It isn’t the client or potential referrers fault if they don’t understand what great value we can deliver or how we can help them.
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Latest
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The #1 Reason Ideal Clients Choose Another Advisor -
Women Will Control Trillions. Advisors Who Still Mansplain Will Lose. More than knowing women have different financial goals and needs than men. Some of it boils down to improving soft skills and shedding old, bad habits.
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Most Financial Advisors Talk Prospects Out of Becoming Clients Many Advisors don’t lose business because they explain too little. They lose business because they explain too much.
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AI Is About To Expose Every Weakness in Your Advisory Practice AI changes the physics. It compresses time. It raises expectations. It makes basic competence cheap and immediate. And it rewards one thing above all else
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Affluent Clients Are Craving Something Most Brands No Longer Deliver We spend so much time in business talking about innovation, automation, efficiency, scalability, optimization, and digital transformation.
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Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now After a volatile first quarter, equity markets have shown welcome resilience, with returns improving meaningfully through April and into May.
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She’s Not a Niche—She’s the Future of Wealth It is about building a firm that is structurally ready for where wealth is going. And that is a business conversation.
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The #1 Reason Ideal Clients Choose Another Advisor It isn’t the client or potential referrers fault if they don’t understand what great value we can deliver or how we can help them.
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High-Touch or High-Tech? You Can Have Both When technology operates seamlessly in the background, you have the bandwidth to build deeper relationships.
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Successful Owners Don’t Exit From Something—They Exit To Something The Discipline Behind the Firm You Would Actually Build Today
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The Four-Part System Turns Advisory Marketing Into Predictable Growth Wondering why your pipeline is still driven almost entirely by referrals and luck. There’s a better approach. I call it the brand authority flywheel.
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The “First-Class” Communication Strategy That Turns Top Clients Into Advocates If you want to deliver a world-class communication strategy for your top ten clients and your top ten prospects here are a few ideas.
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Most Financial Advisors Talk Prospects Out of Becoming Clients Many Advisors don’t lose business because they explain too little. They lose business because they explain too much.
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Your Financial Planning Website Has Four Jobs. Most Only Do One. The problem is that your website actually has four jobs. And most only do one.
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What British Crime Dramas Can Teach You About Building Wealth Your planning wall has various choices, some leading to living the life you want to live and others making you veer off course.
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The Overlooked Connection Between Financial Planning and Emotional Well-Being Financial stress, uncertainty, and major life transitions can also influence how people think, feel, and make decisions over time.
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Geopolitical Tensions Are Creating a New Inflation Reality Explains how rising energy prices and geopolitical tensions are driving a more persistent inflation backdrop.
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The Invisible Language of Money What Your Face Reveals While Talking About Money.
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Timing Can Make or Break Long-Term Care Planning Decisions It’s often delayed not because Advisors don’t care, and not because clients don’t need it, but because timing feels… uncomfortable
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Navigating the Cost of Luxury: 5 Ways To Finance High-End Home Upgrades A financial advisor can help clients measure the different ways to fund luxury projects like installing a pool as part of the overall financial picture․
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College Planning Has Changed and Many Families Are Still Stuck in Old Assumptions What it does mean is that parents shouldn’t automatically assume they will be paying full price.
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11 Most Read Articles of the Week 1. The Advisor Clients Never Leave There is a quality that certain financial advisors develop over time, and it is not primarily about investment performance or market knowledge or the breadth of services they offer.
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Courage Is Sometimes Walking Away Instead of Stepping Forward Courage is not the absence of fear, but the refusal to let fear choose your life.
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11 Most Read Articles of the Week The role of artificial intelligence (AI) in the middle and back office is rapidly evolving from experimental innovation to embedded infrastructure.
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How Washington Programmed Long-Term American Decline America may not be in full decline, but our government has surely scheduled it.
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The Fiduciary Frontier: Why Your DST Advisor Should Be Fee-Only They recommend the best options without hidden agendas, and your money works harder because commission loads aren't eating into your principal.
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Stop Starting With Your Resume and Start Getting Interviews What they don't realize is this: the resume is not the starting point of the job search; it's the output of it.
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11 Most Read Articles of the Week Despite the market uncertainty and geopolitical noise of 2026, earnings expectations have remained strong.
Questions for Financial Advisors To Ask Clients About Taxes and Charitable Giving
Talking about charitable giving is one of the most effective ways financial advisors can connect clients' values with tax-smart financial planning.
Wall Street’s 20% Bear Market Rule Is Breaking Down in Modern Markets
When prices fell by 20%, they often broke the market’s longer-term trend. A decline of that magnitude carried real information.
Forget Nvidia? Why Micron Just Became AI’s Hottest Stock
Congrats to Micron (MU). It just broke into the top-10 largest American stocks, which is a big deal in our Disruption Investing framework.
Of High Interest
The AI Bubble Warning Wall Street Doesn’t Want to Hear
Given the strong correlation between oil prices and CPI, the type of normalization could profoundly reduce CPI and, with it, sharply reduce bond yields.
