Growing Your Financial Advisory Practice | Insights for Financial Advisors, Planners and Investment Managers

061: Building a Successful Practice That Is a Good Fit for You

Advisors need to be able to help their clients meet not just their short-term goals, but also their long-term wealth management goals, and that means building strong rela

060: Grow Your Practice by Closing Estate Planning Gaps for Clients

Financial advising isn’t just about what an individual should do with their money while they’re still alive. It’s also about their family and what happens to wealth after

059: How to Create a Value-Based Portfolio that Performs Well

Is it possible to make investments and get good returns while investing in assets that reflect your values? Today’s guest says that it is. Tim Nash is the founder of Good

058: How to Build a Successful Practice by Swimming Against the Tide

Sometimes, you may encounter an idea or opportunity that hasn’t yet been adopted by the mainstream, but you just know that it makes sense. Having the vision to know when

057: How to Use Financial Storytelling to Help Non-Traditional Clients

People in different fields and with different types of learning styles think about finances in different ways. There is more than one right way to talk about finances and

056: How to Help Clients Visualize Their Financial Success with Dashboards

What does it mean to think outside the box when it comes to financial planning? And what do financial advisors need to know about working with clients through turbulent a

055: Practical Ways to Keep Improving your Skills as a Financial Planner

In theory, everyone wants to constantly be improving their financial planning skills, but what does it mean to put that into practice? Today’s guest is a relatively new f

054: How to increase the value of your financial advisory services by educating your clients

When it comes to the question of how open to be with clients, at what point of the spectrum do you fall? Do you teach them enough that they feel invested in the plans tha

053: Building a Referral-based Financial Advisory Practice

Financial advising is a profession that draws in an eclectic mix of individuals who come from different backgrounds and whose career paths haven’t always been straightfor

052: A Smart Approach to Balancing Risk and Return for Your Clients

Higher returns often mean higher volatility — so how do you know when it’s worth it to be more aggressive and when you should settle for a lower, but more stable, return?

051: Full Practice Management Platform for an Independent Financial Advisor

Eight years ago, it would have been nearly impossible to imagine the incredible impact fintech would have on the financial services industry today. And even now, we’re ju

050: Busting Your Myths and Misconceptions about Financial Advising

It’s one thing for the general public to misunderstand what financial advisors do or be mistaken about important principles of personal finance. But what about financial

049: Unraveling Cross-Border Financial Planning

What unique financial planning challenges do individuals face when they live full- or part-time in the US but have Canadian citizenship (or vice versa?) How can you help

048: Transforming the Financial Planning Industry into an Evidence-based, Fiduciary Profession

It’s one thing to build up your own practice. But as we approach the end of the year, we’re taking a step back to look at what it takes to build an entire profession. Tod

047: Transitioning Family Wealth: How to Increase the Odds of Success

Family businesses inevitably come with complex scenarios for a financial advisor to sort through. But the biggest complications may not be what you expect: the emotional

046: The One Change You Can Make to Your Financial Planning Practice to Really Put Clients First

Everyone says they put their clients’ best interests first, but what’s the best way to set yourself up for success in this regard? By introducing portfolio management com

045: How to Grow Your Practice from $30 million to $150 million AUM and Exit - On Your Terms

When growing your book of business, you can either build it from scratch yourself or join up with another advisor and purchase their practice. Today’s guest is most exper

044: 5 Principles of Good Financial Planning

You’re an expert in your field, but what do you do when you come across a planning situation that’s out of your depth? Today’s guest works with advisors and their clients

043: Life-first Financial Planning Helping Clients Look at the Big Picture

Helping people succeed financially isn’t about dollars and cents or numbers on a spreadsheet. It’s really about uncovering and understanding where clients are in life and

042: How to Protect Your Clients’ Financial Futures in a Divorce

Most people know that divorce can take a financial toll. So what’s the best way for clients to protect their assets during a divorce? And more importantly, how can you he