Duran Duran

Jul 7, 2020, 2:54 PM EDT

The rise of teleadvising

someone-working-from-home-computer-smartphone-on-table

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

Man-with-phone-laptop-remote-work

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

Oct 21, 2019, 9:30 PM EDT

Saying goodbye to Jud Bergman

By Joe Duran

Three moments we shared that made Jud unique and the lessons he taught me about becoming a better businessperson. Read full post

Aug 12, 2019, 12:35 PM EDT

Why we sold to Goldman Sachs

By Joe Duran

United Capital CEO outlines the three factors that drove the transaction. 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

May 3, 2019, 12:32 PM EDT

Learning from the 2019 innovators

By Joe Duran

Innovation in our industry goes well beyond technology. Read full post

Apr 5, 2019, 12:31 PM EDT

When Envestnet and Apple pivoted

By Joe Duran

They're two totally different companies, but they share an interesting and useful strategy. 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 28, 2018, 12:29 PM EST

Biggest events for advisers last year

By Joe Duran

Key news for the wealth management industry included the Edelman-Financial Engines merger, the Focus Financial IPO and the seller's market in RIAs 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

Nov 9, 2018, 12:27 PM EST

Learning from the woes of Sears, General Electric

By Joe Duran

Instead of continuing to think big, both companies dismissed the competitive forces that were chipping away at their business models. 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

Sep 11, 2018, 12:26 PM EDT

The trillion dollar club: How to be a growth superstar

By Joe Duran

Here's what great growth firms know: There's no better time to change than when everything is going well. Read full post

Aug 6, 2018, 12:25 PM EDT

Time or money: Which is more important?

By Joe Duran

Time is the other major limited resource in life, yet few manage it with the same discipline with which we manage money. Read full post

Jul 2, 2018, 12:24 PM EDT

The problem with goals

By Joe Duran

Keep in mind that clients' goals will change and life is unpredictable. Read full post

Jun 12, 2018, 12:23 PM EDT

Always be closing? The end of selling

By Joe Duran

Financial advisers should be explaining how they can help clients, rather than pushing products on them. Read full post

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