Todd Bryant, CFP®, ChFC®, CLU®, AIF®, reveals how authentic stories—not just numbers—create lasting connections and trust between advisors and clients. Drawing on years of experience, Bryant explains why narrative is the key to helping clients understand, remember, and act on financial advice.
In his insightful analysis, Stan Gregor explores how transparency is the critical driver of successful M&A transactions in the wealth management industry. He highlights the risks of opaque private deals and explains why clear reporting and governance can elevate investor confidence and foster long-term growth.
Chris Vizzi, CFP®, Co-Founding Partner at South Coast Investment Advisors, explains why today’s affluent clients demand more than traditional portfolios. He reveals how mastering alternative investments and strategies like Qualified Opportunity Zone Funds is essential for advisors who want to help high-net-worth clients build lasting wealth, achieve tax efficiency, and create a legacy.
Summit Financial CEO Stan Gregor explains how decisions around cost-cutting, growth, product launch, and company culture should all be measured against one yardstick.
Balancing liquidity and risk is one of the key factors in managing clients' assets
Avoiding the pitfalls that business owners often face when delaying plans
In Solving the advisor talent crisis before it hits, Todd Bryant, CFP® of Signature Wealth Partners warns that without urgent action on succession planning, technology, and next-gen talent, the looming shortage of 70,000 advisors could leave clients underserved and the industry’s reputation at risk.
What clients should know about the risks and opportunities
Building flexibility into every plan is key to the new portfolio mindset
Technology can do a lot of things, but advisors still have undeniable value
Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services among mass affluent clients through tax-first planning, technology, and collaboration—positioning firms for long-term success
Chris Vizzi, Co-Founder & Partner of South Coast Investment Advisors, LLC, shares how 2025 estate tax changes—$13.99M per person—offer more than tax savings. Learn how to pass on purpose, values, and vision to unite generations and give wealth lasting meaning
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
From family councils to private banks, top advisors are rethinking legacy planning
To survive, advisors must use the technology as an ally, says columnist Joe Duran.
