The goal is to help get them organized because they will find this valuable to getting their complete financial life organized.
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Stop Fact-Finding. Start Getting Clients Organized. -
Why Smart Investors Chase Stocks They Know They Shouldn’t Buy The challenge with investing in individual stocks is that the fear of missing out can activate one big stew of behavioral biases all at once.
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The Most Powerful Differentiator for Financial Advisors May Be the Simplest: Dependability Being there. Being reliable. Being able to follow through relentlessly on what you say you can and will do.
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A Fresh Case for Developed International Equities DDWM has now shown how a disciplined developed international equity process can perform across very different environments:
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Why Some Prospecting Strategies Succeed and Others Fail Technology has brought new tools to the industry, but the principle is still the same. You need to connect with people who meet your client profile
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When a Crypto Joke Became a $100,000 Lifeline for Science What problem are we solving? Why does this need a blockchain? Why does this need a token? Why would anyone buy it?
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Can You Explain What You Do in 8 Seconds? Here’s Why It Matters If you can’t tell someone in eight seconds what you do for a living, there’s a good chance that person can’t tell someone else what you.
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The Most Powerful Differentiator for Financial Advisors May Be the Simplest: Dependability Being there. Being reliable. Being able to follow through relentlessly on what you say you can and will do.
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Why Some Prospecting Strategies Succeed and Others Fail Technology has brought new tools to the industry, but the principle is still the same. You need to connect with people who meet your client profile
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Stop Trying to Be Known Everywhere. Become the Go-To Advisor for One Powerful Niche You’re sitting across from your coach. It’s mid-morning, just before lunch, and your calendar is finally quiet enough for real thinking.
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Why Your Best Clients Aren’t Referring Your Best Prospects Have you noticed that most clients tend to refer laterally and down on the economic ladder?
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Stop Chasing Impressions. Start Having Conversations. I watch all the hijinks here on the LI and am continually amused by the never ending drum beat of 'reach'.
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Clients Don’t Want Another Financial Advisor. They Want Someone Who Gets Them. Written by: Natalie Hales **In the past, financial advisors could rely on stats, perfect portfolios, and slick pitches to attract clients.
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Stop Trying to Be Liked by Prospects. Start Being Trusted. When a prospect senses that maintaining harmony matters more than arriving at clarity, something changes in how they engage.
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Why Smart Investors Chase Stocks They Know They Shouldn’t Buy The challenge with investing in individual stocks is that the fear of missing out can activate one big stew of behavioral biases all at once.
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Legacy Planning Isn’t Just About Wealth. It’s About Preparing the Next Generation Written by: Beth Nolan When families think about legacy planning, the conversation often starts with assets: investment accounts, real estate, trusts, business interests, and working cash.
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Your Credit Card Rewards Aren’t Free. You’re Paying With Your Time. In a life where I am surrounded by optimization hacks and on the hunt for ways to buy back my time, there is one area you won’t find me hacking.
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Your Emotional Storage Unit May Be Affecting Your Financial Decisions A divorce. A house fire. A serious accident or illness.
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How to Talk to Aging Parents About Their Finances Before There’s a Crisis Why families often delay difficult conversations with aging parents until a crisis leaves them with few choices
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How to Choose a Financial Advisor for Your Small Business Finding the right advisor alleviates the stress of managing ongoing cash challenges while protecting personal wealth
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Why Earning More Money Isn’t the Same as Building Wealth Confidence doesn’t come from collecting more opinions. It comes from gaining clarity, developing judgment
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Can You Explain What You Do in 8 Seconds? Here’s Why It Matters If you can’t tell someone in eight seconds what you do for a living, there’s a good chance that person can’t tell someone else what you.
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Why Millionaires Obsess Over Risk More Than Returns Written by: Harper Lane Spend time around genuinely wealthy people and something odd stands out.
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The Myth That Charity Can Replace Government Government and charities often complement or supplement each other, filling gaps in areas of mutual interest.
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Stop Fact-Finding. Start Getting Clients Organized. The goal is to help get them organized because they will find this valuable to getting their complete financial life organized.
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The Fear Behind Michael Jackson’s Extraordinary Life When Being Extraordinary Still Isn't Enough...
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Your Reputation Is Everything. Do You Know Who’s Shaping It? A professional’s personal reputation is undoubtedly the most important personal branding element and should be managed carefully
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Are People Search Sites Legal and Safe to Use? People search sites sit in an uncomfortable spot: they feel invasive, yet they operate in the open and rank on the first page of Google.
Beyond the Coupon: How To Evaluate a Growing Autocallable ETF Category
Written by: Matt Kaufman For decades, these equity-linked income strategies largely lived in the structured-note market.
By Calamos
Wall Street’s 20% Bear Market Rule Is Breaking Down in Modern Markets
After three decades of watching market cycles play out from both sides of the trade, I’ve come to a simple conclusion: Wall Street’s love of simple rules is one of the most dangerous aspects of investing.
By Lance Roberts
Finding Your Niche Using Client Trigger Events: A Guide for Financial Advisors
Most financial advisors say the same thing: "I don't have a niche.
By FMG
Top Articles
A Fresh Case for Developed International Equities
DDWM has now shown how a disciplined developed international equity process can perform across very different environments:
By WisdomTree
Can You Explain What You Do in 8 Seconds? Here’s Why It Matters
If you can’t tell someone in eight seconds what you do for a living, there’s a good chance that person can’t tell someone else what you.
By Don Connelly
Successful Owners Don’t Exit From Something—They Exit To Something
The Discipline Behind the Firm You Would Actually Build Today
The Financial Advisor Who Made Me Feel Like the Only Client They Had
The ones they have referred without being asked. The ones they call first when something changes in their lives.
