Taking a ‘Textbook’ Approach to Tech
In 2013, Weston Financial had reached a stalemate. The technology platform Weston had been using – which was not robust enough to carry Weston forward – was being decommissioned by the vendor.
Automate Advice, Not the Advisor
Handing off low-value clients to a robo-advisor is a mistake. The smart advisor will use AI but keep every client very close.
The Advisor as Tech Guru, Educator, Full-Service Consultant
It’s no secret that the wealth management industry is in the throes of profound transformation.
Trump Found His Niche. You Can, Too.
To stand out in a crowd, you can either be better or you can be different. And “better” is a much harder sell.
401(k) Balances Are Up, but Is Your Retirement Plan Business?
Advisors should focus on gaps in investment performance, for instance, to boost their results in this space.
Helping Clients Recover Their Retirements: Pt. 2
This column is for clients near retirement age whose planning was swamped by misfortune, like the 2008 crash, and hope to recover their futures.
Driving Technology Innovation From a Utah Ski House
The Orion FUSE conference is hitting its stride as a driver of technology innovation.
Planning for the Suddenly Wealthy: Call In the SWATT Team
Coming into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
How the Clients You Don’t Take Can Grow Your Firm
When a prospect doesn’t meet your firm’s minimums, instead of turning them away, take the meeting.
Want to Put Clients First? Lose That Tie
By losing the suits, advisors can differentiate themselves from the product pushers and profit-hungry bankers that many clients associate with the industry.