How will you differentiate and drive growth in the modern era of wealth management? I will start out here by stating the obvious – the wealth management industry is changing, and changing at break-neck speed. But what is not so obvious is that the majority of advisors we see out there continue to prospect, serve…

Prospect and Client Engagement Effectiveness “Planning is not a thing; it is the way we approach advising our clients.” “Planning is any meaningful conversation that helps a client connect their priorities to their likely outcomes.” “The first step to engage prospects and clients is to introduce it as a way for them to become more involved in the process.”…

Overcoming the Adoption Challenge Advisor adoption remains the single most significant challenge facing firms who are focused on the integration of planning into their offering model. Two previous blogs – The Adoption Challenge in Financial Planning and Changing the Planning Paradigm – The Key to Overcoming the Advisor (and Client) Adoption Challenge – discussed some key strategies…