Trending
1. The Untapped Revenue Source That's Already Within Your Business: Invisible Referrals
Traditional referrals have been in decline for years, eroded by changing buyer habits including internet search, online reviews and social media. But even in this age of digital marketing, referrals remain–and always will remain–a major driver of how professional services firms grow their pipelines and win new business. — Elizabeth Harr
2. Trade War Round Two: Can the U.S. Economy Stay on Its Feet?
Investors are clearly jubilant after the announced pause of the Trump admin’s reciprocal tariffs. However, this is far from over. While we have a 90-day pause on all countries (minus China), the facts on the ground still point to massive disruption to trade, and therefore earnings, GDP, and inflation. — Stephen Kates
3. Why the Future of Financial Advice Belongs to Giants
Boutique advisory firms have long held appeal. Their strengths—personalisation, relationship continuity, and specialist knowledge—are well documented. But the expectations of clients are evolving rapidly. — Nigel Green
4. Why Authenticity and Referrals Beat Algorithms in the Age of AI
Authenticity is a big-time buzzword in marketing right now and rightly so. The trick, of course, is that when everyone is talking about being authentic…they usually aren’t. How do you show people, when you aren’t present for the conversation, that you are a real person and are authentically there to help them without jamming a product or service down their throat when they make the mistake of engaging with you? Being vulnerable is your superpower. — Mike Garrison
5. 5 Ways To Engage Clients During Market Volatility
Market volatility can leave clients feeling anxious, uncertain, and in need of guidance. This is your opportunity to step up, strengthen relationships, and position yourself as a trusted resource. By proactively reaching out and offering valuable insights, you can reassure clients, keep them informed, and reinforce their confidence in their financial strategy. These five actionable strategies will help you engage clients during uncertain times – without overwhelming them. — FMG
6. Around the Corner or Overblown? Breaking Down Recession Fears
Our country has suffered 48 recessions since its birth — one, on average, every five years. The key lesson of these downturns is that if enough people believe a recession is coming, they will make it happen. Economists call this multiple equilibrium — more than one place the economy can land based on self-fulfilling expectations. And many of the potential landing spots are miserable. — Laurence Kotlikoff
7. The Untapped Opportunity: Are Advisors Missing Out on Single Investors?
Advisors are likely to have client rolls chock full of folks that are married, partnered or widowed. That’s reasonable simply because data indicate a lot of people in the world check one of those three boxes. So it’s not that advisors are explicitly dedicated to serving couples of widows, but it often feels that way. It also often feels like advisors and prospects that are single aren’t connecting to the extent they should. Neither party is too blame. After all, advisors may be overlooking single clients on the basis that married folks may have more assets by virtue of having two incomes. Likewise, some single folks may perceive advisors as a luxury reserve for married people. — Todd Shriber
8. What Characteristics Do Prospects Seek in a Financial Professional?
Prospects do not need a financial advisor to invest in the stock market. It is easy to do online. They can also represent themselves in court and file their own taxes. Bringing in a professional costs money. If they are prepared to incur the cost, what are they looking for in the person they choose? — Bryce Sanders
9. The Next Silicon Valley
You probably know the name Palmer Luckey… At 19 years old, Luckey created the Oculus Rift while living in a camper van parked in his parent’s driveway. It was the first VR headset good enough to go mainstream. Meta Platforms (META) acquired his company for $2 billion. These days, Palmer Luckey is building more important stuff: self-flying drones and fighter jets that will revolutionize the battlefield. His company Anduril, while still private, is already one of America's 10 most important companies. Its innovations include: Roadrunner. A drone that takes off like a helicopter but flies like a jet. It waits quietly until enemy drones appear, then screams toward them at jet speed, knocking them out of the sky. — Stephen McBride
10. Client Losing Speed of Their Fastball? Coaching Families Through Cognitive Change
Today on The Family Financial Conversation, Tom and Suzanne dive into how our brains change at 57, 70, and 78—and what that means for financial planning. From declining problem-solving skills to memory loss, they explore how advisors can adapt conversations, simplify decisions, and preserve client autonomy through every stage of aging. — Tom West and Suzanne Schmitt
11. The Tariff Tangle With China and What It Means for Earnings
Lindsey Bell is joined by J.D. Durkin to unpack the fast-moving shifts in U.S.-China tariff policy and what they mean for investors. With a 90-day pause in place and mixed signals from the White House, the conversation explores market volatility, uncertainty in tech and auto sectors, and how trade tensions are rippling through bonds, earnings expectations, and investor sentiment. — What Does It Mean?