Despite excellent top-line revenues across the wealth management space these past few years, without the tailwinds of market gains, the truth is many advisory firms are not growing at the rates they previously were. This has left many firms looking for new ways to turbo-charge their marketing strategies to regain momentum. Listen in as Brian … Continue reading Wealthies Circle Podcast: Top Strategies to Accelerate Growth in 2023 →

There’s a debate around fee-only RIAs who offer insurance and annuities in addition to planning and asset management: Can advisors working on behalf of an insurance company still be considered a true fiduciary? Then again in cases where planning reveals a need for insurance, isn’t it in the client’s best interest to provide them with … Continue reading Wealthies Circle Podcast: A Fiduciary’s Guide to Offering Insurance Services →

The wealth industry has a succession planning problem that is coming to fruition as a majority of financial advisors still do not have a formal succession plan in place. This lack of planning is creating issues as many advisors are nearing retirement and need to create an orderly transition of their business employees and clients.  … Continue reading Wealthies Circle Podcast: When Planners Fail To Plan →

More and more financial advisors are outsourcing various aspects of their business, from compliance and HR to asset management and back office work. Finding an ethical company that can provide all this without taking over your brand can be a great option for growth. In this episode, Davis Janowski is joined by Carolyn Armitage, head … Continue reading Grow Your Brand Without Giving It Up with Carolyn Armitage →

The needs and demands of younger generations of clients are changing dramatically, and advisors are going to have to change and evolve with them. And adapting to prospect and client expectations will change how financial advisors market their services as well. In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by Amanda … Continue reading Adapting To Change With Fidelity Investments’ Amanda Robinson and Bill Spera →

As we approach the new year, many firms are both taking a look back and leaning into the future and setting plans for 2022.  In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by John Pierce, head of business development at Cetera Financial Group to talk about what his firm is doing … Continue reading A Look Into 2022 for Financial Advisors with John Pierce of Cetera →

A financial advisor’s toolkit should consist of two parts: the tools to build a client’s optimal financial plan and the empathy to relate to the client’s wishes, both in and outside of the office. In this episode, David Armstrong is joined by Kristi Rodriguez, SVP of Nationwide Retirement Institute and John Carter, president of Nationwide … Continue reading The Tools Of The Trade with Kristi Rodriguez and John Carter →

The past year and a half has taught us that virtual platforms need to be available for advisors to stay in contact with their clients. How can advisors leverage new technology to create the optimal client experience? In this episode, David Armstrong is joined by Shannon Spotswood, president of RFG Advisory, a two-time finalists for … Continue reading The Virtual Connection with Shannon Spotswood →

There are approximately 390,000 businesses in the U.S. with under $100 million in enterprise value, and some 65% of those closely held firms are expected to change hands in the next ten years, passing from baby boomer owners and entrepreneurs to the next generation of owners. In this episode, David Armstrong is joined by Jeffrey … Continue reading Succession Planning with Key Family Wealth Management’s Jeff Getty →

Personalization and artificial intelligence are buzzwords advisors are hearing all the time these days but few have real access to either. In this episode, Wealth Management Senior Technology Editor Davis Janowski  is joined by Jack Swift, senior partner and president of The TIFIN Group. Jack dives into financial technology and artificial intelligence, detailing how the … Continue reading The Future Of Technology Is Now with Jack Swift →