Posts Tagged: finance

Biggest events for advisors last year

At the 2018 MarketCounsel Summit I was asked for the most important “breakthrough” moments for our firm. As we reach the end of the year, I believe we should reflect on the most important developments in the wealth management industry as a whole, and where we’re headed in the months to come. Biggest events for…

Read More

The 361-Day Challenge

Generally, advisers meet clients two to four times a year to engage, build trust, instill confidence, help solve problems and ultimately, earn the fees clients pay us. That means clients pay roughly $2,500 per meeting based on their annual fee. The overarching question is, in this age of “information at our fingertips,” are we doing…

Read More

Time for financial advisers to reimagine their offices

A slew of articles in several media outlets from CNN to TechCrunch have recently highlighted a medical disruptor called Forward that opened its first “doctor’s office” in San Francisco in mid-January. I think it holds an important perspective into what is in store for all of us and how our offices operate. The flagship location…

Read More

The Misalignment of Liability and Planning

Judging by the volume of deals reported this year, the wealth management M&A market continues to be on a tear. While many of these transactions will be wildly successful for all parties, I have noticed a frightening trend over the last several months when evaluating potential strategic acquisitions around the country. To illustrate this trend,…

Read More

The Best Strategy for FinTech Adoption

I spend a lot of time looking at alternatives and making decisions about our technology spend at United Capital. Often it comes down to a ‘build or buy’ decision — should we build a custom application that exactly suits our needs, or should we utilize off-the-shelf software and hope we get close enough? What I’ve…

Read More

FinLife Partners is a dba of United Capital Financial Advisers, LLC.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations®, Money Mind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life Index™, and FinLife Partners Powered by United Capital™, United Capital Financial Life Management™, Financial Years of Freedom™) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.