Robo-Advisors Came to Slay Industry Giants, but Instead Schooled Them
The world domination goal of VC-backed robo-advisor startups was not realized; however, they did ignite change that continues to reverberate across wealth management.
The Curious Plight of the Independent Broker-Dealer
Change is afoot in the IBD space, and “RIA-ifying” appears to be the chosen path.
“How Fintech Can Help Advisors Give Clients What They Expect” – Financial Planning webcast with Gavin Spitzner
In this insightful session, Gavin Spitzner moderates a virtual panel discussion on the shift from investment-centric value props to advice- and planning-centric models and how…
How to Build the ‘Perfect’ Advisory Firm
It’s not rocket science, but it does require a tight game plan to address seven key business areas.
Leveraging Tech Tools to Grow and Scale Your Practice
Many financial advisory firms hit a wall when poised to grow beyond a certain size. They often struggle in a few key areas: driving new…
Michael Kitces: From Fees, Trust and the Media to Why He Wears a Blue Shirt
In this episode of The Big Reveal Podcast, Kitces gets candid on WHY advisors trust in him, the importance of charging fees and what factors…
Best Practices on Communicating with the Media
This replay of a zoom webcast from the Carson Wealth virtual event focuses on Tips and Strategies for Communicating with the Media in the financial…
The OPEN for Opportunities Video Webcast Series with Stephanie Bogan
This four-part series offers a “behind-the-scenes” pass on how to succeed in any market.