1. How the Greatest Advisers Become Great
The greatest advisers tend to be doing similar things to the other great advisers usually, and very few of them seem to be doing something that nobody else could do either. They just execute better. — Tony Vidler
2. It’s Who You Know, Not What You Know
People should join community organizations for the right reasons. Giving back should top the list. It would be nice to get business or make the right connections. You can raise your visibility, but it helps to know the right people. Who are they? — Bryce Sanders
3. Beware the TikTok Trojan Horse
The truth behind the TikTok hearing… Your vacuum cleaner could be spying on you… Two words that make every American a suspect… This is what concerns me the most... — Stephen McBride
4. Wealth, Estate Planning: Another Area Where Women Differ From Men
As has been widely documented, men and women approach investing differently and that extends well beyond simple asset allocation and risk tolerance. — Todd Shriber
5. Powerful Client Retention Strategies for RIAs
As a financial advisor, it can sometimes feel like you’re operating in a crowded space. In addition to competing with other RIAs for business, you’re also running your business in a landscape with automated and AI based options. — CircleBlack
6. Five Business Models for the Modern RIA
If you're interested in the freedom and control that comes with becoming an RIA, discover these 5 unique paths you can take to independence. — Schwab Advisor Services
7. Are Wealth Management Advisors Really Growing?
RIP, organic growth. Most of today’s wealth management offerings are built for a business that no longer exists and for clients that are moving on (not moving in). Why is that so? — Steve Gresham
8. Going All In On Your Niche
Going all in on your niche terrifies most financial advisors. Why? Because you have to turn down many potential clients who don’t fit into your niche, especially in the beginning when you could use the money these clients would bring in. — James Pollard
9. The Dollars Death, Not So Fast
For those losing sleep that the Chinese yuan, bitcoin, or some other currency will commandeer the dollar’s throne as the world’s reserve currency, sleep tight. That day is not coming anytime soon. — Michael P. Lebowitz
10. When Investing, Star Wars Is Wrong
Despite media headlines, podcasts, and broadcasts suggesting “doom and gloom” lurks around the corner, investor bullishness has increased markedly since the October lows. This isn’t the first time we have discussed investor sentiment, which is often wrong at the extremes. — Lance Roberts
11. 4 Client Acquisition Bases You Must Touch To Score More Clients
When you’re on the phone with a prospective client – do you wing it? Do you play it by ear? Or do you have a specific process you know usually works if you follow it? — Bill Cates