[Due to accelerating rates of industry change and hyper-competition, financial advisors have been driven to develop more innovative approaches in redefining and redrawing the parameters of what a financial advisor can do and be for their clien
[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived in their communities.
[Financial advisors are under an immense amount of pressure to provide value to their clients and differentiate themselves in the hyper-competitive financial marketplace.
[Practice management has traditionally focused on guiding financial advisors tactically – do this, stop that, create a process here, upgrade your tech and operating systems there – leading to a more organized chaos in operating their bus
[Many strategic business and military leaders have characterized our current reality as a VUCA world – a business and social environment driven by Volatility, Uncertainty, Complexity, and Ambiguity.
[In our age of polarized perspectives, alternative facts, floods of disinformation, and distrust for many traditional sources of information today, it is no small feat to build a trusted site for information and community.
[Financial advisors desire for independence and having more control as to the development of their own differentiated businesses has been growing steadily and creating a very dynamic industry landscape.
[There are several hidden threats to retirement that are not being proactively or adequately addressed by the financial community. There are multiple reasons for this.
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