Recent

Three Themes for 2025: Energy Transition, Artificial Intelligence and Supply Chain Reshoring

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Artificial Intelligence Can Be a Superpower for Financial Advisors

Nov 20, 2024

Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting

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Estate Planning Services Are Becoming Table Stakes

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Allworth Boosts Tax Services with Acquisition of Bay Area CPA Firm

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Featured

Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Fifteen of the Best Investment Books of All Time

Oct 16, 2023

How Well Do You Remember 2019?

Jan 03, 2023

The 20 Most Future-Ready Large Cities in the U.S.

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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.

Sanctuary Wealth Services

Jeff’s Recent activity

Just the Facts, Ma’am

Apr 12, 2016

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

Mar 15, 2016

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

Feb 16, 2016

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

Jan 15, 2016

Wealth management solutions come in many varieties, just like one size doesn’t fit all for drug prescriptions.

Penalty Kicks and Risk Management

Dec 11, 2015

The undaunted goalkeeper and wealth manager share the same tortured existence.

Why Your Clients Need A Board

Nov 18, 2015

Advisors and their clients need to establish their own boards that have the ability to make binding wealth management recommendations.

Are We At A Legal Tipping Point?

Oct 14, 2015

The financial crisis exposed just how vulnerable clients can be when there is no fiduciary standard.

God, Wealth Management And Happiness

Aug 13, 2015

Like choosing a religion, belief in wealth management requires you to select one approach.

A “Back to Basics” Reading List for Advisors

Jul 16, 2015

For advisors to individual investors, your advantage is being more nimble than an institutional investor with billions

Can You Meet Your Spouse At A Speed Dating Event?

Jun 18, 2015

The date with your prospective boss and his or her spouse is an opportunity to evaluate a person who you are betting your career on.

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