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1. From One Generation to the Next: The Crucial Do’s and Don’ts of Wealth Transfer
Bill Cates sits down with Barry Banther, CMC, CSP, CPAE, a seasoned family business advisor with over 30 years of experience helping families navigate the complexities of wealth transfer. Barry shares powerful stories and real-world examples that highlight how advisors can successfully guide clients through the transfer of wealth, business, and core values across generations. — Bill Cates
2. Port Plunge Panic? What the Headlines Aren’t Telling You
The headlines below lead some to believe the shelves in our stores will soon be empty. Moreover, reminiscent of 2020, an inflation spike due to fractured supply lines is imminent. Let’s provide context to help make sense of the headlines and determine whether the plunge of Chinese inbound container ships to US ports represents truth or easy narratives. — Michael Lebowitz
3. Advisors: Don’t Fear Market Uncertainty, Embrace It
I wish I had a dollar for every time I heard the word “uncertain” over the past few days. If we included synonyms, this could be a windfall. At least I didn’t propose a drinking game involving the term – that would be downright dangerous! — Steve Sosnick
4. Finding Your Ideal Clients: Use Psychographics, Not Just Demographics
We’ve posted several times why advisors have a greater opportunity for success when they narrow their focus and concentrate on developing a niche. It has been proven that trying to grow your business by casting a wide net to find prospects is a waste of time, effort, and resources. The crowded advisory landscape demands that advisors differentiate themselves and become more specialized to be recognized as the best-of-breed for a specific type of clientele that can be served effectively and profitably. — Don Connelly
5. Peace of Mind Over Profits: What Clients Value Most
Your clients don’t stay with you for portfolio returns—they stay because you deliver peace of mind. In a world saturated with information, performance alone isn't enough. What truly anchors your relationships is something deeper: a sense of trust. Trust comes when clients feel you care about their money as profoundly as they do. It comes when they sense you're not just watching their investments but truly watching out for them. — Jeff Thorsteinson
6. How To Turn Tax Planning Into a Growth Strategy That Attracts and Converts Clients
Think beyond compliance – tax season is a prime opportunity to attract, engage and convert prospects into clients. According to a CEG Insights study, 92% of clients expect tax planning advice from their advisor, but only 22% reported that they’re actually getting it. — FMG
7. Why Do Clients Leave or Change Advisors?
Turnover is a problem in many industries. From the employer side, it has been said loyalty to the company is no longer considered an attribute. Companies lay off employees when they need to reduce expenses. From the client or customer side, shopping online and looking for the cheapest price has weakened the bonds of client loyalty. If you are in the financial services industry, you might wonder why clients leave, often without advance warning. — Bryce Sanders
8. How To Be Successful With the Most Successful Clients
It’s common for advisors operating on the fee-based model to have large assets under management (AUM) requirements for clients. Say $500,000 and up. After all, the math is compelling. — Todd Shriber
9. Brace Yourself: The Real Impact of Tariffs Starts Now
Economic data reflecting the downforce of the tariffs has started trickling in. Supply delays, shortages, and price hikes will soon shift from fear to fact, making trade policy frictions more home felt. Unfortunately, Trump’s sprint for 90 deals in 90 days hasn’t started off well with Japan seemingly confused, and China seemingly disengaged. Without compliance from our trading partners, Trump may have to de-escalate further to buy time. Markets have begun factoring this in with stock indices higher, the US dollar higher, and the 10-year treasury yield lower. Trump can either “win” his trade war through trade partner concessions, tariff delays, or policy retreat. Irrefutable economic pressure will soon force action. The markets are fine with either resolution… and are starting to sniff one out. — David Waddell
10. How Elite Advisors Win Trust in Volatile Markets with Samantha Russell
Doug welcomes back Samantha Russell, Chief Evangelist at FMG, to talk about how advisors can turn market volatility into a marketing strength. Samantha stresses that during uncertain times, silence from advisors breeds anxiety. Instead, consistent, proactive communication builds trust and positions advisors as steady, reliable guides—like a pilot reassuring passengers during turbulence. She shares FMG’s five strategies: regular outreach, dedicated market pages, webinars, social media engagement, and family financial sessions. — Power Your Advice
11. Correction Continues: Why Risk Management Matters More Than Ever
Despite the recent rally, the correction continues. While wanting to “buy the dip” is tempting, there has been enough technical damage to warrant remaining cautious in the near term. As we have discussed, managing risk requires discipline and the emotional ability to navigate more volatile markets until a more straightforward path for risk-taking emerges. The problem with this statement is that it often immediately gets translated to mean “being entirely out of equities,” which is the act of “market timing.” — Lance Roberts