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Christy
Jan 22 min read
New Year, New Hires? What to Expect
In a 2023 recap, Lead-Advisor, a search firm specializing in Wealth Management Talent Placement, revealed the most common roles hired for...
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Christy
Dec 2, 20232 min read
Strategic Planning Considerations For 2024
As year-end approaches, many business owners reflect to inform their strategic plan for 2024. Over the years, I’ve seen financial...
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Christy
Nov 5, 20232 min read
Even Data-Driven Marketing Requires A Human Connection
Recently, I was fortunate to be among 15 executive thought leaders gathered by Worth to talk about “data-driven marketing” in the...
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Christy
Oct 6, 20231 min read
Financial Advisor Satisfaction Study Highlights Opportunities
According to a 2023 U.S. Financial Advisor Satisfaction Study by J.D. Power, “U.S. wealth management firms have an advisor engagement...
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Christy
Sep 28, 20231 min read
Closing Is As Important As Prospecting
There are two skills that will make or break success in sales: prospecting and closing. And while bringing in new potential clients is...
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Christy
Sep 15, 20232 min read
Questions Every Executive Should Ask
On a recent business trip, I had the good fortune of seeing Kat Cole speak to an audience of financial advisors. As former COO and...
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Christy
Sep 1, 20231 min read
A Three Point Framework for CEOs
A trusted business partner, Eddy Ricci, Founding Partner of Pontem Professional Partners in New York, recently highlighted a read for...
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Christy
Aug 5, 20231 min read
Looking Beyond Technology In a World Obsessed with AI
Despite the recent obsession with AI and how it has impacted financial service operations, differentiation in financial advising may be...
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Christy
Aug 4, 20231 min read
Expanding Advisor Value-Add
The 2023 Scwab Modern Wealth Survey found Americans consider a net worth of $2.2 million to be the threshold of “wealthy.” Yet the...
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Christy
Jun 8, 20232 min read
The One Trait All 9-Figure Founders Share
According to Allison Maslan, Pinnacle Global Network's founder, CEO, and business scaling expert, there is one trait all 150,000 CEOs and...
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Christy
May 5, 20232 min read
Slow is Smooth and Smooth is Fast
I recently read the debut novel by former Navy SEAL Jack Carr, “The Terminal List.” In the novel, he references the iconic mantra used by...
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Christy
Apr 21, 20232 min read
... And the Pursuit of Happiness
Many financial advisors start a new client relationship by exploring what financial success looks like for that client. Not surprisingly,...
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Christy
Apr 18, 20232 min read
To Fee or Not To Fee
If you gather a large group of unacquainted financial advisors and ask whether or not advisors should charge for an initial financial...
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Christy
Apr 4, 20232 min read
How Your Expertise Can Hurt You
I recently saw another coach in the industry post a poll asking what people wanted most from a speaker: to be entertained, to be...
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Christy
Mar 23, 20232 min read
Forget The Forks; There Is No Better Time for Female Advisors to Sharpen the Knives
Nearly twenty years ago, a business school colleague forwarded me a New York Times article entitled: Wall Street’s Women Face a Fork in...
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Christy
Feb 27, 20232 min read
No Longer the Business of Lone Wolves
Over the last decade, a strong trend toward teaming has solidified in the financial services space. No longer the business of lone...
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Christy
Feb 13, 20232 min read
Communication Still Matters as a Post-Pandemic Differentiator
Back in 2019 (you know, the good ole days BEFORE masks became a fashion accessory), Y Charts conducted a survey on Advisor-Client...
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Christy
Jan 14, 20232 min read
Getting Ahead When Starting From Behind
It is common for financial advisors to take time at the start of a new year to reflect on their successes and challenges of the past 12...
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Christy
Dec 15, 20222 min read
Advisors Are Increasingly Supporting 401(k) Sponsor and Participant Success
While most financial advisors don’t specialize in serving 401(k) plan sponsors, clients are increasingly looking to their advisor for...
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Christy
Dec 1, 20222 min read
The Inflection Point of In-Person Work
Casey Quirk recently interviewed 28 CEOs, COOs, and HR heads of 28 top asset managers, with a collective $48 trillion under management...
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