AI will not replace humans. It will replace humans who dont embrace AI. Ever-curious advisors committed to learning about AIs latest use cases are more likely to achieve professional contrast and el

Are you ready to become the indispensable advisor who guides entire families through wealth building and legacy planning? Remember, its not your clients responsibility to introduce you and its not

Newer advisors in the industry are always thinking of ways to not just survive but thrive. Meanwhile, more experienced advisors want to attract younger talent as part of their continuity and successio

Transitioning to another employee-model firm or launching an RIA firm can be daunting! Finding the right fit, adapting to the new environment, communicating the transition to your existing clientsthe

Does asking for referrals make you feel like youre being needy? Are you afraid of hurting your existing relationships with clients and COIs? When asking for referrals, your words matter! Catch Duncan

The complexities of passing on a legacy and managing family dynamics can be overwhelming, especially for first-generation business owners. As their advisor, how can you help prepare their heirs and tr

With messaging, the key is brevity, specificity, and proprietary. You must choose your target audience, personalize your marketing to resonate with them, walk them through a proprietary process, and s

Want to receive maximum value for the business youve worked so hard to build? The key lies in being proactive with your exit strategy. Dive into a thought-provoking conversation between Duncan MacPhe

In your mind, you have a certain brand image and value proposition for your business. Do your clients see it the same way? Are your clients well-equipped to tell your story for you and be your biggest

Whether you like it or not, the world is quickly adopting artificial intelligence (AI). Now, the choice is yours Do you want to get on board and leverage AI to improve your business? Or do you want