mind genius - Part 4

Weekend Reading for Financial Planners (October 10-11)

October 9, 2020 02:55 pm 0 Comments CATEGORY: Weekend Reading

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that barely 2 months after Charles Schwab made waves by offering (MoneyGuidePro) financial planning software directly to their consumer clients for free, Bank of America is launching a similar solution, dubbed "Life Plan", that will be made available to their clients directly and provide them the opportunity to create and track progress towards their own goals (and then contact a Bank of America/Merrill Lynch human financial advisor if they want further advice).

Also in the news this week is the official closing of the "Schwabitrade" merger of Charles Schwab and TD Ameritrade (but only the beginning of what is anticipated to be an 18 - 36 month integration process, and many open questions about exactly what TDA software and systems will remain, or not), and the revelation that Goldman Sachs has been quietly recruiting talent for what appears to be its own soon-to-be-launched RIA custody offering on the back of its recent Folio Financial RIA custodial acquisition earlier this summer.

From there, we have several investment articles this week, including the news that Morgan Stanley is acquiring mutual fund manager Eaton Vance as the consolidation of asset managers continues (though the real story may be the fact that more than half of Eaton Vance assets are in Parametric's 'direct indexing' and ESG-customized portfolios as the 'next big thing' after mutual funds?), a recent industry survey finding that while only a small segment of clients are focused on ESG investing the ones who are appear to be far more likely to refer their financial advisor (who delivers well on social investing) to their own friends and family, and a recent investing poll finding that while new investing apps like Robinhood and Acorns have been highly controversial they may be single-handedly cutting the racial and age gaps in individual stock ownership (albeit with a concerning about of leverage and margin investing!).

We've also included a number of articles on the challenging theme of customization and personalization in the digitally based pandemic era, including a fresh look at how you scale the "special" of your advisory firm while maintaining personalization (hint: instead of providing customized advice for each different client, create a customized advice process for a unique type of client and then focus on serving that differentiated clientele), what it takes to create intimacy in a digital world (hint: it's all about personal connection), and the real-world challenges that remain in trying to create intimacy in a virtual environment (and why the future of the financial advice business may be all about the things that we can uniquely only do in an in-person relationship).

We wrap up with three interesting articles, all around the theme of learning and new ideas: the first looks at how new ideas and innovation occur within a business, where it's not enough to have a visionary or 'genius' who can create new ideas, but also the social 'butterflies' who help propagate new ideas across the company so they're actually implemented; the second explores a new research study finding that we're far more likely to learn lessons from our experiences when we control the decision about which path to pursue in the first place; and the last examines the awkwardness of feeling like a "noob" (newbie) when trying something out for the first time, and why even though it's natural to want to avoid those feelings of awkward "noobness", that in the end the only way we ever improve is to create (and then push through) those feelings of awkwardness on the path to learning something new!

Enjoy the 'light' reading!

#FA Success Ep 192: Breaking Away From A Wirehouse To Build A True Fiduciary Multi-Family Office, with Paul Pagnato

September 1, 2020 07:03 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 192nd episode of Financial Advisor Success Podcast!

My guest on today's podcast is Paul Pagnato. Paul is the co-chairman and chief visionary officer of Cresset Capital, a multi-family office with nearly $9.5 billion of assets under management for just over 600 ultra-high-net-worth clients. What's unique about Paul, though, is the journey he's had as an advisory firm owner, from a nearly 20-year career at Merrill Lynch to breaking away to work with HighTower Advisors as a partner, deciding to go out entirely on his own as an independent RIA to build his own vision, and then deciding to merge his multibillion-dollar advisory firm into Cresset and give up control in order to further expand the reach of that vision.

In this episode, we talk in-depth about Paul's entrepreneurial journey through the industry. How the stresses of the financial crisis on the brokerage industry created a unique conflict that led him to leave the wirehouse world after 20 years there, the challenging learning curve than an advisory firm faces when first breaking away, the unique stresses that emerge in the client relationship when the Broker Protocol and wirehouse employment agreements require that clients not be informed about the plan to leave until surprising them with it after the fact, and why it's so important to have a strong support structure in place with experienced vendors when making the decision to break away as a large team.

