Fee-based: Time to Make the Switch?

Apr 26, 2012

Last month, I wrote a post called What Side of the Ledger Are You On?  which covered the latest PriceMetrix study on the State of Retail Wealth Management and the […]

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Your Morning Cup of Links: Peer Pressure

Apr 25, 2012

Last year, we conducted a poll asking advisors: “What source do you most value when learning about industry best practices around growth and other objectives?” More than 91% said “Our […]

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A Swift Kick, and a Helping Hand

Last weekend, I had a discussion with an advisor in a very successful firm. I usually avoid “shop talk” during the weekend, but the conversation was very interesting and as […]

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The Retirement Asset Tsunami: Sink or Swim

Last week, I participated in a webinar discussing “Fresh Directions in the Retirement Market.”  There was some really good information on retirement income products, as well as tips on taxes […]

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What Side of the Ledger Are You On?

Mar 28, 2012

As with last year, PriceMetrix has put out another great report, “The State of Retail Wealth Management.” Due to the sample size (3 million investors, 500 million transactions, 1 million […]

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Is LinkedIn the Missing Link in Your Growth Strategy?

Mar 15, 2012

A few months back, I wrote a post called “Holiday party small talk; don’t say you are a financial advisor.”  The post generated quite a lot of comments, both positive and […]

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Financial Advisor Blogging 101

Mar 13, 2012

According to a Spectrem Group study from August 2011, nearly one-third of investors worth $5 million or more say they either read or would read blogs by trusted financial advisers. […]

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Your Morning Cup of Links: Segment, Know Thyself, and Evolve

After a couple weeks of speaking at conferences and meeting with advisors, I’m finally  back in the office and ready for a coffee break.  It’s also my chance to dig […]

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Check Yes for an Efficient Advisory Practice

Last night, I was in a fit of exasperation with my two young sons (ages 5 and 7). It seems that they “forgot” that they have to brush their teeth […]

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Getting Your Future Clients in the Door (No Crystal Ball Required)

Feb 28, 2012

If we could predict the future, I would bet many of us would not be working today (I’m thinking some place tropical, on the beach and lots of umbrella drinks. […]

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