Let's face it: M&A is big news in our industry. It's hard to go more than a few days at a time without seeing in an industry periodical or one of your social media feeds that Firm A has been

Marketing your practice to women is different than pitching it to men, and advisors must know the differences if they are to succeed, a panel of women said at the Invest In Women conference. Women Aren't One Audience Women are not a

Here’s how to spend less time justifying your value and more time guiding clients to toward their hopes, values and and dreams. There’s a great story about a company with a broken-down piece of equipment. Unfortunately, the equipment was essential to

Here’s a story about two houses. One belonged to a baby boomer, and it was his pride and joy. He graduated from college in the early 1970s, got his first job, and started saving. When he received a small inheritance from

In his 1970 bestseller “Future Shock,” the prescient author Alvin Toffler coined the phrase, “high tech/high touch.” He was suggesting — in 1970! — what we have come to take as an assumption today: that advances in technology typically require

By the year 2030, women are projected to control $30 trillion in financial assets in the US alone. That is not just a headline. It is a call to action for an industry that, by its own metrics, still struggles

Star Trek fans of The Next Generation and later iterations of the popular sci-fi series are familiar with the motto of the Borg, the humanoid-cyborg race bent on galactic dominance: “Resistance is futile.” In some ways, the Borg have provided us

The power of the visual pulls more focus than the auditory. Consider my friend, a frequent cast member in community theater productions, who shared that one of the most frequent directions given during rehearsals is that actors be mindful of their

If you thought the mergers & acquisitions wave in wealth management would lose steam in 2025, think again. Last year broke records, and this year is already keeping pace. Translation: if you’re an RIA owner considering a sale, partnership, or