Jeff Spears

Founder and CEO

Jeff Spears is Founder and CEO of Sanctuary Wealth Services, champion of the independent advisor and author of the acclaimed blog,Wealth Consigliere.  Follow Jeff on Twitterand Facebook.

Are Sales Goals Dead?
Sales goals were John Stumpf's scapegoat and ultimately led to his demise. But that's not the only problem.
Wall Street
Does Experience Matter?
Where is experience an asset and where can it be a liability?
sipping wine
Why Do People Buy Second Label Wines?
How can we become sommeliers of second label wealth management offerings? Look at brand, service and value.
How to Go Viral
What can we learn from John Oliver’s approach to help us create viral content?
One More Thing: How to Make the Most Out of Industry Conferences
Inbox full of invites to industry conferences? Here's a primer on which ones to go to and what to expect to get out of them.
Breakaways Remodeled
Your new remodeled firm will be much nicer than your old firm—and if you don’t design it correctly, you can always remodel again.
Just the Facts, Ma’am
Cut down the noise of the marketing pitches and make your decisions based on just the facts, ma’am. Joe would be proud of you.
Never Too Late
Money is complicated. Our responsibility as parents and advisors is to start educating ourselves and our children early.
What You Need To Go Independent - Revisited
After two-and-a-half years in the fictional town of Independence, Jeff Spears shares what else you need to excel in the town.
The Wealth Manager Approval Process
An approval process that can be adapted to the specific needs of the clients will make the wealth management industry and clients healthier.
Penalty Kicks and Risk Management
Goalkeepers and advisors share a similar fate when it comes to performance. That is, past performance is no indication of future success.
Why Your Clients Need A Board
Change is difficult, but making the tough decisions will help save our local governments just like they can secure our client’s legacy.
Are We At A Legal Tipping Point?
A law doesn’t change until it hurts more people than it helps. We have reached that tipping point in terms of the fiduciary standard.
God, Wealth Management And Happiness 8
Blaise Pascal's construct introducing probability theory has stood the test of time, and it can be applied to another weighty question: Should people believe in wealth management?
A “Back to Basics” Reading List for Advisors
Sanctuary Wealth Services’ Jeff Spears on returning to the books that provide the intellectual foundation for a successful financial advisor.
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