Tis The Season
For advisors that are thinking about making a move, the special gift on their wish list may be any number of improvements to client services, technology, infrastructure, and payouts. But one thing is for certain, a large majority of advisors that made a move in 2022 were motivated by growth potential—according to our 2022 Advisor […]
Top 3 Things We Learned At The Market Counsel Summit
There Are Opportunities in The Gaps Market Counsel President/CEO Brian Hamburger started off the event with a curious thought, that the “enjoyable client experience may not be scalable.” That technology, as great as it is, can only do so much and at the end of the day, it is the advisor who truly makes the […]
Market Counsel broke advisor conferences forever…and why that’s a good thing
Our marketing guy Marc Sanders parachuted into the Market Counsel Summit in Las Vegas this week to conduct some interviews for the next episode of The FA Show, our collaboration with AdvisorHub, and he came away convinced that Brian Hamburger, and his team had pulled off something incredible…they created a safe space for one of […]
Making Your List, Checking It…
Making Your Wish List Proper Due Diligence Exploring your Options The holiday season is upon us, and we all know what that means… it’s time to shop! Stores are doing everything they can to entice you to stop in and find the hottest gadgets on their shelves. And with holiday shopping starting earlier and […]
The Time For Succession Planning Is Now
The Great Resignation Continues Finra’s Heads Up on Succession Preparing for the Unexpected The COVID-19 pandemic has slowly become an integrated part of our lives, with spikes coming and going just as we see with the flu every year. While it’s gotten to the point where it is no longer imposing drastic changes to […]
Being Thankful And Fortifying
For many advisors, the year has been a challenging one. Clients have needed extra handholding, portfolios have taken a hit, and the amount of time they’ve put into keeping things running smoothly has been extreme. Some have been happy with the support they received from the broker-dealer. Others may not be as thankful as they […]
Looking Beyond The Headlines
Over the past few years, there’s been a strong focus on the movement toward independence and breaking free from wirehouses and broker-dealers to opt for the RIA route. Headline after headline touts this rush towards independence and the so-called, great migration of advisors leaving their big-name firms for RIAs. But is that just a storyline? […]
What You Missed At Schwab Impact 2022
Weren’t able to make it to Schwab Impact last week in Denver? Were there but were overwhelmed with the options and insights? Either way, our coverage introduces you to some of the key players and recounts what was clearly a successful event. Check out our exclusive coverage of the event, including interviews with James Hughes […]
Weathering The Storm
Navigating the Volatile Market Adequate Support in Adverse Conditions Making a Move During Uncertain Times 2022 has been a year riddled with storms and adverse conditions, and not just in terms of the actual weather. While we have seen some major storms over the last number of months, such as tropical storm Alex, there’s also […]