Schwab Top Advisor Panel: What Decades of Experience Can Tell Us About Thriving in the Future

By | 2017-11-27T11:26:25+00:00 November 27th, 2017|

In the last 35 years, we’ve seen the following happen in the financial markets: The beginning of the great bull market in August 1982. The stock market crash on October 19, 1987. The technology bubble of 1995 – 2000. The bear market of 2000 – 2002. The real estate bubble of 2002 – 2007. The

Future of FinTech: Highlights from the Orion Fuse 2016 Event

By | 2017-09-19T10:13:46+00:00 September 28th, 2016|

What does the future of FinTech look like? It was on display recently in Park City, UT at the 3rd Annual Orion Fuse Event sponsored by Orion. Fuse is a three-day coding event that brings together dozens of programmers from FinTech companies around the world who band as a community and solve advisor problems. It’s

17 financial industry execs tried to climb Mt. Shasta, here’s what happened

By | 2017-09-29T08:25:29+00:00 July 30th, 2016|

What's it like to climb Mt. Shasta with a hard-charging group of financial industry executives? What goes on behind the scenes to prepare for the climb and who made it to the top? And how do you deal with a major accident before the climb even starts? In today’s episode, I take you behind the

How to use Robo Advisors and Silicon Valley thinking to deliver an extraordinary client experience

By | 2017-09-29T08:30:39+00:00 June 13th, 2016|

Is the “design” of your client service quite different than the way your clients would like to “experience” it? Providing great customer service is no longer good enough. Today’s consumers are grading you on the “client experience” you deliver and how your client experience makes them feel. Customer service is just one aspect

7 Quick Takeaways From the Envestnet Advisor Summit

By | 2016-06-01T21:11:58+00:00 May 26th, 2016|

The Envestnet Advisor Summit was packed with an agenda of top speakers and a multitude of sessions to choose from. And they capped it off with a closing keynote from Ohio State football coach Urban Meyer. Meyer’s talk was so good and insightful that I’m now a Buckeye fan—except when they play Wisconsin and Nebraska!

More key insights from America’s top advisors in part II of our Barron’s Summit roundtable

By | 2016-05-16T13:47:34+00:00 May 16th, 2016|

The top marketing people realize that when it comes to marketing the services of a financial advisor, you'll have better results if you purposely repel a significant segment of the population. Most of us want to be liked by as many people as possible so the thought of gearing our marketing to repel potential clients

America’s top advisors share 6 key ways to reach the peak

By | 2016-05-16T13:49:26+00:00 May 10th, 2016|

America's top advisors gathered in Scottsdale, AZ on March 21 - 23 for the annual Barron’s Top Independent Advisors Summit. I held a roundtable discussion with three top advisors who attended the event and our goal was to pull out the key takeaways from America's top advisors and deliver Actionable Intelligence to you. The roundtable participants were Jack

Don’t lose to robo advisors: Here’s how to beat back cheap competition

By | 2016-04-07T17:15:18+00:00 February 29th, 2016|

Presidential candidates Donald Trump and Bernie Sanders are unknowingly teaching us a good lesson about how to be a successful financial advisor and beat back competition from Robo Advisors. In one corner, you have The Donald, an unfiltered, highly opinionated, speak what’s on his mind billionaire. In the other corner, you have a relatively poor

Insights and industry leader interviews from the T3 Technology Conference

By | 2016-04-07T17:17:07+00:00 February 13th, 2016|

Episode Overview This is a jam-packed episode filled with my takeaways from the T3 Technology Conference as well as interview clips from six industry leaders. I cover four themes that emerged from the conference including: enhancing the client experience, offering a client portal, delivering a quality financial planning offering, and using big data to make better

Highlights from the 2016 TD Ameritrade National Conference

By | 2016-07-09T08:28:06+00:00 February 6th, 2016|

Sally Hogshead: You don’t have to change who you are, you have to become more of who you are. I just got back from the TD Ameritrade National Conference and in today's show, I'll share a few quick comments from the event. Yes, the conference covered the usual slew of technology sessions dedicated

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