FEATURED RESOURCE
The Landscape of the Wealth Management Industry – 2018 Edition
Our annual comprehensive and impartial look at the industry landscape—a report that we have published to advisors and firm principals alike for two decades. And this year’s report on The Landscape of the Wealth Management Industry is our largest one yet, outlining the changes, trends and ones to watch in the landscape. It’s specifically designed to educate advisors – of all levels and from all business models – on the industry landscape as it stands today and how it will affect you tomorrow.
Resources for Advisors
The Decision-Methodology Infographic
Strategic Exploration and the Road to Taking Control of Your Professional Destiny
Advisors use our proprietary decision methodology – illustrated in this infographic – to help assess where they’re at, what they want to accomplish, and how they want to get there. Used in tandem with counsel from our top consultants, it’s a powerful resource to help guide you toward your best business life.
The Employee Advisor’s “Gut Check”
Have you had that “feeling in your gut” that says, “I’m not sure that where I am is allowing me to serve my clients best?” Many advisors get stuck at this point, uncertain of how to qualify whether the feeling has any basis in reality. Drawing from our decades of experience in working with advisors just like you, we’ve created the “Employee Advisor’s Gut Check” tool. With it, you’ll be armed with the right criteria by which to evaluate your current firm, as well as any others you may be considering.
The Independent Advisor’s “Gut Check”
Many advisors affiliated with broker dealers find themselves at a point in their careers when they question whether where they are is indeed the right place to best serve their clients. It’s at that same point when you realize that what got you “here” may not get you “there”. That’s why we created the “Gut Check for Advisors at Independent Broker Dealers”—to provide you with benchmarks to evaluate your current broker dealer, as well as any others you may consider.