The Art & Science of Building a Next-Gen RIA
Latest Episode
The Rise of the “Financial Advicer” with Michael Kitces
Depending on the advice you’re after, you hire a personal trainer, or a lawyer, or a therapist. When you want financial advice—and you don’t want a product—you need to find a financial “advicer.” That’s the term Michael Kitces coined and … Continued
Browse All Episodes
The Rise of the “Financial Advicer” with Michael Kitces
Depending on the advice you’re after, you hire a personal trainer, or a lawyer, or a therapist. When you want...
Why Real Planning Is Ongoing Planning
Too many advisors make the mistake of not telling clients it takes time to deliver the value they offer. A...
Next Generation Growth with Douglas A. Boneparth
The financial advice industry is steadily shifting away from portfolio management to financial planning. So what is your firm doing...
Tracking Client Progress and Milestones
Obviously you care about your clients. As a fiduciary you put their needs first. You guide their behaviors as you...
Innovations in Financial Services with Natalie Taylor
Next-gen technology is taking a bigger role in financial services with innovators trying to expand the role of financial planning...
How to Get Your Clients Engaged in Planning
Managing clients’ expectations is one of your biggest challenges as an advisor. But when a client won’t follow through to...
Aligning Client Money and Values with Carl Richards
With both product sales people and RIAs labeled as “Financial Advisors” it is difficult for the general public to understand...
Is Your Technology on Target?
There are many reasons we seem obsessed with technology—in just over a decade we’ve seen the rise of the smartphone,...
Digital Marketing for the 21st Century with Paul Thompson
When you look into your client book you know which ones are your best clients. Shouldn’t your roster be full...
Are Numbers and Data Overwhelming Your Clients?
As an advisor, you have superior quantitative skills. You love numbers, spreadsheets, math. On the other hand, financial data can...
Accelerating Your Firm’s Evolution with Stephanie Bogan
The break out expansion of the financial planning industry has resulted in even boutique-sized RIA firms wondering if they should...
The Data Collection Challenge
Advisors know data collection is a universal problem—one of our biggest challenges is getting an accurate data picture for each...
