The Art & Science of Building a Next-Gen RIA
Latest Episode
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, the Cloud, and an increasingly connected world. It’s a fascinating time with more cool stuff on the way. But when … Continued
Browse All Episodes
Purposeful Marketing Paves the Way
Lifestyle business? Boutique firm? Category killer? Whatever type of advisory practice you’re aiming to grow, you need a cohesive marketing...
Staying Nimble in a Changing World With TJ Dunker
Shifting consumer demand, fintech breakthroughs, hyper-efficient new competitors… the game changers are coming fast and furious to the financial services...
Say It With Style (and Purpose) With Katherine Eitel Belt
Are you really communicating with clients, team members, and colleagues? Or are you just talking them through MoneyGuidePro graphs, Asana...
The Evidence for Evidence-Based Investing with Apollo Lupescu
Of course you want to focus on what adds the most value for clients. And with robo advisors serving up...
7 Investment Don’ts Your Clients Need to Hear
A recent study from Vanguard showed that behavioral coaching from an advisor can add as much as 2% in net...
Stand Out From The Advisor Crowd With Alana Kohl
We live in a world where consumers increasingly prefer craft IPA to Bud Light, artisanal sourdough to Wonder bread, and...
Unleash Advisors with a Shared Resource Strategy
The same attributes of client-focused planning that make it worth fighting for—transparent, comprehensive, aligned—also make it challenging to deliver. When...
The Pricing Problem You Can’t Ignore with Matthew Jackson
The fee model question has been bubbling its way to the surface of advisor conversations and is quickly turning to...
Why Your Stance on Liquidity Needs to be More Fluid
It might not be the Dave Ramsey approach to building wealth, but some of your clients may need to pump...
Defining and Selecting Your Niche with Patrick Brewer
Before you rush into a wealth management niche, let’s take a few minutes to explore the domino effect of your...
How Advisors Can Solidify Their Value in a Robo Economy
How will advisors enhance their value proposition in the digital age? The Robo Advisor revolution has exposed advisors who hang...
A Better Way to Answer Your Clients’ #1 Question
Does real advice require a Monte Carlo simulation? Or can you get to the heart of your clients’ questions with...
