Articles by Lisa Hinz
- Practice Growth
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.
- Artificial Intelligence
Next-Generation Wealth Transfer Will Reward Advisors AI Can Find
AI is not replacing financial advisors. It is replacing your referral network for the generation that is about to inherit everything.
- Podcasts
Trust Is Currency: 3 Ways Financial Advisors Can Earn It Faster
Cuts straight to what actually builds trust with new audiences in 2026. Not better branding. Not more content. Three things
- Practice Growth
How Elite Advisors Win Clients Without Always Being “On”
Visibility is not a volume problem. It is an alignment problem, and the fix lives in your foundation, not your feed.
- Podcasts
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.
- Practice Growth
Growth Ceiling Ahead? Rethink Referrals and Rebuild Around Integration
What they have is a growth model organized around a mechanism that was never designed to carry the weight being placed on it.
- Practice Growth
The Future of Wealth Needs Men — And That's Good Marketing
But there is a gap in that conversation that almost no one has noticed. It is almost entirely being driven by women.
- Practice Growth
Next-Gen Wealth Is Moving Fast—Is Your Firm Designed To Keep It?
Here is what nobody in your vendor lineup is going to tell you: The problem is not your marketing. It is what your marketing is built for.
- Practice Growth
Why Traditional AUM Pricing Is Failing—and the Models That Attract Women, Millennials & Gen Z
These priorities do not always fit neatly into traditional AUM models, which means pricing innovation is not optional; it is essential.
- Future of Advice
Financial Planning Wasn’t Built for Women—What Needs to Change
Here’s what women really need in their financial plan—and what firms should consider if they want to serve them better:
- Practice Growth
Not Sure What to Write About? 5 Topics Every Financial Advisor Should Blog About
