How a Family Board Can Save Your Client’s Legacy

Published on March 11, 2026

Hand down responsibility using shared governance.

Continue reading on website
Other news

Advisors Need to Tell Their Client Stories to Management

March 11, 2026
Because we are often asked to deliver sales training and coaching to advisors, I’m going to make a guess that your leaders believe if they don’t keep talking about growth, you will stop putting a focus on it. The impression might be that you care deeply about your clients, but not so much about growth and new clients coming into the firm.

Marketing With AI? What Financial Advisors Need to Know

March 11, 2026
The real value of AI isn’t in doing the marketing for you; it’s in making the process more efficient. Tasks that once required significant time and effort can be simplified and streamlined.