We also talk about the unique multi-family office that Paul built once he was finally able to go fully independent. The $90,000 a year flat fee structure the firm uses to serve its ultra-affluent clientele, why and how Paul's firm weaves together tax services, legal support, and even concierge travel assistance into their high-net-worth offering, the unique approach of quarterly experiments that Paul's firm conducts on an ongoing basis to come up with new ways to serve clients more efficiently, and how Paul has been able to scale efficiently with a philosophy of always trying to outsource as much as he can.

And be certain to listen to the end, where Paul shares the journey of deciding to merge his multibillion-dollar multi-family office into an even larger one. The investment banker he used to explore the options, why he ultimately decided to sell instead of raising capital from a private equity firm, and how he got comfortable with the decision to no longer have full control with the decision to merge.

Kitces & Carl Ep 40: How To Turn Your Advisor Marketing Content Into A(n Entire) Book

August 13, 2020 07:07 am 6 Comments CATEGORY: Kitces & Carl Podcast

Over the past several years, digital marketing strategies have increasingly provided an alternative to the more traditional marketing tactics that advisors have relied on for so long. Blogs, podcasts, social media, lead magnets, email newsletters, and SEO (among a myriad of others) have for many advisors become far more effective than cold-calling and mass mailers, particularly for those establishing themselves as a trusted expert on helping to solve the specific problems of a particular type of niche clientele. And ultimately, there’s perhaps no better way to become recognized as a subject matter expert than by writing and publishing a book. Yet for many, if the thought of trying to find the time and inspiration to come up with enough “stuff” to write a blog or produce a podcast consistently is daunting, then the idea of writing a whole book is downright mystifying and overwhelming!

In our 40th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards share practical tips for actually writing a book, by building on the strategies they’ve shared around creating content for digital marketing, and how advisors can leverage the credibility that comes with being the person who (literally) “wrote the book” on a particular subject.

The key is that for advisors that have already been creating various pieces of content for a while (whether by writing down answers to frequently asked questions, or by recording thoughts and observations on topics that are relevant to prospective and existing clients), after a not-unsubstantial-but-not-overwhelming period of time, there will be a sufficient number of those pieces of content to sort into “piles”. Those piles can then be organized into one of two structures, either a manifesto (i.e., “These are the things I believe” gathered into a coherent flow) or an outright book that provides the expert information to solve a problem for a specific niche. And if the building blocks are there, then it just takes a little bit of work to pick the best bits and hand them off to a freelance editor… who can then help to assemble them into a polished final product.

In other words, financial advisor authors don’t have to try to write books by sitting down and writing a book. They can do it by proactively identifying key ideas and points to communicate to a specific audience, getting into the habit of creating ‘snackable’ pieces of content, and then outsourcing the rest to freelancers who edit and pull together books for a living. All of which can be done today without a big publishing house – which in the end is solely concerned with overall sales volume, while for financial advisors, a book has nothing to do with book sales and everything to do with prospects and clients anyway. In fact, a financial advisor book is arguably just a 200-page business card… but one that will go immeasurably further in establishing real credibility (not to mention generating a few more leads and improving the conversion rate on those leads) than any steak dinner and glossy pamphlet (with stock photos of lighthouses and winding roads) ever will!

#FASuccess Ep 181: Pivoting To A New And Better Marketing Approach After Your First Niche Misses, with Benjamin Brandt

June 16, 2020 07:03 am 1 Comment CATEGORY: Financial Advisor Success Podcast

Welcome back to the 181st episode of Financial Advisor Success Podcast!

My guest on today's podcast is Benjamin Brandt. Benjamin is the founder of Capital City Wealth Management, an independent RIA based in Bismarck, North Dakota that oversees $60 million of assets under management for nearly 80 households. What's unique about Benjamin, though, is the way he initially developed a focused niche after going out on his own as an independent, and then had to pivot when he discovered that there weren't enough people in that original niche in his small Midwest town to fill his desired client base.

In this podcast, we talk in-depth about how Benjamin initially selected and established his local niche, the way he optimized his website to maximize local search engine optimization opportunities, how he pivoted to launching a podcast to broaden his reach beyond his local market, the way he adapted his website SEO to draw attention to his new retirement podcast, and the marketing funnel that Benjamin has developed to turn his podcast listeners into email subscribers, into webinar watchers, and eventually into an introductory meeting as a prospective client.

