Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes and more.
Referrals tend to have high conversion rates and lower costs, but often they seem a bit elusive and sometimes random. Is there a better, more consistent way to generate the right type of referrals for your business?
Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future.
Asset management consolidation grabbed headlines in 2020, with many analysts pointing to a drive toward lower fees and greater product breadth likely to motivate more marriages in 2021 and years to come.
Despite controlling a significant portion of personal wealth in the U.S., women are often left out of long-term financial planning conversations. Retirement Director Sara Tegethoff Lowery discusses how the industry has long demonstrated bias against female investors and explains why it’s so critical for financial professionals to build relationships with this segment of their client base.
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future.
A brief checklist of considerations for adding managed portfolios to your practice.
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal.
Before last year’s COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for arts or charity projects, or even hosting a wine tasting. But unfortunately...
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?