Top Insights of the Quarter

Q1 2022

Intention comes easy, but consistency is hard.

They say by February most New Year’s resolutions have all but expired.

We all know that mental and physical health, financial stability, personal relationships—success of any kind, really—require long-term commitment. Yet in practice, we often let short-term thinking get in the way.

Taking Your Own Advice: Top 10

Sometimes following one’s own advice is the hardest thing. But the same principles you espouse in your own work, the very habits you encourage your clients to adopt, will actually help you reach all kinds of goals—including the ones you have for your practice.

They say by February most New Year’s resolutions have all but expired.

Did COVID really kill the sit-down meeting?

Every advisor has those clients who prefer, and will continue to prefer, in-person to online. But hanging on to that fact and ignoring larger trends is a misstep that can push you off-course to broader goals. 

We’re two years into the pandemic, and though you may be tired of hearing about the growing role of digital communications, it’s still worth paying attention to.

Do you have a moat?

Asset managers and analysts often talk about moats. If a company is to be deemed an attractive long-term investment, it needs to have resilience in the face of volatile external conditions. 

The Best Way to Respond to Referrals

Often we treat it as a given. A client has referred someone to us, so we reach out to set up an appointment. Simple as that.

But as an advisor, your referral channel is your single most important source of new business. Why wing it?

Our Latest Ideas on
Growth, Engagement and Referrals

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