We also talk about how Benjamin is building his advisory firm to fit his own lifestyle goals, the way he runs meeting surges with all of his clients twice a year to maximize his focus and also his time off, the ongoing financial plan update and monitoring process he uses with clients to stay efficient, and why he intends to cap his practice once he achieves his goal of 100 clients and $100 million in assets under management by age 40.

And be certain to listen to the end, where Benjamin shares the 5-10-15 rule he developed to figure out for himself what topics to cover on his podcast, the importance of creating forcing mechanisms for yourself to ensure that you stay focused on really following through to achieve your goals, and why Benjamin believes that the key to long-term success as an advisor is giving yourself permission and the financial foundation to be able to grow slowly so you don't feel the pressure to take on clients who aren't a good fit but can be hard to let go of later.

#FASuccess Ep 178: Blogging Your Way Into A Successful Niche By Simply Pursuing Your Own Curiosity, with Daniel Zajac

May 26, 2020 07:05 am 1 Comment CATEGORY: Financial Advisor Success Podcast

Welcome back to the 178th episode of Financial Advisor Success Podcast!

My guest on today's podcast is Daniel Zajac. Daniel is a financial advisor and partner with Simone Zajac, a hybrid advisory firm on the Lincoln Investment platform that oversees nearly $250 million of assets under management for nearly 300 clients. What's unique about Daniel, though, is the way he's driven an evolution of how the advisory firm markets itself, from the traditional approach of networking with local centers of influence and relying on existing client referrals, to developing a blog for those earning significant equity compensation from their employers that has turned into one to three new digital prospects for the firm every week, many of whom are bringing seven-figure accounts to the firm, even in the midst of the coronavirus pandemic.

In this episode, we talk in-depth about how Daniel built and developed a niche in working with those who receive significant equity compensation, including the years it took early on for Daniel to gain any traction with his blogging efforts, how pivoting to focus more narrowly on equity compensation accelerated his positive results, how Daniel selected equity compensation as his emerging niche in the first place, what Daniel focused on in the early years to figure out if he was on track when there were not a lot of new clients coming through yet, and how even today, Daniel has found that when blogging and marketing is focused on a niche, website traffic of just a few hundred visitors a day or a few thousand per month is sufficient to drive material new business results.

We also talk about how Daniel's advisory firm prices and delivers its planning services to clients, the digital meet-and-greet session they start with every prospect to determine if they're the right fit, the way the firm uses Dropbox in the data-gathering process to make it easy for prospective clients to share information, why the firm also offers tax preparation to clients as a part of its services, and how forming a niche has opened up new opportunities for lucrative hourly planning in addition to their traditional AUM business.

And be certain to listen to the end, where Daniel shares his perspective on why it's so important to focus sooner rather than later, having struggled himself to find his own traction after his first five years as an advisor, how the path to specialization is really more about iterating incrementally deeper and deeper and not just trying to pick the perfect future niche, and the importance of recognizing that even if you commit to an initial direction, you can always pivot to another niche focus if you're not happy with the results.

If The S&P 500 Falls To 2,000: How Financial Advisors Can (And Should) Be Preparing For The Next Crisis

May 18, 2020 07:16 am 0 Comments CATEGORY: Practice Management

Over the past several weeks, the major stock indices have experienced both the fastest crash and the most robust market bounce ever seen. In the process, financial advisors have watched their clients transition from abject panic to outright relief and have worked hard to keep their clients focused on their long-term goals… while sometimes questioning how they themselves will persevere through these difficult times because as previous crises have shown, many businesses fail to survive through severe economic downturns. Which, in turn, raises the question: what should advisory firm owners do now to ensure they survive the next crisis (or the next stage of this crisis, if the S&P 500 falls back near 2,000!)?

In this guest post, Stephanie Bogan – CEO of Educe, Inc., and Founder of Limitless Adviser Coaching – explains how financial advisors can address this difficult question and start to understand the steps they need to take to help them prepare for the potential bumps and potholes in the road ahead. More specifically, planning ahead can help avoid getting backed into a fight-or-flight reactionary corner in response to crisis situations; instead, advisors can take a proactive approach in preparing their firms, embracing an enthusiastic mindset, identifying where they provide the most value to their clients, developing efficient systems, and continuously driving growth.

Accordingly, the first step in preparing for a crisis involves contingency planning, a calm evaluation of all business expenses, and modeling various scenarios to identify which expenses can be reduced or eliminated without compromising client care.

