The Network Effect: Supercharge Your Client Acquisition with Personalized Connections

network effect

The financial services landscape is evolving, and clients crave more than just cold calls and generic marketing. They seek meaningful connections with advisors who understand their unique needs, values, and goals. This is where the network effect emerges as a powerful tool to help you attract ideal clients and build lasting relationships. Imagine: The Network […]

Lead Generation is Dead

lead generation is dead

Lead Generation is Dead The future goes beyond ZIP codes and Net Worth focusing on Client Personalization, Cultivation, and Matching The world of financial advice, specifically lead generation, is undergoing a seismic shift. The era of cold calls and robo-matching based solely on demographics like zip code and net worth is fading, if not already […]

Orphan Accounts: A Powder Keg for the Financial Services Industry?

orphan accounts

Orphan Accounts: A Powder Keg for the Financial Services Industry? In October 2021, the Securities and Exchange Commission (SEC) fined Regal Investment Advisors $1.9 million for neglecting “orphan” accounts while charging fees. Orphan accounts are those that have been abandoned or neglected by financial services companies like RIAs, Insurance BDs, Asset Managers, etc. In Regal’s […]

The New Era of Financial Planning: Client-Advisor Compatibility Takes Center Stage

financial planning

Gone are the days of a one-size-fits-all approach to financial planning. Today’s consumers demand personalized experiences and seek advisors who genuinely understand their unique needs and aspirations. This shift signifies a transformative evolution in the client-advisor relationship, moving towards a client-driven model that prioritizes compatibility and a shared vision for the future. From Push to […]

AdviceTech – The Renaissance


Technology is Helping Financial Advisors Deliver More Human Advice Just last week, I had the pleasure of attending and speaking at the 2023 AdviceTech.Live event hosted by Asset-Map. This event is a must-attend for financial advisors, fintech & wealthtech providers. Especially, those who want to learn about cutting-edge tech and the state of financial advice. In this blog […]

On A Mission To Fix Money

fix money

On a mission to fix money How your money can be the root of all evil, or the seed of all good I recently took my son to open another savings account. He’s bringing in money he’s saved from odd jobs, chores, selling things online, birthday gifts, etc. I had him go through the entire […]

Jam It All!!

financial advisor lead generation

How understanding the Paradox of Choice can make finding a financial advisor easier Let’s face it, financial advisor lead generation leaves something to be desired. Back in 2000 one of my most favorite research papers of all time, When choice is demotivating: Can one desire too much of a good thing?, was published by Sheena […]

A New Lead Generation Service

lead generation service

A marketplace for buying and selling professional financial relationships “Relationship selling” is when someone uses their relationship and connection to close a sale – often selling a product. A product is a tangible thing, like a financial plan. However, buying and selling the relationship is another thing. When done right it has the potential to […]