Workflow Your Way to the DOL Deadline

Oct 20, 2016

When it comes to complying with the DOL Rule, it’s time for a little less talk and a lot more action. We’re here to help – we’ve got 4 DOL-related workflows with easy-to-follow diagrams to help you navigate these uncharted waters.


By Popular Demand: Why Consumers Will Change Advisors’ Product/Market Approaches

Technology is helping wealth and asset management firms make customization easier and cheaper by the day. Add to that changing consumer demands, and it’s a perfect storm – and the perfect opportunity to grow your business. That is, if you are willing to rethink your product and market approaches.


A (Winning) Case for Branding – Not Selling – Yourself on Social

Oct 13, 2016

Social media isn’t about selling yourself; it’s about introducing yourself. Who you are. What you think is important. What you think your audience would find valuable. The selling comes later. Here’s an award-winning example of what I mean.


The Drive to Digital: Make it a Road Well Traveled

Oct 11, 2016

Your clients want it. You might be resisting it. But if you don’t think smart technologies are going to differentiate you from your competition in the future, you haven’t been paying attention.


Is Your Time Worth $1M? It Depends on How You’re Using it

If someone told you that you could potentially increase the value of your business by more than $1M per year over a 10-year period, would you want to hear more? And then would you groan if they said the “O” word (outsourcing)? How about if their claim was backed by hard data? That’s what I thought.


Not Your Father’s Financial Planning Conference: What I Learned at XYPN16

I’m a big fan of XY Planning Network’s #XYPN16 Conference. Not only do I get the opportunity to speak to advisors, but it’s great place to challenge my assumptions. This year, I have 3 key takeaways that may have you rethinking certain aspects of planning (practice management, modular and education).


Are Advisors Ready for “The Big Shift”? (Hint: You Better Be)

Sep 29, 2016

If you’re planning for 2017, that’s great. But if you’re not planning for all the tomorrows after that, you may be short-changing your business. There’s a new study out that looks at the 5 megatrends that will profoundly change the wealth industry; let’s take a look at the first.


Presidential Election Cycle Theory: Will Your Vote Impact the Stock Market?

The outcome of the next U.S. presidential election is (apparently) anyone’s guess. Can the same be said for its impact on the stock market?


A Tale of Two Advisors: Good Days vs. Bad Days [VIDEO]

Sep 22, 2016

It was the best of times (helping clients), it was the worst of times (doing administrative work). It’s those bad days – those “time suck” days, doing the stuff that has to be done – when you think to yourself: There has to be a better way. And there actually is.


Outsourcing or Not: How You Spend Your Time

Sep 20, 2016

Growing an advisory business is no small task. And any time you spend NOT doing that, is time that you may not be investing in the wisest way possible.




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