing to take a look at the site, shoot me an e-mail through here, and I'll send you an e-mail to forward to them which will include demo access and a brief description of the site.

Thanks a lot.
Don't take this the wrong way but your site is pretty bare-bones, man.

I mean I am not sure if that is your landing page that the link goes too but its pretty sparse.

I consider myself a layman with little experience in financials but I have no idea what is going on with your site.

I can say I find your hedge algorithm interesting. I am exploring algorithms for an unrelated project I want to do...
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Old 03-10-2010, 03:49 PM
DaveinHackensack DaveinHackensack is offline
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MaxPR, are you a financial adviser?

That link isn't a landing page for the site. That's just the contact form for my business. This is the home page/landing page for the site that was the subject of my initial post in this thread: Portfolio Armor. My developers haven't added the current testimonials yet. They are waiting on my fourth one, which will be from a financial adviser.
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Old 03-11-2010, 01:43 PM
maxpr maxpr is offline
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Originally Posted by DaveinHackensack View Post
MaxPR, are you a financial adviser?

That link isn't a landing page for the site. That's just the contact form for my business. This is the home page/landing page for the site that was the subject of my initial post in this thread: Portfolio Armor. My developers haven't added the current testimonials yet. They are waiting on my fourth one, which will be from a financial adviser.
Ohhhh, ok. Wow, you had me worried for a minute there!

Sorry, for going off topic, I was just checking your site. No, I am not an advisor but I have savings I am always looking to play around with.

Thought you might have some interesting projects. Thanks for the heads up!

I am actually in the process of working on a project that could be of use to traders. Maybe I will shoot you a PM here soon, I need beta testers if I decide to make a go with this project but for the time being I am still taking quotes from programmers...

Last edited by maxpr; 03-11-2010 at 01:45 PM.
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  #5  
Old 03-11-2010, 08:16 PM
DaveinHackensack DaveinHackensack is offline
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Sure, feel free to PM me (or e-mail me through that form).

BTW, instead of waiting for the FA testimonial, we're going to start marketing the site with the other three testimonials.
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