Free Financial Topics in Los Angeles & Orange County

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  • Will Technology Kill Your Commoditized Practice?

    Vic Clement, Principal, Financial Essentials 4 Life

    Technologies such as block chain and artificial intelligence are beginning to intrude on the delivery of commoditized professional services. Although the technologies have been around for some time, we're just beginning to see the tip of the accelerated commoditization iceberg. MORE >

    It's difficult for many professionals to imagine, but just as robotics replaced humans in low level manufacturing tasks, artificial intelligence and machine learning will replace humans in low level, high commodity, information-based tasks. It's only a matter of time, and that timeline is shrinking. The most readily visible examples are tax returns, insurance, medical diagnoses and prescriptions, investments, and others.

    Vic Clement discusses methods of redefining your role and transforming your practice to decommoditize and compete at a level that information technology can't reach - the human level. Taking a deep dive into the modern psyche, Vic shares his experience and lessons learned from transforming his own practice and, thereby, improved his client's lives and, more importantly, his own life by building his practice around his own aspirations.

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  • A Treacherous Journey: Investment Concerns in a Fragile Market

    Scott Glenn Eichler, Chief Investment Officer, Newport Wealth Advisors

    Scott Eichler is a well-known financial advisor in Southern California. His educational workshops have been widely attended by hundreds of retirees and pre-retirees throughout LA, Orange, and San Diego Counties. His book, Don't Play Chicken with Your Nest Egg, achieved best-seller status on Amazon. Scott has developed a specialty in helping people realize their dream of financial independence through formula-based investment planning. MORE >

    Scott is a Southern California native, and attended Vanguard University where he earned a Bachelor of Arts degree in Rhetoric. He holds series 7, 65, Life & Health, and Variable Annuity licenses. Scott is a 29-year member of Coast Bible Church where he is the head of Men’s Ministries and the Audio/Video team. Scott currently resides in Mission Viejo, CA with his family.
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