The Status Update is Dead. Long Live the Anticipatory Advisor.

Published on January 13, 2026

Growth in this new era isn't about hoping for the next referral; it’s about building a client experience so proactive and so clear that your clients feel like you are seeing around corners for them.

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10 Investment Must Reads for This Week (Jan. 13, 2026)

January 13, 2026
Amid industry consolidation, fee compression and increased use of AI, asset managers have been cutting back on staff. Gold and sliver have hit record highs amid fears about fed independence. These are among the investment must-reads we found this week for financial advisors.