Given the extremely high level of responses we received in our last article – This is Your Wake-Up Call – Are You Prepared to Deliver Value in an AI World? – we thought it worthwhile to stay on this topic and provide some additional thoughts and perspectives, expanding a bit on our point-of-view pertaining to the…

I’m starting this piece out with a little personal perspective about a point we believe is vitally important. After more than 25 years working in the wealth management industry as an advisor, market leader, and executive leader, in early 2005, I left the industry for 7 years to work in a completely different field (education).…

A wealth management executive leader recently asked us a fundamentally important question that not enough leaders ask … but should. This insightful question came at the end of an hour-long discussion in which their leadership team was seeking ways to drive organic growth. The question she asked was … “How do we get our teams…

“The achieve our growth objectives, the first thing we need to get right is our Discovery Process.” – Bank Wealth Management Executive Few would argue with this executive’s claim. Discovery is unquestionably one of the most important aspects of developing engagement with prospects and is equally as important in maintaining a deep understanding of your…

Recent research from Wise Insights found that Non-Traditional Wealth Managers (Fidelity, Schwab, Vanguard) are growing at a rate of 20%+ compared to 6% for Traditional Wealth Managers.  Additionally, with the Great Wealth Transfer that will take place over the next 20 years, organizations serving an older demographic will face new challenges in retaining assets as…