Beyond that first step, the capability that will function as the main driver of a successful business is maintaining a positive mindset by categorizing all tasks that need to be done as either ‘above-the-line’ activities (those that empower and create energy and thus create a success-state frame of mind) or ‘below-the-line’ activities (those that stagnate energy and create a negative state of mind with feelings such as fear, uncertainty, doubt, and anxiety) and then to design a plan that will allow the advisor to delegate all below-the-line activities to someone else while keeping their time and energy focused on the above-the-line activities that ultimately are crucial to keep the business thriving and growing through a crisis.

An objective and fair assessment of an advisor’s own value is also a critical step to help home in on a specific client niche for which they are able to provide their best work. By narrowing the ideal client’s profile, advisors can focus on their clients’ specific and unique needs, elevating the value they provide. Efficiency is another core competency that will help advisors not just survive, but thrive, in the face of crisis as efficient systems will permit advisors to continue delivering their specialized services without interruption, even in the face of crises. Finally, a focus on growth – by investing in marketing strategies such as SEO, digital marketing, and podcasting – can help advisors maintain a successful practice even in times of crisis. And with a narrowly defined client niche, providing targeted, essential services addressing the unique and specific needs of the clients in and of itself can also foster growth!

Ultimately, the key point is that by asking the right, albeit difficult, questions about what it will take to maintain a successful mindset in the face of a future business crisis like watching the S&P 500 fall to 2,000, the specific value that can be most effectively offered to clients (and sustained through such a crisis), how operating systems can be systematized most efficiently (especially when facing the pressures of a crisis), and what measures can be taken to foster continued growth of the firm (despite an ongoing crisis), advisors can ensure their own continued success when the next crisis inevitably hits.

#FASuccess Ep 175: The Importance Of Family Dynamics To Make (Business) Time And Regain Control Of Work/Life Balance, with Travis Parry

May 5, 2020 07:03 am 1 Comment CATEGORY: Financial Advisor Success Podcast

Welcome back to the 175th episode of Financial Advisor Success Podcast!

My guest on today's podcast is Dr. Travis Parry. Travis is the founder of Make Time Institute, which helps business owners, including financial advisors, to regain control of their time and achieve better work-life balance. What's unique about Travis, though, is that he spent nearly a decade working as a financial advisor as well and living firsthand the challenges of balancing the demands of an advisory firm with the needs of his family and home life before going back to school to earn a Ph.D. in family relations and human development and to study what it really takes to achieve a better work-life balance.

In this episode, we talk in-depth about Travis' "Make Time" approach to creating better work-life balance by overcoming what he calls the three myths of time management. The first myth is that there isn't actually such a thing as achieving balance but instead, it's better to identify your goals and values and to ensure that your time is prioritized to align with them. Second, that the key to regaining control of time isn't about being more productive in the work that you do, but again, about learning to prioritize what is really the most important and impactful work you should be doing with your time every day and letting go of the rest. And third, why, in the long-term, the key as a business owner isn't about just investing in your own personal development as a leader in the business, but in what Travis calls couples’ development. Because the reality is that for any advisor with a spouse and children, personal development and habit change can only occur if your spouse is on board with the change and you can develop together as a couple.

We also talk about Travis's own journey through the advisory business. How he started out in a major life insurance firm to leverage the training and resources in working with small business owners, why he decided to transition to the independent channel in order to focus more of his work on helping small business owners with their time and broader businesses than just the traditional financial services products, how a combination of family tragedy and the financial crisis derailed his advisory firm, and the way those disruptions ultimately led him to find what has become his life's work.

And be certain to listen to the end, where Travis shares why an inability to evolve an advisor's own time management systems is often one of the biggest blocking points that prevent a firm from growing and scaling, why he thinks Maslow's hierarchy of working towards self-actualization is wrong and how family plays a crucial role, and how the recent disruptions of the coronavirus may, for many advisors, end out reinforcing the exact kind of restructuring of time and priorities that Travis advocates in the first place.

The Latest In Financial Advisor #FinTech (April 2020)

April 6, 2020 07:08 am 0 Comments CATEGORY: Technology & Advisor FinTech

Welcome to the April 2020 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!

