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.

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.
Can You Meet Your Spouse At A Speed Dating Event?
Where and who you work with is one of the most important decisions you’ll make. Just like you might think twice about marrying someone you met at a speed-dating event, you shouldn’t rush a career decision, either.
Hillary Clinton and the Wealth Manager Conundrum
As it turns out, Hillary and wealth managers face the same challenge: How to relate to their target audiences.
How A 2,000-Year-Old Practice Can Double Your Business
Midrash requires that we be disciplined in setting aside time amid the competing demands for our attention.
Yesterday’s Rules
Those who are mesmerized by the successful strategies of well-known leaders often fail if they can’t adapt these ideas to their own circumstances.
The Cobbler’s Kids Have No Shoes
Our reluctance to talk about money is a truly great disservice to our children.
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