1. Getting Financial Advice in the Age of AI
Like other areas of our lives, the presence of artificial intelligence for people’s money matters is growing rapidly. From robo-advisors and budgeting apps to algorithms that automate investing, AI is reshaping how people engage with their money. Yet despite the rise of these tools, when it comes to financial advice, Americans report still preferring advice from a human financial advisor. — Lilah Raynor
2. Why Long-Term Care Just Became the Hottest Door Opener in Financial Advice
This isn’t hyperbole. Right now, Financial Advisors are standing on the brink of the largest prospecting wave in years, one fueled not by market mania or flashy fintech, but by a quieter, smarter shift in product design and client demand. What was once a cliff too steep to climb has become a gentle slope, one with huge rewards at the top. That wave is long-term care protection. — Don Connelly
3. Here’s One Way Younger Clients Have Older Peers Beat
It stands to reason that baby boomers and many Gen Xers will walk into an advisor’s office with more assets. That’s the result of being alive and working longer than their millennial and Gen Z counterparts. That’s not a criticism of younger folks. The math is the math, but there are some ways in which more youthful clients and investors have their more seasoned contemporaries beat. A prime example is the willingness of younger people to have money conversations in romantic relationships and do so early on. — Todd Shriber
4. The Defining Rivalry of the 21st Century: AI as the New Geopolitical Battlefield
We may look back at 2025 and recognize it as the moment artificial intelligence stopped being a purely technological race and became the central axis of geopolitical competition. The release of dueling AI action plans—one from the White House and one from Beijing—was no coincidence.1 They're more than policy documents; they are ideological manifestos. Washington wants to build the most powerful, fastest-growing AI ecosystem in the world by supercharging its industrial base, data center infrastructure and cloud exports. Beijing counters with a vision that weaves AI into a global governance strategy, emphasizing openness, standards and a "public good" narrative. What's clear is this: AI isn't just a tool anymore—it's the next theater of power projection. — Christopher Gannatti, CFA & Samuel Rines
5. You’re Not Losing Clients Because of Price—It’s Your Message
And how to fix it before your next prospect call. You don’t need a logo refresh. You need your message to match the experience. I’ve seen hundreds of advisors say they offer “comprehensive planning” only to sit down with a prospect and pitch investment management. That’s not comprehensive. That’s confusing. And confusion doesn’t close business. — Erin Botsford, CFP®
6. 1 Social Media Strategy To Boost Engagement
Getting more eyes – and more comments – on your social posts doesn’t have to mean paying for ads or coming up with brand-new content every week. Financial advisors across the industry are seeing results with a simple strategy: “Comment for X.” Here’s how it works: In your post, offer a valuable piece of content – like a checklist, guide, or resource – and ask your audience to comment a specific word to get it. — Samantha Russell
7. The Back-Office Advantage: Innovation That Elevates Advice with Ryan George
Ryan George, Chief Marketing Officer at Docupace, joins us to discuss how back-office innovation is helping advisors scale smarter. He shares his personal journey to Docupace and how the firm has grown into a 23-year-old leader in streamlining advisor operations, from account opening and compliance to compensation management and advisor transitions. — Power Your Advice
8. Is Your AI Helping Customers—or Just Making You Faster and Colder?
Culture determines how AI shows up in your customer experience – intelligent, intentional, and human, or disconnected and damaging. The choice is yours. AI is everywhere, but is it actually improving your customer experience, or just making it faster and colder? Many brands are automating their way into mediocrity. Not because AI is flawed, but because they’ve forgotten what customers value most: empathy, trust, and relevance. AI has the power to transform the customer experience. But if you’re not managing its impact intentionally – across strategy, data, ethics, and execution – it can just as easily damage your brand as elevate it. — Annette Franz
9. B2B Brands, Take Notes: The Detroit Lions Are Out-Marketing You
Detroit is having a moment. This summer I wrote about the comeback I felt walking through downtown and cheering at a Tigers game. In that piece, I mentioned both the Tigers and the Lions—because the city’s resurgence is bigger than any single team. I tagged the Lions when I shared it, but let’s be honest: not every brand even throws a “like” when you tag them. I hit publish, closed my laptop, and went back to life. — Molly McClure
10. Inside the Referral Strategy Fueling Top Advisors’ Growth Today
Referrals today happenthrough micro-moments. When a client says, “I’m so glad I worked with you,” you can say, “I’m so glad too—and if you know someone who needs the same support, I’m happy to help them.” Events are also huge. We’ve helped advisors host wine tastings, golf outings, even client appreciation nights—where inviting a friend just feels natural. And give clients an easy way to refer: QR codes, intro emails, or even a simple script. — Maribeth Kuzmeski
11. How Relationship-First Advisors Are Building More Sustainable Practices
Let’s cut to the chase. Most of your best clients didn’t find you because of a fancy ad, clever SEO campaign, or the latest social platform. They came to you through one undeniable fact: human-to-human connection still drives this business. Yes, digital tools matter. Yes, scale is important. But growth-minded advisors know that relationships are the ultimate multiplier. The question is: Are you being intentional about it? Here are five strategies (along with real-life examples) that will not only sharpen your human-to-human game but also create a steady pipeline of right-fit clients who already trust you before the first meeting. — Bill Cates
