Actionable Tips: How Advisors Crush Daily Challenges with AI
AI enables advisors to spend more time on client-facing activities. Here are some easy ways to start using AI in your firm.
Industry Insights: The Impact of AI on Advisory Firms
Discuss trends in AI usage, how advisors are using AI, why it’s worth the investment and what clients think. We’ll explain why it’s critical to get on board.
How Personal Branding + Vulnerability Can Get You to “Yes” Faster
WARNING: This blog could make you feel a little bit uncomfortable. It could also help you push your win rate toward 100 percent. Brace yourself and read on.
Why Your Clients Aren’t Referring You (And How to Fix It)
Only half of financial advisors deliver the thing clients value most: comprehensive advice. It’s no wonder so many struggle with referrals.
Quality Advice: The Antidote to Not-So-Stellar Organic Growth
Advisors continue to struggle with organic growth. In fact, recent research revealed that organic growth for advisory firms averaged 5.7% in 2023, not the 10-15% growth most firms expect. We also know that the biggest source of business growth is referrals. Advisors who aren’t getting…
Financial Advisor Succession Planning: 5 Strategic Moves to Maximize Business Value in 2025
If you’re a financial advisor nearing retirement, you’re not alone. In this guide, we’ll break down five proven strategies to help financial advisors build a business that’s not only sale-ready—but highly valuable.
The BIG Question Clients Ask Before Hiring an Advisor
The question clients ask before hiring a financial advisor is “Can I trust you?” Advisors who get a “Yes” grow faster, but the old mindset doesn’t work anymore.
Clients Are Panicked About Social Security: What Can Advisors Do?
Social Security is headed toward insolvency and the Social Security Fairness Act means 3.2 million more will be collecting benefits. Opportunities are huge for advisors who step in to help.
Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)
Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.
Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)
Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.