1. 8 Ways To Build Your Financial Advisor Referral Network

A financial advisor’s career is only as strong as their referral network. Referrals of clients and partners can lead to new customers and growth opportunities, and people are 400% more likely to become clients when their friend refers them to an advisor. But a strong network doesn’t grow on its own. It takes dedication and effort to create and nurture a strong network. In this blog, we’ll look at eight ways to build your network as a financial advisor. — Kristin Manning

2. Breaking the Swivel Chair Cycle: Smarter Tech for Advisors with Dan Bjerke

Dan Bjerke, President of Digital Wealth at InvestCloud, joins us to discuss how the firm is tackling one of wealth management’s biggest pain points — fragmented technology and siloed data. With 35 years in financial services technology, Dan explains how disconnected systems drain advisor productivity and weaken client experiences. He outlines InvestCloud’s approach to unifying systems through a digital data warehouse, workflow automation, and AI tools that streamline onboarding, meetings, portfolio management, and next-best-action recommendations — all while maintaining strict security and compliance. — Power Your Advice

3. Women on the Rise in Advisory Industry, but Much Work To Be Done

It’s been a long, often slow-moving road, but women have made strides in the financial services industry, including in the wealth management. However, there’s still plenty of work to be done. Part II of AdvizorPro’s 2025 Advisor Demographics & Team Structures Series confirms as much. Getting straight to the date, the study confirms just 24.2% of advisors are women, but that’s actually an improvement over the levels seen in prior years. — Todd Shriber

4. The Advantageous Risks of GeoAlpha

Today's markets are dominated by geopolitical risk, the retreat from globalization, state-chosen winners and losers, and the scale and focus of modern fiscal bazookas. Individually, it appears to be chaos. Parsed properly, it is advantageous. Conflicts in once-stable regions, abrupt shifts in trade policy and fiscal programs measured in the trillions are beginning to reshape the global economic landscape. For investors, the temptation is to retreat until the dust settles. GeoAlpha takes a different approach. Periods of upheaval are typically portrayed as an unmitigated disaster for portfolios. That does not need to be the case. When national security and crises strike, government checkbooks open in ways that conventional business cycles rarely match. — Samuel Rines & Christopher Gannatti

5. AI or Obsolete: The Harsh New Reality for Professional Services Firms

The professional services industry is about to undergo its most fundamental transformation since the invention of the spreadsheet. But unlike previous technological shifts, this one follows a predictable economic pattern that will leave only one type of firm standing: the AI services business. — Steve Cunningham

6. I Can’t Thrive at 55?

I turned 55 this year. I’ve dreaded this birthday for fifteen years because of one word: Neuroplasticity. Is that a microplastic that we’re all ingesting? Something you get from swimming in amoeba-infested waters? A phantom concussion from banging my head against the wall as a Philadelphia Eagles fan for so many years before they won the Super Bowl? No. Neuroplasticity is the turning point in our lives where our ability to learn new things and adapt begins to wane. — Tom West

7. Why Most Financial Advisors Fail—and What the Top 1% Do Differently

Let’s cut through the noise: The financial advisory business doesn’t reward the smartest or the most accredited. It rewards the most focused. The most disciplined. And importantly, the most resilient. You must learn how to bounce back from setbacks and keep moving forward. It's not just about having the most credentials or attending all the top webinars. To truly succeed in the financial advisory business, you need to master both the 'inner game' and the 'execution game.’ These are the keys that will keep you from spinning your wheels while others sprint past you. — Grant Hicks

8. The Hero’s Journey of Marketing: How To Turn Reluctant Experts Into Thought Leaders

Years before I became a professional marketer, my head was filled with stories. As a recent graduate with a philosophy and religion degree, I spent my early twenties consuming creative writing, mythology, and the timeless principles of narrative. I was fascinated by how stories shape our understanding of the world, and few thinkers captured this better than Joseph Campbell. His work, particularly The Hero with a Thousand Faces, revealed a universal pattern in myths—a “monomyth”—that described the hero’s transformative journey from the ordinary world to a new, special one and back again. — Austin McNair

9. Are You Holding a Disruptor … or a Dinosaur?

Do you know the difference between a live disruptor and a dead one? A live disruptor stock will march higher year after year… snowballing your profits to 1,000% or more. Dead disruptors flame out after one big idea and limp along to average gains, at best. How do you know which is which? Let’s look at the four ways. Then, I’ll tell you about the live disruptor stock we just recommended in the Disruptor 20. — Stephen McBride

10. Are You In The Friend Zone With Your Prospects?

Picture this. You’ve had a great conversation with a prospect. They seem interested, they’re nodding along, and you’re thinking, “This is going somewhere.” But then, weeks pass, and nothing happens. They don’t respond to your follow-ups, and you’re left wondering, “What went wrong?” The truth is, you might be in the friend zone with your prospects. — Ari Galper

11. Cross-Border Financial Advice Has Never Been More In-Demand

Global mobility is reshaping the wealth management industry. The number of people living outside their country of origin passed 300 million in 2024, nearly 4% of the world’s population, and it continues to rise. Behind that growth is a client base whose financial needs span multiple jurisdictions. For advisory firms, this is not a marginal trend; it is a structural shift that demands a new level of expertise. — Nigel Green