Recent Articles
Generate 7 Times More Netflows Per Client
A number of recent reports show that advisors who deliver comprehensive financial plans receive up to seven times more netflows per household group. To compete with robo advisors, changing [...]
Advisors Not Seeing Immediate Gains From A Transition
Aggressive recruiting efforts among Broker Dealers has led to a surge of advisors shifting platforms in search of better payouts and opportunities. Many offers include sign on bonuses, transition [...]
Advisors Add Value During Market Volatility
Fluctuating markets fuel uncertainty, fraying the nerves of clients. Although this increases demands on advisors and staff, it's also an opportunity to create tremendous value - and lifelong loyalty [...]
Lack Of Multigenerational Planning Negatively Impacts Practice Value
As the industry speeds toward the Great Wealth Transfer, many financial advisory practices will see a rapid decline in AUM, with revenue and practice value suffering as a result. [...]
40% of Advisors Set to Retire In the Next 5 Years
The financial advisor industry is rapidly approaching the crest of its retirement wave, yet many advisors nearing retirement don’t have a succession plan in place. Industry research shows [...]
Team Spotlight: Travis Liedke Valuation Coach
As a Valuation Coach, Travis Liedke combines a passion for analytics and problem solving with his passion for helping advisors. Travis joined the firm in 2015 and began his [...]
