T3 2017: Advisors Look to Technology for Now and Tomorrow

Feb 21, 2017

If attendance at the Technology Tools for Today (T3) Conference is any indication, more and more advisors want to understand the fast-moving technology of our industry. Here are my thoughts on the biggest takeaways from this year’s conference, based on conversations with attendees and vendors.


Tax Webinar Follow-up: Dean Mioli Answers Your Most Taxing Questions

Feb 16, 2017

Tax planning is a year-round exercise. Dean Mioli, director of investment planning for the SEI Advisor Network Investment Services team, wants to help you pounce on planning opportunities.


Still Looking for that Young Successor? Maybe It’s You, Not Them

Feb 14, 2017

We’ve all seen it – the advisor who is about 10 years from retirement, starting to think about finding a potential successor. But as their quest for the “right” person drags on, time ticks away. I talked to Amy Kizer, Managing Partner with TalentLink Solutions, who has a little tough love for the advisors looking for that perfect match.


DOL Rule: Delayed, Changed or Killed… Who Cares?

The train has left the station. The cat is out of the bag. Choose whatever expression you want – but whether the DOL rule is delayed, modified or killed, a more educated general public will demand that you act in their best interests.


Higher Rates are on the Horizon – How Bonds Keep the Faith When Prices Fall

Higher interest rates are on the horizon, and many clients have been asking, “Why didn’t my portfolio keep up with the market?” Advisors may need to remind clients about the broad value of a diversified portfolio.


(Ground)hogging the Conversation About Growth

You won’t just wake up to a new, better business – you have to focus on 3 things in order to grow. If you don’t, you may wind up living the same (stagnant) business over and over again.


How Advisors Can Vault into Document Exchange

Jan 31, 2017

With one data security breach after the other making headlines, advisors should ensure that a vault solution is part of your broader client portal strategy.


Stop Planning to Plan and Just Start Planning Already

Jan 26, 2017

The advisory business is at an inflection point. I believe we will see more changes in the next 5 years than we saw over the last 30. And advisors who don’t have a plan for these changes may not be around to see them.


The Transition to Serving Multiple Generations: 3 Ways to Get There

Jan 24, 2017

Incorporating a multigenerational strategy is one way to help your firm grow. Let’s look at 3 different approaches, each requiring varying levels of commitment and change.


Book Excerpt: The Pursuit of Absolute Engagement

Jan 19, 2017

If you’re an advisor who (unintentionally) lets your business run you, rather than the other way around, there’s hope. Today, I’m sharing a chapter from Julie Littlechild’s new book, The Pursuit of Absolute Engagement.





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