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1. How to Motivate Clients: The Secret Power of Your Nudge
Getting your prospects and clients to take meaningful action can sometimes feel like pushing a boulder uphill. You offer them solid advice, smart strategies, maybe even a few clever analogies, and yet… inertia. — Bill Cates
2. Advisors vs. AI: What It Will Take to Stay Ahead
As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challenges advisors face and the strategic shifts necessary to thrive in the future. — Libby Greiwe
3. Marketing To Survive in Tough Times
Uncertainty is on my mind. And I know I’m not alone. The new administration is delivering extraordinary change at unprecedented speed. And when the dust settles (if the winds of change allow it), the implications on supply chains and the overall economy are likely to be significant. — Elizabeth Harr
4. Why There’s Never Been a Better Time to Be a Financial Advisor
I recently traveled to Los Angeles to speak at a conference and attend an awards gala, where a younger advisor asked me, “When does this business get easy?” I told him the truth: it never really gets easy—there are just different levels of hard. But that’s exactly why it’s such a great time to be a financial advisor—because the challenges we face are matched by the opportunities to grow, lead, and make a meaningful impact. — Joseph Lukacs
5. The Death Cross: Can It Predict Market Bottoms?
In financial markets, few technical patterns generate as much attention and anxiety as the death cross. This ominous-sounding term refers to a crossover on a price chart when a short-term moving average, most commonly the 50-day moving average (50-DMA), drops below a long-term moving average, usually the 200-day moving average (200-DMA). — Lance Roberts
6. Economic Uncertainty Highlights Need for Advisors
It’s easy for advisors to appear valuable during strong-trending bull markets, but their real value is borne out during of times of uncertainty, i.e. the current market environment. — Todd Shriber
7. The New Shape of Wealth Management: How Technology and Clients Are Driving Change
To be fair, many advisors have built incredibly successful businesses with the support of custodians. Referral programs, platform guidance, soft dollar support, integrations — all of it has played a major role in helping advisors deliver deeper, more meaningful value than a custodian ever could. — Judd Mackrill
8. AI’s Next Wave: From Infrastructure to Intelligent Services
“How do you use AI?” That’s my new go-to question when meeting contacts. Admittedly, it’s self-serving. I get to pick the brains of some of the smartest investors and thinkers in the world about how they’re using the most powerful technology of our lifetimes. — Stephen McBride
9. Boom, Bust, or Bounce? Navigating the Market’s Next Move
We have good and bad news for investors who want to know whether the stock market will soar, stall, or plummet. First, the good news. This article presents the market path for what lies ahead. Unfortunately, the “right” path is among three likely scenarios. — Michael Lebowitz
10. Leveraging “Money in Motion” To Drive Client Retention, Household Consolidation, and Organic Growth
Financial advisors have long recognized that some of the most significant opportunities for growth arise when clients experience major life events—what many in the industry refer to as “Money in Motion.” These moments can be transformative, yet unpredictable: a sudden inheritance, a spouse’s health crisis, a career windfall, or the sale of a family business. Each instance brings both the risk of losing client assets and the potential to deepen relationships across generations. — David Conti
11. Advisors: Don’t Fear Market Uncertainty, Embrace It
I wish I had a dollar for every time I heard the word “uncertain” over the past few days. If we included synonyms, this could be a windfall. At least I didn’t propose a drinking game involving the term – that would be downright dangerous! — Steve Sosnick