The Connected Advisor
Rethinking the New Account Process for Financial Advisors
Hello, from Conference Season! 👋 This week’s Connected comes to you as many in our industry pack up for sunny Southern California. […]
Why Most Advisor Marketing is Broken & How To Fix It
Welcome back to another exciting edition of Connected! Get ready to dive into the real problem with marketing your advisory firm, uncover […]
Wires, Widgets, and Wealth Management – Making Sense of Your Tech Mess
Happy Friday! I’m writing you before I board my flight back to Charleston after wrapping up our Forging the Future event with […]
AI’s Over/Under: How AI Will Practically Impact Wealth Management
Back-to-school prep is in full swing in our house. In the same way, many of our businesses are gearing up for the […]
Keys to Being a Remarkable RIA in 2023
Rekindling a Remarkable Firm Identity in the Midst of the Consolidation Hamster Wheel If it feels like the advisors are on a […]
Helping Your Clients Safely Make it Through Shark Week
What’s one thing you’ve always been afraid of? For me, it’s caves. I’ve got a little bit of claustrophobia. Add acrophobia, the […]
Getting Real About Data-Driven Decision Making, Air AI Could Be Your Next Sales Person, and Why Technology Alone Can’t Replace Advisors
Is there any better feeling than coming home to your dog after a few weeks away traveling? I’m convinced there’s not. Here’s […]
The Power of Purpose in Delivering Client Experience, The End of the In-Office Era, and a Couple Event Invites
This past week has been a big one in the Mackrill household. Our youngest kids bid farewell to their summer camp friends […]
How Threads Can Inspire Your RIA, The Secrets to Building Trust & An Upcoming Event Invite
It’s summertime, and I don’t know about you, but over in our neck of the woods, kids’ activities and summer travel plans […]
The Secret to Living Longer and Your Client Experience, Forecasting Your Billing, Crafting Your Own Michelin Guide, Roman Candles and More
To quote our founding fathers, it’s a party in the USA. Happy Independence Day weekend to all of our stateside readers. This […]
Navigating the Desert of Marketing Your Firm, The Alternative Opportunity and More
Greetings from Manhattan. This week we’re on the road at InvestmentNew’s 40 Under 40 Awards. As we roll out new industry recognition, […]
The Importance of Finding Your Organization’s Rhythm, Salesforce Goes AI, & The Next Generation of Industry Leaders
Happy Friday! Welcome to this week’s edition of Connected, where we bring you the latest insights, trends, and opportunities to optimize your […]
