If prospects see you as “that Roth IRA guy,” it’s time to change your approach. Learn how Todd Bryant, CFP®, wins clients by simply showing up where he truly belongs.
As trillions quietly shift from aging clients to their heirs, many advisors are looking the wrong way. This piece reveals the hidden risks in your own book and how to turn the Great Wealth Transfer into multi‑generational growth.
Discover why portfolio manager Darnel Bentz believes small- and mid-cap investing doesn’t have to be a wild ride. Learn how a focused, quality-first approach can tap into powerful growth while helping to keep volatility in check
Too many retirement plans are built around a single savings target. In reality, longevity, healthcare costs, market volatility, and evolving personal goals demand a far more flexible approach. A durable retirement strategy is not about hitting a number. It is about building a plan that can adapt to life’s twists and turns.
When wealth spans generations, the toughest challenges aren’t about markets or tax codes- they’re about people. In this insightful piece, Lana E. Hock, CFP®, ChFC®, CDFA®, QPFC reveals how intentional philanthropy can become a powerful “training ground” that engages heirs, aligns family values, and strengthens multigenerational wealth stewardship.
Advisors reveal how AI boosts efficiency, sharpens insight and deepens every client conversation
What’s the real reason clients switch advisors? Todd Bryant, CFP®, shares how 18 thoughtful touchpoints a year can quietly build trust, loyalty, and confidence.
Even the most technically flawless financial plan can fail—because markets aren’t the real wildcard. Behavior is. As growth pressures rise, advisors are rethinking traditional planning models to better reflect how clients actually make financial decisions.
Active listening is the foundation for generating better outcomes
Beyond scale: key factors that drive practice value and ensure a smooth transition.
In this powerful piece, Andrew Samalin, principal & CCO at Samalin Wealth, reveals how treating divorce as a true financial discipline can protect clients, strengthen your advisory practice, and turn a moment of upheaval into a foundation for long-term stability.
Most investors wait for markets to “feel safe” before putting money to work—and that’s exactly when opportunity has passed. Discover why uncertainty isn’t a threat to your wealth, but the price of long-term returns.
The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay indispensable by planning with both today’s clients and tomorrow’s heirs in mind.
When markets get loud, discipline- not predictions, makes the difference. Darnel Berntz shares how probability, planning, and process help investors stay on course through volatility.
Top advisors, Stan Gregor, CEO of Summit Financial LLC, and Todd Bryant, Founding Partner of Signature Wealth Partners, share proven strategies for legacy planning, family trust, and next-gen engagement.
AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan reveals how advisors can stay one step ahead to protect client wealth, identity, and trust in a rapidly changing digital landscape.
When aging clients begin missing details or making unusual requests, what should an advisor do? Jeffrey DeHaan shares real-world lessons and a step-by-step approach to safeguarding vulnerable investors without leaving advisors to navigate the risks alone.
When markets feel like a roller coaster, your expectations can make or break your investing experience. Todd Bryant, CFP®, shares a simple “escalator and yo-yo” visual that helps clients stay calm, focused, and invested for the long term.
A veteran adviser pushes back on default portfolio rules and buzz-fueled bets.
At a moment when confidence in institutions is fragile, wealth advisors who lead with a clear purpose—and live it consistently—are finding that trust still compounds.
