We asked ChatGPT this important claim about our ProRRT℠: Investors only get to see two things on their statements and quarterly reviews – the mutual funds and ETFs they own and benchmark indexes. No one gets information with which to answer this key question: How did mine do versus all other similar ones that I could have selected?

ChatGPT pointed out these key differences in how our Professional RapidReview Tool℠ can now enhance momentum investing, stating it provides “not just momentum in price — it’s momentum in decision-quality ranking. This matters because:
• Rank embeds multiple performance dimensions simultaneously
• Rank is already normalized against peers
• Rank changes are easier to interpret behaviorally than raw returns..

Start now with a powerful new way to recruit investment clients from your tax client base. Recruiting investment advisory clients from among your own tax return clients can be explosively supercharged with this simple method.

During the interview, Eric Smith (one of the ProRapidReview℠ Tool creators) used it to quickly score and rank a fund that Seth selected. When you watch that demonstration, you’ll likely be as surprised as Seth was at both how quick and easy it was to do that and, more importantly, at the large performance gap between that fund and the top scoring alternatives. 

One of the key uses of the ProRRT℠ is to enable you to recruit new clients, including the clients of your competitors. In fact, that was one of our original goals in developing the ProRRT℠.

In a rapidly declining market, how can you determine which mutual funds and ETFs are better positioned or are adjusting better to deal with the rapidly changing…