This month's edition kicks off with the news that Vanguard is now actively piloting its “Digital Advisor” robo-advisor platform, which is being positioned as a ‘downmarket’ 0.15%/year fully automated alternative at half the price of its human-CFP Personal Advisor Services (at 0.30%/year)… though by building various custom allocations of existing Vanguard funds, looks in practice more like a “custom target date fund” solution that is actually pricing up Vanguard’s existing funds at 3X the cost (as a fee for designing the asset allocation) instead?

From there, the latest highlights also include a number of other interesting advisor technology announcements, including:

Envestnet partners with Compliance Solutions Strategies to build a new “Form CRS Automator” with the June 30^th effective date (and May 1^st first filing date) for Form CRS looming large
Schwab announces that its new PortfolioConnect service has rapidly grown to more than 1,000 RIAs, immediately making it a contender as one of the most popular portfolio performance reporting solutions for RIAs (and free for Schwab-only RIAs!)
Morningstar acquires Canadian financial planning provider PlanPlus to compete internationally, but in the mix, will get the opportunity to scale up FinaMetrica as a competitor to Riskalyze in the US?
fpPathfinder launches a Redtail CRM integration to facilitate interactive financial planning checklists for client due diligence and compliance purposes.

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including Addepar raises another $40M of capital as it launches “AddeparGo” to compete with middle-market RIAs and broker-dealers, a slew of companies from Hidden Levers (portfolio stress testing) to AdvisorPeak (portfolio rebalancing) offering free access to their software amidst the coronavirus bear market, and an explosion of open APIs as more AdvisorTech providers relegate themselves to the background as “engines” to power advisor dashboards that are increasingly being built within CRM systems.

And be certain to read to the end, where we have provided an update to our popular new “Financial Advisor FinTech Solutions Map” as well!

I hope you're continuing to find this column on financial advisor technology to be helpful! Please share your comments at the end and let me know what you think!

*And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to [email protected]!

#FASuccess Ep 169: Combatting Advisory Fee Compression By Unbundling Investment Management And Financial Planning Fees With Alexandra Levi

March 24, 2020 07:07 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 169th episode of Financial Advisor Success Podcast!

My guest on today's podcast is Alexandra Levi. Alex is the Founder and Managing Partner of Element Financial Group, a hybrid RIA with the Commonwealth platform that oversees nearly $430 million of assets under advisement for 170 clients. What's unique about Alex, though, is that, with a firm providing both investment management and financial planning services, she, in fact, has been able to grow her revenue to be almost fifty-fifty between the two with a $4,000 to $11,000 a year annual retainer fee for financial planning. And that she did so specifically as a strategy to combat the risk of fee compression by more clearly and separately articulating the value and the price of each service.

In this episode, we talk in-depth about Alex's approach to financial planning and how she prices it with her clients. The way she does a demo of the eMoney advisor’s dashboard in her prospect meetings with potential clients to show them the way she'll keep their lives organized on an ongoing basis. The way Alex shortened the upfront financial planning process with clients to just two meetings but then conducts ongoing quarterly meetings with all clients in recognition that financial planning is much more about the ongoing planning process than the upfront plan itself.

And how, thanks to technology, Alex's quarterly meetings with her clients have increasingly become virtual while leveraging video conferencing software, but how the reduction in physical in-person meetings hasn't impeded her retention rate that remains in the high 90% range for her multi-thousand dollar a year annual retainer fee.

We also talk about Alex's journey through the advisory business itself. Why she chose to start out her career working for a major mutual life insurance firm instead of a wirehouse. The reason she ultimately decided to make a pivot to the independent broker-dealer channel for back-office compliance and other infrastructure that a broker-dealer can provide. Why she hired an independent recruiter to help her find the right BD to work with. About the partnership she almost entered into with another advisory firm for support but had to bail out of at the last minute. And the way she eventually found her ideal business partner, so she didn't have to be a lone wolf responsible for everything and not feel so alone in building her now jointly-owned advisory business.

And be certain to listen to the end, where Alex shares her perspective on why she thinks time in the business is such a major determinant of success. Why it's so crucial to be proactive about networking early – and always – in an advisory career. And why she views the entrepreneurial opportunity of owning and building your own advisory business to be especially appealing for women who want to control the direction and duration of their careers.

