As we wrap-up 2019, Jay Hummel and I discuss some of the major industry trends that we see having an impact on your business next year. The dramatic growth of Direct Indexing. The potential for aggressive enforcement of Reg BI. How the SECURE Act will drive the need for more outsourcing. Changes in M&A multiples … [Read More]
How To Build A Niche With Jay Hummel, December 12, 2019
Building a ‘niche’ can be one of the most daunting tasks an advisors faces. The reality is that most make the process more difficult than it needs to be. Jay Hummel of the Wealth Advisor Growth Network shares his strategy for building a profitable niche on this episode of the Advisor Growth Series.
How Schwab’s Moves Could Impact Your Business, November 23, 2019
Schwab’s potential acquisition of TD Ameritrade could have an impact on your business and your clients. Jay Hummel and I discuss the implications of this major industry transaction on this installment of The Advisor Growth Series.
The Scary Question: ‘Why Do You Work With Us?, November 27, 2019
Do you know why your clients do business with you? Jay Hummel calls this ‘The Scary Question’ and on this episode Jay Coulter asks him about this and why he does not like service calendars.
How To Become A Financial Planning Centered, October 23, 2019
Jay Coulter and Jay Hummel discuss how to move financial planning to the center of your practice on this episode of The Resilient Advisor.
