1. How Financial Advisors Can Win With Answer Engine Optimization (AEO)

AI is changing how people search. Instead of short keywords, your future clients are asking full, detailed questions into tools like ChatGPT, Perplexity, and even Google’s new AI-driven features. The answers they get back? They often come from websites that are structured to deliver direct, conversational answers. That’s where Answer Engine Optimization (AEO) comes in. — FMG

2. Estate Planning Reinvented: How Trust & Will Empowers Advisors to Deliver Deeper Client Value

Estate planning has traditionally been one of the most overlooked, avoided, and intimidating conversations between advisors and their clients. Yet, for many families, ensuring that a legacy is protected and transferred smoothly is just as critical as wealth building and investment strategy. At this year’s Future Proof Festival, Cody Barbo, Co-Founder and CEO of Trust & Will, shared how his company is reshaping the industry by bringing estate planning into the modern age—specifically through a new platform for advisors, EstateOS. — Douglas Heikkinen

3. How Will the Fed, Inflation & Labor Shape Markets? 4 Scenarios To Watch

While peak uncertainty has subsided, many outstanding questions for investors remain: How much will the Fed cut rates? Will tariffs boost inflation? Is labor market weakness a headwind or head-fake? Forecasting definitive answers to these questions may be challenging – let alone how these dynamics interact – but devising a spectrum of scenarios to assess how markets could be impacted can help investors position portfolios. We’ve done just that in partnership with our Portfolio Insights team. — Meera Pandit

4. Stop the Feast-Or-Famine Cycle: Build a Marketing System That Actually Works

Picture this: It’s January, and you’re fired up. You blast out a polished email newsletter to your list, promising yourself you’ll do it monthly. You even make a few cold calls and post a thoughtful LinkedIn update. Then, life happens. Client meetings pile up, paperwork buries you, and by April, you realize you haven’t sent a single follow-up. Sound familiar? This is what I call a random act of marketing—a burst of effort followed by radio silence. — Don Connelly

5. The Missing Half of Your Practice: Why Insurance Unlocks Client Loyalty and Growth

Most investment-centric financial advisors begin their careers focused on portfolios—allocations, returns, and performance. It’s natural. The excitement of market dynamics, the constant news cycle, and the immediate feedback of gains and losses draw advisors and clients alike toward investments as the center of their conversations. — Jeff Thorsteinson

6. Financial Wellness Is Watching You—and That’s Not Always a Bad Thing

Workplace financial wellness programs have figured out how to be genuinely useful, and quietly profitable. They'll help you navigate a divorce, find emergency caregiving support, or optimize your benefits—all before suggesting you might need that life insurance policy they happen to sell. — Tom West

7. The One Investing Principle That Outperforms All Others

When you first look at the stock market, it looks like a sea of opportunity. Thousands of companies. Dozens of sectors. Countless trends to invest in. But here’s the uncomfortable truth: Most stocks will lose you money. That’s not an exaggeration. It’s simple math. — Chris Reilly

8. Clients May Be Too Pessimistic About Stocks. Advisors Can Help.

There was a time when the 60% stocks/40% bonds portfolio mix was useful and applicable to a broad swath of clients, but that’s a bygone era. Keeping it real, 40% in bonds, while nice in terms of buffering against equity market volatility, is likely far too much for young clients and in this case, “young” can arguably mean under 50 year old. Still, many investors are hardwired to believe certain things, one of which is that as they age, portfolio risk should be pared. Or they should be heavier in fixed income over equities in retirement. — Todd Shriber

9. J.D. Power 2025: Succession, Satisfaction, and the Future of Human Advice with Mike Foy

Mike Foy, Managing Director and Head of Wealth Intelligence at J.D. Power, shares insights from the 2025 U.S. Financial Advisor Satisfaction Study. The research highlights a critical industry crossroads: investor demand for professional advice continues to rise, even as many seasoned advisors near retirement. Foy discusses the urgent need to attract younger and more diverse talent, build stronger mentoring and team models, and leverage technology—particularly AI—to improve efficiency and client service. — Power Your Advice

10. Why Referrals Are the Only Way To Win in an AI-Driven Sales World

Every professional advisor I know wants the same thing: quality conversations with the right people at the right time. The problem? Most of us end up meeting prospects late in the buying process after they’ve done their research, narrowed down their options, and are now comparing us to a handful of competitors. — Mike Garrison

11. From Buffett to Momentum: The Pros, Cons, and Cycles of 5 Investing Styles

Investing is about choices. Every investor faces the same challenge: how to grow wealth while controlling risk. Over the years, distinct approaches have proven effective, though none guarantee success. Some strategies require patience. Others demand discipline in timing and execution. A few provide stability and income. There is no right or wrong way to invest, and every strategy has pros and cons. In some cycles, one approach will outperform another. That doesn’t mean a strategy is broken; it just means it is out of favor in the current environment. The problem that investors often face is that they abandon an underperforming strategy to chase another, often at precisely the wrong time. — Lance Roberts