1. Top 12 Smart Marketing Tools for Advisors To Boost Efficiency
As a financial advisor, you’re busy. With everything on your plate, there’s little time left for marketing – let alone designing campaigns, editing videos, or writing newsletters. That’s where marketing tools for financial advisors come in. These AI-powered assistants help streamline your workflow and enhance communication. Let’s break down some of the best tools in the business that help advisors save time, increase reach, and grow their practice. — FMG
2. How Top Financial Advisors Generate More Warm Introductions From Ideal Clients
Have you ever wondered how, year after year, top financial advisors continue to grow their practice while you struggle to get a few referrals and introductions each year? The elite financial advisors have a process to find meat and acquire more ideal clients and get introductions. Let me share a little secret with you. They have a proven scripted process to do it. Here's how they do it. — Grant Hicks
3. Why Your Story Matters More Than Mission Statements in Building Client Trust
Every interaction you have in a day — every conversation you have with a friend, business associate, client, prospect or even a stranger — is an opportunity to articulate your value. It’s an opportunity to encourage your contacts to take immediate action to improve and enrich their lives. — Jeff Thorsteinson
4. Big Tech’s Relentless Momentum
If investors had any doubts that we are still living in the era of Big Tech, the recent earnings season has decisively put them to rest. Microsoft and Meta posted blockbuster results. Amazon reaffirmed aggressive AI investments. And even amid macro volatility, hyperscaler capital expenditures are tracking for an astonishing $392 billion in 2025—a record high that nearly doubles the combined totals of 2023 and 2024. For investors, the implication is clear: the structural engine of growth remains anchored in the largest, most AI-leveraged technology firms in the world. — Christopher Gannatti
5. Unlocking Organic Growth Through Cash with Morgan Ludovico
Today we talk with Morgan Ludovico, Director of Intermediary Sales at StoneCastle, where we discuss how advisors are engaging the cash conversation and utilizing KEEP by StoneCastle as a powerful driver of organic growth. KEEP is an enhanced savings solution offering up to $100 million in federal insurance per tax ID, competitive rates, full liquidity, and no fees—designed to simplify the advisor-client conversation and capture held-away assets. — Power Your Advice
6. Which Wins: A Bold New Strategy or Flawless Execution?
I recently spoke with a successful advisory team that was feeling stuck and eager to ignite growth, which sparked this discussion They were quick to suggest new tactics—social media, seminars, digital marketing—but as we talked, I started wondering: is it really about doing more, or just doing better? — Joseph Lukacs
7. Trump’s Market Playbook: How Chaos Keeps Delivering Results
Donald Trump entered the year with a set of objectives and has so far accomplished many. Border crossings have fallen, inflation has fallen, interest rates have fallen, the US dollar has fallen, tariff revenues have risen, and stocks have overcome the “Liberation Day” sell-off, having now risen on the year. From here, Trump needs tax cuts, regulatory cuts, economic acceleration, and new stock market highs to complete his check list. I reference this list of Trump’s agenda successes not as an endorsement, but as a reminder to investors that, while Trump’s methods seem insane, his results stand remarkably consistent with his objectives. I do not think the focus on Trump is wholly misguided given that his outsized level of influence on sentiment and policy looms large. However, the pro-market expectations that powered the stock market rally from election day to inauguration day found reprisal during the most recent V-shape reversal. Markets have apparently built up a newfound tolerance for Trump’s tactics and a newfound awareness of the results. — David Waddell
8. Where the Rich Are Growing: North America Surges as Europe and Middle East Decline
The Capgemini Research Institute’s World Wealth Report 2025, published June 4th, reveals the global high-net-worth individuals (HNWIs) population rose by 2.6% in 2024. Now in its 29th edition, the report finds this increase was driven by the growth in the population of ultra high-net-worth individuals (UHNWIs), which grew by 6.2%, as strong stock markets and AI optimism boosted portfolio returns. The data indicates that alternative investments, such as private equity and cryptocurrencies, are now an established presence in HNWI holdings, representing 15% of their portfolios. — Capgemini
9. Women Want Financial Empowerment. Advisors Should Help.
While there’s still working to be done on the income equality front, narrowing compensation and education gaps are among the reasons women are increasingly sophisticated, financially speaking. That’s stoked higher levels of demand for financial education and high-quality advice, both of which are positives for the wealth management community. — Todd Shriber
10. The Future of Wealth Management: How Culture, Talent & Next-Gen Clients Will Define Winners
As wealth shifts into the hands of younger generations and more women, advisory firms face a critical question: Are you built to serve tomorrow’s clients? — Johnny Sandquist
11. Why Consumers Won’t Pay Financial Planners—Until We Prove Our Value
Financial planners have a problem. The problem is not dumb consumers either; the problem is the positioning of financial planners within the wider financial advice industry. Clearly there is an issue with the financial advice industry as a whole being able to express the basics of what it does for its customers in a way that makes sense to them. There is an issue also with being able to deliver a clear and compelling value proposition. — Tony Vidler