The Organic Growth Crisis in Wealth Management
To better understand these industry shifts and the emergence of AI-native growth systems in wealth management
Successful Owners Don’t Exit From Something—They Exit To Something
The Discipline Behind the Firm You Would Actually Build Today
Curious if Autocallable Growth Works? Use the Rule of 72
Broadly speaking, most investors and advisors who have been trading for a while are well aware of the Rule of 72.
Featured Partners
Lifetime income. Legacy-changing outcome.
Client-ready retirement income resources for advisors planning around longevity and legacy.
Health planning is wealth planning.
Coordinate care, home, estate, and lifestyle support before a client need becomes urgent.
Be the first call when life changes.
Structured playbooks help advisors guide family, care, and planning decisions with more confidence.
The Autocallable ETF conversation.
A focused resource for advisors explaining defined outcome strategies and growth exposure.
Podcasts
Open Podcasts First 100 Days That Turn New Clients Into Long-Term Advocates
Rethink what’s possible and show you what happens when you design that experience with intention instead of letting it happen by default.
Stop Asking for Referrals Until You Fix This Core Problem
Will shore up your referral game to such a level that every competitor you have won't be able to get any sleep at night
Why Most Financial Advisors Are Digitally Invisible
Visibility is the precursor to trust—but in 2026, being "good at your job" is no longer enough to be seen.
Market Anxiety Is Rising—Here’s How Advisors Can Turn Geopolitics Into Client Confidence
Guide clients with confidence and invest with clarity, this conversation shows you where the real signals are in spite of current geo-political conflicts.
Newsletter
Top seven stories, seven days a week .
Get the PowerAdvice newsletter daily with the top seven stories advisors should read. On Sunday, we send the top eleven stories of the week.
Channels
Market Intelligence
Market context, chart-driven reads, fixed income, ESG, and strategist talking points.
- Wall Street’s 20% Bear Market Rule Is Breaking Down in Modern Markets By Lance Roberts
- Bond Market Alarm Bells Ring Again as Yields Hit One-Year Highs By Lance Roberts
- Overseas Buyers Are Snapping up UK Companies at Bargain Prices By Guest Contributor
Active Insights
Active-management perspective, portfolio positioning, and manager commentary.
- Forget Nvidia? Why Micron Just Became AI’s Hottest Stock By Chris Reilly
- Stocks Keep Climbing as Bond Yields Flash Fresh Inflation Risks By Stephen Kates
- Cerebras vs Nvidia: What Investors Are Missing in the AI Chip Race By Chris Reilly
Practice Growth
Practice management, technology, growth, and client communication ideas for advisors.
- The #1 Reason Ideal Clients Choose Another Advisor By Tony Vidler
- High-Touch or High-Tech? You Can Have Both By Docupace
- Successful Owners Don’t Exit From Something—They Exit To Something By Mike Garrison
Retirement & Income Planning
Income planning, withdrawal strategy, annuities, insurance, and client retirement conversations.
- The Overspending Retiree in a Rising Stock Market By Bryce Sanders
- When Not to Give Advice: Why Timing Matters More Than Being Right By Tom West
- Women, Wealth & Stewardship: Navigating the Great Wealth Transfer By Guest Contributor
Money & Life
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
- What British Crime Dramas Can Teach You About Building Wealth By Ross Levin
- The Overlooked Connection Between Financial Planning and Emotional Well-Being By FPA NexGen
- Geopolitical Tensions Are Creating a New Inflation Reality By Guest Contributor
Opinion
Point-of-view essays, columns, and contributor perspective for advisor conversations.
- 11 Most Read Articles of the Week By Douglas Heikkinen
- Courage Is Sometimes Walking Away Instead of Stepping Forward By Dr. Charles Glassman
- How Washington Programmed Long-Term American Decline By Guest Contributor
ETF
Exchange-traded fund coverage, portfolio construction, and product education.
- Is It Still Okay to “T-Bill and Chill”? By Calamos
- Curious if Autocallable Growth Works? Use the Rule of 72 By Calamos
- The HALO Trade Now Has Its Own ETF By Todd Shriber
Artificial Intelligence
AI, advisor technology, workflow automation, and firm productivity coverage.
- Are We Living Through a Sputnik Moment? By Chris Skinner
- How Artificial Intelligence Is Reshaping Oil and Gas Operations By Guest Contributor
- AI Agents Are Making Sales Teams More Human, Not Less By Timothy Hughes
Research
White papers, charts, studies, and research-backed advisor resources.
- Why the Wealthy Never Invest Like Retail Investors By Guest Contributor
- What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure By Frank Holmes
- The AI Bubble Warning Wall Street Doesn’t Want to Hear By Michael P. Lebowitz
Future of Advice
Industry change, advisor business models, and the evolving client experience.
- The Organic Growth Crisis in Wealth Management By Bill Hortz
- The Evolution of Money Is Reshaping Wealth Management By Guest Contributor
- Advisors Chasing Scale May Be Destroying Client Trust Without Realizing It By Jud Mackrill
Podcasts
Podcasts, video, transcripts, and multimedia conversations from PowerAdvice.
- Kayla Watson | Financial Literacy as a Career Calling By PowerAdvice Media Group
- Craig Cmiel | Model Portfolios With More Conviction By PowerAdvice Media Group
- Trust Is Currency: 3 Ways Financial Advisors Can Earn It Faster By Lisa Hinz