Holistic Wealth: Why Clients Want More Than Just Portfolio Returns For decades, portfolio performance was the measuring stick for advisor value. Clients hired professionals to beat benchmarks, minimize taxes, and optimize risk-adjusted returns. But today’s clients—especially the rising generations of millennials and Gen Z—are redefining what financial success looks like. And increasingly, it’s not just…
5 Tested Strategies to Attract Next-Gen Clients to Your Firm As trillions of dollars shift generationally—from baby boomers to their millennial and Gen Z heirs—the future of the financial advisory business hinges on one critical question: Are you ready for the next generation of clients? These younger investors bring a very different mindset to the…
Weekly Digest
Client Expectations Are Shifting—Here’s What Advisors Need to Know in 2025 Financial advisors today are navigating more than just market volatility—they’re also adjusting to rapidly evolving client expectations. In 2025, clients are demanding a different kind of relationship: one that’s more personalized, transparent, tech-enabled, and aligned with their values. These shifts aren’t theoretical—they’re already shaping…
Addressing the Talent Crunch: Strategic Hiring, Development, and Retention for Financial Advisory Firms
Weekly Digest
Forgivable Loans: A Lifeline or a Leash?
LinkedIn for Financial Advisors: Why It Matters
Joining an RIA: Five Questions Every Advisor Should Ask Before Making the Move
Weekly Digest