1. How Advisors Can Win UHNW Business and Build a Service Offering for Wealthy Clients
When it comes to winning UHNW business, advisors can either lead with services, or they can lead with advice. It’s a common misconception that advisors need to have in-house experts on tax, estate planning, philanthropy, and other services to compete in the ultra-affluent space. It’s actually more differentiating to offer an advice-first delivery, functioning as a “wealth strategist” who quarterbacks a team of external experts to address the client’s unique needs. We’ll call this a “virtual family office” delivery model. — Jeff Coyle
2. Is Crypto’s Comeback in 2025 a Good Thing? What Financial Advisors Need To Know
When it comes to cryptocurrency, financial professionals in the past faced significant uncertainty and mixed signals from regulators. Currently, the digital landscape is going through a significant transformation. We now need to assess whether it’s a welcome development or something to be concerned about. — Chris Nekvinda
3. How Elite Financial Advisors Choose Their Niche—and Dominate It
You’re sitting across from your coach. It’s mid-morning, just before lunch, and your calendar is finally quiet enough for real thinking...on the business. You lean back and say it out loud: “I feel like I’m invisible in this city. Too many advisors. Too many voices. How do I stand out when the market’s this saturated?” — Jeff Thorsteinson
4. Rebuilding America From the Ground Up: A Call to Strategic Depositors
In the quiet towns stretched between the coasts, where big banks rarely open branches and investment dollars seldom reach, community banks are doing the heavy lifting. They are often the only financial lifeline for family farms, new business owners, and first-time homebuyers. While they make up only about 15% of all U.S. banking assets, these small banks originate nearly 60% of all small business loans made by banks—a remarkable figure that reveals where real economic empowerment is happening. Even more telling, in over one-third of U.S. counties, community banks are the only banks physically present. The future of these towns—indeed, the future of the American dream—rests squarely on their shoulders. — Joshua S. Siegel
5. Apple’s AI Crisis: Can the Tech Giant Catch Up Before It’s Too Late?
Apple (AAPL) shares are languishing this year. As we share below, the stock is down over 16% year-to-date and significantly lags all of the Magnificent Seven stocks except Tesla. While weak revenue growth and relatively few new products are culprits, it’s also worth noting that Apple is considerably behind in AI development. Some Apple employees, as we share below, courtesy of a Bloomberg article, think their AI development is in a “crisis.” — Lance Roberts
6. Why Going Niche Is the Smartest Way to Scale Fast
The wider the marketing net you cast, the less relevant and effective your messaging becomes. Standing out and attracting the right clients can feel like an uphill battle. Many advisors resort to casting a wide net, hoping to appeal to as many prospects as possible. But as marketing strategist and author Kristen Luke highlights in my recent interview of her – going narrow—really narrow—can be your most powerful growth strategy. — Bill Cates
7. What 1,000+ Advisor Meetings Reveal About Building a Standout Practice
Anthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisory practice to a well-oiled, proactive business machine. With a background in wealth management, wholesaling, and branch leadership, Anthony brings a wealth of experience in streamlining operations, implementing service models, and scaling efficiently—all while maintaining a strong client experience. Whether you’re looking to optimize your processes, improve client retention, or simply get your practice running more smoothly, this episode is packed with insights! — Libby Greiwe
8. Protected Bitcoin: Improving Portfolios Utilizing a Stable Risk Framework
Our latest whitepaper reveals that many traditional portfolio models may be underestimating Bitcoin’s potential role. By applying a Stable Risk Framework, we demonstrate how advisors can allocate 3–10% to Bitcoin—far beyond the conventional 1–2%— with the potential to deliver enhanced returns and reduced drawdowns. — Calamos
9. How to Move Prospects from Hesitant to Committed
Helping prospects decide on the right course of action is often not quite as hard as we think, especially when it is a reasonable bet that every adviser has had clients or prospects ask at some point: “what are other people like me/us doing?” The very same behaviour that makes many consumers euphorically follow markets up, or despairingly follow the crowd trying to exit a market when prices slide, is evident at the personal level when we make recommendations and they want to know what the consensus view is. People tend to feel that a course of action adopted by others (especially others just like themselves) is less risky, and therefore an easier decision to make. — Tony Vidler
10. 5 Lead Gen Mistakes That Keep Financial Advisors Stuck
Despite their best efforts, many financial advisors struggle to generate a consistent flow of quality leads. In many cases, the problem isn’t due to a lack of effort. Rather, it’s due to financial advisors unwittingly sabotaging their lead generation efforts. The biggest mistakes aren’t the obvious ones, like neglecting an online presence or failing to follow up. It’s the more subtle—even insidious—behaviors and approaches that can quietly push potential prospects away. — Don Connelly
11. Great Wealth Transfer Fires Warning Shot for Advisors
There are some certainties regarding the great wealth transfer, one of which there are many uncertainties, including the various estimates regarding the dollar amount of said transfer. At the high end, the $100 trillion wealth transfer will shift an obviously massive amount of capital from older folks to their younger heirs. Another guarantee is that movement of capital of that size and scope has profound implications for the wealth management industry. It’s not just because more than three years of U.S. GDP will change hands, though that is a valid reason in its reason. — Todd Shriber
