As the market dips yet again following another fitful rally, reality has been setting in for most Americans: We’re in a recession—and the gilded age of credit-fueled lifestyles and profits is over.

The future of real estate professionals belongs to those who deliver long-term value. Let’s be real: the real estate industry is changing. The days of surviving on transactions alone are gone. Today’s ...

Andres Garcia-Amaya, CEO & Founder of Zoe, a wealth platform with the mission to help grow and protect wealth for RIAs and individuals. Artificial intelligence (AI) is poised to play a transformative ...

Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

Every few years, the industry declares that “the future client” is coming. Usually this is followed by a conference panel, a stock photo of a diverse group of smiling thirty-somethings and a promise ...

Has anyone asked you for a referral before? How did that make you feel? Referral is an industry term. It means “find me a future client.” Done the wrong way, it can make the other person feel awkward.

Like many professions, financial advisory is undergoing profound transformation. A 35-year-old financial advisor today—looking ahead to another 30 years—will need to evolve into a fundamentally ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...

You’re cordially invited to this information-packed webinar! You’ve heard it before; you’ve seen it in your inbox, and perhaps you’ve clicked the registration button and tuned in. We’ve all been ...

According to our research, more firms have written succession plans than in years past, and importantly, more firms are focused on how thoughtful succession and continuity planning can serve as an ...