The Art & Science of Building a Next-Gen RIA
Latest Episode
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 focused around investments. The results were tools that helped manage cash-flow-based or projected future values. Today, planning frameworks are moving … Continued
Browse All Episodes
Making the Move from Broker Dealer to RIA
A leap from commission-based to fee-only compensation doesn’t come with a safety net. Even if financial advisors see a better...
When is it Time to Hire Professional Management?
How long will you wear all the hats in your business? When does it make sense to add management overhead...
Real Financial Planning Starts With a Real Process
Advisors have abused the word “planning” for decades. While the product-focused part of our industry delivers smoke and mirrors, how...
Where Your Ego Ends and The Business Begins
You’ve developed the kind of financial planning expertise that goes beyond portfolio management and insurance products. You’re delivering meaningful advice...
Welcome to Elementality! Stop Selling and Start Advising
Portfolio management is becoming a commodity. So how will you set yourself apart and add value? What is your niche?...
