Duran Duran

Jul 7, 2020, 2:54 PM EDT

The rise of teleadvising


By Joe Duran

The businesses thriving during this pandemic are those that have the most digitally native interaction with their clients Read full post

Apr 28, 2020, 12:52 PM EDT

The Great Reset: How COVID-19 has changed us and our role as advisers


By Joe Duran

It's safe to assume that amid this crisis, your clients are rethinking their priorities Read full post

Feb 24, 2020, 11:18 AM EST

Wealth management in the 2020s

looking through binoculars

By Joe Duran

Last year highlighted many of the major trends of the past decade, which will continue to shape the industry in the decade to come Read full post

Dec 2, 2019, 9:32 PM EST

Thriving in a bifurcated economy: Services versus stuff

By Joe Duran

Most financial products are commoditized; what differentiates advisory firms is the way they deliver those products Read full post

Jul 9, 2019, 12:34 PM EDT

What the end of iTunes teaches us about winning new clients

By Joe Duran

The best way to gauge how well you are positioned and whether you have a competitive offering is by measuring how many new clients you are bringing in. Read full post

May 28, 2019, 12:33 PM EDT

Winning in a crowded field

By Joe Duran

What the Golden State Warriors' success can teach advisory firms. Read full post

Mar 19, 2019, 12:31 PM EDT

Growth is a must, but watch out for the trap

By Joe Duran

In our rapidly evolving world, what was good enough for a business yesterday is not good enough today. Read full post

Feb 19, 2019, 12:30 PM EST

Making a resolution (and a plan) that is built to last

By Joe Duran

Many financial plans are flawed because advisers don't get enough clarity about the intention and purpose behind people's priorities. Read full post

Dec 3, 2018, 12:28 PM EST

Stop asking for referrals. You’re better than that

By Joe Duran

Offer your help, rather than asking for a referral, and make that offer to people with whom you have a genuine connection. Read full post

Oct 12, 2018, 12:27 PM EDT

Is artificial intelligence the next bitcoin?

By Joe Duran

While AI is far away, machine learning has arrived — but few advisory firms have the data needed to make use of it. Read full post

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