The Rise and Fall of the Robo Empire

Jun 27, 2017

They’ve seemingly been with us forever, but robos only came on the scene around 2008. Here are some key events from their life story thus far.

Read More...

DOL: Are You a Dinosaur, a Luddite, or a Well-intentioned Straggler?

Jun 22, 2017

Like it or not, the trend is moving toward more fiduciary regulation. Will you fight against the riptide (and potentially drown your business in the process) or survive it by moving in parallel?

Read More...

7 Tactics to “Friend” Your Compliance Team

What kind of relationship do you have with your compliance team? If the question made your eye twitch, you’re in luck. I have a few ideas to help you build a bridge to a stronger, more secure marketing (and social media!) machine.

Read More...

Bob Veres Book Excerpt: The New Profession

Jun 15, 2017

I’m excited to share an excerpt from Bob Veres’ new book, The New Profession. It details the great marketing opportunity that advisors have, as the profession evolves from sales to advice – which is what clients truly want.

Read More...

Why Diversification Rarely Wins, but Rarely Loses

The story of relative stability may not be an exciting one, but that’s sort of the point. Here’s why we think diversification is the right approach.

Read More...

Advisors, Should You Hire a CIO? Maybe.

Whether you are heading down the enterprise or the lifestyle advisor path, a CIO could overcomplicate your business. Unless it doesn’t. How do you know if the juice is worth the squeeze?

Read More...

For S&Pete’s Sake: How to Get Your Clients to Break Up with This Index

Are indexes like the S&P 500 mucking up your conversations with clients? What they don’t know about benchmarking could hurt – both their investments and their opinion of your value. Time for a reality check.

Read More...

What Kind of Advisor Are You, Lifestyle or Enterprise?

It’s entirely possible that an enterprise advisory business isn’t for you, and a lifestyle business is. But you should know the implications of each on income and valuation, and then choose purposefully.

Read More...

How to Profitably Serve Millennials Marg, Chip and Drew

May 30, 2017

Millennials Marg, Chip and Drew don’t want the same planning process and level of service that you provide your HNW clients. And you don’t either, because it won’t be profitable. You need to find a service model that meets their needs and makes sense for your business.

Read More...

Shorts: On DOL, Talent Pools, Doing Your Homework and Getting Out

May 25, 2017

Memorial Day is upon us – seems like a good time to grab a pair of shorts (or 4). Today’s “shorts” touch on the DOL and its ramifications, as well as doing your homework (maybe even while you are out of the office).

Read More...

Subscribe

Categories

Follow Us on Facebook

Recent Tweets