Section
Value of Advice
36 posts
There's a Version of You Your Family Has Never Met
Listen on The Move There's a version of you your family has never met — and the…
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 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.
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.
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…
Investor Survey: Does AI usage impact advisory fee sensitivity?
Our 2026 Investor Survey gauged whether advisors’ use of AI has an impact on clients’ willingness to pay advisory fees. The findings uncovered surprising insight into the psychological aspects of fee sensitivity. Wealth Strategist Ben Rizzuto explains.
When Families Finally Talk About Money
The conversation most advisors avoid is the one Traci Garnett-Froscheiser has made the foundation of her entire practice.
The Subscription Model Gateway to [More] Lifelong and Next Generation Clients
For most of the financial advisory industry, the client relationship begins with assets. For Daniel Friedman, CEO of…
The Risk That Isn't in the Retirement Plan: Markets Recover, Cyber Fraud Doesn't
Listen on The Move Markets can recover from a downturn. Your retirement cannot recover from cyber fraud.…
Investor Survey: What female clients want advisors to know about AI
by Marquette Payton, CRPS®, CDFA®, Director, Practice Management Consultant, Janus Hnderson New Janus Henderson research suggests that when…
You Don't Need to Know Everything. You Need to Know Who Does.
Michael Wills of PPI Makes the Case for the Team-Based Approach to Insurance Planning
The Conversation Canadian Advisors Are Not Having Enough
Insurance, risk, and the gaps that cost clients most
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,…
When the Plan Becomes the Antidote
How advisors can replace client anxiety with process and conviction before and during systemic drawdowns