Advisor Blog

Dealmania 2015 and Why You Should Care

The past few months have been fascinating if you are an independent adviser. Three large transactions have been announced that give us all some telling signals about where the industry is headed. In quick sequence: Lightyear Capital buys majority position in Wealth Enhancement Group (WEG) from Norwest Equity Partners. WEG is reported to have $4.7…

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Three Quotes Every Financial Being Should Know

With Thanksgiving and the holiday season approaching, I thought I’d take a step away from my traditional observations on how to thrive in a digitized age, and take a slightly more reflective perspective. One of my odder hobbies is to study philosophy. Investigating our existence and what motivates human behavior is fascinating to me. Last…

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Your CRM System: Why it is More Vital to Your Company’s Future Than You Think

Are you putting your best foot forward with your prospects and clients? The following could help you answer that question: Do clients see that your entire team knows them and is up to speed on their latest thoughts/concerns/questions? Or do they receive multiple duplicate emails from you? Do they have to explain the same question…

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The Scary Truth: The Conflict Between Who We Are And What We Want

Halloween is a time of candy and costumes and trick or treating. But it’s mostly a time for people to dress up and “become” someone else for a night. How many people are really happy with who they are the rest of their days? This is one of the central questions for most humans when…

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The Watershed Moment: 4 Ways the Department of Labor is About to Rock Our World

Every once in a while the government passes a regulation that completely alters the landscape. The new standards proposed by the Department of Labor for ERISA participants and their advisers will have the biggest impact since the deregulation of the securities industry a few decades ago. That shift created independent brokerage firms, independent advisers and…

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Forks in the Road: How Our Clients Really Want Us to Earn Fees

We all know that if a person makes bad financial life choices, their investment results are almost meaningless to the outcome of their financial lives. We now have research that validates that most people’s financial lives really aren’t impacted by their investing, and many advisers are focusing on all the wrong things. The fallacy of…

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The Big Swoon: Why a Big Market Decline Won’t Kill the Robo

After four years of remarkably calm markets we are finally experiencing meaningful market turbulence. In that period of relative calm, robos have blossomed from an interesting idea into a potential threat to the status quo for advisers. One of the most common perspectives I hear is that a declining market will reveal the underlying weakness…

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Uber versus yellow cab: A fight worth watching

Big cities around the globe are participating in a battle between the incumbent cab industry and the upstart ride sharing companies like Uber and Lyft. After rowdy protests, Paris and Madrid have successfully limited ride sharing services for the time being. Now in New York, the mayor is being coerced to slow the rapid expansion…

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Facing Your Fears: Running with the Bulls

I was 18 when I first went to Pamplona, Spain, and ran with the bulls during the San Fermin festival. The weeklong festival in the northern Spanish town has been one of the largest street parties in the world for centuries. Endless nights of singing, street bands, parades, dancing and bullfighting — and everyone wearing…

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How to Make Better Decisions for You and Your Clients

Watching the calamity and emotional upheaval in Greece, and the tough vote people had to make in their referendum, is a lesson to all of us about the importance of optimizing the choices we make. The country that developed western philosophy and democracy is rocked at its core by a series of bad choices made…

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