For investment advisory firms, success hinges on a multitude of factors. The landscape is ever-evolving, with new challenges and opportunities at every turn. It's a dynamic arena where firms constantly seek to optimize the formula that nurtures relationships and drives growth ..read more

In the evolving landscape of wealth management, Registered Investment Advisors (RIAs) are undergoing a significant transformation, transcending the traditional pillars of investment management and financial planning. This shift, as highlighted in the 2023 Fidelity RIA Benchmark Study, is not merely a change in services offered but a fundamental reimagining of the role of wealth managers.  ..read more

Over the last eight years, we have seen first-hand how an RIA’s commitment to data stewardship can strengthen client bonds and spark organic growth. However, the process of becoming a data-centric organization is about more than just collecting the data in a CRM: it requires a cultural shift across the organization, one that recognizes the power of information and encourages accountability from all stakeholders — from firm founders and partners to summer interns. While it’s not an easy shift, we do know that this shift pays dividends, as it empowers an improved client experience and a more in ..read more

In the era of instant gratification, we often forget the beauty that lies in the journey — particularly true when it comes to the delicate dance of syncing data between your CRM and HubSpot. It’s a process reminiscent of Jim Collins’s famous saying, “Don’t let the perfect become the enemy of the good.” As I’ve guided clients through the synchronization waltz, I’ve seen firsthand the allure of perfection and the paralysis it can bring. It's time we shift our mindset from a sprint to a marathon, where the first step is just as celebrated as the last ..read more

AI and RIA Marketing ..read more

As an RIA, reputation is everything. And as people increasingly navigate their financial lives digitally, maintaining a professional online presence is an important component of reputation management. One good way to make sure that your digital profile is complete is with the Google Screened program ..read more

Every year, the most creative financial services marketing efforts are recognized by the Financial Communications Society at their annual Portfolio Awards ceremony. For financial services marketing firms, it’s an opportunity to showcase innovative efforts at the highest level, as companies submit projects and campaigns throughout the year to be evaluated by a panel of 40+ industry experts ..read more

With the rise of the gig economy and permalancing, younger generations are working more for comparatively less pay than their older counterparts. You would think these conditions would have younger people resigning themselves to working well into their 70s, but surprisingly, a new survey found that Gen Zers have more aggressive retirement timelines (age 59) than any other generation. This article from InvestmentNews discusses changing perceptions around life and retirement from the next generation of RIA clients. [Read The Article ..read more

Nearly two-thirds of Millennial and Gen Z investors recognize the value of working with an advisor—but according to new research from Fidelity Investments, only one in five advisors has an asset-weighted client age under 60. But even though younger investors are hungry for financial guidance, RIAs haven't made much progress in capturing their business. This article from RIA Intel takes a closer look at why RIAs are missing opportunities to bring in the next generation. [Read The Article ..read more

For the second straight quarter, investor confidence has declined across the board—even among investors who work with an advisor. Ongoing inflationary pressures are a key contributor, and as long as that uncertainty continues to swirl, RIAs should keep a close eye on how their clients are feeling about their financial pictures. This article from RIA Intel has the details. [Read The Article ..read more