Clients aren’t leaving their financial advisors because of performance issues.  They’re leaving because of communication and service issues with their current advisors.  What are you doing to prevent your clients from switching advisors?  In this episode, David Armstrong talks with Gavin Spitzner, president of Wealth Consulting Partners, about the many ways in which financial technology … Read More Read More

For many advisors, marketing can be a very scary and daunting task. Advisors don’t want to come off as derivative or phony. And there are many different marketing channels an advisor could use—whether that’s social media, video, blogs, events, email, etc. How should advisors best approach a marketing strategy so that it’s efficient and authentic?  … Read More Read More

As the world changes, and we realize we can’t keep up the same unsustainable practices as we have in the past, ESG strategies have come to the forefront for many companies around the world. But do you know what that means for you, and your company in the future?  In this episode, David Armstrong talks … Read More Read More

Sponsored by: LPL Across the board, many companies struggle with succession planning—some of this fear comes from human capital, and others come from misunderstanding of new trends in the industry.  In this episode, David Armstrong, editor-in-chief of WealthMangement.com, speaks to David DeVoe, founder and CEO of DeVoe & Company to discuss his insight about mergers … Read More Read More

HolistiPlan’s planning software is an advisor-oriented tool that integrates a client’s tax return into their financial plan as a way to find more opportunities for “tax alpha.” The technology makes the tax analysis and planning process a scalable, structured procedure between advisors and their clients. In this episode, David Armstrong, editor-in-chief of WealthMangement.com, speaks to … Read More Read More

HolistiPlan’s planning software is an advisor-oriented tool that integrates a client’s tax return into their financial plan as a way to find more opportunities for “tax alpha.” The technology makes the tax analysis and planning process a scalable, structured procedure between advisors and their clients. In this episode, David Armstrong, editor-in-chief of WealthMangement.com, speaks to … Continue reading Episode 3 – Tax-Based Financial Planning –– With Holistiplan’s Kevin Lozer →

In this episode, David Armstrong, editor in chief of WealthMangement.com, speaks with Marc Cohen, executive vice president of advisor business at LPL Financial in San Diego.  David and Marc discuss how LPL Financial is enhancing the business to appeal to independent advisors, the expansion of their custodial platform and services for fee-only advisors, and the … Read More Read More

Welcome to Advisor Innovations, the newest podcast from WealthManagement.com. In this inaugural episode, David Armstrong, editor in chief of WealthMangement.com, speaks with Mindy Diamond, a long-time columnist for the publication and its predecessor titles, the CEO of Diamond Consulting and one of the country’s leading consulting and recruiting firms for financial advisors.  Mindy and David … Read More Read More