Christy
Slow is Smooth and Smooth is Fast
I recently read the debut novel by former Navy SEAL Jack Carr, “The Terminal List.” In the novel, he references the iconic mantra used by...
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Christy
- Apr 21
- 2 min
... And the Pursuit of Happiness
Many financial advisors start a new client relationship by exploring what financial success looks like for that client. Not surprisingly,...
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Christy
- Apr 18
- 2 min
To Fee or Not To Fee
If you gather a large group of unacquainted financial advisors and ask whether or not advisors should charge for an initial financial...
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Christy
- Apr 4
- 2 min
How Your Expertise Can Hurt You
I recently saw another coach in the industry post a poll asking what people wanted most from a speaker: to be entertained, to be...
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Christy
- Mar 23
- 2 min
Forget The Forks; There Is No Better Time for Female Advisors to Sharpen the Knives
Nearly twenty years ago, a business school colleague forwarded me a New York Times article entitled: Wall Street’s Women Face a Fork in...
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Christy
- Feb 27
- 2 min
No Longer the Business of Lone Wolves
Over the last decade, a strong trend toward teaming has solidified in the financial services space. No longer the business of lone...
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Christy
- Feb 13
- 2 min
Communication Still Matters as a Post-Pandemic Differentiator
Back in 2019 (you know, the good ole days BEFORE masks became a fashion accessory), Y Charts conducted a survey on Advisor-Client...
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Christy
- Jan 14
- 2 min
Getting Ahead When Starting From Behind
It is common for financial advisors to take time at the start of a new year to reflect on their successes and challenges of the past 12...
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Christy
- Dec 15, 2022
- 2 min
Advisors Are Increasingly Supporting 401(k) Sponsor and Participant Success
While most financial advisors don’t specialize in serving 401(k) plan sponsors, clients are increasingly looking to their advisor for...
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Christy
- Dec 1, 2022
- 2 min
The Inflection Point of In-Person Work
Casey Quirk recently interviewed 28 CEOs, COOs, and HR heads of 28 top asset managers, with a collective $48 trillion under management...
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Christy
- Nov 18, 2022
- 2 min
The Female Face of Wealth
Demographically, the United States is poised for a massive transfer of wealth in the coming decade. Consider the following: Currently,...
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Christy
- Oct 29, 2022
- 2 min
Engaging With Affluent Investors: 5 Post-Pandemic Insights
A June 2022 study from Oechsli polled 1002 affluent investors in an effort to understand post-pandemic trends. Five themes stood out...
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Christy
- Oct 6, 2022
- 2 min
RMD Considerations for Q4 Amid Inflation and a Down Market
With the official start to fall comes the year-end planning period, which is often a busy time for financial advisors as they help...
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Christy
- Sep 9, 2022
- 2 min
The Rising Cost of Raising a Family... and what it means for clients
In 2017, the USDA Expenditures On Children By Families Report projected families would spend $233,610 to raise a child born in 2015...
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Christy
- Sep 6, 2022
- 1 min
Are Your Real Estate Adjacent Clients OK?
Despite a continued fast pace in residential real estate (a typical home in July went under contract in just 14 days), home sales fell...
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Christy
- Aug 18, 2022
- 2 min
How Is Your Health?
In mid-2021, an American Psychological Association (APA) study confirmed what many already knew: “Weight gain and disordered eating...
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Christy
- Jul 29, 2022
- 3 min
The Evolution of Advisor Marketing Using Social Media
Few people would be surprised that 70-80 percent of people research a company online before engaging or making a purchase and, as a...
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Christy
- Jul 27, 2022
- 3 min
Which Advisor Compensation Model Guarantees True Objectivity?
While advisor objectivity is not a new consideration, an SEI Global Wealth Study found that it tops the list of investor concerns. As...
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Christy
- Jul 20, 2022
- 1 min
A Classic Look At Advisor Objectivity – What’s Old Is New Again
Since the Department of Labor offered Proposal 1.0 of The Fiduciary Rule back in 2010, the industry has suffered whiplash amid numerous...
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Christy
- Jun 22, 2022
- 2 min
Updated Russell “Value of An Advisor” Study Reiterates Advisor Value-Add
Updated for 2022, Russell’s Value of An Advisor Study estimates that US financial advisors more than earn their keep by providing an...
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