Independent financial advisors often wear multiple hats—business owner, back-office support, administrator, marketer, et cetera. While this can be a point of pride that advisors can juggle so many ...

The future of real estate professionals belongs to those who deliver long-term value. Let’s be real: the real estate industry is changing. The days of surviving on transactions alone are gone. Today’s ...

As the market dips yet again following another fitful rally, reality has been setting in for most Americans: We’re in a recession—and the gilded age of credit-fueled lifestyles and profits is over.

Andres Garcia-Amaya, CEO & Founder of Zoe, a wealth platform with the mission to help grow and protect wealth for RIAs and individuals. Artificial intelligence (AI) is poised to play a transformative ...

For high-net-worth individuals, success not only attracts opportunity but also exposure. And where there's exposure, there’s an opportunity for scrutiny — whether external or internal. Even what is ...

Every few years, the industry declares that “the future client” is coming. Usually this is followed by a conference panel, a stock photo of a diverse group of smiling thirty-somethings and a promise ...

Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

Keeping a healthy pipeline of both repeat and new clients is essential to building a thriving design firm. This week, five designers—Eva Bradley, Alicia Cheung, Catrina Cooper, Lindye Galloway and ...

Has anyone asked you for a referral before? How did that make you feel? Referral is an industry term. It means “find me a future client.” Done the wrong way, it can make the other person feel awkward.

According to our research, more firms have written succession plans than in years past, and importantly, more firms are focused on how thoughtful succession and continuity planning can serve as an ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may experience a range of emotions surrounding this change, which could make it ...

Not every coaching engagement delivers the breakthrough both parties hope to achieve. While the experience can be uncomfortable, when alignment fails or momentum stalls, it also offers important ...