More than knowing women have different financial goals and needs than men. Some of it boils down to improving soft skills and shedding old, bad habits.
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Women Will Control Trillions. Advisors Who Still Mansplain Will Lose. -
Most Financial Advisors Talk Prospects Out of Becoming Clients Many Advisors don’t lose business because they explain too little. They lose business because they explain too much.
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AI Is About To Expose Every Weakness in Your Advisory Practice AI changes the physics. It compresses time. It raises expectations. It makes basic competence cheap and immediate. And it rewards one thing above all else
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Affluent Clients Are Craving Something Most Brands No Longer Deliver We spend so much time in business talking about innovation, automation, efficiency, scalability, optimization, and digital transformation.
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Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now After a volatile first quarter, equity markets have shown welcome resilience, with returns improving meaningfully through April and into May.
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She’s Not a Niche—She’s the Future of Wealth It is about building a firm that is structurally ready for where wealth is going. And that is a business conversation.
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High-Touch or High-Tech? You Can Have Both When technology operates seamlessly in the background, you have the bandwidth to build deeper relationships.
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The Overspending Retiree in a Rising Stock Market A client who has carefully prepared for retirement, suddenly goes on a spending spree once they retire, Why does this happen? What can you do?
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The Four-Part System Turns Advisory Marketing Into Predictable Growth Wondering why your pipeline is still driven almost entirely by referrals and luck. There’s a better approach. I call it the brand authority flywheel.
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The “First-Class” Communication Strategy That Turns Top Clients Into Advocates If you want to deliver a world-class communication strategy for your top ten clients and your top ten prospects here are a few ideas.
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Successful Owners Don’t Exit From Something—They Exit To Something The Discipline Behind the Firm You Would Actually Build Today
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What British Crime Dramas Can Teach You About Building Wealth Your planning wall has various choices, some leading to living the life you want to live and others making you veer off course.
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The Evolution of Money Is Reshaping Wealth Management Most of us have never stopped to ask: What actually is it? Where did it come from? And what is our relationship with it doing to us?
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Advisors Chasing Scale May Be Destroying Client Trust Without Realizing It In our industry today, sinkholes sometimes appear. For every industry, the cheese seems to be on the move.
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Courage Is Sometimes Walking Away Instead of Stepping Forward Courage is not the absence of fear, but the refusal to let fear choose your life.
The #1 Reason Ideal Clients Choose Another Advisor
It isn’t the client or potential referrers fault if they don’t understand what great value we can deliver or how we can help them.
Forget Nvidia? Why Micron Just Became AI’s Hottest Stock
Congrats to Micron (MU). It just broke into the top-10 largest American stocks, which is a big deal in our Disruption Investing framework.
11 Most Read Articles of the Week
1. The Advisor Clients Never Leave There is a quality that certain financial advisors develop over time, and it is not primarily about investment performance or market knowledge or the breadth of services they offer.
Of High Interest
The Overspending Retiree in a Rising Stock Market
A client who has carefully prepared for retirement, suddenly goes on a spending spree once they retire, Why does this happen? What can you do?
The Four-Part System Turns Advisory Marketing Into Predictable Growth
Wondering why your pipeline is still driven almost entirely by referrals and luck. There’s a better approach. I call it the brand authority flywheel.
The “First-Class” Communication Strategy That Turns Top Clients Into Advocates
If you want to deliver a world-class communication strategy for your top ten clients and your top ten prospects here are a few ideas.
Successful Owners Don’t Exit From Something—They Exit To Something
The Discipline Behind the Firm You Would Actually Build Today
What British Crime Dramas Can Teach You About Building Wealth
Your planning wall has various choices, some leading to living the life you want to live and others making you veer off course.
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Channels
Browse all channels Active Insights
Active-management perspective, portfolio positioning, and manager commentary.
- Forget Nvidia? Why Micron Just Became AI’s Hottest Stock By Chris Reilly
- Stocks Keep Climbing as Bond Yields Flash Fresh Inflation Risks By Stephen Kates
- Cerebras vs Nvidia: What Investors Are Missing in the AI Chip Race By Chris Reilly
Practice Growth
Practice management, technology, growth, and client communication ideas for advisors.
- The #1 Reason Ideal Clients Choose Another Advisor By Tony Vidler
- High-Touch or High-Tech? You Can Have Both By Docupace
- Successful Owners Don’t Exit From Something—They Exit To Something By Mike Garrison
Retirement & Income Planning
Income planning, withdrawal strategy, annuities, insurance, and client retirement conversations.
- The Overspending Retiree in a Rising Stock Market By Bryce Sanders
Money & Life
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
- What British Crime Dramas Can Teach You About Building Wealth By Ross Levin
- The Overlooked Connection Between Financial Planning and Emotional Well-Being By FPA NexGen
- Geopolitical Tensions Are Creating a New Inflation Reality By Guest Contributor
Opinion
Point-of-view essays, columns, and contributor perspective for advisor conversations.
- 11 Most Read Articles of the Week By Douglas Heikkinen
- Courage Is Sometimes Walking Away Instead of Stepping Forward By Dr. Charles Glassman
ETF
Exchange-traded fund coverage, portfolio construction, and product education.
- Is It Still Okay to “T-Bill and Chill”? By Calamos
Artificial Intelligence
AI, advisor technology, workflow automation, and firm productivity coverage.
- Are We Living Through a Sputnik Moment? By Chris Skinner
- How Artificial Intelligence Is Reshaping Oil and Gas Operations By Guest Contributor
Research
White papers, charts, studies, and research-backed advisor resources.
- Why the Wealthy Never Invest Like Retail Investors By Guest Contributor
- What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure By Frank Holmes
- The AI Bubble Warning Wall Street Doesn’t Want to Hear By Michael P. Lebowitz
Future of Advice
Industry change, advisor business models, and the evolving client experience.
- The Organic Growth Crisis in Wealth Management By Bill Hortz
- The Evolution of Money Is Reshaping Wealth Management By Guest Contributor
- Advisors Chasing Scale May Be Destroying Client Trust Without Realizing It By Jud Mackrill
Media
Podcasts, video, transcripts, and multimedia conversations from PowerAdvice.
- Kayla Watson | Financial Literacy as a Career Calling By PowerAdvice Media Group