Section
Mindset
14 posts
Seen, Heard, Understood—The 93% of Wealth Advice That AI Won't Disrupt
Listen on The Move What if the most powerful skill in wealth management has nothing to do…
The Hidden Psychology Behind Market FOMO
The forces driving investor behavior are often hidden beneath the surface of rational decision-making.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Financial Literacy Revolution Advisors Can't Ignore with Marcos Milla
Listen on The Move Your clients are probably already getting a lot of their investment intel from…
Why storytelling is an advisor’s most powerful communication tool
Monika Mikiciuk, Director, Practice Management Consultant, discusses how advisors can use stories to transform abstract financial concepts into experiences clients can understand and remember.
Circuit Breakers
A 12% or greater decline is not experienced as a 12% or greater decline. The retiree reads it…
How advisor teams can turn AI into a competitive advantage
Bryan Powell, Executive Director, Practice Management Consultant, discusses how successful advisory teams are using AI to improve the quality of their thinking, strengthen collaboration across the team, and challenge assumptions before important decisions ever reach a client.
The Ownership Economy: Why Capital Now Outranks Effort
What Kyla Scanlon's Most Ambitious Dispatch Reveals About the Structural Fault Lines Advisors Can No Longer Ignore
Everything in Order, Nothing in Place: The Hidden Liquidity Crisis in Business Succession
Listen on The Move A business owner can spend a lifetime building something extraordinary, and still have…
Why Finfluencers May Be Making Financial Advisors More Valuable
Something has changed in the way investors learn about money. It did not happen inside a branch office…
Think Like An Investor, Not A Speculator (Chapter 1 of 5)
by Lance Roberts, RIA “Think Like An Investor” is chapter 1 of a 5-part series examining the narratives…
From Survival to Excellence: What Performance Psychology Reveals About Human Potential
Dr. Gio Valiante on why most people underperform, and what to do about it
The Advisor's Job Is Changing. Som Seif Thinks That's a Good Thing
For decades, the investment industry had a fairly comfortable playbook. Build a diversified portfolio, own stocks and bonds,…
Tim Nash on Why Sustainable Investing Is Really a Conversation About Your Clients' Personal Values
Sustainable investing has spent years being debated, rebranded and, at times, misunderstood. But underneath all the terminology is…
Mark Robinson on Why Great Leadership Starts With Getting Out of Your Own Way
Some leaders think their job is to have all the answers. Mark Robinson thinks that is usually where…