Thought Leadership
Become aware of the recent trends. Position your practice to take advantage of the knowledge ahead of the curve.
All Articles
The Breakaway 3.0 Theory
Added on September 2017 in Thought Leadership
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Summary: It has been over 20 years since we saw the true emergence of the breakaway movement — teams of advisors leaving large firms to go independent. By our accounts, the first wave of breakaways, or the early adopters, emerged in the late 1990s and early 2000s, leaving wirehouses to start their own businesses. This was a time of relatively fewer dedicated resources for teams breaking away –there were a few specialized lawyers, some consulting firms and, naturally, the custodians.
The Only 5 Questions Your Website Needs to Answer
Added on August 2017 in Thought Leadership
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Summary: I invite you to review your firm’s website through the eyes of that next client you would like to attract. Ask yourself, “Is the focus on us, or on the person with whom I want to engage?” Too often when I evaluate financial advisors’ websites, the story is all “About Us” right from the first word. You can forget about the S&P 500 charts, market summaries, calculators, and weather forecasts (really?!), too..
CFPs Believe They Have a 'Competitive Edge': Survey
Added on August 2017 in Thought Leadership
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Summary: Certified financial planner professionals report very high satisfaction with their career choice and decision to obtain the CFP certification, according to a new survey by the Certified Financial Planner Board of Standards.
The Power of Authenticity in Leadership
Added on August 2017 in Thought Leadership
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Summary: Many advisors are solo practitioners, running their own business with no other employees. But as advisory teams become more common and advisory firms continue to merge together to build scale, many advisors are finding themselves at the top of a hierarchy, with a number of employees reporting to them. Carla Harris, vice chairman of wealth management, managing director and senior client advisor at Morgan Stanley, had some practical advice for advisors who find themselves in leadership positions.
Emerging issues affecting financial advice
Added on August 2017 in Thought Leadership
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Summary: Management guru Peter Drucker once described predicting the future as driving down a country road at night with no lights on while looking out the rear window. Admittedly, no one can precisely predict how advisers and firms will work too far down the road. Nevertheless, several forces in the larger economy and society evident today are shaping the future of advice in key ways. Here are three examples coming our way, and their possible impact on the provision of financial advice.
