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All eyes were on President Trump and his cabinet on Wednesday as pending tariffs were to be announced. We have seen what could come over the last few months, yet no analyst had an inside scoop. Just a day before ‘Liberation Day’, there were rumors that Trump was being forced to soften his tariffs due [...]

For seasoned advisors who’ve already built a solid book, the next level of growth doesn’t come from more hustle. It comes from architecture — deliberately engineering your practice to scale without eroding the high-touch service your reputation is built on. If you're feeling the tension between nurturing new opportunities and serving existing clients with [...]

Referrals have long been a cornerstone of growth for financial professionals. Unlike cold leads or digital advertising, referrals come with built-in trust, leading to higher-quality prospects, shorter sales cycles, and stronger client relationships. Source: Kitces Report: How Financial Planners Actually Market Their Services (2024) Yet, many struggle with how to ask for [...]

The financial planning and wealth management industry is competitive, and marketing is a crucial part of standing out and growing your practice. With countless strategies and tools available, how do you ensure your efforts drive results? The key isn’t in flashy digital tactics but in the foundational work every business must master — [...]

As a financial planner, time is your most valuable resource. At the start of your career, you might find that a hands-on approach works, but it’s not sustainable as your practice expands. Hiring is a crucial part of growth. Studies show that financial planners who build their teams experience a higher growth rate [...]

Technological advancements are reshaping client expectations for financial planners. According to Deloitte’s study (2022), 61% of clients expect to use both digital and offline channels to access financial services. Clients today anticipate greater accessibility, faster responses, and an intuitive experience that allows them to stay connected and informed on their finances. But this doesn’t [...]

Retaining clients isn’t just a measure of success—it’s a strategy for driving profitability. Research by Bain & Company shows that increasing client retention by just 5% can lead to a profit boost of anywhere between 25% and 95%. For experienced financial planners, the real value often lies not in chasing new prospects but in [...]

We all know what happened in 2022 across financial markets. Both equity and debt markets had some of their poorest years in over a decade. The S&P 500 was down 19% while bonds did not fare much better, the iShares Core U.S. Aggregate Bond ETF was down 13%. The safety that bonds were supposed [...]