How Advisory Firms Can Leverage EOS To Systematically Manage And Grow Their Firms

February 17, 2020 07:03 am 2 Comments CATEGORY: Practice Management

As the RIA industry’s continued growth has catapulted more and more firms across the $100M (or even the once-unthinkable $1 billion) AUM threshold and transformed many practices into true businesses, many advisors are finding themselves as “accidental business owners” as their firms have grown beyond themselves as the original founders and into professionally managed sustainable enterprises.

The challenge, of course, laid out perfectly in Michael Gerber’s eMyth, is that as our industry has professionalized, it has required many “accidental business owners” and their firms of all shapes and sizes to elevate virtually every aspect of how their businesses are run, now that it’s no longer just the firm owner themselves and perhaps an assistant or associate. Managing even a small RIA of a half dozen individuals and beyond now requires firm owners and/or management to be able to effectively develop and communicate a compelling vision, foster a culture centered on execution of key objectives, build processes for identifying and solving key issues, and, most importantly, implement a framework for managing and leading people.

Enter Gino Wickman’s Entrepreneurial Operating System, outlined thoroughly in his seminal book, Traction. The incredibly simple, yet highly effective framework (if implemented correctly) has gained momentum over the last five years across small to mid-sized businesses, and has specifically gained popularity with RIAs across the country in recent years as a means of professionalizing their businesses as they hit that 6+ employee mark, and drawing focus to the six key aspects of managing any business: vision, people, data, issues, process, and traction.

In this guest post, Matt Cosgriff, Wealth Management Group Leader at BerganKDV Wealth Management, shares his unique insights on how to leverage EOS to professionalize an RIA, having been through the process in his own firm. In his role leading a $1 billion-plus RIA inside of BerganKDV (a regional professional services firm offering tax, audit, payroll, and technology solutions), traction has not only allowed the wealth management business to stay fully integrated with the broader organization which uses EOS, but has produced Traction—sustainable results—over the last ten years of its use.

In his firm, Matt and his team have successfully implemented all six components of EOS starting with “Vision”, by implementing the Vision/Traction Organizer (V/TO) tool to clarify and communicate the firm’s core values and focus, long- and short-term organizational goals (including “Rocks”, the important 90-day goals identified each quarter), marketing strategies, and key issues. Focusing on the “People” framework, the firm has been able to identify the right people for the right roles by finding those who “get it” (i.e., they understand the role), “want it” (i.e., they have a genuine desire to do the job successfully), and have the “capacity to do it” (i.e., have the skill and ability to do the work). The “Data” component has been used to create and customize “scorecard” systems for leadership, departmental teams, and individual employees to benchmark performance, which in turn facilitates identifying and addressing the “Issues” that may deter from achieving goals.

The development of documented and agreed-upon core “Processes” in the firm is fundamental to achieving consistent and excellent customer client experiences, which, taken together with the other EOS components, ultimately leads to creating the last EOS component, “Traction” – the continual organizational momentum that allows a firm to grow and achieve its goals – monitored continuously through weekly “Level 10” check-in meetings.

Whether you’re a CEO, Director of Operations, new advisor, or client service associate inside an RIA of any size, Matt’s breakdown of EOS outlines practical insights for how to leverage the key aspects of Traction to professionalize your organization.

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Weekend Reading for Financial Planners (October 10-11)

#FA Success Ep 192: Breaking Away From A Wirehouse To Build A True Fiduciary Multi-Family Office, with Paul Pagnato

Kitces & Carl Ep 40: How To Turn Your Advisor Marketing Content Into A(n Entire) Book

#FASuccess Ep 181: Pivoting To A New And Better Marketing Approach After Your First Niche Misses, with Benjamin Brandt

#FASuccess Ep 178: Blogging Your Way Into A Successful Niche By Simply Pursuing Your Own Curiosity, with Daniel Zajac

If The S&P 500 Falls To 2,000: How Financial Advisors Can (And Should) Be Preparing For The Next Crisis

#FASuccess Ep 175: The Importance Of Family Dynamics To Make (Business) Time And Regain Control Of Work/Life Balance, with Travis Parry

The Latest In Financial Advisor #FinTech (April 2020)

#FASuccess Ep 169: Combatting Advisory Fee Compression By Unbundling Investment Management And Financial Planning Fees With Alexandra Levi

How Advisory Firms Can Leverage EOS To Systematically Manage And Grow Their Firms

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