We know that internal biases form specific client personas which, in turn, shape a persons approach to making financial decisions. Financial professionals can use those biases as a nudge rather tha

The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic particularly when it comes to young i

Why pay a financial advisor for services available on a host of digital platforms? Todays clients expect more from a paid financial professional than a diversified investment portfolio. They appreci

The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations.

Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process? In this episode, Laura Gregg and David Partain spea

Its not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the

Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding. In this episode, we invited Kaysian Gordon, Founder and Wealth Advisor at K

Its True: GRIT can be a game-changer. In this episode, Austin Hatch a motivational speaker, athlete, and remarkable survivorshares his inspiring journey and lessons that can help others respond t

What has changed in the advisor landscape? What are advisors doing differently? In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloo

Are you familiar with the SECs 206(4) proposal? Will you be compliant? In this episode, Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management to consider the inten