Broaching business conversations with social contacts is tricky.  Few would refute this statement.  Our research on advisors who prospect socially reveals that their biggest fear is “coming across salesy.”  This is...

Over the past five years, robo advisors figured out something the rest of the wealth management industry did not – accessibility and convenience are paramount for investors. The business of being an advisor today is just as much about being...

MIAMI —  “The other night I was at a wine bar with a friend when I ran into someone from my MBA program who I hadn’t seen in years,” commented Stephen, as he attempted to put his thoughts into context. “I...

A great client experience is “right” all the way around—it delivers the right services to the right clients in the right way.

John Oliver’s 21 minute comedic rant on the problems with retirement plan service providers was entertaining but none of the information was new to financial services industry professionals.  What caught our attention was the 4 million...

We recently launched a podcast/YouTube show driven by actual questions from financial advisors. For lack of a better name, we call it The Stephen and Kevin Show. Our objective with the show is to bring advisors REAL value and engage directly with...