The Connected Advisor
The Need for Continuous Innovation in Wealth Management
When I think about AI, a lot of emotions come to mind. Excitement, uncertainty, curiosity, fear. The fear comes in the existential […]
The Power of User Stories in Wealth Management
We’re officially in the thick of the holiday season. While things change from year to year and the people we spend each […]
What It Takes to Formulate a Clear Strategy in 2024
In my work, I interact with numerous exceptional wealth management firms, setting new standards nationwide. A common theme that has emerged among […]
The Keys to Blocking Out Vanity Metrics While Building Your Firm on Substance and Reality
This past Saturday, we watched the Washington Huskies take on Utah. Washington and their quarterback, Michael Penix, Jr. have been really enjoyable […]
Empathy and Expansion: Crafting Client-Centric Growth in Wealth Management
Last week, I shared my frustrating experience as a T-Mobile customer and how it got me thinking about client experience in our […]
How Process Empathy Can Dramatically Transform Your Advisory Firm
I’ve been a T-Mobile user for over ten years. For the majority of that time, my family and I have participated in […]
The Not-So-Secret, Secret to Success
I get the pleasure of spending quality time with really great advisory firms. Planning Led Firms. Independent Broker Dealers. Asset Managers. Family […]
Why You’re Not Really Connected with Your Client Portal — And How You Can Fix That
It seems like client portals are a centerpiece in our wealth management landscape. You have a lot of choices on what you […]
The Future is a Synthesis — Finding a Framework for Your Advisor Technology
Greetings from the simulation. Just kidding. We are very much not in a simulation. But, I think we might just be in […]
Taking Stock of Your (Tech) Stack — An Insight into Utilization, Satisfaction, and Licensing
If you spend time helping advisors navigate their future, you are probably very familiar with the simple question, “What’s your tech stack?” […]
A Moment to Settle Down and Breathe
This week, I read the following words out loud in front of the people who knew my father. He had been treating […]
The Bad, The Good and the Memorable from the Mountains, the Beach and a Football Field
Greetings from the road. This week’s time at Future Proof, listening to other industry leaders, talking with former colleagues, and meeting new […]
