The Art & Science of Building a Next-Gen RIA
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Living Without Financial Fear with Justin Castelli
The next generation of advisors are paving a new frontier in planning. Able to look beyond mere numbers, they help set goals built around client passions and values. According to Justin Castelli, Reese Harper’s guest on this episode of the … Continued
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The Growing Fee-for-Service Trend
In the age of Netflix and Spotify, it’s no surprise people are looking for a flexible approach when it comes...
The Gap Between Literacy and Technology with Mac Gardner
There’s a wide divide between the small number of people who can afford money management and the large number of...
The Future of Planning Frameworks
For the last 50 years, investment management drove the value proposition for financial advisors with any innovations in technology also...
What it Means to Be a Financial Planner with Hannah Moore
As the founder of the financial planning education and training company Amplified Planning, Hannah Moore says our profession should transform...
Are You Giving Advice too Quickly?
In an effort to get prospects to buy their services, some advisors lead with free advice. But how much should...
Advisors as Financial Guides with Scott Frank
What describes your advisory approach? Maybe you see yourself as the “hero” who has the optimal financial solution for clients?...
What’s the Right Pricing Model for Your Firm?
Pricing is becoming a major issue for planning firms. While AUM works well with wealthy boomers and subscription fees seem...
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...
