3-Time Olympic Medalist Lauryn Williams on “Winning” in Business, Life and Financial Planning

By | 2017-10-02T10:02:21+00:00 October 1st, 2017|

You can get the mechanics of a financial plan right, but if you miss the "life" part, you're shortchanging your clients. A financial plan is a tool to help your clients live a happier, more fulfilling life. Consumers can easily get their money managed through the big national brands like Vanguard, Schwab, TD Ameritrade, Fidelity,

Essential Success Tips for Young Advisors From “40 Under 40” Honoree Hannah Moore

By | 2017-09-18T13:47:05+00:00 September 18th, 2017|

Curiosity. The best advisors have it. Hannah Moore's curiosity has led her down many roads and in today's podcast, she shares what she's learned about structuring the client meeting process, creating client personas, blogging to "just one person," using three words to define your business, succession planning, and much more. My guest today, Investment News "40

Use Sten Morgan’s “7 Mindsets” to Accelerate Your Firm’s Growth

By | 2017-09-03T15:29:49+00:00 September 3rd, 2017|

How do you go from a struggling, cash-strapped RIA to running a fast-growing, profitable top firm? Adopt Sten Morgan's 7 Mindsets and you'll be on your way. As the founder of Legacy Investment Planning, Sten Morgan has lived that dream, and overcome the obstacles that go with it. Sten was recently named one of the

Here’s How Multibillion-Dollar RIA Firm Advice Period is Reinventing Wealth Management

By | 2017-08-20T17:28:45+00:00 August 20th, 2017|

By rethinking every aspect of how to price and deliver wealth management, AdvicePeriod has gone from a startup just a few years ago, to more than $6 billion in assets under advisement. We go under the hood to learn exactly how they did it. They're not shy about stating their take on the financial advisory

Surprising Insights From Schwab’s RIA Benchmarking Study With Guest Jon Beatty

By | 2017-09-14T16:50:13+00:00 August 6th, 2017|

The latest RIA Benchmarking Study from Charles Schwab contains surprising insights and contradicts some common industry beliefs. I always look forward to Schwab's annual Benchmarking Study because it's full of data that I enjoy digging into to uncover the health of our industry. This year's report is no exception as it contains some nuggets that

How to Gather Your Client’s “Emotional Data” and Beat the Competition

By | 2017-08-01T14:23:46+00:00 August 1st, 2017|

The traditional discovery process as practiced by financial advisors is in dire need of upgrading. Unfortunately, the technology trend toward treating clients as hard data to be parsed and plugged into a financial planning software program is exactly the WRONG direction. As I wrote in my chapter in Kevin Knull’s excellent book, Exploring Advice, “clients

Former United Capital CMO Gail Graham on Today’s Best Marketing Strategies

By | 2017-09-14T16:51:34+00:00 July 23rd, 2017|

Gail Graham is one of those rare people who have worked in the top echelon of two major companies--Fidelity Investments and United Capital--and helped shaped their strategies that led to massive growth and industry accolades. Today, Gail is the founder of Graham Strategy, and works with companies to figure out where the gaps are between

How to Identify the Wealth-Building Habits of the New “Millionaires Next Door”

By | 2017-09-14T16:52:30+00:00 July 9th, 2017|

The science of wealth is in Sarah Fallaw’s DNA. Her father, the late Dr. Thomas Stanley, literally wrote THE book on how and why affluent people accumulate wealth, “The Millionaire Next Door” (1996). Today, Sarah is using her doctorate in applied psychology to create analytics and metrics that carry on Dr. Stanley’s study of wealth-building

Yes: You Can Become an Indispensable Financial Advisor—Here’s How

By | 2017-09-14T16:53:30+00:00 June 28th, 2017|

Over the next few years, it’s going to become harder and harder to maintain the 1% AUM fee that is common in our industry. I see a couple potential ways this could evolve and I have some recommendations on how to solve this problem and become an indispensable financial advisor. Evolution 1: Deliver much more

Move Over Digital Advisor, People Really Want More Human and Analog Experiences

By | 2017-09-14T16:54:33+00:00 June 21st, 2017|

Have you heard about the cool new technology all the kids are using to listen to music? It’s called … a record! David Sax: It's not a question of what's old is new, it's a question of what works. After bottoming-out during the CD and mp3 era, and despite the ubiquity of music-streaming

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