Stop Fact-Finding. Start Getting Clients Organized.
The goal is to help get them organized because they will find this valuable to getting their complete financial life organized.
Why Smart Investors Chase Stocks They Know They Shouldn’t Buy
The challenge with investing in individual stocks is that the fear of missing out can activate one big stew of behavioral biases all at once.
Featured Partners
Beyond the Coupon: How To Evaluate a Growing Autocallable ETF Category
For decades, these equity-linked income strategies largely lived in the structured-note market.
Health planning is wealth planning.
Coordinate care, home, estate, and lifestyle support before a client need becomes urgent.
Be the first call when life changes.
Structured playbooks help advisors guide family, care, and planning decisions with more confidence.
The Autocallable ETF conversation.
A focused resource for advisors explaining defined outcome strategies and growth exposure.
Multimedia
3 Hard Truths Keeping Advisors From a $1 Million Business
This episode is a little different. Instead of another tactical strategy or productivity hack, Libby shares three hard truths that may be the very
By Libby Greiwe
The Credibility Gap Most Advisors Never Close
In the competitive world of financial services, standing out as a financial advisor is crucial.
By Joseph Lukacs
Likeability Beats Expertise When Winning High-Quality Clients
Most advisors foolishly think that the secret to winning high-quality clients is becoming more competent.
The Fee Increase That Added $420,000 (Without Losing a Single Client)
One of the hardest conversations many financial advisors avoid isn't about investments or markets—it's about their own fees.
Your Next Client Was Referred to You. Then They Googled You.
Molly shares what advisors can do to strengthen that next step and make sure their marketing supports the tried and true referral process.
Newsletter
Top seven stories, seven days a week .
Get the PowerAdvice newsletter daily with the top seven stories advisors should read. On Sunday, we send the top eleven stories of the week.
Channels
Markets
Market context, chart-driven reads, and advisor-ready capital-market perspective.
- The Market Keeps Hitting New Highs. Are They Actually Justified? David Waddell
- The One Signal Behind Every 20% Market Decline in 151 Years Lance Roberts
- Three Charts Explaining Today’s Biggest Market Risks Lance Roberts
Fixed Income
Bond-market context, yield strategy, and fixed-income portfolio construction coverage.
- A 5% Bond Yield Isn’t a Crisis. It’s a Return to Normal Lance Roberts
- Lacy Hunt Just Changed His Mind on Bonds. Should You? Michael P. Lebowitz
- Wall Street Says Dump Your Bonds. Here's Why That's a Costly Mistake. Lance Roberts
Active Investing
Active-management perspective, portfolio positioning, and manager commentary.
Strategists
Strategist views, model positioning, and market commentary for advisor conversations.
- Why the 2026 Bull Market May Face Its Biggest Test Before the Midterms Calamos
- TIPS Are Paying 3% Above Inflation. Is That Better Than Stocks? Michael P. Lebowitz
- When Markets Get This Concentrated, What You Don’t Own Matters Alliance Bernstein
Advisor Tools
Practical tools, workflows, and resources that help advisors serve clients and teams.
Business Growth
Practice growth, firm strategy, client communication, and advisor business development.
Technology
Advisor technology, fintech, workflow automation, and firm productivity coverage.
Artificial Intelligence
AI, automation, and emerging intelligent tools for advice businesses.
ETFs
Exchange-traded fund coverage, portfolio construction, and product education.
Research
White papers, charts, studies, and research-backed advisor resources.
Future of Advice
Industry change, advisor business models, and the evolving client experience.
- Using AI to Deliver High-Touch Wealth Management Guest Contributor
- Your Practice Has Grown. Has the Business Grown with It? Matthew Paine
- Your Advisory Firm Doesn’t Need More Heroes. It Needs Better Systems. Jeff Thorsteinson
Retirement Planning
Retirement planning, withdrawal strategy, and client income conversations.
Annuities
Annuity strategies, product education, and guaranteed-income planning context.
- Annuities Can Do More Than Create Lifetime Income Guest Contributor
- Annuities Have a Feature Most Owners Never Use Guest Contributor
- A New Golden Age of Annuities Is Here Todd Shriber
Insurance
Insurance planning, risk transfer, and client protection strategy coverage.
Personal Finance
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
- Why Smart Investors Chase Stocks They Know They Shouldn’t Buy Malcolm Ethridge
- Legacy Planning Isn’t Just About Wealth. It’s About Preparing the Next Generation Guest Contributor
- Your Credit Card Rewards Aren’t Free. You’re Paying With Your Time. Mary Beth Storjohann
Alternative Investing
Alternatives, private markets, cryptocurrency, and portfolio diversifier coverage.
- When a Crypto Joke Became a $100,000 Lifeline for Science Chris Skinner
- Oil Surged, Gold Dropped: What This Market Signal Means Golden Meadow
- India Just Gave Silver a Major Boost That Most Investors Missed Golden Meadow
Opinion and Viewpoints
Point-of-view essays, columns, and contributor perspective for advisor conversations.
- Can You Explain What You Do in 8 Seconds? Here’s Why It Matters Don Connelly
- Why Millionaires Obsess Over Risk More Than Returns Guest Contributor
- The Myth That Charity Can Replace Government Guest Contributor
Multimedia
Video, audio, transcripts, and multimedia conversations from PowerAdvice.
- 3 Hard Truths Keeping Advisors From a $1 Million Business Libby Greiwe
- The Credibility Gap Most Advisors Never Close Joseph Lukacs
- Likeability Beats Expertise When Winning High-Quality Clients James Pollard