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From the Desk of John Anderson, CFP®
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It’s not just the multiple, it’s the vibe.
AI, My Bracket… and Why Advice Still Wins
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AI, My Bracket… and Why Advice Still Wins
AI, My Bracket… and Why Advice Still Wins
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The Clients You Haven’t Fired Are Quietly Destroying Your Firm
Most Advisory Firms Don’t Have a Growth Problem. They Have a Courage Problem.
Advisor Growth and Engagement
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Helping Clients Beat Overconfidence Bias
Helping Clients Beat Overconfidence Bias Confidence is a valuable trait in investing until it turns into overconfidence. Many investors believe they can outsmart the market, pick winning stocks, or sidestep downturns. Yet research consistently shows that overconfidence often leads to excessive risk-taking, poor diversification, and costly mistakes. For financial advisors, helping clients recognize this bias…
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Why the Conversations Clients Avoid Matter Most
Why the Conversations Clients Avoid Matter Most For many people, talking about money is harder than talking about politics, health, or even death. Yet for financial advisors, the conversations clients avoid often matter the most. Clients rarely walk into an advisor’s office and immediately reveal their deepest fears about money. They may share account balances…
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Turning Prospects into Clients: A Modern Growth Playbook for Financial Advisors
Turning Prospects into Clients: A Modern Growth Playbook for Financial Advisors Winning new clients today requires more than technical expertise. Prospects have access to endless financial information online, which means they’re looking for something more valuable: trusted guidance, personalized advice, and a relationship they can count on. The advisors who consistently convert prospects into clients…
Weekly Digests
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Digest March 23rd
Weekly Digest
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Digest March 16th
Weekly Digest
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Digest March 9th
Weekly Digest
Transitions by Diversified
Highlighting advisor stories and key shifts to help advisors evolve