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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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Exit Planning Starts with the Owner: Preparing Clients for a Successful Transition
Exit Planning Starts with the Owner: Preparing Clients for a Successful Transition For many business owners, the question isn’t if they will eventually leave their business, it’s when and how. Yet exit planning is about far more than determining a sale price or seek to minimizing taxes. A successful transition requires owners to prepare financially, strategically, and personally for…
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The More AI Advances, the More Human Advisors Matter
The More AI Advances, the More Human Advisors Matter Artificial intelligence is changing financial planning at a remarkable pace. It can analyze mountains of data, automate routine tasks, generate insights, and help advisors work more efficiently. But there’s one thing AI can’t replicate: the trust, empathy, and human connection that clients experience with their advisor. In…
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Your Financial Plan Isn’t Enough: Why Your Value Proposition Matters
Your Financial Plan Isn’t Enough: Why Your Value Proposition Matters Clients can get financial information almost anywhere today. They can research investments, compare strategies, build projections, and even get personalized recommendations with the click of a button. So why do they still need an advisor? The answer isn’t simply expertise. It’s value. A great financial plan…
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